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With Activities, you can display the activities in which you are the employee responsible.

Note Note

This is only valid for the Appointments activity type.

End of the note.

With this KPI, you can check the following information:

  • The number of activities in which you are the employee responsible

  • The number of activities corresponding to the different priorities defined in the CRM back-end system (for example, very high, high, medium, or low); the top 3 priorities corresponding to the number of activities are displayed

  • The number of activities that are currently overdue

  • The number of activities that are due within specified periods (month, quarter, or beyond the quarter)

  • Activities corresponding to individual accounts; this information can be grouped by:

    • Priority

    • Month

    • Quarter

  • Bar charts and diamond charts that allow you to view the activities corresponding to various groupings

  • Additional details from drilling down into specific components of the chart

  • Filtered values, using the filter control for accounts and priorities and the slider control for months

Key Features

  • Calculations: The number of activities based on the dimensions (for example, priority, month, or quarter)

  • Specific Drilldowns:

    • Grouped by priority

      By default, the chart displays the number of activities per account, grouped according to the different priorities defined in the CRM back-end system.

      • In the first level of the drill-down, the chart lists the activities corresponding to the specific priority (for example, if you chose the bar corresponding to Very High, a pop-over window lists the activities that are of very high priority. There is also an option to view details.

      • In the next level of the drill-down, you can choose View Details to view the listed activities grouped by month.

    • Grouped by month

      When you launch this grouping from the initial screen, the chart displays all the activities corresponding to the months in a year.

      Note Note

      When you navigate to this grouping from the priority grouping, the chart only displays the selected activities (and these activities are displayed against the corresponding months).

      End of the note.
    • In the first level of the drill-down, you can choose a specific activity and view basic details such as the activity name, priority, and end date. Alternatively, you can choose Account to navigate to the specific account that contains this activity (in the My Accounts app (transactional)).

    Grouped by quarter

    In this view, all activities are grouped according to the quarter (Q1, Q2, Q3, or Q4).

    • In the first level of the drill-down, you can choose a specific activity and view basic details such as the activity name, priority, and end date. Alternatively, you can choose Account to navigate to the specific account that contains this activity (in the My Accounts app (transactional)).

Technical Requirements

The following products are needed to run this analytical application:

Component

Technical Name

SAP HANA

SAP HANA Live SPS 7, revision 71

SAP HANA Live Product (Software Component)

SAP HANA Live for SAP CRM (HCO_HBA_CRM)

KPI Modeler

SAP Smart Business Component for KPI Modeling 1.0

Virtual Data Model (VDM)

VDM for SAP CRM (package sap.hba.crm)

SAP Smart Business Product

SAP Smart Business for CRM 1.0

For more information about the technical requirements for your system landscape to enable SAP Smart Business applications, see Installation.

Component for Customer Messages

CRM-ANA-SLS