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author's profile photo Former Member
Former Member

BW report for CRM

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.

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3 Answers

  • author's profile photo Former Member
    Former Member
    Posted on Mar 18, 2009 at 09:57 AM

    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

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  • author's profile photo Former Member
    Former Member
    Posted on Mar 18, 2009 at 10:21 AM

    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

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  • author's profile photo Former Member
    Former Member
    Posted on Mar 18, 2009 at 04:29 PM

    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!

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