Sales - CRM Quotes

Description

This subject area provides information on quotes.

This subject area can help you determine from which opportunities a quote is created, as well as how many times a quote is revised, and the associated revenue.

This subject area can be combined with any other subject area that has the Opportunity dimension, when the data is needed at the opportunity Level.

Business Questions

This subject area can answer the following business questions:

• Against how many Opportunities, were the Quotes submitted in this month?

• What is the total Quotes revenue for the current month?

• How many times a Quote is revised before it gets approved?

• Who has submitted the highest number of Quotes in the current month?

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 Analyst

• 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 Operational Transaction Analysis Duty

• Sales Transaction Analysis Duty

Primary Navigation

Naviagator > Sales > Quotes

Time Reporting

Yes

Time dimension is linked to "Quotes Creation Date"."Date".

Transactional Grain

This subject area returns the data at the grain of a Quote.

Special Considerations

None.