CRM report combining leads and opportunities

Hi,
I have LEADS and OPPORTUNITIES data in different cubes which are getting data std datasources. Now how do i create a report which shows the list of leads converted to opportunities?

Hi Madhu,
If you are using DSO 0CRM_OPPH / Cube 0CRM_C04, you will find IO 0CRMPLEAGUI - GUID of Preceding Lead, which captures the Lead GUID, which I assume is only when a Lead is converted to an Opportunity. You can check your data to confirm such cases. If so, restrict on 0CRMPLEAGUI where not # in your query to report such cases.
--Priya

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Linking Surveys with Leads and Opportunities

Hi,
We have a survey associated with each lead and opportunity i.e when creating either a lead or an opportunity there is a tab on the GUI in which we can fill up the survey when creating the lead/Opportunity and then save the transaction. The survey goes to a different Infoprovider and leads and opportunity to their respectice Infoproviders.
We now want to link the survey answers to lead and opportunities. I tried infosets and there doesn't seem to be any linkage between these two . Any ideas or has anyone linked surveys to leads and survey to opportunities. Fyi we are on CRM 4.0 and BW 3.5
Thanks.

The CRM Surveys are fed into the cube 0WS_C01. If you have set the correct setting in the transaction CRM_SURVEY_SUITE, the survey results are extracted to the datasource 0SVY_DATA_1. Through the appropriate GUIDs the answers to the survey from the table CRM_SVY_ANSW (do not exactly remember the name) can be linked to the header GUID in CRMD_ORDERADM_H. (May be through the link table CRMD_LINK)
Doniv

Assignment of leads and opportunities by product

Hello everyone,
I need to assign leads and opportunities by product to selected personnel, is there anyway to detect more than 1 product in the lead or opportunity? This is because a lead and opportunity may have several products bundled together and it would be very repetitive for the sales person to create one lead\opportunity for each product they sell to the same customer.
Any ideas on how to accomplish this? I was initially thinking of using Books, but it allows for only field comparisons of single values and not multi-picklists. So in the end the problem still comes back to having more than 1 product in a lead\opportunity.
Hope you guys here have some suggestions. Thanks again!

Hi Venky,
Yes, the initial thought here is to use a multi-picklist; but unfortunately I don't think the assignment manager supports multi-picklists.
And yes, I would like to make it accessible to multiple people, not only one.
Basically, the process goes something like the following:-
1) Marketing obtains lead and enters into the system
2) Lead is channeled to a product manager
3) Product manager reassigns the lead to a salesperson
4) Salesperson converts the lead into an an opportunity - Product Manager should be able to view this opportunity
My question here is would the product manager still gain access to the lead once it is reassigned (salesperson is not reporting to the product manager in anyway)? And how can the product manager be able to view all opportunities which have the product he\she is in charge of?
My initial thought here is that we have to fall back on using Books?
Thanks.

No. range skipping for leads and opportunities

Hello,
I have assigned an internal number range to leads and opportunity, which are own transaction types, i have created by copying standard ones, but it is surprising for me to see that the numbers are being skipped in random intervals.
Have any one of you have encountered this problem...what solution you applied?
Regards

Hi,
Go to trx. SNRO and change the object to no keep in buffer and select only one number.
Best regards,
Caíque Escaler

SSM calling Xcelsius and BO Reports combine datas and Universes into SSM

I would like to connect within SAP SSM reports and Xcelsius passing parameters to dashaboards of Xcelsius (with BO universes or not) and merge information from PAS Cube and data from other universes BO.
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Best Regards
Carlos Mardinotto

Carlos,
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CRM reports other than Interactive reports

HI,
In my projects we have lot of custom fields developed in BP, Lead and Opportunity. The client needs a report based on the cutom fields. When we tried to creat new reports through interactive report we can find one reports for lead and opportunity that to only the standard fields are available.
how to create a report for custome fields. I am not able to create the DashBoard reports also. Can any one sent the settings for DashBoard.
With regards,
Selvam T

Hi John,
1) How do I include triggers, sequences, etc in the report? We are exporting this to document the data model and it is not complete.
3) Could the report include a linked table of contents as part of the report?Well, at this stage reports are static. You can't change them.
2) When I open the exported Microsoft XML document in Word 2007, it reports that the file contains formatting items that are not supported in the current version. I would suggest this be updated or perhaps converted to OpenDocument format to be more standardized.This suggestion will be considered, although you shouldn't have problems opening files with MSWord 2003 and above. Does Word say exactly what it doesn't like ? That's strange.
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Analysis of Lead by subsequent documents (activities and opportunities)

Hi all,
I'm trying to define on BW a way to create some content that displays the number of subsequent documents that are created from a lead.
Explaining, when a lead is created, some activities are made (phone calls, e-mails, etc) and also some opportunities are created and the idea is to have a report with this.
Is there any standard content to display this or is it necessary some extra development?
Thanks

Hi Venky,
Yes, the initial thought here is to use a multi-picklist; but unfortunately I don't think the assignment manager supports multi-picklists.
And yes, I would like to make it accessible to multiple people, not only one.
Basically, the process goes something like the following:-
1) Marketing obtains lead and enters into the system
2) Lead is channeled to a product manager
3) Product manager reassigns the lead to a salesperson
4) Salesperson converts the lead into an an opportunity - Product Manager should be able to view this opportunity
My question here is would the product manager still gain access to the lead once it is reassigned (salesperson is not reporting to the product manager in anyway)? And how can the product manager be able to view all opportunities which have the product he\she is in charge of?
My initial thought here is that we have to fall back on using Books?
Thanks.

A single report can't combine portrait and landscape oriented pages

Post Author: joelo2
CA Forum: Crystal Reports
Hi,
Can a single report in Crystal report XI (version 11.5.8.826) combine portriat and landscape oriented pages like Crystal report 2008? For example, I have one main report with several subreports in the main report. I want one subreport be in portrait page orientation and the other subreports in landscape. Can I do something like that in Crystal report XI version? I even tried writing a small .net program to do this, but it doesn't seem to allow me to do that programmatically either. Please help

Post Author: ngra
CA Forum: Crystal Reports
I'd like to elevate this issue with Crystal Reports XI. There is a critical application which we developed in-house which needs both portrait and landscape orientation in each of the 30,000 plus documents we are sending out every month.If developers in Business Objects are picking this thread up - we need a patch for this limitation - quick. Right now, we are toying with the possibility of exporting the documents into a text format with markers indicating if a page is portrait or landscape. This is to be loaded into a Xerox machine (which costs hundreds of thousands of dollars), where it is mapped automatically to portrait or landscape. Note to Business Objects: This will provide us and countless others with much value. Think 80/20 rule - most bang for your development bucks and value for your customers!

Help required in webclient and crm report integration

Hi ,
how to integrate webclient and CRM reports in CRM 2007 UI.
i dont have much idea in this area.My requirement is integrating CRM report and webclient.But i dont know where to find report adn how to link the report to webclient.
Please anyone help me.
Thanks in advance
geetha,

Hi Geetha,
Create new CRM business role by copying standard SERVICEPRO or SALESPRO
Even u can assign business roles SERVICEPRO or SALESPRO to Oraganization units.
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Develop a Integrated Report of Program and Project Risks, Issues and Opportunities from Project Sites

Does anyone know if it is possible to create an integrated report of all program / project risks, issues and opportunities as identified on project sites? We plan on having our project teams identify and manage these on their project sites but would like
to ability to roll this information up into a report for management review. Need to know if this is possible and how it might be done. Thanks.

Hi,
are you asking for a Reporting Services Report? You can find this information in Reporting DB (2010) resp. schema dbo for reporting (2013).
Here a simple query:
SELECT PROJ.ProjectName
, ISSUE.Title AS Issue
, RISK.Title AS Risk
FROM dbo.MSP_EpmProject_UserView AS PROJ
LEFT OUTER JOIN dbo.MSP_WssIssue_OlapView AS ISSUE ON PROJ.ProjectUID = Issue.ProjectUID
LEFT OUTER JOIN dbo.MSP_WssRisk_OlapView AS RISK ON RISK.ProjectUID = PROJ.ProjectUID
Or are you looking for something different?
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Barbara
To increase the value of this forum, please mark the replies that helped to solve your issue as answer. If you find answers to questions from other forum participants to be helpful, please mark them as helpful. Your participation will help others to find
an appropriate solution faster. Thanks for your support!

Asset report leading and non leading ledger wise

Hi,
We have implemented New Gl and also leading non leading. Leading fiscal year jan to dec and non leading fiscal year April to march. So how to take the asset report for the period of leading and nonleading.
govind.

Hi,
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SDNer

Performance of BAPI's to create Leads and Activities in CRM

Hi,
I'm using the BAPI's BAPI_LEAD_CREATEMULTI and BAPI_ACTIVITYCRM_CREATEMULTI to create Leads and Activities.
The scenario is:
1) The input file has 3 types of records coming in
(a) Leads only
(b) Activities only (Prospect Lead activities)
(c) LEad + Activity (rescheduled activities)
2) Depending on the type of record, I'm required to create the relevant order and if required link the lead and activity (scenario - C)(using the FM CRM_DOC_FLOW_MAINTAIN_OW).
3) In addition to this, I'm also required to link campaign elements to both Leads and Activities (done within the BAPI's BAPI_LEAD_CREATEMULTI and BAPI_ACTIVITYCRM_CREATEMULTI in the doc_flow structure).
ISSUE:
The issue that I am facing is that it is taking a lot of time to create these. I'm basically running a custom conversion program for LEads and Activities. The rate is almost 6-8 secs for each record, and we have about 500,000 records to be converted.
Also, I'm having to use the following function modules after the creation of Leads and Activities:
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2) CRM_ORDER_CHANGE_STATUS - to set the status of the LEad to OPEN or IN PROGRESS. This is being done after the creation of an activity because the BAPI BAPI_LEAD_CREATEMULTI seems to always default the status to OPEN.
3) BAPI_LEAD_ATT_CHANGE - to set the STATUS SINCE field for a Lead. This is being done because I'm unable to set the STATUS_SINCE field using the BAPI BAPI_LEAD_CREATEMULTI.
The logic being used within the code is to process a batch of records (500/1000 records - value is an input selection parameter) from the input file in one go, and then commit all of them after their creation. After this, the next batch of records is again processed and committed.
We've also tried to create LEads and Activities record by record and not in batches... but the performance still remains the same.
I'm not sure what is slowing down the process. If whether it is all the commits, or if it is the additional use of the FM's to change the 'status' and 'Stauts-since' values after having committed the leads and activities.
When we look at the LEads and Activities that are created, everything looks fine. It is only that the performance is really slow.
Thanks for all your patience and suggestions,
- Akarsh

In order to improve the performance you could use several processes. Just start you conversion-program with several variants at the same time.
Last time I converted 80.000 contracts it took me 6 hours with 5 processes.
Hopes this helps.

BW CRM Report unavailable

Hi gurus
I am actually in the process of identifying the CRM Lead Analysis Reports in BW. I have identified most of the queries, but Win/Lost Leads reports is not seen in the business content. When i checked in the sap help site the reports is very much mentioned with technical name as 0MKTG_C01_Q7001. But when i check in the business content i can find a query for Lost Leads and another report for Won Leads but the Win/Lost leads is not available.
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your help is greatly appreciated.
you will get full points for your assistance.
regards
vijaykumar

hi Vijaykumar,
please check reply in your previous posting.
hope this helps.

Simulair report for FBL5N and FBL1N for new general ledger on segment level

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What is this user license type? All financial transactions need professional license.
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Standard report for leading prod. order with variance value & qty.

Hi Gurus,
I am searching for a standard Tcode to get the variance value/Qty against all the leading production orders which are settled in a particular period.
Note: If a leading production order contains more than one sub orders then the qunatity of sub orders should merge with the leaing order and all the variance from individual sub orders should also merge with the leading production order.
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Please guide me.
Regards,
Ramakant.

Hi,
Thanks for your early response.
Actually i am unable to use tcode: KKBC_ORD rather able to use KKBC only.
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If there is any standard tcode exists please let me know else provide the tables and logic to bui;d up such a report.
Regards,
Ramakanta

CRM report combining leads and opportunities

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