Marketing - CRM Leads and Opportunities Real Time

Description

This subject area provides information on all leads converted to an opportunity or associated or defined on an opportunity.

A lead can be associated to multiple opportunities and vice versa. This subject area provides information on lead and the opportunities associated to it.

This subject area can be combined with any other subject area that has Lead or Opportunity dimension.

Business Questions

This subject area can answer the following business questions:

• How many Leads are associated for a given Opportunity?

• What are the Leads that are converted into Opportunities?

• How many Opportunities were created from a given Lead?

Job Roles

The following job roles secure access to this subject area:

• Corporate Marketing Manager

• Marketing Analyst

• Marketing Manager

• Marketing Operations Manager

• Marketing VP

• 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 Administrative Transaction Analysis Duty

• Marketing Corporate Transaction Analysis Duty

• Marketing Executive Transaction Analysis Duty

• Marketing Lead Transaction Analysis Duty

• Marketing Managerial Transaction Analysis Duty

• Marketing Operational Transaction Analysis Duty

• Marketing 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

Primary Navigation

Navigator > Sales > Leads

Time Reporting

No

Time dimension is linked to NA.

Transactional Grain

This subject area returns data at the grain of Lead-Opportunity; i.e. for a given Lead shows data of the Opportunity associated and vice versa.

Special Considerations

None.