Sales - CRM Territory Resource

Description

This subject area provides information on all the resources associated to a territory.

Employee/Resource dimension in this subject area refers to both primary and non primary resources assigned to a territory.

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

Business Questions

This subject area can answer the following business questions:

• Are the Sales reps paying enough attention to the territories that they are a part of? What are their customer activity levels?

• Who are the resources assigned for a particular territory?

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 > Territories

Time Reporting

Yes

Time dimension is linked to Sales - CRM Sales CRM Territory Resource."Employee"."Hire Date".

Transactional Grain

This subject area returns the data at the grain of Territory-Resource.

Special Considerations

None.