Sales - CRM Account Relationship

Description

This subject area provides real time information on the relationship between different accounts.

This subject area can be combined with other subject areas that have the Customer dimension when results are needed at the level of customer grain.

Business Questions

This subject area can answer the following business questions:

• Does this account have subsidiaries?

• What are the Customers from this account, including all subsidiaries?

• What are the total number of Relationships for a given Account?

Job Roles

The following job roles secure access to this subject area:

• Accounts Receivable Manager

• Accounts Receivable Specialist

• 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

• Sales Manager

• Sales Representative

• Sales Restricted User

• Sales VP

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

• Receivables Customer Transaction Analysis Duty

• Sales Administrative Transaction Analysis Duty

• Sales Executive Transaction Analysis Duty

• Sales Managerial Transaction Analysis Duty

• Sales Transaction Analysis Duty

Primary Navigation

Navigator > Sales > Account

Time Reporting

No

Time dimension is linked to NA.

Transactional Grain

This subject area returns the data at the grain of Account relationship.

Special Considerations

None.