CX - Opportunity Activity

Description

This is a detailed subject area that provides the ability to report on Activities that are associated with the Opportunities. It essentially provides the information on the Opportunities, the Activities that have been performed or planned for an Opportunity, as well as additional information on the Opportunity as Account, Contact, Product, Opportunity Owner, and the Partner associated with it.

Business Questions

This subject area can answer the following business questions:

Job Roles

The following job roles secure access to this subject area:

Duty Roles

The following duty roles secure access to this subject area:

Primary Navigation

Navigator > Sales - Opportunities

Time Reporting

This subject area supports historic analysis/time-based reporting of Opportunity Activities based on when the Activities were created, when they started and ended, along with when the Opportunities were Closed or the expected Close date.

Time dimension is linked to There are multiple role-playing time dimensions that are anchored to the following dates: 1. Activity Created Date, 2. Activity Actual Start Date, 3. Activity Actual End Date, 4. Opportunity Expected Close Date, 5. Opportunity Actual Close Date.

Transactional Grain

The grain is at the Opportunity Activity level.

Special Considerations

None.

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