Sales - CRM Lead Product

Description

This subject area provides information on all of the Products and Product hierarchy associated with a lead.

Product and Product dimensions in this SA refer to both Primary and Non Primary Products.

Business Questions

This subject area can answer the following business questions:

• Are the Leads associated with certain products or items?

• Are the Leads supporting products that appeal to certain customers by size of company?

• How many Leads are open for a given Product or Item?

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 > Leads

Time Reporting

This subject area reports historical data.

Time dimension is linked to Sales - CRM Lead Product."Lead"."Creation Date".

Transactional Grain

This subject area returns the data at the grain of Lead-Product.

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.