Overview:
When a deal created in CRM (Customer Relationship Management) triggers a Deal Analyzer review, an email notification is sent to the Finance Business Manager (FBM) Team.
Note: This process is for Finance Associates only.
Process:
Open the link provided in the email notification.
You will be redirected to Xvantage for Associates.
Review the information on the following tabs:
Base Data – Displays deal-level information imported from the sales quote.
Profitability Sheet – Displays profitability metrics, including Gross Profit (GP), Contribution Margin (CM), and Net Working Capital.
Billing Schedule – Displays revenue recognition, Accounts Receivable (AR), and Accounts Payable (AP) throughout the contract period.
On the Profitability Sheet tab, expand the available sections to review additional details.
If necessary, model the deal by updating the Custom Value or Custom Percentage fields. These changes are for analysis purposes only and do not modify the actual deal.
Important: If the deal can only be approved after adjusting the modeled values, reject the deal and provide comments explaining the recommended changes. Sales must review the feedback, update the deal in CRM, and resubmit it for approval.
Select the Billing Schedule tab to review the revenue recognition schedule and the projected Accounts Receivable (AR) and Accounts Payable (AP) over the duration of the contract.
After completing your review, select the Sign-offs tab.
From the left navigation pane, select Finance.
Complete one or more of the following actions:
Mark Reviewed or Rejected
Add Comments
Upload Supporting Documents