Viewing the Product Financial Summary of a Person or an Account
Procedure
To view the product financial summary of a person or an account:
- Search for the deal in the Search Deal zone of the Deal Dashboard screen.
-
In the Search Results section, click
the link in the Deal Information column corresponding
to the deal whose persons or accounts product financial summary you
want to view.
The Deal Information screen appears.
- Ensure that the Customer Hierarchy section is expanded in the Simulation Details zone.
-
Click the Edit (
) icon in the Pricing and Commitments column corresponding to the person or account whose product financial
summary you want to view.
The Pricing and Commitments screen appears. - Ensure that the Product Financial Summary section is expanded in the Pricing and Commitments screen.
- View the product financial summary of the person or account in the Product Financial Summary section.
Related Topics
| For more information on... | See... |
|---|---|
| How to search for a deal | Searching for a Deal |
| Search Deal zone | Search Deal |
| Deal Dashboard screen | Deal Dashboard |
| Deal Information screen | Deal Information |
| Simulation Details zone | Simulation Details |
| Pricing and Commitments screen | Pricing and Commitments |
| Product Financial Summary section | Product Financial Summary |