Viewing the Deal Level Profitability Report
Procedure
To view the deal level profitability report:
- Search for the deal in the Search Deal zone of the Deal Dashboard screen.
-
In the Search Results section, click
the Broadcast (
) icon corresponding to the deal whose deal versions profitability report you want to view.
The Deal Versions zone appears. -
In the Deal Versions zone, click
the Profitability Details (
) icon from the Profitability Details column corresponding to the deal version whose deal level profitability report you want to view.
The Deal Profitability screen appears.Note: The Profitability Details () icon for deals which do not have multiple versions appears in the Profitability Details column corresponding to the deal in the Search Results section of the Search Deal zone as well as in the Deal Versions zone. Whereas, the Profitability Details (
) icon for deals which have multiple deal versions appear only in the Profitability Details column corresponding to the deal version in the Deal Versions zone.
-
View the deal level profitability details of the deal version
in the Search Results section of the Search Profitability Report zone.
Tip: You can also view the deal level profitability details of a deal version by selecting the Deal Level Profitability Report option from the Search By list in the Search Profitability Report zone.Note:
You can view the profitability report of a deal or a deal version when it is in the Simulated status.
Pagination is used to display limited number of records in the Search Results section. You can use the navigation links, such as Previous and Next to navigate between pages.
Related Topics
For more information on... | See... |
---|---|
How to search for a deal | Searching for a Deal |
How to view the versions of a deal | Viewing the Versions of a Deal |
Deal Dashboard screen | Deal Dashboard |
Search Deal zone | Search Deal |
Deal Versions zone | Deal Versions |
Deal Profitability screen | Deal Profitability |
Search Profitability Report zone. | Search Profitability Report |