IFS Analysis Model: CRM

FACT_BUSINESS_LEAD_CONTACT
Business Lead Contact information source is based on IFS Lead Contact. This can be used to design reports and queries about Lead Contacts, in order to analyze their connection to lead companies, as well as their connection to Business Activities and Marketing Campaigns.

FACT_BUSINESS_OPP
Business Opportunity information source is based on IFS Business Opportunity. This information source can be used to design reports and queries about Business Opportunities, in order to analyze the sales pipeline or performance of a the company and individual sales representatives. Important measures of the Business Opportunity are estimated or actual opportunity values, in both base currency or Opportunity currency, which indicate the amount of a potential deal, as well as estimated close date, which indicates when the deal is expected to be closed. Business Opportunities are often analyzed by Sales Representative, company, account, business type, market, stage and probability.

FACT_BUSINESS_OPP_LINE
Business Opportunity Line information source is based on IFS\Business Opportunity Line. This information source can be used to design reports and queries about Business Opportunities Lines, in order to analyze which products are used in Business Opportunities. Business Opportunity Lines are optionally used to specify the Business Opportunity, by connecting a Sales Part or non-Sales Part to it. Business Opportunity lines have a sales part number, a sales price, a sales part type and a quantity. The Business Opportunity Lines roll up to the actual opportunity value of Business Opportunities and can be connected to Sales Quotation lines further down the process.

FACT_CUSTOMER_INVOICE
Customer Invoices information source is based on IFS\Customer Invoices. This information source can be used to design reports and queries about customers and customer invoices. The customer invoice amount and tax amount in transaction currency and accounting currency together with open amount for invoices can be analyzed in different dimensions such as company, customer, invoice type, and the code string.

• Invoice Amount Analysis
• Open Amount Analysis

FACT_CUSTOMER_ORDER_LINE
Customer Order Line information source is based on IFS\Customer Order Lines. The main purpose of this information source is to present data based on the customer order lines to support high level summarizations and analyzes to evaluate sales, for instance, using the Count Perfect Order metrics.

• Sales Amount Analysis
• Shipping Performance

FACT_RETURN_MATERIAL_LINE
Return Material Line Source is based on IFS\Return Material Authorization. The main purpose of this information source is to present data based on the return material authorization lines to support high level summarizations and analyzes to evaluate sales including returns.

• Analysis on quantities returned for each return reason
• Analysis on returns to inventory versus scraps

FACT_SALES_QUOTATION_LINE
Sales Quotation Line information source is based on IFS\Sales Quotation. This information source can be used to design reports and queries about Sales Quotations, in order to analyze the pipeline or performance of a the company and individual coordinators. Important measures of the Sales Quotation are net and gross amounts, in both base currency or quotation currency and the customer’s wanted delivery date. Sales Quotations are often analyzed by coordinator, company, customer, market, region, district, stage and probability.

FACT_BUSINESS_LEAD
The main objective of this information source is to present data based on the leads to support high level summarizations and analysis to evaluate leads.

• Analyze leads in different perspectives (by probability, source, representative, status, etc.)

FACT_MARKETING_CAMPAIGN
The main objective of this information source is to present data based on the marketing campaigns to support high level summarizations and analysis to evaluate marketing campaigns.

• Analyze marketing campaigns in different perspectives (by campaign type, company, representative, status, etc.).
• Analyze the respective marketing campaign actions, activities, connections and responses for given marketing campaign.

FACT_MARKETING_CAMP_ACTION
The main objective of this information source is to present data based on the marketing campaign actions to support high level summarizations and analysis to evaluate marketing campaign actions.

• Analyze marketing campaign actions in different perspectives (by activity type, response category, representative, status, etc.).
• Analyze marketing campaign actions categorised under their respective marketing campaign.

FACT_MKTG_ACTION_RESPONSE
The main objective of this information source is to present data based on the marketing campaign responses to support high level summarizations and analysis to evaluate marketing campaign responses.

• Analyze marketing campaign responses in perspective of response category.
• Analyze marketing campaign responses categorised under their respective marketing campaign, marketing campaign.

FACT_BUSINESS_ACTIVITY_REFERENCE
The main objective of this information source is to present data based on the references connected to activities to support high level summarizations and analysis to evaluate relevant details such as business opportunities, sales quotations etc..