Marketing - CRM Leads
Description
This subject area provides information on all the leads created in the system.
Employee and contact refers to the primary employee and contact for the lead.
Business Questions
This subject area can answer the following business questions:
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What are the top 10 products associated to the Leads in the system?
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Who is the Primary Contact and Resource assigned for a given Lead?
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How does orchestration impact lead conversion to opportunity quarter over quarter?
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How can I identify the missing activities that could be used to optimize and guide the reps better?
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What are the sources of the Leads created in the current quarter?
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How many Leads were rejected in the last quarter and what were the reason for those?
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Which Sales Campaign resulted in the highest number of Qualified Leads in the last quarter?
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Who are the top Sales representatives by their Lead conversion ratio?
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Which types of Lead orchestration steps are reps skipping the most?
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 > Leads
Time Reporting
Yes
Time dimension is linked to Marketing - CRM Leads."Lead"."Lead Creation Date".
Transactional Grain
This subject area returns data at the grain of a Lead.
Special Considerations
None.