Search Profitability Report

The Search Profitability Report zone allows you to search for the deal level, division level, or price item level the profitability report of the deal version. It contains the following two sections:

  • Search Criteria - The Search Criteria contains the following fields:

    Field Name Field Description Mandatory (Yes or No)
    Search By Used to indicate whether you want to view deal level, division level, or price item level profitability report of the deal version. The valid values are:

    • All - Used to indicate whether you want to view all the profitability report of the deal version at once.

      Note: On selecting this option from the Search By list, the Division Level Profitability and Price Item Level Profitability zones appear with the respective information in the Deal Profitability screen. Whereas, the Deal Level Profitability report appears in the Search Results section.

    • Deal Level Profitability Report - Used to indicate whether you want view the deal level profitability report.

    • Division Level Profitability Report - Used to indicate whether you want view the division level profitability report.

    • Price Item Level Profitability Report - Used to indicate whether you want view the profitability report at the price item level or hierarchy entity level.

    Note: By default, the All option is selected.
    		 Yes
    Deal Information Displays the concatenated string of information about the deal separated by a comma (,). Not Applicable
    Deal Version Information Displays the concatenated string of information about the deal version whose profitability report you want to view separated by a comma (,). Not Applicable
    Division Used to indicate the division for which you want to view the profitability report of the deal version.
    Note: This field appears when you select the Division Level Profitability Report option from the Search By list.
    		 Yes (Conditional)
    Note: This field is required for viewing the profitability report of a particular division.
    Report Format Used to indicate the format in which you want to view the price item profitability report. The valid values are:

    • Detailed Report - Used to indicate whether you want to view the profitability report at the price item level in the hierarchy.

    • Summary Report - Used to indicate whether you want to view the profitability report at the hierarchy entity level.

    Note:

    By default, the Detailed Report option is selected.

    This field appears when you select the Price Item Level Profitability Report option from the Search By list.

    		 Yes (Conditional)
    Note: This field is required for viewing the profitability report of a price item.
    Price Item Used to search a particular price item whose profitability report you want to view for the deal version.
    Note:

    The Search (The Search Icon ) icon appears corresponding to this field. On clicking the Search icon, the Price Item Search window appears where you can search for the respective price item.

    This field appears when you select the Price Item Level Profitability Report option from the Search By list.

    		 Yes (Conditional)
    Note: This field is required for viewing the profitability report of a particular price item.

  • Search Results - On clicking the Search button, the profitability report appears based on the specified search criteria. The Search Results section contains the following columns:

    Column Name Column Description
    Person Information Displays the concatenated string of information about the customer for whom the deal is created in the system separated by a comma (,).
    Note:

    It has a link. On clicking the link, the Person screen appears where you can view the details of the respective person.

    This column appears when you select the All or Deal Level Profitability Report option from the Search By list.
    Primary Identifier Indicates the primary identifier using which the customer is defined in the system.
    Note: This column appears when you select the All or Deal Level Profitability Report option from the Search By list.
    Division Indicates the division for which you want to view the profitability report.
    Note: This column appears when you select the Division Level Profitability Report option from the Search By list.
    Root Level Hierarchy Entity Indicates the root level hierarchy entity of the price item for which you want to view the profitability report.
    Note: This column appears when you select the Price Item Level Profitability Report option from the Search By list.
    Non-Root Level Hierarchy Entity Indicates the non-root level hierarchy entity of the price item for which you want to view the profitability report.
    Note: This column appears when you select the Price Item Level Profitability Report option from the Search By list.
    Price Item Information Displays the concatenated string of information about the price item for which you want to view the profitability report separated by a comma (,).
    Note: This column appears when you select the Price Item Level Profitability Report option from the Search By list.
    Proposed Commitment Displays the proposed usage of the price item.
    Note: This column appears when you select the Price Item Level Profitability Report option from the Search By list.
    Proposed Revenue Displays the revenue generated from the proposed price item pricing and commitments.
    Proposed Cost Displays the overall cost of the proposed price item based on the usage.
    Profit Displays the overall profit generated from the proposed price assignments of price items. It is represented by the following formula:

    Proposed Profit = Proposed Revenue - Proposed Cost
    Profitability (%) Displays the overall profit in percentage generated by the proposed price assignments of price items.
    Note: This column appears when you select the All or Deal Level Profitability Report option from the Search By list.
    Original Revenue Displays the revenue generated through the original price item pricing and commitments.
    Original Commitment Displays the original usage of the price item.
    Note: This column appears when you select the Price Item Level Profitability Report option from the Search By list.
    Profit Variation (%) Displays the difference between the original profit and proposed profit in percentage.
    Note:

    This column appears when you select the Deal Level Profitability Report or Division Level Profitability Report option from the Search By list.

    On selecting the All option from the Search By list in the Search Profitability Report zone, the Search Results displays the Deal Level Profitability Report by default.
    Status Indicates the current status of the deal.
    Note: This column appears when you select the All or Deal Level Profitability Report option from the Search By list.
    Created By Indicates the user who has created the deal.
    Note: This column appears when you select the All or Deal Level Profitability Report option from the Search By list.
    Start Date Displays the date from when the deal is effective for the entity (i.e. the customer, account, or prospect person).
    Note: This column appears when you select the All or Deal Level Profitability Report option from the Search By list.
    End Date Displays the date till when the deal is effective for the entity (i.e. the customer, account, or prospect person).
    Note: This column appears when you select the All or Deal Level Profitability Report option from the Search By list.
    Next Review Date Displays the date which is scheduled to review the deal usage as per the commitments made by the customer.
    Note: This column appears when you select the All or Deal Level Profitability Report option from the Search By list.
    Deal Currency Displays the currency using which the deal is defined in the system.
    Note: This column appears when you select the All or Deal Level Profitability Report option from the Search By list.
    Revenue Variation (%) Displays the average revenue generated from the price item pricing and commitments. It is represented by the following formula:

    Revenue Variation (%) = (Proposed Revenue - Original Revenue)*100 / Original Revenue

    Note: This column appears when you select the Price Item Level Profitability Report option from the Search By list.
Note: Pagination is used to display limited number of records in this zone. You can use the navigation links, such as Previous and Next to navigate between pages.

By default, the Filter area is hidden. You can view the Filter area by clicking the Filters (The Filters Icon) icon in the upper right corner of this zone.

Related Topics

For more information on... See...
Deal Profitability screen Deal Profitability
Division Level Profitability zone Division Level Profitability
Price Item Level Profitability zone Price Item Level Profitability
How to view the deal level profitability report Viewing the Deal Level Profitability Report
How to view the division level profitability report Viewing the Division Level Profitability Report
How to view the price item level profitability report Viewing the Price Item Level Profitability Report
How to view the hierarchy entity level profitability report Viewing the Hierarchy Entity Level Profitability Report