Sales - CRM Customer Overview

A summary subject area that provides the ability to do comprehensive customer analysis across multiple areas in a single report. Analysis can span a number of customer specific areas such as customer pipeline, sales cycle, win loss, service requests, quotes and customer interactions.

Folders

This subject area contains the following folders:

Job Roles

The following job roles are used to secure access to this subject area:

Duty Roles

The following duty roles are used to secure access to this subject area:

Business Questions

This subject area can be used to answer the following business questions: