Sales - CRM Opportunity Assessments

Description

This subject area provides information on the opportunity assessments submitted against the opportunity.

This subject area can be combined with any other subject area that has Opportunity dimension when the results are needed at level of opportunity grain.

Business Questions

This subject area can answer the following business questions:

• What are the responses for different Opportunity for an Assessment submitted?

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 > Opportunities

Time Reporting

Yes

Time dimension is linked to "Sales - CRM Opportunity Assessments"."Opportunity Assessments"."Creation Date".

Transactional Grain

This subject area returns the data at multiple grains

a) Opportunity Assessment Facts: Provides information at the grain of a Opportunity Assessment

b) Opportunity Assessment Response Facts: Provides information at the grain of an Opportunity Assessment Response

Special Considerations

By default, the implicit fact table for this subject area is the Opportunity Assessment fact. This means that in the absence of any metric, a report would return the data assocaited at the Opportunity Assessment level.