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AccountManager Management Views
AccountManager has a variety of views available to Managers that facilitate further interpretation of their salespeople’s efforts. Only users with the “Management” role in the AccountManager Access Control List will have access to the “Management” views. (See your AccountManager administrator with questions).
[Management Views Screenshot]
Management View Descriptions:
(Note: The views available to you may vary in name and/or order depending upon your company’s configuration. See your AccountManager administrator with any questions).
|
View Name |
Description |
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Annual |
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Opportunities Identified by AcctMgr |
Displays the values (dollars in thousands) of all opportunities in twelve monthly columns based on “Identified Date” and an annual total. Categorized by year, then account manager. The same opportunity will appear under each account manager involved in the opportunity (customer account manager, distributor account manager, etc). |
|
PNs Won by Cust AcctMgr |
Displays the value (dollars in thousands) of part numbers (opportunity line items) that are marked as “Won” in twelve monthly columns based on “Won Date” and an annual total. Categorized by year, then account manager. |
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All Quotes by AcctMgr |
Displays the value (dollars in thousands) of all quotations in twelve monthly columns based on “Quote Date” and an annual total. Categorized by year, then account manager. |
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Direct Quotes by Cust AcctMgr |
Displays the value (dollars in thousands) of all direct quotations in twelve monthly columns based on “Quote Date” and an annual total. Categorized by year, then customer account manager. |
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Disti Quotes by Cust AcctMgr |
Displays the value (dollars in thousands) of all distribution quotations in twelve monthly columns based on “Quote Date” and an annual total. Categorized by year, then distributor account manager. |
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All Documents |
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By Account Manager |
Displays all business documents (“BizDocs”) categorized by account manager, customer, then BizDoc type. A icon indicates the status of the document is “Open”. |
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By End Customer AM |
Displays all business documents (“BizDocs”) categorized by end customer account manager, customer, then BizDoc type. A icon indicates the status of the document is “Open”. |
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By Distributor AM |
Displays all business documents (“BizDocs”) categorized by distributor account manager, customer, then BizDoc type. A icon indicates the status of the document is “Open”. |
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By CEM AM |
Displays all business documents (“BizDocs”) categorized by CEM account manager, customer, then BizDoc type. A icon indicates the status of the document is “Open”. |
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By Owner |
Displays all business documents (“BizDocs”) categorized by owner, customer, then BizDoc type. A icon indicates the status of the document is “Open”. |
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Usage |
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Created By User |
Displays all documents categorized by original document author, then by date and document type. |
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Aged Opportunities |
Displays open opportunities categorized by the month they were last modified. |
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All Activity Rollup |
Displays all activities categorized by year, month, user and “Regarding.” |
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Closed Activity Rollup |
Displays all closed activities categorized by year, month, user and “Regarding.” |