Add Lead Converted By dimension in Marketing - CRM Leads and Opportunities Real Time subject area in OTBI
The Marketing - CRM Leads and Opportunities Real Time subject area has been enhanced to allow reporting on the resource that converted a lead.
This enhancement enables sales representatives and managers to report on leads that have been converted to opportunities by themselves or their respective team members.
Steps to enable and configure
You don't need to do anything in OTBI to enable this feature.
Tips and considerations
The following can now be found in Marketing - CRM Leads and Opportunities Real Time subject area:
- Lead Converted By folder containing resource attributes
- Lead Converted By Extension subfolder containing resource extension attributes
- Lead Converted By Hierarchy subfolder containing resource hierarchy attributes
Key resources
Subject Areas for Transactional Business Intelligence
Access requirements
Anyone who has access to the Marketing - CRM Leads and Opportunities Real Time subject area in OTBI will have access to the newly added folders and columns mentioned above.