Power

TECHNICAL Bi with
DESIGN P.M.Prasad
DOCUMNET
CRM Report
Contents
CRM Report.................................................................................................................................................1
Report Level Filter:- (1,8,10)...................................................................................................................1
Read Me......................................................................................................................................................2
Data Health Summary.................................................................................................................................3
Data Health details......................................................................................................................................3
Page level Filters......................................................................................................................................3
Open Enquiries Visual..............................................................................................................................4
Past Due Opportunities...........................................................................................................................4
Opportunities with Fast Approaching Close Date....................................................................................5
Un touched opportunities for 2 months..................................................................................................6
Opportunities committed but not commercialized.................................................................................6
On Hold Opportunities............................................................................................................................6
Opportunity Tab..........................................................................................................................................7
Visit Report................................................................................................................................................10
Enquiry......................................................................................................................................................12
Account Finder..........................................................................................................................................13
CRM Usage................................................................................................................................................13
Enquiries Report........................................................................................................................................17
Enquiries Dashboard.................................................................................................................................18

CRM Report

Report Level Filter:- (1,8,10)

1. Ship-to Region Code----
2. Ship-to Country-----
3. Ship-to Account Name-----
4. Ship-to Account Number
5. Sold-to Customer
6. Sold-to Customer Name
7. Global Sold-to Customer
8. Sales Manager Name
 9. Business Unit-----
10. Department Name
11. Product Group
12. Year----
13. Month Name---
14. Quarter----

Read Me
Data Health Summary

Refer Mappin Document “Data Health Summary” Tab for More details.

Data Health details

Page level Filters

Opportunity[State code] = 0 and Enquiry Data[State code] = 0

Open Enquiries Visual
Visual Level Filters :-

Reporting Status = “New”

Past Due Opportunities

Visual Level Filter:-

Expected Sales Date past Due = “Yes”
Implementation Status = “In Progress”
Pipe line Phase <> 6-Commercialised

Opportunities with Fast Approaching Close Date

Visual Level Filters:-

Implementation status = "In Progress"

Pipe line phase <> "6-Commercialised"
"Expected Sales Date future Due?" = "Yes"

Un touched opportunities for 2 months

Visual Level Filters
implementation = "In Progress" and "Modified Date Untouched?" = "Yes" and
Opportunity[Modifiedby] Not IN {"Lavanya Narendran", "Ashokkumar Balakrishnan", "Patrick
Antony" ,"Juris Openhovskis", "Matthew Kinninmont"}

Opportunities committed but not commercialized

Visual Level Filters

Implementation Status = "In Progress" and Pipeline phase = "5-Commitied"

On Hold Opportunities

Visual Level Filters

Implementation Status = “On Hold”

Pipe line Phase not 6-Commercialised

Opportunity Tab
Page3:-

Visual Level Filter:-

Opportunity[Implementation Status] <> Not Cancelled

Opportunity[Opportunity ID] <> Not Blank

Page Level Filter:-

StateCode = 0

Slicer:-

As in the Screenshot
Screenshot1_Simple Summary1:-

Screenshot2_Simple Summary2:-

Screenshot3_Detailed Summary1:-
Screenshot4_Detailed Summary2:-
Visit Report
Page4:-

Page Level Filter:-

StatusCode = 0

ScreenShot5_Visit Report1:-
Screenshot6_Visit Report:-

Screenshot7_Visit reports:-
Enquiry
Page5:-

Page level Filters:-

StateCode = 0

Slicers:-

As in the Screenshot

Screenshot8_Enquiry1

Screenshot9_Enquiry2
 Account Finder

CRM Usage
SC1:-

Sc2:-
Sc3:-

Sc4:-
Sc5:-

Sc6:-
Visit Report
Enquiries Dashboard