Revenue Analytics: Case Studies

The following case studies illustrate some of the ways you can use Revenue Analytics:

Set the Chart Type to Year-to-Date (YTD), and, on User Options, set the Revenue Type to Actual and the Budget Type to Baseline Budget.
Select the top level of the organization from the Organization filter. This allows you to view the revenue trend on the Actual Revenue vs. Baseline chart.

Set the Chart Type to Year-to-Date (YTD), and, on User Options, set the Revenue Type to Actual and the Budget Type to Baseline Budget. Select the top level of the organization from the Organization filter and view the revenue trend on the Actual Revenue vs. Baseline chart.
There are certain months where the revenue amount falls below the baseline, and you must determine which divisions are responsible. Use the Revenue by Org Hierarchy table to drill-down and select the specific organizations you wish to view. You can continue selecting organizations to the lowest level that your security access rights allow.
You decide to email a snapshot of the analytic to the managers to alert them of the poorly performing projects.