CRM - CRM Click History

Description

This subject area helps you understand individual, team, and organization usage in your application: It gives you data on the most and least used flows and helps you discover usage patterns that impact adoption. Use this information to help you identify and act on ways to improve adoption.

Business Questions

This subject area can answer the following business questions:

• What areas of the application are used by users in specific geographic region or resource hierarchies?

• What areas of the application are users viewing or not viewing?

• How are the areas of the application performing?

• Which users are using the application the most or least based on clicks?

Job Roles

No applicable job roles

Duty Roles

The following duty roles secure access to this subject area:

• User System Usage Transaction Analysis Duty

Primary Navigation

Home page > Sales > Usage Insights

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

Although not necessary for the Click History itself, it may be a good idea to Enable Adoption and Usage Tracking to leverage other User Adoption subject areas. Ensure that users have the assign the FBI_USER_SYSTEM_USAGE_TRANSACTION_ANALYSIS_DUTY role. Users will need this to access the Click History subject area. Running the User Analytics Click Mapping Translation ESS job refreshes the data used in the subject area. The Click History Aggregation ESS job aggregates and purges the dataset. It needs to be run daily.