Sales - CRM Deal Registration

Description

This subject area provides information on the deals created in the system.

Contact and Employee dimension refers to the primary contact and employees.

Business Questions

This subject area can answer the following business questions:

• Who are the Employees/Resource for the Deals that are submitted in the current month?

• What are the Deals submitted by the Partners in the current quarter with the Deal size?

• What are all the Opportunities created as a result of Deal closure by a particular resource/team?

• What are the top 10 Deals created in the current quarter by their Deal size?

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 > Sales - Deal Registrations

Time Reporting

Yes

Time dimension is linked to Sales - CRM Deal Registration."Deal Registration"."Creation Date".

Transactional Grain

This subject area returns the data at the grain of a Deal Registration.

Special Considerations

None.