Partners - CRM Partner Overview

Description

This subject area provides information partners.

Partner resource dimension refers to the primary resource on partners and contact is the primary contact of the partner.

Business Questions

This subject area can answer the following business questions:

• What are the Opportunities associated for a given Partner and the revenue details of the Opportunities?

• What are the Partners created in the system for a given time period?

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

Yes

Time dimension is linked to Partners - CRM Partner Overview."Partners"."Creation date".

Transactional Grain

This subject area returns the data at multiple grains

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

b) Partner Pipeline Detail Facts: Provides information at the grain of a Partner Opportunity Revenue Line

c) Partner Pipeline Facts: Provides information at thr grain of a Partner Opportunity

d) Service Facts: Provides information at the grain of a Service Request

Special Considerations

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