Label Customization

You can customize labels and attributes for the following Blue Sheet fields using the Label Customization menu option:

  • Current Volume

  • Total Potential Volume

  • Product

  • Revenue

To customize Blue Sheet labels:

  1. At the Sales Access Manager Admin Tool Main Menu, click the Reference Data Maintenance link and then click Blue Sheet Reference Data. The Blue Sheet Reference Data menu appears.

  2. Click Label Customization. The Blue Sheet Label Maintenance page appears.


 

  1. Click Edit next to the desired label. The Edit page appears for the label.

  2. Type the desired label name in the Value text entry box next to the corresponding Default label name and select the applicable Format and Decimals (if applicable).

  3. Click Save. The new label is saved.

  4. Repeat steps 3 - 5 for each desired label.

  5. Open a Blue Sheet and verify the labels appear as desired.



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