Reporting on Sales Method Disabled Flag

The following subject areas have been enhanced to add the Sales Method Disabled Flag attribute to the Historical Sales Stage or Sales Stage folder: 

  • Sales - CRM Pipeline --> Historical Sales Stage
  • Sales - CRM Opportunities and Products Real Time --> Historical Sales Stage
  • Sales - CRM Historical Pipeline --> Sales Stage
  • Partners - CRM Partner Overview --> Historical Sales Stage
  • Partners - CRM Opportunities and Products Real Time --> Historical Sales Stage

This change enables customers to report on data for only the active sales methods. 

Steps to enable and configure

You don't need to do anything in OTBI to enable this feature. 

Key resources

Subject Areas for Transactional Business Intelligence

Access requirements

Anyone who has access to the above subject areas in OTBI will have access to the newly added column.