Partners - CRM Partner Contact

Description

This subject area provides information on the contacts (primary and non primary) of a partner. It also provides information on how many of those contacts are users and resources. Partner Rollup metrics are available for reporting.

Contact Dimension refers to partner contacts. Contact Profile Dimension refers to Partner Contact Profile level when combined together to query partner.

This subject area can be combined with any other subject area that has Partner dimension when the results are needed at level of partner grain.

Business Questions

This subject area can answer the following business questions:

• How many Partners is a Contact is associated to?

• Using Partner Rollups, what is the Number of Open Opportunities for Partners associated to a given Partner Contact?

• What are the number of Partner contacts by Partner?

• What is the number of Partner Contacts that are also resources and users?

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

This subject area doesn't support historical reporting.

This subject area has no anchoring date.

Transactional Grain

This subject area returns the data at the grain of Partner-Contact.

Special Considerations

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