Sales - CRM MDF Request

Description

This subject area provides information on the MDF Requests.

This subject area can be combined with any other subject area that has MDF Request/Budget dimension.

Business Questions

This subject area can answer the following business questions:

• How does the requested amount compare to the approved MDF budget for the same period?

• How many MDF requests are currently pending approval?

• How many MDF requests were rejected, and what were the reasons for rejection?

• How much MDF has been requested for each category in the current fiscal year?

• What are the most common categories for which MDF requests are submitted (for example marketing events, advertising, training)?

• What is the approval rate for MDF requests submitted by a given partner?

• What is the total requested MDF amount for the current quarter?

• What is the trend of MDF requests over the last 4 quarters?

• What percentage of requested funds has been approved vs rejected?

• Which channel partners or regions have submitted the highest number of MDF requests?

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 > Partner Management > MDF

Time Reporting

This subject area reports historical data.

Time dimension is linked to 1) "Sales - CRM MDF Request"."MDF Request Secondary Dates"."Approved Date" 2) "Sales - CRM MDF Request"."MDF Request Submitted Date"."Date".

Transactional Grain

This subject area returns the data at the grain of a MDF request.

Special Considerations

None.