XMap overview

The XMap utility helps you to visualize customer portfolio relationships within the Relationship Profitability and Pricing System (RPPS). After you create customer relationships using the Relationship Builder, the XMap allows you to visually interact with customer data.

The XMap combines customer data from your portfolio into pods. The XMap contains three levels of pods:

• Relationship
• Customer
• Account

Each level contains more detailed data than the previous. You can use these pods to navigate the data contained at each level.

Open XMap

Use the My Portfolio menu to open Xmap.

Navigation tools

Use these icons for navigation in XMap.

	Click to open a pricing request
	Click to refresh the page
	Click to view My Portfolio (from XMap)
	Click to view XMap (from My Portfolio)