Sales - CRM Business Plan Objective Split

Description

This subject area provides information on the Business Plans objectives and their objective splits that are created in the system.

Business Questions

This subject area can answer the following business questions:

• How are the business plan objectives split?

• What are the target v/s actual number of the split objectives?

• What are the objectives that have not met the target value set?

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

• 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

• Sales Administrative Transaction Analysis Duty

• Sales Executive Transaction Analysis Duty

• Sales Managerial Transaction Analysis Duty

• Sales Transaction Analysis Duty

Primary Navigation

Navigator > Service > Service Requests > Service Request Details > Interaction History

Time Reporting

Yes

Time dimension is linked to Sales - CRM Business Plan."Objective Split Detail"."Creation Date".

Transactional Grain

This subject area returns the data at the grain of business plan objectives split.

Special Considerations

None.