Marketing - CRM Leads

Description

This subject area provides information on all the leads created in the system, including Lead Rollup Metrics.

Employee and contact refers to the primary employee and contact for the lead.

Business Questions

This subject area can answer the following business questions:

• How can I identify the missing activities that could be used to optimize and guide the reps better?

• How does orchestration impact lead conversion to opportunity quarter over quarter?

• How many Leads are converted in the current quarter?

• How many Leads are unassigned in the system?

• How many Leads were rejected in the last quarter and what were the reason for those?

• How to analyze and proactively identify representatives facing issues that cause them to struggle to complete the sales objectives?

• How to compare the performance of Lead Orchestrations?

• Using Lead Rollups, what is the total number of activities that are open for a given Lead?

• What are the Leads created by a Sales Rep/Sales Manager's team in the Current Quarter and what are their statuses?

• What are the sources of the Leads created in the current quarter?

• What are the top 10 products associated to the Leads in the system?

• Which Sales Campaign resulted in the highest number of Qualified Leads in the last quarter?

• Which types of Lead orchestration steps are reps skipping the most?

• Who are the top Sales representatives by their Lead conversion ratio?

• Who is the Primary Contact and Resource assigned for a given Lead?

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

• Corporate Marketing Manager

• Marketing Analyst

• Marketing Manager

• Marketing Operations Manager

• Marketing VP

• 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 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

• Partner Channel Administrative Transaction Analysis Duty

• Partner Channel Transaction Analysis Duty

• Partner Org Transaction Analysis Duty

• Sales Administrative Transaction Analysis Duty

Primary Navigation

Navigator > Sales > Leads

Time Reporting

This subject area reports historical data.

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

The Lead Rollup metrics are available under the Lead -> Lead Rollup folder. Any currency related metric amounts are always shown in Corporate currency.