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changes.mady.by.user PEYTRAUD, Josiane

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changes.mady.by.user Charles Lachaize-ext

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Overview
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Excerpt

In this section, you will find information about:

  • How to create a report based on GBU segmentation
  • How to delete a request

 

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Concerned profiles:

     

ALL

Sales - Marketing

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Step By Step

•The user can make Reports on the Opportunities with Products and use as dimension the GBU Segmentation fields. In order to do so, the user clicks on the Reports tab and then clicks on the New Report button.
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•The user chooses Opportunities with Products Report Type and clicks on the Create button.
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 •The user clicks on Show>Details and then clicks on Remove All Columns to clean the Report.
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•From the left pane, the user can then add relevant columns such as Opportunity Name, Product Name, Market, Segment, Application, End Use, GBU Segmentation 1, GBU Segmentation 2 and GBU Segmentation 3.
•That’s it! The user is now Reporting on the Corporate Segmentation and on the GBU Segmentation (values defined and provided by the GBU) at the same time. The user can then configure the Report and add relevant filters.
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Market Segmentation - Delete a Request

•What if a Request needs to be deleted ?
Only the Administrator can delete a Request. If a Request is erroneous, that simply rejecting the Request is not sufficient and needs to be completely deleted from the system, a « Need Help » needs to be created to request this from the Support Team.

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