CX - Leads
Description
This subject area provides information on all the leads created in the system and the associated Account, Contact, Owner, Product and Partner._x000D_
The associated objects refer to the primary association only e.g. Primary Contact.
Business Questions
This subject area can answer the following business questions:
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How many leads were rejected in the last quarter and what were the reason for those?
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What are the open opportunities associated to a given partner?
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What are the sources of the leads created in the current quarter?
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What are the top 10 products associated to the leads in the system?
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What is the number of leads by partners for a specific product group?
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Which campaign resulted in the highest number of qualified leads in the last quarter?
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Who are the top sales representatives by their lead conversion ratio?
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Who is the primary contact and resource assigned for a given lead?
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 > Leads
Time Reporting
This subject area supports historic analysis/time-based reporting of Leads based on when the leads were created, converted to Opportunities, and Retired.
Time dimension is linked to There are multiple role-playing time dimensions that are anchored to the following dates: 1. Lead Created Date 2. Lead Converted Date 3. Lead Retired Date.
Transactional Grain
This subject area returns data at the grain of the Lead level.
Special Considerations
None.