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  • 1 Overview
    • Subject Areas Overview
  • 2 Subject Areas
    • Overview
    • CRM - CRM Activities with Related Activities
    • CRM - CRM Activity Contact Real Time
    • CRM - CRM Activity Objective Real Time
    • CRM - CRM Activity Real Time
    • CRM - CRM Activity Resource Real Time
    • CRM - CRM Click History
    • CRM - CRM Interaction Activity Real Time
    • CRM - CRM Interaction Aggregate
    • CRM - CRM Interaction Lead Real Time
    • CRM - CRM Interaction Opportunity Real Time
    • CRM - CRM Interaction Service Requests Real Time
    • CRM - CRM Interactions Real Time
    • CRM - CRM Reporting Performance
    • CRM - CRM Reporting Usage
    • CRM - CRM Resource Catalog Audit
    • CRM - CRM Service Request Summary
    • CRM - CRM Work Orders Real Time
    • CRM - Marketing Web Activities
    • CRM/Help Desk - Case Action Plan Actions Real Time
    • CRM/Help Desk - Case Management Real Time
    • CRM/Help Desk - Case Relationships Real Time
    • CRM/Help Desk - Inbound Messages Real Time
    • CRM/Help Desk - Omnichannel Events Real Time
    • CRM/Help Desk - Omnichannel Queue Resource Availability Real Time
    • CRM/Help Desk - Service Request SmartText Usages Real Time
    • Enterprise Contracts - Contracts Real Time
    • Help Desk - HR Help Desk Queue Resources Real Time
    • Help Desk - HR Help Desk Request Milestones Real Time
    • Help Desk - HR Service Request Action Plan Actions Real Time
    • Help Desk - HR Service Request Conversation Messages Real Time
    • Help Desk - HR Service Request Lifecycle
    • Help Desk - HR Service Request Messages Real Time
    • Help Desk - HR Service Request Relationships Real Time
    • Help Desk - HR Service Request Resource Real Time
    • Help Desk - HR Service Request Summary
    • Help Desk - HR Service Request Tags Real Time
    • Help Desk - HR Service Requests Real Time
    • Help Desk - Internal Help Desk Queue Resources Real Time
    • Help Desk - Internal Help Desk Request Milestones Real Time
    • Help Desk - Internal Service Request Action Plan Actions Real Time
    • Help Desk - Internal Service Request Conversation Messages Real Time
    • Help Desk - Internal Service Request Messages Real Time
    • Help Desk - Internal Service Request Relationships Real Time
    • Help Desk - Internal Service Request Resource Real Time
    • Help Desk - Internal Service Request Summary
    • Help Desk - Internal Service Request Tags Real Time
    • Help Desk - Internal Service Requests Lifecycle
    • Help Desk - Internal Service Requests Real Time
    • Incentive Compensation - Attainments Real Time
    • Incentive Compensation - Compensation Plan Assignments Real Time
    • Incentive Compensation - Credits Real Time
    • Incentive Compensation - Disputes Real Time
    • Incentive Compensation - Earning and Attainment Summary Real Time
    • Incentive Compensation - Earnings Real Time
    • Incentive Compensation - Participant Balances Real Time
    • Incentive Compensation - Participant Compensation Plan Real Time
    • Incentive Compensation - Participant Detail Real Time
    • Incentive Compensation - Participant Interval Goals Real Time
    • Incentive Compensation - Participant Period Goals Real Time
    • Incentive Compensation - Pay Group Assignments Real Time
    • Incentive Compensation - Payments Real Time
    • Incentive Compensation - Paysheet Summary Real Time
    • Incentive Compensation - Performance and Earnings Summary Real Time
    • Incentive Compensation - Rules Real Time
    • Incentive Compensation - Transactions Real Time
    • Knowledge Management - Article Category Real Time
    • Knowledge Management - Article Links Real Time
    • Knowledge Management - Article Product Real Time
    • Knowledge Management - Article Rating Real Time
    • Knowledge Management - Article Real Time
    • Knowledge Management - Article Search Historical
    • Knowledge Management - Article Search Question Tokens Historical
    • Knowledge Management - Article Search Questions Historical
    • Knowledge Management - Article Summary Historical
    • Knowledge Management - Article User Group Real Time
    • Marketing - CRM Leads
    • Marketing - CRM Leads and Opportunities Real Time
    • OTBI Performance Real Time
    • OTBI Usage Real Time
    • Partners - CRM Leads and Opportunities Real Time
    • Partners - CRM Opportunities and Products Real Time
    • Partners - CRM Partner Assessments
    • Partners - CRM Partner Classification
    • Partners - CRM Partner Contact
    • Partners - CRM Partner Overview
    • Partners - CRM Partner Program Benefits
    • Partners - CRM Partner Resource
    • Partners - CRM Partner Territory
    • Partners - CRM Program Enrollments
    • Partners - CRM Programs
    • Sales - CRM Account Relationship
    • Sales - CRM All Contact Contact Point
    • Sales - CRM All Contacts Addresses
    • Sales - CRM Asset
    • Sales - CRM Asset Contact
    • Sales - CRM Asset Resource
    • Sales - CRM Business Plan
    • Sales - CRM Business Plan Objective Split
    • Sales - CRM Campaign Members
    • Sales - CRM Campaign Opportunity
    • Sales - CRM Contact Note
    • Sales - CRM Contact Relationship
    • Sales - CRM Contact Resource
    • Sales - CRM Contacts
    • Sales - CRM Customer Classification
    • Sales - CRM Customer Note
    • Sales - CRM Customer Overview
    • Sales - CRM Customers
    • Sales - CRM Customers and Contacts Real Time
    • Sales - CRM Deal Registration
    • Sales - CRM Deal Registration Product
    • Sales - CRM Forecasting
    • Sales - CRM Forecasting and Pipeline Revenue Real Time
    • Sales - CRM Historical Forecasting
    • Sales - CRM Historical Pipeline
    • Sales - CRM Lead Assessments
    • Sales - CRM Lead Contact
    • Sales - CRM Lead Product
    • Sales - CRM Lead Resource
    • Sales - CRM Lead Territory
    • Sales - CRM MDF Budget
    • Sales - CRM MDF Claim
    • Sales - CRM MDF Claim Settlement
    • Sales - CRM MDF Request
    • Sales - CRM Object Activity
    • Sales - CRM Opportunities and Products Real Time
    • Sales - CRM Opportunity Assessments
    • Sales - CRM Opportunity Campaign
    • Sales - CRM Opportunity Contact
    • Sales - CRM Opportunity Note
    • Sales - CRM Opportunity Partner
    • Sales - CRM Opportunity Resource
    • Sales - CRM Opportunity Sales Stage Snapshot
    • Sales - CRM Opportunity Territory
    • Sales - CRM Partner Relationship
    • Sales - CRM Pipeline
    • Sales - CRM Primary Contact Addresses
    • Sales - CRM Primary Contact Contact Point
    • Sales - CRM Quota Management
    • Sales - CRM Quote Lines
    • Sales - CRM Quotes
    • Sales - CRM Resource
    • Sales - CRM Resource System Usage
    • Sales - CRM Resource Territory
    • Sales - CRM Sales Account Assessments
    • Sales - CRM Sales Account Resource
    • Sales - CRM Sales Account Territory
    • Sales - CRM Territory Resource
    • Sales - Resource Sales Forecast
    • Sales - Territory Sales Forecast
    • Security - Audit Real Time
    • Security - Roles and Privileges Real Time
    • Service - CRM Customer Coverage Real Time
    • Service - CRM Service Queue Resources Real Time
    • Service - CRM Service Request Action Plan Actions Real Time
    • Service - CRM Service Request Conversation Messages Real Time
    • Service - CRM Service Request Lifecycle
    • Service - CRM Service Request Messages Real Time
    • Service - CRM Service Request Milestones Real Time
    • Service - CRM Service Request Relationships Real Time
    • Service - CRM Service Request Resource Real Time
    • Service - CRM Service Request Tags Real Time
    • Service - CRM Service Requests Real Time
    • Service - CRM Social Post Real Time
    • Service - CRM Survey Requests Real Time
    • Service - CRM Survey Responses Real Time
    • Subscription Management - Covered Levels Real Time
    • Subscription Management - Subscription Billing Real Time
    • Subscription Management - Subscription Relationships Real Time
    • Subscription Management - Subscriptions Real Time
    • Usage - Catalog Audit Real Time
    • User System Usage
  • 3 Business Questions
    • Overview
    • Across what channels do such non-SR interactions most often occur?
    • Against how many Opportunities, were the Quotes submitted in this month?
    • Are agents making themselves available for certain channels and not for others?
    • Are agents prematurely updating SRs as Resolved to make their numbers look better?
    • Are certain channels more effective in generating positive customer responses?
    • Are internal conversations taking place across high cost channels?
    • Are my individualized performance measure goals set properly?
    • Are my team resources optimally deployed across service queues to maximize productivity?
    • Are our processes inefficient or preventing agents from meeting milestones?
    • Are participants correctly credited?
    • Are revenues getting closed in line with their forecast figures? To what extent do they deviate?
    • Are satisfaction levels showing a declining trend over time? What specific account regions contribute to this?
    • Are survey request frequencies meeting our norms?
    • Are survey requests being sent per plan across teams, service categories, products, account regions?
    • Are the Approved Claims fully allocated or are the Channel partners not spending to approval?
    • Are the Leads associated with certain products?
    • Are the Leads supporting products that appeal to certain customers by size of company?
    • Are the MDF claims paid promptly? How many days on average between a claim request vs claim approval?
    • Are the Sales reps paying enough attention to the territories that they are a part of? What are their customer activity levels?
    • Are the sales reps moving their opportunities fast enough?
    • Are there action plans tracking late to an overall target completion date?
    • Are there any bottlenecks or inefficiencies in our activity management processes?
    • Are there any opportunities to cross-sell/up-sell to help me meet/exceed my quota?
    • Are there any up sell/cross sell opportunities?
    • Are there any workload balancing issues on my team? Are a few members performing most of the activities?
    • Are there areas where team members require additional training for more effective interactions?
    • Are there currently service requests that have missed the target milestone and require escalation?
    • Are there currently work requests that have a long acceptance time? What are the agent utilization rates?
    • Are there preferred channels that customers use to contact us for specific service issue categories and product areas?
    • Are there seasonal trends or patterns in customer engagements?
    • Are there specific interactions that coincide with higher campaign conversion rates?
    • Are there specific types of interactions that contribute to lead generation?
    • Are there too many stale messages, that is, messages that have not been updated in a long time tied to critical/escalated issues?
    • Are too many deals being pushed out to the subsequent fiscal quarters?
    • Are we keeping the number of non-compliant Help Desk Requests in check for those with Affected Parties?
    • Are we keeping the number of non-compliant SRs in check for our most valuable customers?
    • Are we on track in achieving quota this period or quarter?
    • Are we responding to customer messages in a timely manner?
    • Are we responding to help desk request messages in a timely manner?
    • Are we seeing an increasing trend of blocking issues limiting speedy resolution of Cases?
    • Are we seeing an increasing trend of blocking issues limiting speedy resolution of HR Help Desk Requests?
    • Are we seeing an increasing trend of blocking issues limiting speedy resolution of Internal Help Desk Requests?
    • Are we seeing an issue regarding compliance rates with certain tags?
    • As a Service Manager, do I have coverage to support all channel work? What are the abandonment rates?
    • As a Service agent, I need to view my workload for the upcoming week/month. What are my urgent and overdue tasks for this period?
    • As a participant manager, what are the targets and goals settings for my direct reports?
    • As a participant manager, which pay groups do my direct reports belong to?
    • As an agent am I spreading myself too thin by being part of one too many HR Help Desk Request teams?
    • As an agent am I spreading myself too thin by being part of one too many Internal Help Desk Request teams?
    • As an agent am I spreading myself too thin by being part of one too many SR teams?
    • By being part of the HR Help Desk Request team, how many Request resolutions has my resource team been able to influence during the past period?
    • By being part of the Internal Help Desk Request team, how many Request resolutions has my resource team been able to influence during the past period?
    • By being part of the SR team, how many SR resolutions has my resource team been able to influence during the past period?
    • Can I view and edit a particular page? If yes, which functional security policy do I need to provide to a user who needs similar access?
    • Can the variation in Help Desk Request resolution times between team members be attributable to sub-optimal queue assignments?
    • Can the variation in SR resolution times between team members be attributable to sub-optimal queue assignments?
    • Did the Help Desk request get assigned to the wrong queue/team?
    • Did the Help Desk request have more than one issue that needed to be resolved (perhaps serially or requiring parallel efforts by multiple resources)?
    • Did the SR get assigned to the wrong queue/team?
    • Did the SR have more than one issue that needed to be resolved (perhaps serially or requiring parallel efforts by multiple resources)?
    • Do Forecast rely on Revenue from few Products?
    • Do I have to realign quota based on current attainment levels?
    • Do I have to realign quota based on current attainment levels? Answering this question requires a cross-subject-area join.
    • Do Requests with specific tags (e.g., tags pertaining to benefits issues) show higher resolution times?
    • Do Requests with specific tags (e.g., tags pertaining to heating/ air conditioning issues) show higher resolution times?
    • Do SR's with specific tags (e.g., tags for specific partners) show higher resolution times?
    • Do certain interaction patterns correlate with more accurate forecasts?
    • Do customers contact us more often to solve issues or to seek answers to questions?
    • Do forecasts rely on revenues from a few customers? What is the dependency profile?
    • Do internal conversation message volumes and higher turnaround time of requests go together?
    • Do one or more of the agents in my team need training to improve customer communication skills?
    • Do some Help Desk request categories imply higher difficulties (going by the actual time agents spend on such Help Desk requests)?
    • Do some SR categories imply higher difficulties (going by the actual time agents spend on such SRs)
    • Do specific team members excel in response times or quality of interactions?
    • Do the sales territories need rebalancing?
    • Do we need to adjust our survey template to improve response rates?
    • Do we see a pattern in the average number of messages per closed Help Desk Request going up in recent months? What factors are contributing to this surge?
    • Do we see a pattern in the average number of messages per closed Help Desk request going up in recent months? What factors are contributing to this surge?
    • Do we see a pattern in the average number of messages per closed SR going up in recent months? What factors are contributing to this surge, if any?
    • Do we see any patterns in message traffic and resolution times?
    • Does seasonality impact response rates?
    • Does the forecast versus pipeline trend show a healthy picture?
    • Does the participant have an individualized target incentive for the plan?
    • Does the survey request activity show a declining trend?
    • Does this Contact have subsidiaries?
    • Does this Partner have subsidiaries?
    • Does this account have subsidiaries?
    • For a given service queue, how many agents are available to take chats?
    • For given set of Customers, what percentage of my revenue is exposed to competition?
    • Gain insights into why some opportunities are won while others are lost based on interactions
    • Has the participant accepted the assignment to the plan?
    • Have we kept our strategic customers happy? If not, where can we improve - in timeliness, better first time resolution, etc.?
    • How actively (# of Activities) are the Sales reps engaged with customers?
    • How are SR transfers contributing to overall latency/resolution delays?
    • How are agents handling various work types, for example, are some agents declining incoming billing issues?
    • How are articles are ranked in popularity?
    • How are articles in the knowledge base ranked in popularity?
    • How are customers finding and using knowledge base content?
    • How are customers finding knowledge base content?
    • How are my agents faring in Avg resolution times for parent SRs (i.e., those with at least one child SR)?
    • How are product revenues trending month over month?
    • How are the Partners classified?
    • How are the areas of the application performing?
    • How are the business plan objectives split?
    • How are the customers classified?
    • How are the individuals on my team doing as far as completing tasks on SRs with milestone due dates this week?
    • How are these targets individualized across the participants.
    • How are we doing on HR SR resolution times between current and past months? What are the reasons for any degradation?
    • How are we doing on Internal SR resolution times between current and past months? What are the reasons for any degradation?
    • How are we doing on SR resolution times between current and past months? What is the reason for degradation, if any?
    • How can I analyze the impact of orchestration in closing opportunities and revenue generation?
    • How can I analyze the impact of orchestration in my teams' opportunity closing and revenue generation?
    • How can I identify neglected but strategic accounts to guide my team to focus on these?
    • How can I identify the missing activities that could be used to optimize and guide the reps better?
    • How can we analyze the sales cycle length based on interactions and help shorten the sales cycle?
    • How can we optimize the sales process based on interaction insights?
    • How did the Opportunity evolve over time?
    • How did the Opportunity revenue amount change over time? (or any other Opportunity attributes)
    • How do customer interactions correlate with the success of marketing campaigns?
    • How do forecasts trend across periods?
    • How do interactions affect the progression of leads through the sales funnel?
    • How do interactions correlate with the progression of sales opportunities?
    • How do knowledge managers view article historical metrics?
    • How do knowledge managers view article search historical metrics?
    • How do knowledge managers view information on article historical metrics?
    • How do knowledge managers view search article metrics?
    • How do opportunities evolve over weeks/months in relation to sales stage, revenue amount, products, and territories?
    • How do participants' plan component earnings compare with their personalized target incentives?
    • How do the number of activities in a region and their average SR resolution rates by quarter compare?
    • How do these targets break down by plan component?
    • How do they compare to the base goals set on the measure?
    • How do wins and losses trend quarterly for a specific product line?
    • How does my forecast and pipeline compare to my quota?
    • How does my performance measure attainment compare with my personalized goal by compensation plan, plan component, and measure?
    • How does my team perform in meeting first response milestones versus resolution milestones?
    • How does orchestration impact lead conversion to opportunity quarter over quarter?
    • How does orchestration impact the time spent in various opportunity sales stages?
    • How does response differ for various service teams? Do some teams obtain better response rates?
    • How does the aging profile of SRs look like? Are there any outliers calling for intervention?
    • How does the performance measure attainment compare with a participant's personalized goal across his directs?
    • How does the requested amount compare to the approved MDF budget for the same period?
    • How does the usage of a particular subscription product trend?
    • How effective are our customer engagement strategies?
    • How frequently do agents link articles to SRs?
    • How have interactions evolved over a period?
    • How important are analytics to your team, and how much do they use them?
    • How is each member on the team performing on deal size, account coverage, and win rate?
    • How is my Revenue distributed across Customer geographies?
    • How is my contract team loaded?
    • How is my team doing in terms of task completions? (requires cross subject area join with Sales - CRM Sales Activity)
    • How is survey request trending compared to SR resolutions during the same period?
    • How is tag usage across agents and resource teams? Which teams perform better than others?
    • How is the Deal Amount split between the products associated to the Deal Registration Lines?
    • How is the QoQ progress of a Partner (by comparing the same assessments submitted by Partner) for different Quarters?
    • How is the QoQ trend of the Customer Satisfaction? (by comparing the same assessments submitted by Partner) for different Quarters?
    • How is the Quota attainment rate for the sales team?
    • How is the Revenue spread for a given Customer hierarchy?
    • How is the object activity split across channels (web/mobile/email)?
    • How is the percentage of compliant SRs trending month over month, quarter over quarter?
    • How is the resource activity split across channels (web/mobile/email)?
    • How is the sales team nurturing leads through various interactions?
    • How long did it take to assign the Help Desk request to the correct queue?
    • How long did it take to assign the SR to the correct queue?
    • How long is it taking for offers to be made to agents?
    • How long was an Help Desk request unassigned and how long did it sit in each queue?
    • How long was an SR unassigned and how long did it sit in each queue?
    • How long, on average, does it take to close an opportunity from the initial interaction?
    • How many Assets are created in a particular time period?
    • How many Business plans were created in the System in the last quarter and for what Partner or Account?
    • How many Cases are blocked by a specific HR Help Desk Request?
    • How many Contacts are assigned to an Opportunity?
    • How many Enrollments are going o expire in the next quarter?
    • How many Enrollments were created/submitted/expired/terminated in the last month?
    • How many HR SRs are unassigned for more than a day? Who are the impacted customers? How of many of these are raised as critical?
    • How many HR SRs have been waiting on my agents for more than 24 hours? Which of these are critical or escalated?
    • How many Internal SRs are unassigned for more than a day? Who are the impacted customers? How of many of these are critical?
    • How many Internal SRs have been waiting on my agents action for more than 24 hours? Which of these are critical or escalated?
    • How many Leads and Opportunities are Open for a given Customer in the Current quarter?
    • How many Leads are associated for a given Opportunity?
    • How many Leads are converted in the current quarter?
    • How many Leads are open for a given Product?
    • How many Leads are part of the Campaign?
    • How many Leads are unassigned in the system?
    • How many Leads do not have Contact?
    • How many Leads is a Contact associated to?
    • How many Leads were rejected in the last quarter and what were the reason for those?
    • How many MDF requests are currently pending approval?
    • How many MDF requests were rejected, and what were the reasons for rejection?
    • How many OTBI SOAP web services have been run in the past month?
    • How many Opportunities associated to a Campaign?
    • How many Opportunities were created from a given Lead?
    • How many Partners are assigned to an Opportunity?
    • How many Partners is a Contact is associated to?
    • How many Partners' team is a given Resource part of?
    • How many Private vs Public Smart Texts are used by Customer Service representatives in Service Requests?
    • How many Programs are owned by the team with their expiration date?
    • How many Programs were created in the last quarter?
    • How many Requests are blocked by a specific HR Help Desk Request?
    • How many Requests are blocked by this open Internal Help Desk Request?
    • How many Resources are assigned to an Opportunity?
    • How many SRs are unassigned for more than a day? Who are the impacted customers? How of many of these are raised as critical?
    • How many SRs for product 'A' have tag 'X' or 'Y'? How many have the 'Potential Churn' tag?
    • How many SRs have been waiting on my agents for more than 24 hours? Which of these are critical or escalated?
    • How many Territories are assigned to an Opportunity?
    • How many Territories is a Partner part of?
    • How many action plans are open and how long have they been open?
    • How many ad-hoc OTBI analyses have been run in the past month?
    • How many analyses and dashboards failed in the past month?
    • How many are non-compliant, expected non-compliant, and expected compliant during my review of open work orders?
    • How many articles are available in the knowledge base?
    • How many articles are consumed by a particular user group during a specified period?
    • How many child SRs have not had any updates for more than 3 days? Display the list with key info'
    • How many concept tokens as associated to articles?
    • How many contacts were not favored with a positive outcome with a given agent?
    • How many contracts might get affected if I modify the Payment clause?
    • How many custom OTBI analyses have been run in the past month?
    • How many customer interactions happen without an SR?
    • How many days on average did a resource organization work on a contract assigned to them in the last quarter?
    • How many days on average did a resource work on a contract assigned to them in the last quarter?
    • How many days was a resource active by channel?
    • How many distinct customer contacts does an agent interact with through a given channel during a specific period?
    • How many emails are we receiving over time?
    • How many emails came from known versus unknown contacts?
    • How many interactions does it take before an SR is resolved? How does this vary across product lines and service categories?
    • How many interactions does it take on average to resolve an issue? What is the average interaction duration - by team, agent, and channel?
    • How many interactions, on average, does it require to resolve an issue?
    • How many links exist between services requests and knowledge articles?
    • How many messages resulted in new service request creation versus update to existing service request?
    • How many new Resources are created in the current quarter?
    • How many new contacts are created in the system in the current month?
    • How many new coverages begin in the ensuing month?
    • How many open Requests are linked to each tag?
    • How many open SRs are linked to each tag?
    • How many outstanding claims in the current sales period assigned to a given Channel user?
    • How many predefined OTBI analyses have been run in the past month?
    • How many records were created or updated by a user in a month?
    • How many responses received for a given campaign?
    • How many social posts came from known versus unknown contacts?
    • How many subscriptions are expiring in the next quarter?
    • How many subscriptions were renewed the last quarter?
    • How many subscriptions were terminated in the last year?
    • How many territories are assigned to a Resource/Employee?
    • How many territories is the Lead part of?
    • How many times a Quote is revised before it gets approved?
    • How many times has the customer communicated with the contact center on this particular service request and what channels did they use?
    • How many touch points have there been for a certain account or prospect?
    • How many users run OTBI analyses?
    • How many were compliant and non-compliant when I, as an agent review my own completed work orders?
    • How many work orders are non-compliant, expected to be non-compliant and expected to be compliant when I, as an agent review my own open work orders?
    • How much MDF has been requested for each category in the current fiscal year?
    • How much MRR was renewed each month in the last 6 months?
    • How much credit did a participant receive for their sales transactions?
    • How much credit did my team receive for their attainment?
    • How often am I meeting milestone targets for my SRs? Which milestones do I miss most often?
    • How often are communications being transferred between agents?
    • How often are my agents able to resolve issues using a low cost channel like chat?
    • How often do communications cross channels before they are resolved?
    • How often do communications cross channels to get to resolution?
    • 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?
    • How to compare the performance of Opportunity Orchestrations?
    • How to forecasts trend across periods?
    • How to gauge the pending effort required to progress the opportunity?
    • I haven't added a specific role to a user, but the user seems to have this job role. Can I trace how has this been inherited by the user?
    • I need some of my team members to focus on the expected surge in support calls for the new product being introduced next quarter. Who should I recruit for this initiative, based on their activity levels?
    • Is a particular target too aggressive? Who is best at achieving targets for a given category of service request?
    • Is my team following the norm that an SR must be opened (or updated) for every customer communication?
    • Is our resolution performance for escalated issues worse or better than non escalated issues?
    • Is overall pipeline healthy enough to meet sales goals?
    • Is the Service organization effectively handling new emails in the appropriate time frame?
    • Is the company on track to attain its goals? Who is lagging and might require coaching?
    • Is the company on track to attain its goals? Who is lagging and might require coaching? Answering the secondary question requires a cross-subject-area join.
    • Is the dispute load balanced between my analysts? Asked by compensation managers.
    • Is the participant active? And for which dates?
    • Is the sales team converting leads to opportunities fast enough?
    • Is there a large quantity of a specific dispute type, such as credit disputes? This might indicate an issue in direct or rollup credit rules.
    • Is there a team or group who are over or under performing vs forecast?
    • Is there scope for a better resource load balance keeping in consideration the Help Desk Request throughput across queues?
    • Is there scope for a better resource load balance keeping in consideration the SR throughput across queues?
    • On an average, how many days do each of my team members take to close a case?
    • On an average, how many interactions has it taken to resolve critical issues during the past month? How does that compare with previous months?
    • On which sales accounts is a given sales representative a member of the account team?
    • Out of the those child SRs, which are the ones open for the longest period (top 5)? Who are the owners of those?
    • Resources of which job title are most active in the system?
    • Show me a list of open escalated requests with a count of incoming and outbound conversation messages and the last conversation message dates
    • Show me all the contracts that have a nonstandard clause.
    • Show me all the contracts that have a particular deliverable due.
    • Show me all the conversation messages together with the conversation message subject and body and the sender and recipient details for a focused set of requests
    • Show me all the conversation messages together with the conversation message subject, body, sender and recipient details for a focused set of requests
    • Show me all the conversation messages together with the conversation message subject, body, sender, and recipient details for a focused set of requests
    • Show me all the open Related SRs with key details such as Title/Owner/Last Update Date/Category/Queue for SRs owned by my team and open for more than 7 days
    • Show me the user status progression for contracts within a given date range.
    • To what country and business unit does the participant belong?
    • To what extent has the number of customer coverages increased between two given dates?
    • Using Account Rollups, what is the total number of open opportunities for a given Account?
    • Using Account Rollups, what is the total number of open opportunities for a given Account?
    • Using Lead Rollups, what is the total number of activities that are open for a given Lead?
    • Using Opportunity Rollups, what is the total number of activities that are open for a given Opportunity?
    • Using Opportunity Rollups, what is the total number of activities that are open for a given Opportunity?
    • Was an Help Desk request sitting in a queue longer than the average time for all other SRs?
    • Was an MDF claim rejected? What was the reason the claim was rejected?
    • Was an SR sitting in a queue longer than the average time for all other SRs?
    • Was the Help Desk request queue modified or the Help Desk request resource owner modified at any point?
    • Was the SR queue modified or SR resource owner modified at any point?
    • Was the assigned agent overloaded with other work (based on the average number of Help desk Requests assigned to the agent)?
    • Was the assigned agent overloaded with other work (based on the average number of SRs assigned to the agent)?
    • Was the assigned agent overloaded with other work?
    • Was there a lot of time spent waiting on customers to respond to more information, documents and so on?
    • Was there a lot of time spent waiting on customers to respond to more information, documents, and so on?
    • Were there credit or rollup errors that must be fixed?
    • What Business plan objectives have not met the target values?
    • What Business plans are owned by the team?
    • What Case, if resolved, will also resolve my dependent requests?
    • What HR Help Desk Requests escalate the Requests assigned to my team?
    • What HR Help Desk request, if resolved, will also resolve my dependent requests?
    • What Internal Help Desk Requests escalate the Requests assigned to my team?
    • What Internal Help Desk request, if resolved, will also resolve my dependent requests?
    • What Partners are assigned to specific geographic territories?
    • What Request categories have a higher percentage of non-compliant Help Desk Requests open?
    • What Resources will not be able to meet the Quotas in the current quarter?
    • What SRs escalate the Cases assigned to my team?
    • What Smart texts have not been used even once?
    • What are Sales Representatives forecast and closed revenues for the quarter? How do they compare against the Quota?
    • What are all addresses associated with the primary contact for accounts I'm the owner of or on the sales team?
    • What are all addresses associated with the primary contact for all active opportunities in the current quarter?
    • What are all addresses of the primary contact and non-primary contacts for accounts where I'm the owner or on the sales team?
    • What are all addresses of the primary contact and non-primary contacts for all active opportunities in the current quarter?
    • What are all the Campaigns assigned to an Opportunity?
    • What are all the Leads/Contacts (Campaign Members) associated to the Campaign?
    • What are all the Opportunities created as a result of Deal closure by a particular resource/team?
    • What are all the Opportunities resulted from a Campaign?
    • What are all the Territories assigned to Opportunities?
    • What are all the Territories assigned to Resources/Employees?
    • What are all the Territories the Lead is part of?
    • What are all the assets covered for a particular customer?
    • What are all the contacts created in the system by Geography?
    • What are all the data security privileges that a specific user added?
    • What are my best performing product lines by customer geographies?
    • What are my claimed vs unclaimed MDF totals?
    • What are my compensation plan incentive targets?
    • What are my interactions for leads generated and synced from Eloqua to CX Sales?
    • What are my most active accounts? Who owns them and where are these located?
    • What are my web activities for the accounts and leads for a sales user's territory?
    • What are our issue resolution rates for low and high cost channels?
    • What are our most commonly used channels for messaging by product, service category, and location? Is the channel usage of high cost channels very high?
    • What are the Accounts under the sales team, by territory?
    • What are the Assets that are expiring in the next quarter?
    • What are the Business plan objectives and what are their target v/s actual value?
    • What are the Cases (target) 'blocked by' this particular Case (source)?
    • What are the Cases (target) 'blocked by' this particular Request (source)?
    • What are the Customers from this account, including all subsidiaries?
    • What are the Deals submitted by the Partners in the current quarter with the Deal size?
    • What are the HR SRs that are waiting on my customers?
    • What are the Internal SRs waiting on my customers?
    • What are the Leads assigned to me/my team member?
    • 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 Leads that are converted into Opportunities?
    • What are the Opportunities associated for a given Partner and the revenue details of the Opportunities?
    • What are the Opportunity Revenue line details contributing the most to the Forecast?
    • What are the Partners created in the system for a given time period?
    • What are the Products associated with the Deals?
    • What are the Programs that Partners have enrolled into?
    • What are the Quotas assigned to the team and the Actuals?
    • What are the Resources are associated to this contact?
    • What are the SIC codes associated with a Partner, and with all associated Partners?
    • What are the SRs that are waiting on my customers?
    • What are the SRs with at least one child SR that does not have an owner or queue yet assigned?
    • What are the activities that are synced from Eloqua into CX Sales?
    • What are the activity levels in specific regions?
    • What are the activity objectives for the current period?
    • What are the assignment start and end dates for a participant?
    • What are the associated activities related to my upcoming appointment and task?
    • What are the average handle times?
    • What are the cases that have no action taken since reopening?
    • What are the cases that have not updated a case in the past 10 days? Who owns them?
    • What are the common execution errors in the past month?
    • What are the complete set of addresses for a primary contact to ensure I send a communication out to only one address for the contact, and do not send duplicate communications out to other addresses for the same primary contact?
    • What are the contact - points (phone, email, address, etc.) of key contacts?
    • What are the credit rules which a credit receiver is assigned to?
    • What are the criteria for a rule including the inherited criteria from the ancestors?
    • What are the customer open/closed revenues and activities for all accounts in my resource team's territory hierarchy?
    • What are the details on my quotes such as, quote number, quote amount, status, and proposal documents?
    • What are the follow-up tasks I need to do on a particular customer?
    • What are the help desk requests that are waiting for an agent response?
    • What are the higher value deals that have been moved out?
    • What are the historical monthly trend of closed revenue by current territories?
    • What are the least-used OTBI subject areas?
    • What are the locales, content types, and authors of the articles in the database?
    • What are the long-running analyses in the past month?
    • What are the most and least popular reports and which analytics are important to your team?
    • What are the most common categories for which MDF requests are submitted (for example marketing events, advertising, training)?
    • What are the most commonly used OTBI subject areas?
    • What are the most likely reasons that the Opportunities are lost against our key competitors?
    • What are the most popular channels used for internal conversations?
    • What are the most preferred communication channels for customer interactions?
    • What are the names of the customers that a Sales team owns? Who are the key contacts?
    • What are the number of Partner contacts by Partner?
    • What are the number of interactions by channel, agent, and time period?
    • What are the objectives that have not met the target value set?
    • What are the open Opportunities associated to a given Partner?
    • What are the open critical HR SRs that my team is working on currently? How many of these are escalated?
    • What are the open critical Internal SRs that my team is working on currently? How many of these are escalated?
    • What are the open critical SRs that my team is working on currently? How many of these are escalated?
    • What are the opportunities that have undergone revenue changes - either upward or downward? Which team members own these opportunities?
    • What are the partner I have from this Partner, including all subsidiaries?
    • What are the popular reasons for SRs to be transferred? Is there a pattern?
    • What are the rates for agents declining work offers?
    • What are the response scores for customer where we have not met SLA's?
    • What are the responses by different Accounts/Customers for an Assessment submitted e.g. Customer Satisfaction?
    • What are the responses by different Partners for an Assessment submitted e.g. Partner Performance? Submitted e.g. Partner Performance?
    • What are the responses for different Leads for an Assessment submitted e.g. Lead Qualification Assessment?
    • What are the responses for different Opportunity for an Assessment submitted?
    • What are the results of the collected transactions before the crediting process?
    • What are the rules effective as of the given date in the hierarchy?
    • What are the rules which contain the given criteria, for example Sales Channel = Distributor What are the classification rules which a credit category is assigned to?
    • What are the sales accounts owned by the Sales team?
    • What are the sales accounts that a given Sales representative owns?
    • What are the sources of the Leads created in the current quarter?
    • What are the target v/s actual number of the split objectives?
    • What are the targets and goals settings for an individual?
    • What are the top 10 Deals created in the current quarter by their Deal size?
    • What are the top 10 Products by Asset count?
    • What are the top 10 open opportunities? What are the target close dates and revenues for these?
    • What are the top 10 products associated to the Leads in the system?
    • What are the top 10 products for all the Deals submitted in the current quarter?
    • What are the top N most frequently-run OTBI analyses?
    • What are the top stalled opportunities and who are the sales reps working on these?
    • What are the top ten Partners by Revenue during the past quarter/year?
    • What are the top ten accounts by revenue in the last quarter?
    • What are the top ten products by revenue during the past quarter/year?
    • What are the top/bottom 10 Smart texts used during the last week/month/quarter?
    • What are the total number of Contact Relationships between two Contact?
    • What are the total number of Relationships between two Partners?
    • What are the total number of Relationships for a given Account?
    • What are the user preferences for the Users created in the system?
    • What are the various attainment attributes associated with my credits?
    • What are total number of Claims in the current quarter?
    • 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?
    • What articles are not satisfying users' needs?
    • What aspects of service delivery are customers most happy about? Which ones are they most unhappy about?
    • What channels are the most effective for resolving issues with a single interaction?
    • What characteristics do groupings of Requests based on specific tags (e.g., tag = 'harass') exhibit?
    • What characteristics do groupings of Requests based on specific tags (e.g., tag = 'network') exhibit?
    • What characteristics do groupings of SR's based on specific tags (e.g., tag = 'outage') exhibit?
    • What content in the knowledge base is satisfying users' needs?
    • What content rating effectively resolves users' questions?
    • What contracts have a specific policy deviation?
    • What does the aging profile of HR SRs look like? Are there any outliers calling for intervention?
    • What employee organization files the most requests with affected parties? Which one has the most open, the highest resolution times?
    • What forecasts have changed over time and are impacting my total quarterly revenue?
    • What forecasts have seen changes in the quantities ordered vs the quantities planned?
    • What interaction patterns indicate healthy or at-risk opportunities?
    • What is my cost of compensation by participant, plan component, plan, and frequencies?
    • What is my recurring and non-recurring revenue at the quote line item and number of quotes and quote line items?
    • What is the Campaign ROI (return on investment)?
    • What is the Hire date of the resources in an Organization?
    • What is the MRR lost each month due to suspensions in the last 6 months?
    • What is the Net Billing for the last 6 months?
    • What is the Net MRR change due to amendments where full credit was issued?
    • What is the Net MRR change due to amendments?
    • What is the OTBI execution time histogram in the past month?
    • What is the QoQ growth for Assets by Products?
    • What is the Territory Quota vs/ Actual?
    • What is the additional information updated in the Notes for a Contact?
    • What is the additional information updated in the Notes for a Customer?
    • What is the approval rate for MDF requests submitted by a given partner?
    • What is the association between my appointments or tasks and their related call reports or follow-up activities for an opportunity?
    • What is the average deal size by Product groups?
    • What is the average length of time of an interaction, by agent and channel?
    • What is the average time the Opportunity is in a particular sales stage?
    • What is the breakdown of open action plans by Action Plan Action Owner?
    • What is the breakdown of open action plans by category?
    • What is the buying trend of our biggest customers?
    • What is the channel performance vs channel forecast?
    • What is the complete set of addresses for the primary contact and non-primary contacts of an account to ensure I send a communication out to only one address per contact, and do not send duplicate communications to other addresses for the same contact?
    • What is the complete set of contact points for a primary contact to ensure I send a communication out to only one contact point, and do not send duplicate communications to the same primary contact?
    • What is the complete set of contact points for the primary contact and non-primary contacts of an account? Am I sending out duplicate communications?
    • What is the contact point information of the primary contact and non-primary contacts for accounts where I'm the owner or on the sales team?
    • What is the contact point information of the primary contact for accounts where I'm the owner or on the sales team?
    • What is the contact point information of the primary contact for all active opportunities in the current quarter?
    • What is the count of records created or updated by object type?
    • What is the current count of inbound email requests by status and mailbox?
    • What is the current distribution of active and inactive agents across queues?
    • What is the current status of the payment batches? Are they paid, reviewed, or frozen?
    • What is the database SQL execution time and row count?
    • What is the delay in estimated completion dates?
    • What is the discount that was provided for a particular customer or product?
    • What is the distribution of Partner Opportunities by sales stages?
    • What is the execution history of dashboard X in the past month?
    • What is the impact of linking knowledge articles to Help Desk Requests? Has it led to reduced Request resolution times and reopening?
    • What is the impact of linking knowledge articles to SRs? Has it led to reduced SR resolution times and SR reopening ?
    • What is the incidence of agents linking knowledge articles to Help Desk Requests?
    • What is the incidence of participation of my resource team in HR Help Desk Requests over a period? How many open Requests are they a part of, presently?
    • What is the incidence of participation of my resource team in Internal Help Desk Requests over a period? How many open Requests are they a part of, presently?
    • What is the incidence of participation of my resource team in SRs over a period? How many open SRs are they a part of, presently?
    • What is the interactions activity level across channels and agents? How do they compare across time periods?
    • What is the maximum number of distinct contacts that is involved with an SR before it is closed? Does this vary by SR category, product, and agent?
    • What is the most frequent positive feedback we get from our customers? Most frequent negative feedback?
    • What is the number of Partner Contacts that are also resources and users?
    • What is the number of leads by partners for a specific product group?
    • What is the number of partners in a specific classification within a defined geographic region?
    • What is the open/closed revenue for each of the product groups in the selected geography?
    • What is the opportunity information captured in the note to an opportunity?
    • What is the overall satisfaction levels of our customers with regards to issue resolutions?
    • What is the participant's home currency or cost center?
    • What is the potential revenue of leads by partners?
    • What is the prevalence of SR transfers for an agent/manager/group/product/location?
    • What is the primary contact and non-primary contact point for all active opportunities in the current quarter?
    • What is the projected billing for the next 6 months?
    • What is the quarterly revenue trend for a specific product/product group by partner?
    • What is the relative mix of forecast revenues by the various sales channels in a specific territory?
    • What is the reopen rate for HR SRs owned by my team? Who has the most reopen rates? Is there a training issue?
    • What is the reopen rate for Internal SRs owned by my team? Who has the highest reopen rate? Is there a training issue?
    • What is the reopen rate for SRs owned by my team? Who has the most reopen rate? Is there a training issue?
    • What is the revenue generated by Partners per Customer?
    • What is the revenue lost to competition for a specific product/product group?
    • What is the status of each paysheet within the payment batches?
    • What is the status of our aging SRs? Are there any outliers that require intervention?
    • What is the total Quotes revenue for the current month?
    • What is the total quota across the organization by performance measure for the interval?
    • What is the total quota across the organization by performance measure for the period or across periods?
    • What is the total quota by performance measure for the interval across the organization?
    • What is the total quota by performance measure for the period across the organization?
    • What is the total quota by performance measure for the period across the organization? Validate quota levels.
    • What is the total requested MDF amount for the current quarter?
    • What is the trend of MDF requests over the last 4 quarters?
    • What is the trend of successful, outstanding and churned renewals in the last 6 months?
    • What is the value trend of high value opportunities? Do they show a positive or negative trend?
    • What is the weekly OTBI analysis usage trend?
    • What is total number of Partners assigned to a specific classification for this period?
    • What managers have teams averaging the most activities?
    • What other Cases are blocking this (source) Case?
    • What other HR Help Desk Requests are blocking this (source) Request?
    • What other Internal Help Desk Requests are blocking this (source) Request?
    • What pay groups are in the application? What are their types and descriptions?
    • What percent of communications are resolved the first time? What is the most commonly used channel?
    • What percentage of requested funds has been approved vs rejected?
    • What percentage of service requests involve at least one interaction?
    • What product lines have a higher percentage of non-compliant SRs open?
    • What products are often lost to key competitors? Is there a pattern?
    • What quotes are associated with my opportunities, what are the quote line items, and the associated products?
    • What regions are my customers clustered in?
    • What type of assignment does a participant have to a plan?
    • What types of interactions lead to higher engagement and response rates?
    • What types of ratings are assigned articles?
    • What was the currency conversion rate applied to a specific claim?
    • What web activities are associated with leads, contacts, customers, campaigns, and the signed-in sales user resource hierarchy?
    • What were the approved amounts vs the settled claim totals for the last 4 quarters?
    • What were the forecast revenues for the same period, last year? How did it compare with closed revenues?
    • What's the number of subscriptions by status and date range?
    • What's the primary reason for contract closure in the last year?
    • What's the total MRR?
    • What's the total contract value (TCV) in the last one year?
    • When was a dashboard deleted?
    • When was a dashboard deleted?
    • When was a dashboard deleted?
    • When was a dashboard deleted?
    • When was a given participant assigned to a specific pay group?
    • When was the last, a SmartText was used?
    • Where are the outliers when it comes to compliance?
    • Where is my team missing SLAs? Is it in certain geographic locations, service categories, or product lines?
    • Which Program has the highest number of Enrollments?
    • Which Sales Campaign resulted in the highest number of Qualified Leads in the last quarter?
    • Which Smart Texts were not used in the last month/quarter/year?
    • Which Territories have exceeded their Quotes in the current Quarter?
    • Which analyses have high data row count?
    • Which analyses have low usage because of poor performance?
    • Which analyses have low usage in the past month?
    • Which analyses have the longest response time?
    • Which analyses reached OTBI max row limit?
    • Which analytics should you prioritize and which can be phased out to optimize resources?
    • Which article versions are linked to service requests?
    • Which articles are linked to a category?
    • Which articles are linked to a product?
    • Which articles are linked to the maximum number of service requests?
    • Which articles are published or unpublished?
    • Which articles require updates?
    • Which category contains the highest number of knowledge articles?
    • Which channel partners or regions have submitted the highest number of MDF requests?
    • Which contracts are related to my given contract?
    • Which covered levels expired without renewal in the last month?
    • Which customers have covered levels worth more then $50k that are expiring in 30 days?
    • Which customers or coverage products deliver the most revenue?
    • Which data security policy would provide access to the data I need to see?
    • Which department has the highest number of active resources?
    • Which employee in a user group created the most or least articles?
    • Which employees interacted with the articles?
    • Which interactions are most influential in advancing opportunities through the sales pipeline?
    • Which interactions have the highest impact on closing opportunities successfully?
    • Which lead interactions are most successful in moving leads toward conversion?
    • Which of my direct reports' attainment or earnings are below the wanted performance expectation?
    • Which of my team's cases have been open for more than 15 days?
    • Which of our product lines most frequently receive suggestions for product improvements?
    • Which participants are assigned to a given pay group?
    • Which participants are assigned to which plans?
    • Which products are associated with the most number of knowledge articles?
    • Which products are most frequently upgraded to or downgraded from?
    • Which region has the highest number of inactive resources?
    • Which reports are running poorly?
    • Which reports are running well?
    • Which reports need maintenance?
    • Which roles were added with a specific functional security policy, and who added them?
    • Which sales team members are most effective in managing opportunities?
    • Which subject areas have large data volume?
    • Which subject areas have slow performance?
    • Which team members or sales representatives are most active in terms of interactions?
    • Which team members or sales representatives are most effective at managing leads?
    • Which times are objects not being created or updated?
    • Which types of Lead or Opportunity orchestration Step-Activities are reps skipping the most?
    • Which types of Lead orchestration steps are reps skipping the most?
    • Which types of Opportunity orchestration steps are reps skipping the most?
    • Which types of activities and interactions lead to the highest customer engagement?
    • Which types of reports and subject areas are the users in your organization are looking at?
    • Which user groups area associated to an article?
    • Which users are using the application the most or least based on clicks?
    • Which users created the link to an article?
    • Who all are the Contacts associated to the Lead?
    • Who all is part of the Partner Resource Team for a given Partner and what is their role?
    • Who approved an MDF claim? What are the start and end dates of that claim?
    • Who are all the Contacts assigned to Opportunities?
    • Who are all the Contacts assigned to the Assets?
    • Who are all the Partners assigned to Opportunities?
    • Who are all the Resources assigned to Opportunities?
    • Who are all the contacts for key customers and what are their roles?
    • Who are all the resources assigned to the Assets?
    • Who are my agents that have the most pending HR SRs?
    • Who are my agents that have the most pending Internal SRs?
    • Who are my agents that have the most pending SRs?
    • Who are my teams top Customers?
    • Who are the 'new' customers, created in the past 6 months?
    • Who are the Employees/Resource for the Deals that are submitted in the current month?
    • Who are the Partner resources in the system and which Partner Organization they belong to?
    • Who are the Primary owners of the Contacts for contacts created in the last quarter?
    • Who are the Resources assigned to the Leads created in any given time period?
    • Who are the agents available to take up requests and what is their current workload (number of chats they are presently handling)?
    • Who are the customers/contacts that I can potentially visit when I am planning my travel to Account Region 'X'?
    • Who are the resources assigned for a particular territory?
    • Who are the resources who have not logged in the system in the last week?
    • Who are the top 10 active and bottom 10 inactive employees from a user adoption perspective?
    • Who are the top 10 active resources of the system?
    • Who are the top N OTBI users?
    • Who are the top Sales representatives by their Lead conversion ratio?
    • Who are the top competitors and what is the revenue exposure to them?
    • Who created a Data Model?
    • Who created a Data Model?
    • Who created a Data Model?
    • Who created a Data Model?
    • Who deleted a report?
    • Who deleted a report?
    • Who deleted a report?
    • Who deleted a report?
    • Who got paid what amount and from where, at the detail level?
    • Who has completed the most activity objectives?
    • Who has submitted the highest number of Quotes in the current month?
    • Who is assigned to a given plan?
    • Who is the Primary Contact and Resource assigned for a given Lead?
    • Who last updated a BIP Report?
    • Who last updated a BIP Report?
    • Who last updated a BIP Report?
    • Who last updated a BIP Report?
    • Who manages my top accounts?
    • Who updated the permissions on a folder?
    • Who updated the permissions on a folder?
    • Who updated the permissions on a folder?
    • Who updated the permissions on a folder?
    • Why am I not able to view certain subject areas with my login credentials?
    • Why wasn't I paid correctly? Asked by participants. Might be due to draw recovery or manual adjustments. Analysts use the balances while resolving a dispute.
  • 4 Job Roles
    • Overview
    • Accounts Receivable Manager
    • Accounts Receivable Specialist
    • Application Implementation Consultant
    • Case Manager
    • Case Worker
    • Channel Account Manager
    • Channel Administrator
    • Channel Operations Manager
    • Channel Partner Manager
    • Channel Partner Portal Administrator
    • Channel Sales Director
    • Channel Sales Manager
    • Corporate Marketing Manager
    • Customer Contract Administrator
    • Customer Contract Manager
    • Customer Contract Team Member
    • Customer Relationship Management Application Administrator
    • Customer Service Manager
    • Customer Service Representative
    • Enterprise Contract Administrator
    • Enterprise Contract Manager
    • Enterprise Contract Team Member
    • Human Resource Help Desk Administrator
    • Human Resource Help Desk Agent
    • Human Resource Help Desk Manager
    • IT Security Manager
    • Incentive Compensation Analyst
    • Incentive Compensation Manager
    • Incentive Compensation Participant
    • Incentive Compensation Participant Manager
    • Incentive Compensation Plan Administrator
    • Internal Help Desk Administrator
    • Internal Help Desk Agent
    • Internal Help Desk Manager
    • Knowledge Analyst
    • Knowledge Manager
    • Marketing Analyst
    • Marketing Manager
    • Marketing Operations Manager
    • Marketing VP
    • Next Gen Human Resource Help Desk Administrator
    • Next Gen Human Resource Help Desk Agent
    • Next Gen Human Resource Help Desk Manager
    • Partner Administrator
    • Partner Sales Manager
    • Partner Sales Representative
    • Sales Administrator
    • Sales Analyst
    • Sales Lead Qualifier
    • Sales Manager
    • Sales Representative
    • Sales Restricted User
    • Sales VP
    • Subscription Specialist
    • Supplier Contract Administrator
    • Supplier Contract Manager
    • Supplier Contract Team Member
  • 5 Duty Roles
    • Overview
    • CRM Administrative Transaction Analysis Duty
    • CRM OTBI Report Performance Transactional Analysis Duty
    • Case Manager Transaction Analysis Duty
    • Case Worker Transaction Analysis Duty
    • Common User System Usage Transaction Analysis Duty
    • Enterprise Contracts Transaction Analysis Duty Role
    • HR Help Desk Administrator Transaction Analysis Duty
    • HR Help Desk Agent Transaction Analysis Duty
    • HR Help Desk Manager Transaction Analysis Duty
    • Incentive Compensation Transaction Analysis Duty
    • Internal Help Desk Administrator Transaction Analysis Duty
    • Internal Help Desk Agent Transaction Analysis Duty
    • Internal Help Desk Manager Transaction Analysis Duty
    • Knowledge Management Transaction Analysis Duty
    • 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
    • Next Gen HR Help Desk Administrator Transaction Analysis Duty
    • Next Gen HR Help Desk Agent Transaction Analysis Duty
    • Next Gen HR Help Desk Manager Transaction Analysis Duty
    • OTBI Report Performance Transactional Analysis Duty
    • OTBI Report Usage Transactional Analysis Duty
    • Partner Channel Administrative Transaction Analysis Duty
    • Partner Channel Transaction Analysis Duty
    • Partner Org Transaction Analysis Duty
    • Receivables Customer Transaction Analysis Duty
    • Sales Administrative Transaction Analysis Duty
    • Sales CRM Sales Activity Transaction Analysis Duty
    • Sales Campaign Transaction Analysis Duty
    • Sales Executive Transaction Analysis Duty
    • Sales Managerial Transaction Analysis Duty
    • Sales Operational Transaction Analysis Duty
    • Sales Transaction Analysis Duty
    • Security Transaction Analysis Duty
    • Service Administrative Transaction Analysis Duty
    • Service Managerial Transaction Analysis Duty
    • Service Transaction Analysis Duty
    • Subscription Management Transaction Analysis Duty
    • User System Usage Transaction Analysis Duty
    • User System Usage Transaction Analysis Duty