CRM - CRM Activities with Related Activities

Description

This subject area lets you report on the quotes associated with opportunities, the quoteline items and the associated products. You can analyze useful metrics like recurring and non-recurring revenue, usage revenue and contract value at both quote and quote line item level, as well as number of quotesand number of quote line items.Products listed on quotes in multiple currencies can be converted to the corporate currency as part of Quote Line reporting due to currency rates stamped on the quote header.

Business Questions

This subject area can answer the following business questions:

• What is the association between my appointments or tasks and their related call reports or follow-up activities for an opportunity?

• What are the associated activities related to my upcoming appointment and task?

• What are the follow-up tasks I need to do on a particular customer?

Job Roles

The following job roles secure access to this subject area:

• Channel Account Manager

• Channel Administrator

• Channel Operations Manager

• Channel Partner Manager

• Channel Partner Portal Administrator

• Channel Sales Director

• Channel Sales Manager

• Customer Relationship Management Application Administrator

• Customer Service Manager

• Customer Service Representative

• Partner Administrator

• Partner Sales Manager

• Partner Sales Representative

• Sales Administrator

• Sales Lead Qualifier

• Sales Manager

• Sales Representative

• Sales Restricted User

• Sales VP

Duty Roles

The following duty roles secure access to this subject area:

• Marketing Lead Transaction Analysis Duty

• Partner Channel Administrative Transaction Analysis Duty

• Partner Channel Transaction Analysis Duty

• Partner Org Transaction Analysis Duty

• Sales Administrative Transaction Analysis Duty

• Sales Campaign Transaction Analysis Duty

• Sales Executive Transaction Analysis Duty

• Sales Managerial Transaction Analysis Duty

• Sales Transaction Analysis Duty

• Service Administrative Transaction Analysis Duty

• Service Managerial Transaction Analysis Duty

• Service Transaction Analysis Duty

Primary Navigation

Navigator > Reports and Analytics

Time Reporting

This subject area reports historical data.

Time dimension is linked to User System Usage."Time"."Date".

Transactional Grain

This subject area returns the data at the grain of the User.

Special Considerations

The subject area requires the FBI_USER_SYSTEM_USAGE_TRANSACTIONAL_DUTY duty role for access.