IFS Customer Relationship Management (CRM) Information Sources

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.

Business Opportunity

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

1. Online
2. DataMart

Specific Attributes

• Count Opportunities
  Identifying a business opportunity.

Business Opportunity Line

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

1. Online
2. DataMart

Specific Attributes

• Count Opportunity Lines
  Identifying a business opportunity line.

Business Opportunity Snapshots

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

1. Online
2. 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

Business Activity

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

1. Online
2. 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.

Lead

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

1. Online
2. 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.

Marketing Campaign

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

1. Online
2. 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.

Marketing Campaign Action

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

1. Online
2. 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.

Marketing Campaign Response

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

1. Online
2. DataMart

Specific Attributes

• Count Campaign Response
  Identifying a business activity.