Customer relationship management cube (smmCube) for Microsoft Dynamics AX 2012 and Microsoft Dynamics AX 2012 Feature Pack [AX 2012]

Updated: July 3, 2012

Applies To: Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Use the Customer relationship management cube to report on sales transactions.

The following configuration keys are required to use all features of the Customer relationship management cube:

  • General ledger (LedgerBasic)

  • Leads (SmmLead)

  • Quotations (QuotationBasic)

  • Project I (ProjBasic)

The Customer relationship management cube uses data from the following tables and views:

  • smmActivites table

  • smmActivityPhaseGroup table

  • smmActivityPlanGroup table

  • smmActivityTypeGroup table

  • smmBusSectorGroup table

  • smmCampaignGroup table

  • smmCampaignReasonGroup table

  • smmCampaignTargetTable table

  • smmCampaignTypeGroup table

  • smmLeadPriorityTable table

  • smmLeadRatingTable table

  • smmLeadTypeTable table

  • smmQuotationCompetitorGroup table

  • smmQuotationProbabilityGroup table

  • smmQuotationPrognosisGroup table

  • smmQuotationReasonGroup table

  • smmResponsibilityGroup table

  • smmSalesUnit table

  • smmSourceTypeTable table

  • smmCampaignView view

  • smmCustBusRelView view

  • smmLeadByCampaignView view

  • smmLeadView view

  • smmOpportunityByCampaignView view

  • smmOpportunityByCompetitorView view

  • smmOpportunityView view

  • smmProcessStageTemplateView view

  • smmProjectSalesView view

  • smmSalesTargetTransView view

The Customer relationship management cube includes the following measure groups.

This measure group is based on the SMMActivities table and includes the following measures.

Measure

Measure field name

Aggregation

Description

Associated dimensions

Activity count

Not applicable

Count

The number of activities.

Company

Phase for quotation

Activity plan table

Activity type

Responsibility table

Activities

Date (activities – end date time)

Date (activities – start date time)

Worker (activities – done by worker

Worker (activities – worker responsible)

Date (date opened)

Date (date closed)

Date

This measure group is based on the SMMQuotationCompetitorGroup table and includes the following measures.

Measure

Measure field name

Aggregation

Description

Associated dimensions

Competitor group count

Not applicable

Count

The number of competitors.

Company

Competitor

This measure group is based on the SMMLeadByCampaignView view and includes the following measures.

Measure

Measure field name

Aggregation

Description

Associated dimensions

Leads by campaigns count

Not applicable

Count

The number of leads by campaign.

Company

Campaign

This measure group is based on the SMMOpportunityByCampaignView view and includes the following measures.

Measure

Measure field name

Aggregation

Description

Associated dimensions

Opportunities by campaigns count

Not applicable

Count

The number of opportunities by campaign.

Company

Campaign

Date (date opened)

Date

Opportunities by campaigns estimated revenue

SMMOpportunityByCampaignView.Estimated_Revenue

Sum

The estimated revenue on opportunities from campaigns.

This measure group is based on the SMMOpportunityByCompetitorView view and includes the following measures.

Measure

Measure field name

Aggregation

Description

Associated dimensions

Opportunities by competitor group count

Not applicable

Count

The number of opportunities by competitor group.

Company

Competitor

Opportunities by competitor group

Date (date opened)

Date

Opportunities by competitor group estimated revenue

SMMOpportunityByCompetitorView.EstimatedRevenue

Sum

The estimated revenue on opportunities by competitor group.

This measure group is based on the SMMProjectSalesView view and includes the following measures.

Measure

Measure field name

Aggregation

Description

Associated dimensions

Sales count

Not applicable

Count

The number of sales.

Company

Sales management units

Customers - prospects

Date (sales – invoice date)

Date (exchange rate date)

Date

Worker (sales – sales person)

Invoice revenue

SMMProjectSalesView.InvoiceRevenue

Sum

The total invoiced revenue.

This measure group is based on the SMMLeadView view and includes the following measures.

Measure

Measure field name

Aggregation

Description

Associated dimensions

Lead count

Not applicable

Count

The number of lead records.

Company

Lead type

Lead priority

Lead rating

Source type

Quotation reason

Sales management units

Process stage

Customers - prospects

Lead

Worker (lead – closed by worker)

Worker (lead – opened by worker)

Worker (lead – owner)

Date (date opened)

Date (date closed)

Date

Days to close lead

SMMLeadView.DaysToClose

Sum

The number of days to close a lead record.

Days opened lead

SMMLeadView.DaysOpened

Sum

The number of days a lead record has been open.

This measure group is based on the SMMOpportunityView view and includes the following measures.

Measure

Measure field name

Aggregation

Description

Associated dimensions

Opportunity count

Not applicable

Count

The number of opportunity records.

Company

Source type

Quotation probability

Quotation prognosis

Quotation reason

Sales management units

Process stage

Customers - prospects

Opportunity

Worker (worker – responsible – owner)

Worker (opportunity – owner)

Worker (opportunity – opened by worker)

Worker (opportunity – close by worker)

Date (date opened)

Date (date closed)

Date

Days to close opportunity

SMMOpportunityView.DaysToClose

Sum

The number of days to close an opportunity record.

Days opened opportunity

SMMOpportunityView.DaysOpened

Sum

The number of days that an opportunity record has been open.

Actual revenue

SMMOpportunityView.ActualRevenue

Sum

The total invoiced revenue for the opportunity.

Estimated revenue

SMMOpportunityView.Estimated_Revenue

Sum

The total opportunity estimated revenue.

Opportunity won

SMMOpportunityView.OpportunityWon

Sum

The number of opportunities won.

Opportunity lost

SMMOpportunityView.OpportunityLost

Sum

The number of opportunities lost.

This measure group is based on the SMMSalesTargetTransView view and includes the following measures.

Measure

Measure field name

Aggregation

Description

Associated dimensions

Sales targets transactions count

Not applicable

Count

The number of sales target transactions.

Company

Sales management units

Sales targets transactions

Date (sales target transactions – target date)

Date (exchange rate date)

Worker (sales target transactions – sales person)

Date

Worker (sales – sales person)

Sales targets transactions amount

SMMSalesTargetTransView.AmountMst

Sum

The amount of sales target transactions.

This measure group is based on the SMMCampaignView view and includes the following measures.

Measure

Measure field name

Aggregation

Description

Associated dimensions

Campaign count

Not applicable

Count

The number of campaigns.

Company

Process stage

Campaign

Date (campaign date)

Date (campaign – end date)

Date (campaign – follow-up date)

Worker (campaign – worker responsible)

Worker (campaign – worker)

Date

This measure group is based on the SMMCustBusRelView view and includes the following measures.

Measure

Measure field name

Aggregation

Description

Associated dimensions

Customers – prospects count

Not applicable

Count

The number of prospects.

Currency

Company

Customers - prospects

Date (created date)

Worker (customer – prospect – worker responsible)

This measure group is based on the BIExchangeRateView view and includes the following measures.

Measure

Measure field name

Aggregation

Description

Associated dimensions

Exchange rate

BIExchangeRateView.CrossRate

Max

The exchange rate.

Currency

Date (exchange rate date)

Analysis currency

Date

The Customer relationship management cube contains the following calculated measures.

Calculated measure

Aggregation

Description

Average opportunity days open

Average

The average number of days that opportunity records are open.

Average days to close opportunity

Average

The average number of days that it takes to close an opportunity record.

Opportunity win loss percentage

Sum

The percentage of won opportunities.

Average lead days open

Average

The average number of days that a lead record is open.

Average days to close lead

Average

The average number of days that it takes to close a lead record.

The following sections describe the key performance indicators (KPIs) in the Customer relationship management cube.

The following table lists the KPIs that are associated with the Customer relationship management cube. You can use the information in the following table to help verify the information in your KPIs.

KPI

Calculation

Active Leads

Lead count where Lead Status = 0 (Open)

Active Opportunities

Opportunity count where Opportunity Status = 1 (None)

New Leads

Lead count in the past 7 days

New Opportunities

Opportunity count in the past 7 days

Sales

Project and customer invoice sales total

The following table lists the Role Centers and web parts that display the KPIs associated with the Customer relationship management cube.

Role Center

Web parts and KPIs

Sales and marketing executive

Business overview:

  • Sales

  • Average days to close opportunity

  • New leads

  • Average days to close lead

  • New opportunities

  • Opportunities per segment

KPI list:

  • New opportunities

  • Active opportunities

  • New leads

  • Active leads

  • Sales per sales unit

  • Sales per salesperson

Sales manager

Business overview:

  • Sales

  • Average days to close opportunity

  • New leads

  • Average days to close lead

  • New opportunities

  • Opportunities per segment

KPI list:

  • New opportunities

  • Active opportunities

  • New leads

  • Active leads

  • Sales per sales unit

  • Sales per salesperson

Super sales representative

KPI list:

  • New leads

  • Active leads

  • New opportunities

  • Active opportunities

  • Sales per sales unit

Dedicated sales representative

KPI list:

  • New leads

  • Active leads

  • New opportunities

  • Active opportunities

  • Sales per sales unit

Marketing manager

Business overview:

  • Sales

  • New leads

  • Average days to close lead

  • Opportunities per segment

  • Leads per segment

KPI list:

  • New leads

  • Active leads

  • Sales per sales unit

Marketing staffer

KPI list:

  • New leads

  • Active leads

Account manager

KPI list:

  • New opportunities

  • Active opportunities

  • Sales per sales unit

The Customer relationship management cube can be accessed by users assigned to the following Microsoft SQL Server Analysis Services roles.

  • Chief executive officer

  • Marketing coordinator

  • Marketing manager

  • Sales manager

  • Sales representative


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).

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