...
Who can create? | Any user can create an account list. |
Who can see? | Users can see the account lists they own. Managers in the role hierarchy can also see. |
Who can update? | Users can update the account lists they own. Managers in the role hierarchy can also edit. |
Who can delete? | Users can delete the account lists they own. |
If a user want to share a list of accounts with specific users, he has to use standard button "Share".
Note that the data users can see in the report (from Qlikview/SFDC) is exactly the same the user can see if he uses Qlikview/SFDC directly.
...
This buttons control the currency displayed in the graphs of opportunity and quote section.
"My GBU/All GBUs" buttons
...
This buttons control the data displayed:
- My GBU: the user see sees only the data which correspond to his his GBU.
- All GBUs: the user sees the data of his GBU and the records which are "shared".
"Print" button
...
This button on the report itself allows to print the page or to save it as PDF document using browser feature.
360° Customer View buttons
...
- Account Name ← Displays all accounts whose name is starting with *
- Corporate Group ← Lookup on accounts filtered on Corporate Group: it displays all child accounts of the corporate account selected in the search result section.
- Partner type ← Displays only accounts with the partner type selected.
- Account Plan ← Displays all the accounts related to the account development plan selected. Note that when this filter is used, all other filters are disabled?
- My Account Team ← Displays all accounts where the user is in the account team.
- Account region ← Displays all accounts with the region selected.
- GBU Region ← Displays all accounts with the GBU Region selected (table from utility used by Peroxides & Soda Ash).
- Country ← Displays all accounts whose country is starting with *
- City ← Displays all accounts whose city is starting with *
Note that the filter logic between filters is a "AND".
4. Specific rules & automation
...
The two Analytics sections are only displayed if the account is an SAP customer. There are only two currencies available EUR/USD.
Filters of SFDC section:
- Opportunities ← all open opportunities
- Visit reports ← If "My GBU" is selected, the last 3 VR corresponding to the GBU of the user are shown with the executive summary. If "All GBUs" is selected the last 3 VR corresponding to the GBU of the user are shown with the executive summary AND the last 3 shared VR of other GBUs are shown without executive summary.
- Complaints ← Open complaints & closed last 6 months
- Customer requests ← Open customer request & closed last 6 months
- Sample requests ← Open sample request & closed last 6 months
- Quotes ← Accepted & expiration date last 12 months, or open quotes, or Expiration date in the future
Note that if there is no record to display, the section is hidden.
360° Customer View Report
The report is composed of 2 parts:
- Analytics highlights & Sales Performance (the data is aggregated for all accounts selected).
- SFDC highlights & details
The Analytics section is only displayed if the account is an SAP customer. There are only two currencies available EUR/USD..
Filters of SFDC section:
- Opportunities ← All open opportunities sorted by Expected yearly revenue descending
- Visit reports ← Last 10 visit reports sorted by date of the visit descending. The executive summary is displayed only for the 3 most recent VR.
- Complaints ← Open complaints & closed last 6 months sorted by severity
- Customer requests ← Open customer request sorted by created date
- Sample requests ← Open sample request & closed last 6 months sorted by creation date
- Quotes ← Accepted & expiration date last 12 months or Open quotes or Expiration date in the future sorted by “Price Validity to” date descending.
In tables, Account, country, and city are added for multi-accounts report. The graphs of opportunity and quote sections are hidden for multi-accounts report.
Note that if there is no record to display, the section is hidden.
5. History
.
Last modifications : |
|---|
...