BW report for CRM

[Former Member]

Hi Everyone,

I have a requirement to create a report for CRM Leads and Opportunities. The report should list out all the Leads that converted into Opportunities. Has anyone worked on such a report. I am not very sure where to start looking for an object that will suggest that a particular Lead has now become an Opportunity.

(There may be Leads that did not convert into Opportunity or there may be opporunities that did not have e lead an started directly.)

What does "GUID of Preceding Lead" in Opportunities Cube mean. Can I use this infoobject?

In CRM we have Document flow. But I am not sure how to use it. I do not have anything like that in my BW Opportunities cube.

your thoughts will be greatly appreciated.

Thanks

Kumar.

[Former Member]

Thanks DD and Nayan for your inputs.

Got my answer from BW thread. In BW Lead cube I have Lead GUID which will have same value as GUID of Preceding Lead in Oppt Cube. So I can relate which Lead converted into Oppt.

Your answers will be helpful to verify the same during testing of the query.

Cheers!

[Former Member]

Hi Kumar,

Initially fetch all the transaction ID's from the table CRMD_ORDERADM_H with Process Type as LEAD into an internal table. Now loop this internal table and call FM " CRM_ORDER_READ ". Pass all the GUID's to this FM. In the importing parameter there is a table ET_DOC_FLOW. Loop this table and check if there are any follow up documents created with the respective GUID's.

Do let me know how it goes.

Cheers

[Former Member]

Hi Kumar,

U can create report for checking conversion rate of Leads to Oppoortunities, but for which the relation between Leads and opportunity should be there, i mean if u r lead gets converted into opportunities then in Lead Document flow u'll get the opportunity transaction and vice versa, in case u r creating opportunity without lead as a preeceding documents then this is not a scenario for u r report.

In technical aspect in CRM goto txn: SE38 execute program CRM_ORDER_READ here mention u r Transaction Number and execute, in parameter ET_DOC_FLOW u'll get transaction guid of u r preceding documets.

Regards,

DD's