Matrix Support

Work with the Revenue Comparison Tab

Access the Revenue Comparison Tab
  1. Access the Deal Management page by selecting Deals in the Menu Bar located at the top of any any page.
  2. Select an Account from the My Accounts list on the left.
  3. Click the Revenue Comparison tab located at the bottom part of the screen to display the Account’s revenue history for the Outlet/Revenue Type combinations specified on the deal’s forecast row(s).
Notes: 
  1. If you wish to see full revenue history, click the Show the full billing history check-box. If the Deal does not contain any rows, then the revenue tab will be blank.
  2. By default, the Account’s revenue will display based on your default calendar type for last year. To change the calendar or year, select a different option from either of the drop down lists located at the top of the grid.

Keyword Search: Deal Management, Deals, Revenue Comparison tab, billing history, deals billing history

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