Sales - CRM Opportunities and Products Real Time

Description

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

The Contact and Employee dimension in this subject area refers to the Primary Contact and Primary Employee respectively.

This subject area can be combined with any other subject area that has Opportunity dimension when the results are needed at the level of opportunity grain.

Business Questions

This subject area can answer the following business questions:

• Are there any opportunities to cross-sell/up-sell to help me meet/exceed my quota?

• How can I analyze the impact of orchestration in closing opportunities and revenue generation?

• How can I analyze the impact of orchestration in my teams' opportunity closing and revenue generation?

• How do wins and losses trend quarterly for a specific product line?

• How does orchestration impact the time spent in various opportunity sales stages?

• How to compare the performance of Opportunity Orchestrations?

• Using Opportunity Rollups, what is the total number of activities that are open for a given Opportunity?

• What are the top ten products by revenue during the past quarter/year?

• What is the open/closed revenue for each of the product groups in the selected geography?

• What is the revenue lost to competition for a specific product/product group?

• What products are often lost to key competitors? Is there a pattern?

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 - Opportunities

Time Reporting

This subject area reports historical data.

Time dimension is linked to "Sales - CRM Opportunities and Products Real Time"."Opportunity"."Created Date".

Transactional Grain

This subject area returns the data at multiple grains

a) Pipeline Facts: Provides information at the grain of an Opportunity

b) Pipeline Details Facts: Provides information at the grain of an Opportunity Revenue Line

Special Considerations

By default, the 'implicit' fact table for this subject area is the Pipeline fact. This means that in the absence of any metric, a report would return the data associated at the Opportunity level.

As of release 20D, this subject area reports on inactive products. Active and inactive reporting shows the same attributes with the exception that for inactive products Product Hierarchy fields are empty.

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