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Sales Analytics Security

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Siebel Sales Analytics defaults to the following data-level visibility for certain responsibilities, as shown in Table 14.

Responsibilities and Data-Level Visibility

The visibility restrictions imposed vary by responsibility and by logical subject area.

The Sales Manager has different visibility restrictions imposed in the Forecasting subject area than in the Pipeline, Customers, Orders, and Products subject areas.
In general, users with the VP of Sales Analytics responsibility have no data-level security imposed, while those with the Sales Manager Analytics or Field Sales Representative Analytics responsibilities have primary-position security imposed.
In primary position security, only those opportunities, orders, or forecasts owned by the user or the user's subordinates are visible to the user.

For a description of data-level security, refer to Applications User Authentication and Security Setup in this chapter and see Security Guide for Siebel eBusiness Applications.

Table 14.  Siebel Sales Analytics Default Data-Level Visibility

Responsibility	Subject Area	Default Visibility
VP of Sales Analytics	All	No data-level security is imposed.
Sales Manager Analytics Field Sales Representative Analytics	Forecasting	In addition to the Order, Opportunity, and Forecast dimensions, primary position data-level security is imposed on all facts. This means that these subject areas are visible to the user only for data owned by the user (or the user's subordinates).
Sales Manager Analytics Field Sales Representative Analytics	Pipeline Orders Customers	Primary position data-level security is imposed on: Order dimension Opportunity dimension Account dimension Opportunity Revenue, Expected Revenue, and Closed Revenue metrics # of Orders Line Item Order Revenue (000) Line Item Shipped Revenue (000) Order Item Revenue Rollup Total Order Revenue (000) Rollup Average Order Size Total Order Revenue Total Order Revenue (000) Total Shipped Revenue Total Shipped Revenue (000) metrics
TeleMarketing Manager TeleMarketing Representative	All	No specific data-level security.
TeleSales Representative Direct Order Entry Agent	All	No specific data-level security. However, the primary-position security used for Sales Managers and Representatives can be used for the TeleSales Representative and Direct Order Entry Agent responsibilities as well. Note that the security model for the TeleMarketing Representative and Manager responsibilities must differ from that used for Sales Managers and Representatives. The security model is based on the CREATED_BY column in the Opportunity data model and not on the primary owner of the opportunity.

To extend these data-level visibility restrictions to other metrics and dimensions, refer to Table 13 and use the metrics and dimensions in Table 14 as examples.

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