Partners - CRM Leads and Opportunities Real Time

Description

This subject area provides information on the leads and opportunities as related to partners.

Contact and resource refers to the primary contact and primary resources.

Business Questions

This subject area can answer the following business questions:

• What is the potential revenue of leads by partners?

• What are the open Opportunities associated to a given Partner?

• What is the number of leads by partners for a specific product group?

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

• Partner Administrator

• Partner Sales Manager

• Partner Sales Representative

• Sales Administrator

Duty Roles

The following duty roles secure access to this subject area:

• Partner Channel Administrative Transaction Analysis Duty

• Partner Channel Transaction Analysis Duty

• Partner Org Transaction Analysis Duty

• Sales Administrative Transaction Analysis Duty

Primary Navigation

Navigator > Partner Management > Partners

Time Reporting

No

Time dimension is linked to NA.

Transactional Grain

This subject area returns the data at multiple grains

a) Lead Facts: Provides information at the grain of a Lead

b) Partner Pipeline Detail Facts: Provides information at the grain of an Opportunity

c) Partner Pipeline Facts: Provides information at the grain of an Opportunity Revenue Line

Special Considerations

By default, the 'implicit' fact table for this subject area is the Lead Fact. This means that in the absence of any metric, a report would return the data assocaited at the Lead level.