Calculating Customer-Related Calculations

You can run customer-related calculations on the Manage Relationships page.

The option to run customer-related calculations is only available after you add or remove a customer from a relationship.
When you run the customer-related calculations, then the relationship with its customers populates. All affected calculations throughout the application also update. The calculation update includes the summarized customer totals in the scorecard area on the Profitability > Relationship View page.
  1. Navigate to the Manage Relationships page via one of the following methods.
    • Select Profitability > Manage Relationships.
    • Select Pricing > Pricing > Manage Relationships.
  2. Select Calculate.

    Calculate option for customer-related calculations.

    Note:

    The Calculate process can take a long time to complete. During this process, the relationship name temporarily stops appearing as a hyperlink, and the check box preceding the relationship name is cleared. The "" Add option for customers is also hidden.

    You can work in other parts of the application while waiting for this process to finish.

When the necessary calculations are complete, then you are notified.


Notification when calculations are complete.

After the Manage Relationship page is updated, then the changes are visible throughout the application.

Parent topic: Manage Relationships