Sales - CRM Asset

Description

This subject area provides information on all the assets that are created in the system.

Contact and Employee dimension in this subject area refer to the primary contact and employee that is assigned to the Asset.

Business Questions

This subject area can answer the following business questions:

• How many Assets are created in a particular time period?

• What are the Assets that are expiring in the next quarter?

• What are the top 10 Products or Items by Asset count?

• What is the QoQ growth for Assets by Products?

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 > Assets

Time Reporting

This subject area reports historical data.

Time dimension is linked to "Sales - CRM Asset"."Asset"."Purchase Date".

Transactional Grain

This subject area returns the data at the grain of an Asset.

Special Considerations

The profile ORA_QSC_ENABLE_PIM_CATALOG_MIGRATION determines which product folder is shown:

-When set to Yes, the PIM Product folder is shown and the Product folder is hidden.

-When set to No or left unset, the Product folder is shown and the PIM Product folder is hidden.