Sales - CRM MDF Claim

Description

This subject area provides information on the tracking and analysis of all of MDF Claims.

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

Business Questions

This subject area can answer the following business questions:

• What were the approved amounts vs the settled claim totals for the last 4 quarters?

• How many outstanding claims in the current sales period assigned to a given Channel user?

• What are total number of Claims in the current quarter?

• Who approved an MDF claim? What are the start and end dates of that claim?

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) "Sales - CRM MDF Claim"."MDF Claim Secondary Dates"."Approved Date" 2) "Sales - CRM MDF Claim"."MDF Claim Submitted Date"."Submitted Date".

Transactional Grain

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

Special Considerations

None.