Sales Dashboard Objects

Appendix: Sales Dashboard Objects

This appendix provides information on source data load objects and data deletion plans for PeopleSoft Sales.

Source Data Load Objects

The table below lists the object group IDs, description, object type IDs and plans that load tables into the Active Data Cache (ADC) for PeopleSoft Sales. When loading dashboard data for the first time, use the CRM Initial Data Load page to load all your data.

If you want to load single object types or group object types use the Batch Data Load page, If you use the Batch Data Load page, load the common dashboard data before you load specific sales data.

You should also load groups marked initial load data before you load the data with the other group IDs. You can select the appropriate object group IDs on the Batch Data Load page in your PeopleSoft CRM application. After loading the common dashboard data, load the initial load groups and then the other groups that are listed in this table:

Note. PeopleSoft delivers a Detailed Forecast data object but it is not used in any of the reports that are delivered. We provide this data object so customers can use it to create their own reports.

Object Group ID	Description	Object Type ID	Plan
Sales Dimensions	Loads initial data for: Campaigns Fallouts Forecast types Industries Lead rating Lead reject reason Lead source Lead status Opportunity status Sales Priority Revenue type Pipeline segment Sales manager Sales stage Sales user Task status Territory Annual timeframes Quarterly timeframes Accounts Account plan types Account plan statuses	RSFD_CAMPAGN RSFD_FALLOUT RSFD_FCAST_TYPE RSFD_INDUSTY_VW RSFD_LE_RATE RSFD_LE_RJCT RSFD_LE_SRCE RSFD_LE_STAT RSFD_OP_STAT RSFD_PRIORTY RSFD_RV_TYPE RSFD_SEGMENT RSFD_SMGR RSFD_STAGE RSFD_SUSER RSFD_TASK_STATUS RSFD_TERR RSFD_TFP_ANN RSFD_TFP_QTR RSPD_ACCOUNT RSPD_PLAN_TYPE RSPD_STATUS	SLD.MarketingCampaign SLD.FalloutReason SLD.ForecastType SLD.Industry SLD.LeadRating SLD.LeadRejectReason SLD.LeadSource SLD.LeadStatus SLD.OpportunityStatus SLD.SalesPriority SLD.RevenueType SLD.PipelineSegment SLD.SalesManagerAccess SLD.SalesStage SLD.SalesUser SLD.TaskStatus SLD.Territory SLD.Timeframes Annual SLD.Timeframes Quarterly SLD.Account SLD.AccountPlanType SLD.AccountPlanStatus
Sales Fact Messages 1	Loads data for: Call reports Forecast details Leads Manager forecasts Manager open revenue Manager pipeline Manager quota Manager revenue Opportunity header Opportunity history Pipeline segment quotas Manager quotas Tasks Account teams Account plan goals Note. Standalone tasks are not loaded because they do not have timeframes.	RSFD_CALL_RPT RSFD_FC_DTL RSFD_LEAD RSFD_MGR_FCST RSFD_MGR_OPEN_REV RSFD_MGR_PIPELINE RSFD_MGR_QUOTA RSFD_MGR_REV RSFD_OPP_HDR RSFD_OPP_HIST RSFD_PLQS RSFD_PLQSM_MGR RSFD_TASK RSPD_ACCT_TEAM RSPD_PLNGOAL	SLD.CallReport SLD.Forecast SLD.Lead SLD.MgrForecastByTF SLD.MgrOpenRevenueByTF SLD.PipelineByMgr SLD.MgrQuotaByTF SLD.MgrActRevenueByTF SLD.OpportunityHDR SLD.Opportunity Updates SLD.PipelineSegmentQuota SLD.PipelineQuotaByMgr SLD.Task SLD.AccountTeam SLD.AccountPlanGoal
Sales Fact Messages 2	Loads initial opportunity data for: Competitor Opportunity forecasts Opportunity representatives	RSFD_OPP_COMP RSFD_OPP_FCST RSFD_OPP_REP	SLD.OpportunityCOMP SLD.OpportunityFCST SLD.OpportunityREP
Sales Fact Messages 3	Loads initial security data for division managers	RSFD_DMGR	None

Note. If the facts do not load properly, you can reload data for a single data object. For example if the Sales Manager Access and Account Manager Access data objects do not load properly, you can use the Batch Data Load page for dashboards and do an initial load for just the RSFD_SMGR object type, as the Mgr Person SID field may not always get updated. You can then run the RSFD_DMGR data object after RSFD_SMGR has been loaded. Since the Sales Manager Access and Account Manager Access data objects drive security, it is important that these data objects load correctly.

Data Deletion Plans

This table lists the reports, alerts, and plans that enable you to remove data from the ADC on a regular basis:

See Understanding the Data Load Process.

Plan	Description	Data Objects	Report	Alert
SLD.Clean up Account Plan Goal	Deletes two years of account plan goals data.	SLD.Account Plan Goals	Overall Attainment of Plan Goals	None
SLD.Clean up Call Report	Deletes one year of call report data.	SLD.Call Report	Average Revenue Per Account	None
SLD.Clean up Forecast Details	Deletes two years of forecast detail data.	SLD.Forecast Detail	Forecast Attainment	None
SLD.Clean up Lead	Deletes one year of lead data.	SLD.Lead Deletes 1 year of Lead data	Lead Conversion Rate Pipeline Health Percentage	None
SLD.Clean up Opportunity Forecast	Deletes all opportunities that were closed within the last two years.	SLD.Opportunity Forecast	Forecast as Percentage of Plan Quota Attainment Percentage	None
SLD.Clean up Opportunity Related	Deletes two years or data if the opportunities have been closed or there is no forecast information.	SLD.Opportunity Header SLD.Opportunity Sales Rep SLD.Opportunity Competitor	Win Ratio Pipeline Health Percentage Revenue Win Rate Average Revenue per Account Watch List Opportunity Rate	None
SLD.Clean up Overdue Task	Deletes any tasks before the current date.	SLD.Overdue Tasks	Watch List Opportunity Rate	None
SLD.Clean up Task	Deletes tasks that are over a year old.	SLD.Task	Watch List Opportunity Rate	Overdue Task
SLD.Clean up Touch	Deletes touch data that is over a year old.	SLD.Touch	Account Touch Rate	None