Viewing the Revenue Trends

Procedure

To view the trends of the revenue:

  1. Search for the customers in the Relationship Workbench Manager screen.
  2. In the Revenue Metrics zone, click the Trend icon to view revenue in trends.
    The Revenue Trends screen appears.
  3. Ensure that the Main tab is selected.
  4. Enter the search criteria in the RM Trends Input zone.
    Note:

    The RM Trends Input zone appears is in the Revenue Trends zone.

    The date range specified in the Period From and Period To fields should not exceed the number of days specified in the RM Workbench zone.

    ORMB search engine supports wildcard search, where you can substitute the percentage (%) symbol as a stand in for any word or letter in a search criteria. You can use the '%' wildcard character in all input fields except the date and ID fields. The '%' wildcard character is suffixed automatically at the end of the partial search criteria. Therefore, you may or may not specify the wildcard character at the end of the partial search criteria. However, you have to prefix the wildcard character manually wherever required.

  5. Click Search.
    You can view the trend in the Revenue Trendszone.

Related Topics

For more information on... See...
Relationship Manager Workbench screen Relationship Manager Workbench
Revenue Metrics zone Revenue Metrics