Sales Quotation and Order Analysis for B2B in Channel Management

Purpose

In this process, you analyze incoming orders by the current month, top n customers, top n partners and top n products in your quotation and order management for business-to-business.

Prerequisites

You have installed SAP BW, SAP CRM and the SAP Portal.

Process Flow

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1. CRM Enterprise provides data collected in operative processes via orders

2. The system updates data in SAP BW during regular data extraction from CRM Enterprise to SAP BW.

3. You analyze orders received that your partners have created.

As channel manager, you can display your partner’s performance and products based on product categories.

4. Orders received, that have been entered by your partners’ employees are displayed in the partner portal per product or product category.

For this, you can use the query Distribution Channel Design: Incoming Orders (TS) (0CSAL_C03_Q0010).

5. Each month, you analyze orders received that your partners have created.

6. As channel manager, you can display your partners’ performance based on sales volume for each month.

For this, you can use the query Channel Management: Sales Orders (MTB) (TS) (0CSAL_C03_Q0009).

7. You analyze the general quotation information for a specific time period.

This data can include information, for example, regarding quotation quantity, net value of quotation item and average value of quotation item.

You can carry out the analysis for quotations per partner over a specific time period.

Partner managers can get a quick overview of their enterprise’s general quotation information within a specific time period.

For this, you can use the query Channel Mgmt: General Quotation Information (0CSAL_C05_Q0100).

8. You analyze the accepted, cancelled, expired and open quotations per channel manager over a specific time period.

As channel manager, you have access to quotations, the net value of quotations broken down according to quotation status and the average values for all your partners (channel manager).

In the partner portal, an n year-comparison of quotations by status (accepted, cancelled, expired, open) is displayed for one sales partner.

For this, you can use the query Channel Mgmt: Quotation History (0CSAL_C05_Q0101).

9. You analyze the top n products in quotations for a sales partner within a specific period of time.

The system displays the products with the best performance for one sales partner.

For this, you can use the query Channel Mgmt: Quotation History (0CSAL_C05_Q0102).

You can find more information on queries delivered by SAP in the SAP Help Portal under SAP NetWeaver ® SAP Business Information Warehouse ® Business Information Warehouse ® BI Content ® Customer Relationship Management ® CRM Analytics ® Sales Analyses ® Sales Quotations and Orders Analysis ® Queries ® Channel Management.

You can find more information on the Business Explorer, the SAP BW analysis tool in the SAP Help Portal under SAP BW ®Business Explorer.

You can find more information about the Business Explorer, the SAP BW analysis tool, in the SAP Help Portal under SAP NetWeaver ® SAP Business Information Warehouse ® Business Information Warehouse ® Business Explorer.