Fact Sheet
The fact sheet gives you an immediate and compressed overview of a particular business object.
The data displayed in the fact sheet can vary greatly. For this reason, you can configure the fact sheet and determine its layout yourself.
Format
The information contained in the fact sheet is displayed in assignment blocks that group together certain types of information.
Availability
The fact sheet is available online. You can display the fact sheet and make changes to it such as showing table columns, if you have made the columns personalizable in Customizing. You can also print the fact sheet with your browser's print function.
Configuration
You can determine which views you want to display in the fact sheet. You can choose between forms, tables, or views with graphics.
Customizing
You can determine the way the fact sheet is laid out, provided that you have chosen the tile layout. With this layout, you can determine the number of rows and columns in which the tiles are arranged.
The Account fact sheet is available in Account Management on the CRM WebClient UI. On the overview page of the individual accounts, you can click Fact Sheet
and receive the most important information about this account online.
This information can come from multiple sources, for example master data, statistical data, and operation data. It enables you to quickly and easily see the most essential details about your key customers and partners from the various business transactions.
For example, you want to visit one of your customers. You open the fact sheet about this customer and receive all the important information about this customer at a glance.