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:

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.