Viewing the Hierarchy Entity Level Profitability Report
Procedure
To view the hierarchy entity 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 hierarchy entity 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.
- Select the Price Item Level Profitability Report option from the Search By list in the Search Profitability Report zone.
- Ensure that the Filter area is visible.
- Select the Summary Report option from the Report Format list.
-
Click Search.
The search results appear in the Search Results section of the Search Profitability Report zone.
-
View the hierarchy entity level profitability report of
the deal version in the Search Results section
of 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 |
Price Item Level Profitability zone | Price Item Level Profitability |
Search Profitability Report zone. | Search Profitability Report |