Sales - CRM Contacts

Description

This subject area provides information on all the contacts created in the system, including Contacts Rollup Metrics.

Business Questions

This subject area can answer the following business questions:

• How many new contacts are created in the system in the current month?

• Using Contacts Rollups, what is the Number of Open Opportunities for a given Contact?

• What are all the contacts created in the system by Geography?

• Who are the Primary owners of the Contacts for contacts created in the last quarter?

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 > Contacts

Time Reporting

This subject area reports historical data.

Time dimension is linked to "Sales - CRM Contacts"."Contact"."Creation Date".

Transactional Grain

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

Special Considerations

The Contact Rollup metrics are available under the Contact -> Contact Rollup folder. Any currency related metric amounts are always shown in Corporate currency.