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Info
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titleReporting Coordinator
Sandra Silveira
 IS OtC Reporting Coordinator
Owner
CRM Team
Info
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titleD&PS Expert
Miriam Luttrin





General Description

The Opportunities section in Analytics allows users and managers to focus on opportunities by providing easy trending and analysis data on the opportunities generated in Salesforce.com. There are 4 different sections: Business Analysis, Pipeline Efficiency, Pipeline Monitor, and Report.
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Calculation 
Invoiced
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Shipped not billed
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BFR
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Budget
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Sources

Orderbook

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Core query
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........ (WP1)
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QV query
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Refresh frequency
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Filters
 
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Specific Dimensions

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Each section is outlined in the documentation wiki under the appropriate header.

Sources

Direct Sources and Info:

CRM Salesforce
CRM Salesforce
Refresh frequency
Daily
Filters
Excludes:Recurrent Sales Opportunities, CONFIDENTIAL Opportunities,
Business Potential/Forecast Year (used for Top period selection)  
Specific Dimensions:
Indicators:Details:
  • Business Potential Year
  • Targeted First Delivery Date
  • Targeted First Delivery Month
  • Created Date
  • Expected Close Date
  • GBU
  • Group of Activity
  • Sub Activity
  • BU
  • Market
  • Segment
  • Application
  • End Use
  • Market Share
  • Region (account)
  • Country (account)
  • Customer Classification
  • Corp Account Group
  • Account
  • Account Type
  • Product Level 1
  • Product Level 2
  • Product Level 3
  • Product Level 4
  • Product Level 5
  • GBU Classification
  • GBU Segmentation 1
  • GBU Segmentation 2
  • GBU Segmentation 3
  • Manufacturing Plant Name
  • Manufacturing Plant Code
  • Shipping Plant
  • Stage
  • Lost Reason
  • Priority
  • Priority Project
  • Opp Owner
  • Team Member
  • Record Type
  • Opportunity Name
  • Probability
  • Opportunity Source
  • Commercial Roadmap
  • New Market
  • Strategic Segment
  • Cannibalization
  • WEGO ID
  • Expected Yearly at Maturity
  • Weighted Yearly at Maturity
  • Expected Business Potential
  • Weighted Business Potential
  • Number of Opportunities
  • Revenue
  • Volume
  • Contribution Margin %
  • Contribution Margin (EUR/USD)
  • Margin per Unit
  • Target Unit Price (EUR/USD)

Scope

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Info
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titleAuthorization & Rights

Authorization & Rights

All the accesses must be validated by:

GBU CRM Champions

or

Immediate Supervisor for Novecare GBU.

Margin data MUST be validated by CRM Champions/Finance Directors

Click here for the Access form to get access to Analytics.

Access Rights and Dashboard Entry Points - Click here for descriptions.