Sales - CRM Customers

Description

This subject area provides real time information on the customers created in the system. It can be used to report on facts and dimensions associated with customers such as customer geography, industry, and employees as well as Account Rollup metrics.

Business Questions

This subject area can answer the following business questions:

• Using Account Rollups, what is the total number of open opportunities for a given Account?

• What regions are my customers clustered in?

• Who are my teams top Customers?

• Who are the 'new' customers, created in the past 6 months?

• Who manages my top accounts?

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 > Account

Time Reporting

This subject area reports historical data.

Time dimension is linked to "Sales - CRM Customers"."Customer"."Creation Date".

Transactional Grain

This subject area returns the data at the grain of the Customer.

Special Considerations

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