Sales - CRM Business Plan

Description

This subject area provides information on the Business Plans and their objectives that are created in the system.

Business Questions

This subject area can answer the following business questions:

• How many Business plans were created in the System in the last quarter and for what Partner or Account?

• What Business plan objectives have not met the target values?

• What Business plans are owned by the team?

• What are the Business plan objectives and what are their target v/s actual value?

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

• Partner Administrator

• Partner Sales Manager

• Partner Sales Representative

• Sales Administrator

• Sales Manager

• Sales Representative

• 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 > Business Plans

Time Reporting

This subject area reports historical data.

Time dimension is linked to "Sales - CRM Business Plan"."Business Plan"."Original Creation Date".

Transactional Grain

This subject area returns the data at the grain of Business plan and Business plan objectives.

Special Considerations

None.