Sales - CRM MDF Budget

Description

This subject area provides information on the tracking and management of market development funds (MDF).

This subject area can be combined with any other subject area that has the MDF Budget dimension.

Business Questions

This subject area can answer the following business questions:

• Are the Approved Claims fully allocated or are the Channel partners not spending to approval?

• What are my claimed vs unclaimed MDF totals?

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 > Partner Management > MDF

Time Reporting

Yes

Time dimension is linked to 1) "MDF Budget Activation Date"."Activation Date" 2) "MDF Budget Secondary Dates"."Inactivation Date".

Transactional Grain

This subject area returns the data at the grain of a MDF budget.

Special Considerations

None.