Sales - CRM Sales Account Assessments

Description

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

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

Business Questions

This subject area can answer the following business questions:

• How is the QoQ trend of the Customer Satisfaction? (by comparing the same assessments submitted by Partner) for different Quarters?

• What are the responses by different Accounts/Customers for an Assessment submitted e.g. Customer Satisfaction?

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 > Accounts

Time Reporting

Yes

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

Transactional Grain

This subject area returns the data at multiple grains

a) Account Assessment Facts: Provides information at the grain of an Account Assessment

b) Account Assessment Response Facts: Provides information at the grain of a Account Assessment Response

Special Considerations

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