Lead Analysis in Telesales

I would like to calculate total number of accounts created,number of oppurtunities created,number of emails entered,number of sale amount by a particular sales rep which belongs to particular sales group.Can any one provide me help where I can find the particular info mentioned above.

hi Devendra,
check if helps oss note 761577-User status is not extracted for 0crm_lead_h datasource
Symptom
The user status is not extracted for lead header even after creating a user status in the customization.
Other terms
user status,extraction,crm-bw data exchange,0crm_lead_h
Reason and Prerequisites
This was caused due to a program error.
Solution
Implement the attached corrections.
692195-FAQ: Sales Analytics and CRM-BW data Extraction
Question 10: What do the status BWSTONESYS0 , BWSTONEUSS0,BWSTTECSYS0 and various other BW status mean ?
Suggestion 10: The BW status are used to extract system and user defined status.
The BW status are defined in the customization settings in SPRO.
Check for-> Status Concept for BP/Product/CRM objects
Here goto-> Process user status You will find the documentation attached here for the user status. Going inside the transaction you will find the status groups USS0, ZIOP,ZMOP etc. The names of the various BW status are derived from this For ex. BW + ST+ One + USS0 gives the name of the field BWSTONEUSS0 or BWST + ONE + ZMOP = BWSTONEZMOP (Master opportunity values) (which means BWST + (status group name) + status object group name) Double clicking on any of the object groups will take you to the values that these status can have . For ex. BWSTONEUSS0 in your system can have values E001 ,E002,E003,E007 which will be shown in RSA3 as BW status values 1,2,3,7, respectively.
Similarly we have Goto -> Process system status (in SPRO). Here you can get the values for the system status in exactly the same way as BWSTONESYS0(Lifecycle status) , BWSTTECSYS2 (Error) etc. In RSA3 you get the names as BW status, To know which corresponds to which status here,Goto the record list in RSA3 . Here goto Settings - Layout -Current . Right click -> Press Show technical field names . You will be able to see the BW status names and will be able to adjust the layout accordingly.

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Hello
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Hello
I am now able to see some BI reports in CRM Web UI, but the issue is that the reports are not seen in the client I want them to be seen. I have configured them for Client 110 (the development client and data is present in this client), but I see the reports when I login in Client 100 (master client, which has no data) and click on the links in Web UI.
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Hi,
I have an issue with email notificaiton in Lead Center of Telesales.
Once the lead is converted into qualified, Sales channel and Lead rank will be populated automatically and email notification workflow will be
triggered and email is sent to lead owner.
But in our case, we created lead with manual selection of Sales Channel and converting the lead to qualified. At this point email notification workflow is not triggering.
Not able to understand the Sales Channel role in triggering the email notification workflow.
Sateesh.

Once the lead is converted into qualified, Sales channel and Lead rank will be populated automatically and email notification workflow will be triggered and email is sent to lead owner.
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Thanks,
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Hello
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Hi Sven
I have tried that option of the transaction ORDYWB to activate the reports (this was also suggested in a SAP note i.e. to create a Z report and the code for which was given in the SAP note and upon executing the report, it showed a number of activities which have to be performed and had to implement those activities one by one). But in that transaction all the reports and InfoTypes are active with status 'OK'
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I have raised this to SAP and looks like even they are having a hard time finding the solution. Thanks.

Using Prsentation variable as filter error"None of the fact source are comp

Hi
I am capturing two date presentation variables SDATE and EDATE using calendar picker and i have a field for expected date which should be between the dates captured so the column formulas here are like
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If i pass some value in prompt then reports works fine.
Any thoughts will be really helpful.

Just add a default value into the prompt.
If the default is really complicated then you might have to use SQL to get the default value you want. It's tricky but here's an example of one I've used that defaults the first day of the year:
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Need Info about BW CRM Analytics

Hi all,
Guys,
Please help me out...
I need Info about BW with CRM Analytics
What are the core areas where data's are extracted for CRM to BW
What will be the Interview question related to BW CRM Analytics
If possible if u have any docs kindly email me at [email protected]
Thanks in Advance.
Jaffer Ali.S

Dear Jaffer Ali S.,
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Efficiency Reporting
Historical Evaluation
Lost Leads
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Intensity of customer care
Activity History
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<b>Customer Interaction Center (CIC)</b>
Activate the InfoCube Interactive Scripting Evaluation (IC WinClient) 0CRM_CIC1.
Interactive Scripting Evaluation (IC WinClient)
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<b>Opportunities Analysis</b>
Activate InfoCube 0CRM_C04 - Opportunities.
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<b>Sales Order Complaints Analysis</b>
Activate InfoCube Complaints (Technical name: 0CSAL_C09).
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<b>Service Qualtiy Analysis</b>
Activate the MultiProvider 0CSRVMC04 - CRM Service - Orders and Confirmations with Complaints.
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0CRM_COI - Controlling (Item Data)
0CRM_CNFI - Confirmations (Item Data)
0CRM_COMP - CRM Complaints (Items)
Let me know if you need further help.
Reward points if it helps.
Regards,
Naveen.

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Use
This section describes the general settings necessary for BW Integration in CRM.
If CRM is not involved in your scenario skip this section.
This step has to be carried out in the CRM system:
Integration with Other mySAP Components  Data Transfer to the SAP Business Information Warehouse  Business Content DataSources  Transfer Application Component Hierarchy
RSA9-Tcode
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Cross Connectivity:
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Connecting SAP BI with SAP ERP, SAP CRM
Procedure
To carry out the activity, choose one of the following navigation options in the SAP BI system:
Transaction Code     RSA1
SAP BI Menu     Modeling  Data Warehousing Workbench: Modeling
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Procedure
To carry out the activity, choose one of the following navigation options in the SAP BI system:
Transaction Code     RSA1
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1.     Choose Modeling.
2.     Choose Source Systems.
3.     Select SAP in the window on the right.
4.     Choose the Context menu (right mouse click).
5.     Choose Create.
6.     Make the following entries:
Field     Entry
Target computer (server)                            Server of the SAP ERP, SAP CRM or SAP SRM system
System ID     System ID of the SAP ERP, SAP CRM or SAP SRM system
System number     System number of the SAP ERP, SAP CRM or SAP SRM system
Background user in source system     RFCUSER
Password for source system     welcome
Background user in BI     RFCUSER (can not be changed in this activity)
Password for BI user     welcome
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10.     Log on to the Source System with your administrator user. Choose the correct client.
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12.     On the Replicate Metadata dialog box, choose Only Activate.
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2.     Efficiency Reporting: This query is used to analyze the efficiency with which leads are qualified. By navigating to the sales organizations and the responsible employees for the leads, it is possible to assess how efficiently lead teams are working and to identify areas for improvement.
3.     Historical Evaluation: Use to help analyze and compare leads over different intervals (comparison of different quarters or years for example) to see if general characteristics in the processing of leads can be identified for these periods.
4.     Lost Leads: Provides an overview of the number of lost leads in a particular period and the reasons (implemented as a navigation characteristic) for the loss of the leads. This query is used to analyze the main reasons why leads might be lost, with a view to developing new strategies for overcoming these weaknesses.
5.     Channel Mgmt.: Top-n Lost Leads (Current Year): In a Channel Manager Portal, this query provides an analysis of the leads lost by a Channel Manager over the past 12 months. Channel Managers can also view the leads lost by their Channel Partners. In a Partner Portal, this query shows the top-n unsuccessful leads distributed by a Channel Manager to a Channel Partner. Partner Manager can see the lost leads of the Partner Employees over the year. Partner Employee can view his lost leads over the year.
InfoSources
0CRM_LEAD_H - Lead Header (Transactional Data)
0CRM_LEAD_I - Lead Item (Transactional Data)
0CRM_MIG - Mail GUID
Before starting activities in this building block, you need to perform or check the following steps:
1.     From the BW Connectivity building block the following activities have to be completed:
a.     Local Settings è SAP CRM: all activities have to be completed.
b.     Local Settings è SAP BW: all activities have to be completed.
c.     Cross Connectivity è Connecting SAP BW with SAP R/3, SAP CRM, SAP SRM: Connect your CRM System.
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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.

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Hi gurus
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Once i am done with the identification of the reports i will be going to install the business content for the same. So please help me in this regards.
thanks in advance
vijaykumar

Hi,
Also take a look at the BW-CRM Best Practices at:
http://help.sap.com/bp_biv135/html/bw.htm
These will help you to get started.
Hope it helps,
Gilad

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Hi,
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If CRM is not involved in your scenario skip this section.
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Procedure
This step has to be carried out in the CRM system.
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Confirm the security check: Do you want the content application Transfer Component Hierarchy? with YES.
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If no error message is sent the application component hierarchy has been transferred successfully.
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To carry out the activity, choose one of the following navigation options in the SAP BI system:
Transaction Code     RSA1
SAP BI Menu     Modeling  Data Warehousing Workbench: Modeling
1.     Choose Modeling.
2.     Choose Source Systems.
3.     Select SAP in the window on the right.
4.     Choose the Context menu (right mouse click).
5.     Choose Create.
6.     Make the following entries:
Field     Entry
Target computer (server)                            Server of the SAP ERP, SAP CRM or SAP SRM system
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System number     System number of the SAP ERP, SAP CRM or SAP SRM system
Background user in source system     RFCUSER
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Password for BI user     welcome
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12.     On the Replicate Metadata dialog box, choose Only Activate.
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The analysis is carried out with the following queries of the InfoCube 0MKTG_C01 CRM - Lead Management (SAP BW Business Content).
The Lead Management InfoCube contains all the characteristics and data used for the administration of leads. This InfoCube enables you to execute the following standard queries available in SAP BW:
1.     Channel Analysis: This query is used to determine the best channels by which business partners are contacted in the context of a marketing campaign. Following each marketing campaign, the lead manager can compare the success of a given channel to those of others.
2.     Efficiency Reporting: This query is used to analyze the efficiency with which leads are qualified. By navigating to the sales organizations and the responsible employees for the leads, it is possible to assess how efficiently lead teams are working and to identify areas for improvement.
3.     Historical Evaluation: Use to help analyze and compare leads over different intervals (comparison of different quarters or years for example) to see if general characteristics in the processing of leads can be identified for these periods.
4.     Lost Leads: Provides an overview of the number of lost leads in a particular period and the reasons (implemented as a navigation characteristic) for the loss of the leads. This query is used to analyze the main reasons why leads might be lost, with a view to developing new strategies for overcoming these weaknesses.
5.     Channel Mgmt.: Top-n Lost Leads (Current Year): In a Channel Manager Portal, this query provides an analysis of the leads lost by a Channel Manager over the past 12 months. Channel Managers can also view the leads lost by their Channel Partners. In a Partner Portal, this query shows the top-n unsuccessful leads distributed by a Channel Manager to a Channel Partner. Partner Manager can see the lost leads of the Partner Employees over the year. Partner Employee can view his lost leads over the year.........
Before starting activities in this building block, you need to perform or check the following steps:
1.     From the BW Connectivity building block the following activities have to be completed:
a.     Local Settings è SAP CRM: all activities have to be completed.
b.     Local Settings è SAP BW: all activities have to be completed.
c.     Cross Connectivity è Connecting SAP BW with SAP R/3, SAP CRM, SAP SRM: Connect your CRM System.
2.     From the General Settings for BW Integration building block the following activities have to be completed:
a.     In section General Settings in CRM all activities have to be completed.
b.     In section General Settings in SAP BW all activities have to be completed.
Hope it will helps you........

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Thanks
Sonu

Hi,
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Rgds,
Rao

Hi Rao
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Webtemplate Conversion from 3.x to 7.0

Hello
Basically, I need to view BI reports pertaining to CRM Lead Analysis in Web UI (i.e. viewing a BI report when one clicks on CRM report in Web UI with all the usual drill down options and graphs/charts) - for which I currently get an error like 'Error loading template 0TPLI* etc and 0TPLI are in older BW ewb template version.
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Could any of you help me with your inputs in this regard.

Hello
I am now able to see some BI reports in CRM Web UI, but the issue is that the reports are not seen in the client I want them to be seen. I have configured them for Client 110 (the development client and data is present in this client), but I see the reports when I login in Client 100 (master client, which has no data) and click on the links in Web UI.
RFC exists between CRM100 to BI system and also CRM110 to BI system. Is there any setting I need to make in SPRO under UI Framework? I could see the reports there with web templates and report ID's assigned in UI framework - but I do not understand why I get an error like 'Error loading template XXX'
Do I need to activate the web templates, queries, cubes in CRM system? Is it not enough if we do that in the standalone BI system which is connected to CRM system? I have also tried to install the content in CRM100 system (through RSA1) - but I was not able to find the web templates which I need.
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Hi Magge,
I used 4 diff. building block to work with SAP CRM 2007 and BI 7.0 Activation Steps. Please note that BASIS, CRM & BI team members has to do their respective activities mentioned as per the building blocks to make CRM <> BI reports visible in CRM....
Following is the building block library and the building blocks I used:
http://help.sap.com/bp_crmv12007/CRM_DE/HTML/index.htm
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1. B03 - General Settings for BW Integration
2. B84 - BI Connectivity
3. BS4 - Basic Configuration for CRM Analytics
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I hope this will solve your problem - if yes, close this link and award the points....
Cheers,
Peter J.

0material leading zeros in analyser

Hi,
I want to hide 0material leading zeros in my reports. I'm using the Bex analyser and I didn't find any option in the query designer.
It's maybe just a checkbox or something but i'm afraid it's not possible...
Thank you for your answers.
Nicolas

Hello Akhan,
it's weird, when i execute the MF CONVERSION_EXIT_MATN1_OUTPUT in test mode, with this input value:
000000000000000008
The output is the same.
I think it's maybe due to my customizing in OMSL. I chose leading zeros... I thank it's only in BW and could be change for the reporting...
Nicolas

Lead Analysis in Telesales

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