An information source is a combination of facts and dimensions (base data)
which are structured to hold information designed to be used to compile reports
and analytics using the IFS Business Reporter, where you can read more about
this tool via IFS Online Help and eLearning.
In the information sources an Accounting Period dimension has been introduced,
which can be used to group on or combine with one or more information sources
in IFS Financials using an accounting period as a common grouping. The accounting
periods are defined per company in the
Accounting Periods window found
in IFS/Accounting Rules.
All information sources are available as both Online and Data Mart,
where Zoom In is available for all measure items, but Write Back
is never allowed.
General Description
The main purpose of this information source is to present data based on the
business opportunity to support high level summarizations and analysis to evaluate
opportunities.
Reports/Analysis
- Analyzes opportunity values based on the markets, regions.
- Analysis on estimated opportunity value and actual opportunity value
based on the opportunity type.
Main Features
Zoom In: Available for all the measure items.
Drill Down: Not available.
Writeback: Not available.
URL Navigation: To Business Opportunities
page, page, showing details with respect to the opportunity.
Access Types
- Online
- DataMart
Specific Attributes
- Count Opportunities
Identifying a business opportunity.
General Description
The main purpose of this information source is to present data based on the
business opportunity lines to support high level summarizations and analysis
to evaluate opportunity lines.
Reports/Analysis
- Analysis on won opportunity lines based on the sales representative.
- Analysis on lost opportunity lines based on the lost competitor.
Main Features
Zoom In: Available for all the measure items.
Drill Down: Not available.
Writeback: Not available.
URL Navigation: Not available.
Access Types
- Online
- DataMart
Specific Attributes
- Count Opportunity Lines
Identifying a business opportunity
line.
General Description
The main purpose of this information source is to present data based on the
business opportunity snapshots to support high level summarizations and analysis
to evaluate the progress of a business opportunity.
Reports/Analysis
- Analyzing the trends on business opportunities over the months
- Understanding the changes on opportunity values since an opportunity
is initiated
Main Features
Zoom In: Available for all the measure items.
Drill Down: Not available.
Writeback: Not available.
URL Navigation: To Business Opportunity Snapshots
, showing details with respect to the opportunity snapshot.
Access Types
- Online
- DataMart
Specific Attributes
- Count Unconfirmed Business Opportunities
Identifying unconfirmed
opportunities
- Count Confirmed Business Opportunities
Identifying opportunities
that are confirmed
- Count In-progress Business Opportunities
Identifying the business
opportunities that are progressing
- Count On Hold Business Opportunities
Identifying the opportunities
that are inactive due to an interruption
- Count Master Business Opportunities
Identifying business Opportunity
that is marked as a 'Master'
- Count Duplicate Business Opportunities
Identifying Business
Opportunities that is referenced as a duplicate of another opportunity
- Count Normal Business Opportunities
Identifying business opportunities
which are not marked as duplicate or a master
General Description
The main objective of this information source is to provide users the ability
to create high level analytical reports and evaluate business activities.
Reports/Analysis
- Analyze activities in different perspectives (by activity type, representative,
status, etc.)
Main Features
Zoom In: Available for all the measure items.
Drill Down: Not available.
Writeback: Not available.
URL Navigation: Not available.
Access Types
- Online
- DataMart
Specific Attributes
- Count Activities
Identifying a business activity.
- Count NotStarted Activities
Identifying business activities
that are in status NotStarted.
- Count InProgress Activities
Identifying business activities
that are in status InProgress.
- Count Completed Activities
Identifying business activities
that are in status Completed.
General Description
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.
Reports/Analysis
- Analyze leads in different perspectives (by probability, source, representative,
status, etc.)
Main Features
Zoom In: Available for all the measure items.
Drill Down: Not available.
Writeback: Not available.
URL Navigation: Not available.
Access Types
- Online
- DataMart
Specific Attributes
- Count Leads
Identifying a lead.
- Count Unqualified Leads
Identifying leads
that are in status Unqualified.
- Count InProgress Leads
Identifying leads
that are in status InProgress.
- Count Converted Leads
Identifying leads that are in status
Converted.
- Count Parked Leads
Identifying leads
that are in status Parked.
- Count Rejected Leads
Identifying leads
that are in status Rejected.
- Annual Revenue
Identifying annual revenue of leads.
General Description
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.
Reports/Analysis
- 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.
Main Features
Zoom In: Available for all the measure items.
Drill Down: Not available.
Writeback: Not available.
URL Navigation: Not available.
Access Types
- Online
- DataMart
Specific Attributes
- Count Marketing Campaigns
Identifying a marketing
campaign.
- Count Not Started Marketing Campaigns
Identifying
marketing campaigns
that are in status NotStarted.
- Count In Progress Marketing Campaigns
Identifying
marketing campaigns
that are in status InProgress.
- Count Completed Marketing Campaigns
Identifying marketing
campaigns
that are in status Completed.
- Total Cost
Identifying the total cost of marketing
campaign.
- Total Budget Cost
Identifying the total budget cost of
marketing campaign.
General Description
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.
Reports/Analysis
- 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.
Main Features
Zoom In: Available for all the measure items.
Drill Down: Not available.
Writeback: Not available.
URL Navigation: Not available.
Access Types
- Online
- DataMart
Specific Attributes
- Count Marketing Campaign Actions
Identifying a marketing
campaign actions.
- Count Not Started Marketing Campaign Actions
Identifying
marketing campaign actions
that are in status NotStarted.
- Count In Progress Marketing Campaign Actions
Identifying
marketing campaign actions
that are in status InProgress.
- Count Completed Marketing Campaign Actions
Identifying
marketing campaign actions
that are in status Completed.
- Marketing Campaign Action Cost
Identifying
marketing campaign action cost.
General Description
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.
Reports/Analysis
- Analyze marketing campaign responses in perspective of response
category.
- Analyze marketing campaign responses categorised under their
respective marketing campaign, marketing campaign.
Main Features
Zoom In: Available for all the measure items.
Drill Down: Not available.
Writeback: Not available.
URL Navigation: Not available.
Access Types
- Online
- DataMart
Specific Attributes
- Count Campaign Response
Identifying a business activity.