Tracking Price Book Project Progress
Price book projects can be tracked on the Price Book Project page. To open the page, using the Go to box, enter price book project management. The Price Book Projects page appears. Click the Edit button (
) for the price book project. The Price Book Project page appears.
) for the price book project. The Price Book Project page appears.Use the following sections on the page to help you track the price book project progress.
Relative Financial Progress Analysis
The Relative Financial Progress Analysis grid compares new values to effective current values and describes how close the pricing policies are in meeting the target revenue and target profit goals set in the price book project.
Results are shown at the aggregated level and the stream level. To see values at price stream level, expand the row by clicking the Expand button (
) for the row.
) for the row.
 |
If you do not see the Relative Financial Progress Analysis grid, you need to configure the Price Book Project page.
|
The Financial Progress Chart in this section shows the data on the page in a graphical format. The bar charts are color-coded as follows:
• White indicates that no progress has been made toward meeting the target.
• Yellow indicates that some progress has been made toward the target, but the target has not been met yet.
• Green indicates that the target has either been met or exceeded.
Note that at the stream level you can select a specific pricing stream to view.
Absolute Financial Progress Analysis
The Absolute Financial Progress Analysis grid compares new prices to today's current prices and describes how close the pricing policies are in meeting the target revenue and target profit goals set in the price book project.
Results are shown at the aggregated level and the stream level. To see values at price stream level, expand the row by clicking the Expand button () for the row.
) for the row.
 |
If you do not see the Relative Financial Progress Analysis grid, you need to configure the Price Book Project page.
|
The Financial Progress Chart in this section shows the data in the grid in a graphical format. The bar charts are color-coded as follows:
• White indicates that no progress has been made toward meeting the target.
• Yellow indicates that some progress has been made toward the target, but the target has not been met yet.
• Green indicates that the target has either been met or exceeded.
Note that at the stream level you can select a specific pricing stream to view.
Project Progress Chart and Grid
The Project Progress Chart and Grid describe how close the pricing policies are in meeting the target revenue and target profit goals set in the price book project.
Results are shown at the aggregated level.