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 Customer relationship management cube uses data from the following tables and views:
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smmActivites table
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smmActivityPhaseGroup table
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smmActivityPlanGroup table
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smmActivityTypeGroup table
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smmBusSectorGroup table
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smmCampaignGroup table
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smmCampaignReasonGroup table
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smmCampaignTargetTable table
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smmCampaignTypeGroup table
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smmLeadPriorityTable table
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smmLeadRatingTable table
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smmLeadTypeTable table
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smmQuotationCompetitorGroup table
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smmQuotationProbabilityGroup table
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smmQuotationPrognosisGroup table
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smmQuotationReasonGroup table
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smmResponsibilityGroup table
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smmSalesUnit table
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smmSourceTypeTable table
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smmCampaignView view
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smmCustBusRelView view
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smmLeadByCampaignView view
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smmLeadView view
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smmOpportunityByCampaignView view
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smmOpportunityByCompetitorView view
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smmOpportunityView view
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smmProcessStageTemplateView view
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smmProjectSalesView view
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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 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) |
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:
KPI list:
|
| Sales manager | Business overview:
KPI list:
|
| Super sales representative | KPI list:
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| Dedicated sales representative | KPI list:
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| Marketing manager | Business overview:
KPI list:
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| Marketing staffer | KPI list:
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| Account manager | KPI list:
|
Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).
