CX - Opportunity Quote
Description
This subject area provides information on the Opportunity Quotes and the associated Opportunity, and the Account associated to the Opportunity and Contact associated to the Opportunity. The associated objects are all Primary dimensions.
Business Questions
This subject area can answer the following business questions:
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Against how many opportunities were quotes submitted in this month?
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How long does it take from the time an opportunity is created to quote creation?
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How many quotes are generated for won vs lost opportunities?
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What is the average revenue values for different types (recurring, non-recurring, and usage)?
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Who has submitted the highest number of quotes in the current month?
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 > Sales Orders
Time Reporting
This subject area supports historic analysis/time-based reporting of Opportunity Quotes based on Quote Creation Date, Quote Expiration Date, Quote Order Placed On Date, Contract Start Date, Contract End Date, and Opportunity Expected Close Date.
Time dimension is linked to There are multiple role-playing time dimensions that are anchored to the following dates: 1. Opportunity Expected Close Date 2. Quote Creation Date 3. Quote Expiration Date 4. Quote Order Placed On Date 5. Contract Start Date 6. Contract End Date.
Transactional Grain
This subject area returns data at the grain of the Opportunity Quote level.
Special Considerations
None.