CX - Activity
Description
This subject area can be used to analyze or report on activities such as Tasks and Appointments created in the system. Useful activity attributes such as Type (Call, Meeting, and so on), Owner, Priority, Status, and Outcome make it possible to perform compelling analyses, leading to a better understanding of the activities that Sales Representatives perform when supporting customers in pursuit of leads, opportunities, etc.
Business Questions
This subject area can answer the following business questions:
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How actively (number of activities) are the sales reps engaged with customers?
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How can I identify neglected but strategic accounts to guide my team to focus on these?
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How do the number of activities and their average SR resolution rate compare by quarter?
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What is activity ratio for won and lost opportunities? Are there any trends?
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 > Activities
Time Reporting
This subject area supports historic analysis/time-based reporting of Activity based on when they were created, and when they actually started and ended.
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.
Transactional Grain
This subject area returns data at the grain of the Activity level.
Special Considerations
None.