Covers all stages of customer acquisition and order-to-cash pipeline.
📝 Description This view provides a structured metadata representation of Business Opportunities (BusOpp), transforming source data into a JSON-like attribute-value format. It supports consistent reporting and simplifies analytics by organising attributes under clear META_TYPE categories like OPPORTUNITY, STATUS, and SALES. 🎯 Purpose ✅ Use Cases 🧱 Structure Each row in the view corresponds to a … Read more
Additions Customer Details & Project Details APC Alterations General Ledger Transaction Customer Details (CAD & USD) Business Opportunity Dates (Busopp Dates) Notes The following SQL scripts have been modified and differ from previous versions: There were additional alterations to cdm to support transaction error logging 1. ⚠️ DIFFERENT: create_table_comment.sql2. ⚠️ DIFFERENT: create_table_log.sqlSource ID altered to … Read more
Additions customer_orderline_202501 This release introduces a new version of customer.orderline, evolving from the current beta version. The latest update incorporates a fully JSON-managed field structure, enhancing flexibility, data integrity, and future scalability. Key Changes & Enhancements Impact on Data Consumers Alterations project_details_plus_CAD This update continues the ongoing improvements to mapping accuracy and data consistency within … Read more
Purpose The Customer Invoice Item data mart is designed to provide detailed insights into invoice-level transactional data for customers. It organises, validates, and enriches raw data from the source system into a structured and accessible format, enabling comprehensive analysis and reporting. Use Case Owner: Soon Tan Typical Use Case: Style: Fact, Each row represents a unique Invoice … Read more
Additions Marketing New [Marketing] DataMart is designed to support Customer Acquisition and Campaign Management efforts. It provides a centralised, standardised structure for analysing marketing activities, optimising campaign performance, and understanding customer engagement across multiple channels. 12 standardised views. This structure allows for seamless integration and analysis of marketing performance across platforms (e.g., Advertising, Traffic, Email … Read more
The Marketing_Campaign_Details_Plus view provides an enriched and detailed representation of campaign metadata, serving as a foundational dataset for analysing and managing marketing campaigns. This view is designed to offer a structured, high-level summary of campaign attributes, ensuring clarity and consistency for reporting and decision-making. Key Features: Use Cases: The Marketing_Campaign_Details_Plus view offers a solid foundation … Read more
Alterations Business Opportunity Reporting with APAC The team are delighted to inform you that the current Opportunities from APAC are now available in PRD and can be reported upon Notes 1. ⚠️ DIFFERENT: busopp_details_APC.sql2. ⚠️ DIFFERENT: busopp_details_plus.sql3. ⚠️ DIFFERENT: busopp_details_plus_APC.sql4. ⚠️ DIFFERENT: busopp_value.sql5. ⚠️ DIFFERENT: busopp_value_APC.sql Total number of different files: 5Total number of missing … Read more
Purpose The Business Opportunity Dates view is designed to consolidate and standardise key date attributes related to business opportunities within the organisation. The Business Opportunity Dates view plays a critical role in tracking, analysing, and forecasting opportunity lifecycle events. By consolidating multiple date fields into a single structured dataset, it ensures better visibility, consistency, and … Read more
Purpose The Customer Order Status view provides comprehensive insights into the operational state of customer orders. By tracking statuses, user actions, error messages, and lifecycle changes, it enables monitoring and reporting on the order lifecycle. This view is essential for identifying and addressing operational issues or errors that may impact order processing. Use Case Owner: … Read more
Purpose The Customer Order Line Value view provides a detailed financial overview of customer order lines, including key pricing and cost information, quantities, dates, and currency-based amounts. This view is specifically designed to facilitate reporting and analysis on the financial performance of individual order lines. It includes fields that capture gross and net amounts, tax-inclusive … Read more