CRM Phase 2 - Flipbook - Page 96
STEP
STEP 4
PROCESS
To view the net, margin or margin percentage, change the display by clicking on the
Graph content icon from the toolbar and the graph will display as required.
However, to display a particular analysis code and all transaction within it, firstly on the
Analysis tab select the analysis code to view and then click to the Graph tab and the
following will display:
Here all the transactions for that analysis code within the particular month are
displayed.
STEP 5
Pie
To show the details in a pie chart, select the icon from the toolbar:
The following will display:
Spend Analysis
02.005.01 L1 9304E
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