Spending
The Overview section of the CRM360 screen displays a
constituent's year to date and lifetime spending.
YTD (Jan)
Spending is the sum of totals of active order lines for all
subsystem orders belonging to organization unit of logged in user. For
individuals, it includes amount where customer is the bill-to or the order line
ship-to. For companies, it includes amount where company is the bill-to or the
order line ship-to plus spending amount of employees. The first number
indicates the constituent's year-to-date (YTD). This month is displayed in
parentheses to the right of "YTD". If the constituent open in CRM360
is a company, the number also includes orders placed by corporate subsidiaries
and employees based on the date the order was placed.
Lifetime
The second number indicates the constituent's lifetime
spending, which is the sum of totals for all active order lines for all
subsystem orders belonging to the org unit of logged in user. For individuals,
it includes the amount where customer is the bill-to or the order line
ship-to. For companies, it includes the amount where company is the bill-to or
the order line ship-to plus spending amount of employees.
Note: Lifetime spending would
entail only the length of time the AOA has been using Personify.