Sales Portfolio Management

This ERD (see the following figure) illustrates the process of creating and managing sales portfolios for employees in sales positions within the sales organization. It shows the process for creating a sale portfolio, setting target accounts for a given portfolio, and defining the business or service units for each associated account as well as their business drivers and initiatives. Also illustrated are partners and partner's competitors associated with the portfolio accounts. In addition, this ERD covers the marketing campaigns which are targeted at the accounts in the portfolios.

The following table lists the entities in this ERD and their corresponding tables.

Entity	Table
Sales Portfolio	S_SLS_PORTFOLIO
Portfolio Category	S_PRTFL_CTGRY
Portfolio Account	S_PRTFL_ACCNT
Product Offering	S_ENT_SOLN
Portfolio Partner	S_PRTFL_PRTNR
Portfolio Attachment	S_PRTFL_ATT
Portfolio Product Offering	S_PRTFL_ENTSOLN
Account Prod Offering	S_PRTFL_ACCSOLN
Portfolio Sub_Account	S_PRTFL_SUBACC
Portfolio Account Attachment	S_PRTFL_ACC_ATT
Portfolio Business Driver	S_PRTFL_BU_DRVR
Portfolio Business Initiative	S_PRTFL_BU_INTV
Campaign	S_SRC
Portfolio Account Campaign	S_PRTFL_CAMP
Portfolio Partner Competitor	S_PRTFL_CMPTR
Organization Unit	S_ORG_EXT