Fact Sheets

A fact sheet provides you with a condensed overview of an account, based on several sources such as master data, statistical data, and transaction data. This data is retrieved from SAP CRM, SAP ERP, and SAP Business Warehouse (BW). Fact sheets enable you to see quickly and easily the most important details of your key customers.

Using fact sheets, you can retrieve essential information quickly, for example, when interacting with customers on the phone or preparing a sale meeting. A PDF version provides a summary of critical information that can be used in situations where mobile access to SAP CRM is not available.

Prerequisites

A preconfigured fact sheet is delivered and can be changed if necessary. For more information, see the generic description of fact sheets in the WebClient UI:

Fact Sheet

Configuring the Fact Sheet.

For more information about customizing the PDF version, see SAP Note 1040229.

Features

Fact sheets can be online or in PDF format. Multiple PDF fact sheets can be assigned to an account, but only one online fact sheet.

Fact sheets are available on the Account page (by choosing More... at the top of the overview page).

Online Fact Sheet

The online fact sheet offers all the assignment blocks available on the overview page and, in addition, assignment blocks with information integrated from SAP BW, SAP ERP, and SAP CRM.

Standard personalization options are available from the online fact sheet page, enabling you to select which assignment blocks and columns are displayed.

PDF Fact Sheet

The PDF fact sheet has a different content to the online version and incorporates information from SAP CRM and SAP ERP only.

You cannot personalize the PDF fact sheet: The assignment blocks available are determined by the role to which the fact sheet is assigned (the Sales Professional role in the standard delivery.

A PDF version can be created with up-to-date data. Once it has been generated, it can be saved to your local disk or printed in the normal manner.

When creating an activity for an account, you can generate a PDF version and attach it to the activity.

Assignment Blocks

The following assignment blocks are available for the online fact sheet:

Assignment Block	Description	Source
Account Information
Sales Organization Selector	Fields for selecting the sales organization, distribution channel, and division.	SAP CRM
Last Closed Activities	Lists the last n business activities that have been given the status Completed with key information about each activity, such as the reason, dates, and outcome.	SAP BW
Classification Data	Industry sector and legal classification.	SAP BW
Contacts	Displays all contacts maintained for the account.	SAP BW
Competitor Products	Allows you to monitor competitor products by account. It enables you to keep track of competitor products being purchased by a particular account, and the prices (average, maximum, minimum) at which they are purchased.	SAP BW
Competitor Products (with Competitors)	As above, with the competitors from which the products are obtained.	SAP BW
Account Billing Data	By sales area, the information includes the pricing procedure, exchange rate, currency, payment terms, price group, price list, customer group, and billing plan.	SAP BW
Account Shipping Data	By sales area, the information includes the Incoterms, delivery priority, shipping conditions, delivery control, order combination, unlimited tolerance status, underdelivery tolerance, overdelivery tolerance, and mode of transport.	SAP BW
Partner Functions	Contains all the business partners who have been given a partner function for the account concerned.	SAP BW
Marketing Information
Marketing Attributes	Displays the marketing attributes used in a particular campaign.	SAP CRM
Marketing Campaigns	Displays current and future campaigns within the time period specified	SAP CRM
Open Leads	Displays the last n leads that have status Open or In Process.	SAP CRM
Sales Information
Account Revenue (Graph)	An overview of the account revenue for the last four quarters, displayed in a graphical format.	SAP BW
Account Revenue (Table)	An overview of the account revenue for the last four quarters, displayed in a tabular format.	SAP BW
Account Sales Data	Displays the sales data from the account master data	SAP BW
Sales Pipeline	Displays the results of the sales pipeline analysis for the selected account. This enables you to evaluate current business development and expected revenue.	SAP BW
Credit Information	Displays credit information for the selected account. The information is derived from an info block in the customer fact sheet.	SAP ERP
Last Sales Docs	The last n sales documents for the selected account. This could include sales orders, quotations, or contracts.	SAP ERP
Backorders ERP	Displays the number of backorders, that is sales order items that have not yet been delivered, for the account.	SAP ERP
Backorders BW	Displays the number of backorders, that is sales order items that have not yet been delivered, for the account.	SAP BW
Service Information
Installed Bases	Installed bases located or installed at the customer site	SAP CRM
Installed Base Components	Installed base components located or installed at the customer site	SAP CRM
Objects	Objects located or installed at the customer site	SAP CRM
Cases	The cases which have been created for the customer concerned.	SAP CRM
Service Orders	Displays a list of service orders.	SAP CRM
Service Contracts	Displays a list of contracts. This provides information such as which objects are under contract or how long a specific contract is valid.	SAP CRM
Opportunities	Displays the opportunities related to the customer.	SAP CRM
Activities	Shows the activities and tasks planned for the customer.	SAP CRM
Analytics
Service Overview	Displays the controlling data for the overall service business, which includes service contracts, service orders, service confirmations, and service volume data. It provides the key performance indicators (KPIs) for the last four quarters as well as a historical comparison between the values for the current year and previous year.	SAP BW
Top 5 Products for Previous 12 Months	Displays the Top 5 Products together with their net value and overall contribution for the previous 12 months, including the current month. This classification is made according to the revenues generated in the current year. The remaining products are grouped into a generic category. The products include service parts and services as well as service contract products.	SAP BW
Customer Service	Provides a global view of all the various parameters that affect customer satisfaction. These are typically the results of a customer satisfaction survey.	SAP BW
Customer Attributes	Information includes internal indicators such as SLA compliance, net value of complaints, number of complaint items, number of returned items, and other similar problems.	SAP BW
Expiring Service Contract Items	Provides an overview of all customer attributes such as customer loyalty, creditworthiness, customer ranking, ABC class, and so on. It is based on the attributes of the SAP BW InfoObject 0CRM_SOLD_TO.	SAP BW

Activities

To integrate SAP BW reports, you do the following:

1. Specify BW Reports in SAP CRM

To display BW reports in the WebClient UI, you need to enter them in Customizing with a unique ID.

You do this in Customizing for Customer Relationship Management, under Start of the navigation path UI Framework Next navigation step UI Framework Definition Display SAP NetWeaver BW Reports End of the navigation path (step Define BI Reports).

You specify the following:

BI Object Type: For example, Template 7.x.
BI Object Key: This is the technical name of the report in SAP BW.
BI Report ID. You can reuse the object key or enter any name you want to use.

2. Add BW Report View to Account Fact Sheet Overview

In the BSP WD Component Workbench (transaction BSP_WD_CMPWB), enter the component BSP_DLC_FS, and choose Display.
Double-click the view BSP_DLC_FS/factsheet and go to the Configuration tab page.
Under Search Criteria, select the fact sheet Account Fact Sheet (BP_ACCOUNT_FS) and choose Search.
In the result list, choose the <DEFAULT> hyperlink in the Role Config. Key column.
Select BI Report from the block of available fact sheet views and add it to the block of assigned fact sheet views.
Change the title to the name you want to use for the assignment block and save your changes.
Choose the Configuration hyperlink of your entry and then Available Fields. Add Biproxy Element.
Choose Attributes.
As the BI report ID, enter the report ID you defined in Customizing.

3. Specify Additional Parameters

You can enter the values you want to use for filtering purposes as additional parameters for BW 7.x reports. To do this, you map InfoObjects contained within the BW report to values derived from the application. The mapping has the following format:

Example Example

0CRM_SOLDTO=BP_ID

End of the example.

Note Note

The entries must be separated by a semicolon (“;”).

End of the note.

The following mappings are available:

BW Report InfoObject	SAP CRM Object
0CRM_SOLDTO	BP_ID
0CRMSA_OG_R	SAL_ORG
0DISTR_CHAN	DISTR_CHAN
0DIVISION	DIVISION

Note Note

In the account fact sheet, you can see which filters are set in the information provided about the report (dynamic filters).

End of the note.

More Information

Working with Fact Sheets in Mobile Sales