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 SAP BusinessObjects Integration and CRM Interactive Reporting

 

Technical Data

Technical Name of Business Function

CRM_ANA_BOB

Type of Business Function

Enterprise Business Function

Available As Of

SAP enhancement package 1 for SAP CRM 7.0

Technical Usage

CRM core

Application Component

CRM-ANA-BOJ-UI

Directly Dependent Business Function Requiring Activation in Addition

Enhancements for Business Suite Analytics (FND_ANALYTICS_TOOLS)

With this business function you can use SAP BusinessObjects reports and dashboards in CRM. A wizard helps you to add these reports to the CRM report work center. For certain business roles, such as sales manager, predefined Xcelsius dashboards are available.

Additional sets of characteristics and key figures are available for CRM interactive reporting. Dashboards are also available for CRM interactive reporting.

Furthermore, a range of detailed queries are available, which are particularly suitable for creating SAP BusinessObjects Enterprise Server reports.

Integration

Activating BI Content bundles

SAP provides BI Content bundled for use in various business situations. The BI Content activation workbench is available for searching for BI Content bundles and activating the bundled BW objects.

For more information, see BI Content Activation Workbench.

Prerequisites

You have installed the following components as of the version mentioned:

Type of Component

Component

Is Needed Only for the Following Features

Software Component

BBPCRM 701

Software Component

BI_CONT 705

  • Xcelsius dashboards for sales, marketing, and IT service management analyses

  • Queries for enterprise server reports

If you want to use SAP BusinessObjects Enterprise Server reports or Crystal Reports, you must install SAP BusinessObjects Enterprise Server.

To display the provided Xcelsius Dashboards, you require Adobe Flash Player Version 9. Note also the license terms for SAP BusinessObjects.

To create your own dashboards, you require SAP BusinessObjects Xcelsius Enterprise 2008 (SP03, FP1). Take note of the corresponding license terms.

For Xcelsius dashboards, the following system requirements also apply:

  • SAP NetWeaver 7.0, enhancement package 2 (SP04)

  • SAP NetWeaver 7.0 BI Content Add-On 5

  • Extension for SAP NetWeaver 7.02 BI Content Add-On 5

See also SAP Note 1486885 for information on the use of SAP BusinessObjects Integration.

If you want to use the BI Content activation workbench, you must ensure that the business function Enhancements for Business Suite Analytics is activated.

Note Note

By default, the business function Enhancements for Business Suite Analytics is automatically activated when you activate the business functions SAP BusinessObjects Integration and CRM interactive reporting.

End of the note.

Features

Interactive reporting for sales, interaction center, and service

Sales managers can use extensive characteristic and key figure sets to put together interactive CRM reports for ad hoc analysis of the following areas:

  • Quotations

  • Sales orders

  • Sales contracts

  • Opportunities

  • Sales activities

For the interaction center manager, a set for performing ad hoc analysis of interaction records is available.

For service managers and IT service managers, the following sets are available:

  • Service tickets

  • Service orders

  • Requests for change

  • Problems

  • Service requests

  • Complaints

For more information, see Interactive Reporting in CRM.

Report assignment

Analytics professionals can use the report assignment wizard to find reports, select them, and assign them to specific business roles.

For more information, see Report Assignment Wizard.

Interactive reporting enhancement workbench

You can use the interactive reporting enhancement workbench to add standard fields to interactive reports. For more information, see Interactive Reporting Enhancement Workbench.

Xcelsius dashboards for sales, marketing, and IT service management analyses

In conjunction with BI Content release 705 and depending on the business role, the following Xcelsius dashboards are available in the CRM reports work center:

Sales area manager

  • Summary

  • Sales pipeline

  • Pipeline sourcing analysis

  • Sales cycle

  • Closing

  • Customer performance

  • Competitor analysis

    This dashboard is also available on the overview of a particular competitor, where the data of the selected competitor is then used.

  • Sales

    This dashboard is only available on the account overview.

Sales manager

  • Team performance

  • Team effectiveness – sales cycle

  • Team effectiveness – lead pursuance

  • Team effectiveness – quotations and orders

Sales employee

  • Summary

  • My top 10

Marketing

  • Marketing area manager

  • Campaign success

  • Historical campaign analysis

  • Lead analysis

  • Lead aging

  • Campaign progress

Interaction Center manager

  • RTOM IC manager dashboard

  • RTOM offer dashboard

IT service manager

  • Service requests

  • Problem

  • Request for change

Dashboards for interactive reporting

The following dashboards based on the data from CRM interactive reports are available:

  • Service order lead time

  • Service order closure

    This dashboard is only available on the home page for the business role Service (SERVICEPRO).

  • Opportunity pipeline

    This dashboard is only available on the home page for the business role Sales (SALESPRO).

More Information

For more information about reporting in SAP CRM, see Analytics.

For more information about Xcelsius dashboards for SAP CRM that are available as SAP NetWeaver BI Content, see SAP Help Portal at Start of the navigation path http://help.sap.comInformation published on SAP site Next navigation step SAP NetWeaver Next navigation step BI Content Next navigation step BI Content 705 Next navigation step Extension BI Content 705 End of the navigation path.

For more information about Xcelsius dashboards for CRM interactive reporting, see Xcelsius Dashboards in CRM Interactive Reporting