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CRM_ANA_BOB: SAP BusinessObjects Dashboards (New) ( RELNCRM_7E1_BO_DASHB )

CRM_ANA_BOB: SAP BusinessObjects Dashboards (New) ( RELNCRM_7E1_BO_DASHB )

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CRM_ANA_BOB: SAP BusinessObjects Dashboards (New)

Use

As of SAP enhancement package 1 for SAP CRM 7.0, business function SAP BusinessObjects Integration and CRM Interactive Reporting (CRM_ANA_BOB), SAP BusinessObjects dashboards (Xcelsius) are available, either as BI Content in SAP NetWeaver Business Warehouse or based on CRM interactive reporting.

The following Xcelsius dashboards are available in SAP NetWeaver BW:

  • Sales Executive Dashboards
  • Summary

  • Sales Pipeline

  • Pipeline Sourcing

  • Sales Cycle

  • Closing

  • Customer Performance

  • Competitor Analysis

This dashboard is also available on a competitor's details page. The content of the dashboard is then filtered according to the competitor selected on the opportunity overview page.
  • Sales Dashboard

This dashboard is only available on the account overview page.
  • Sales Manager Dashboards
  • Team Performance

  • Team Effectiveness - Sales Cycle

  • Team Effectiveness - Marketing Contribution

  • Team Effectiveness - Quotations and Orders

  • Sales Representative Dashboards
  • Summary

  • My Top 10 Analysis

  • Marketing Dashboards
  • Marketing Executive

  • Campaign Performance

  • Historical Campaign Analysis

  • Lead Analysis

  • Lead Aging

  • Campaign Progress

  • RTOM IC Manager Dashboards

  • RTOM Offer Dashboard

  • IT Service Management Dashboards
  • Service Requests

  • Problem

  • Request for Change

The following Xcelsius dashboards are available, based on CRM interactive reporting:

  • Service Professional Dashboards
  • Service Order Lead Time

  • Service Order Closure

This dashboard is only available on the home page of the business role Service Professional (SERVICEPRO).
  • Sales Professional Dashboards
  • Opportunity Pipeline

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

To use dashboards related to SAP Real-Time Offer Management (RTOM), you must activate the business function SAP Real-Time Offer Management (CRM_RTOM_1).

Effects on Existing Data

Effects on Data Transfer

Effects on System Administration

Xcelsius dashboards can be integrated and run in CRM based on the following alternative methods:

  • Web templates
You can use web templates to run a dashboard as well as to navigate from a dashboard to an overview page.
Note that you have to activate the following web template: 0CRM_DASHBOARD_TEMPLATE.
  • Adobe Flash Islands
This is the CRM-specific method of running dashboards, and allows for more interactivity. For example, you can integrate dashboards in overview pages, or navigate from a dashboard to a report. From CRM, you can access a dashboard based on the data selected in an overview page. In addition, you can access CRM reports from a dashboard based on the data that is the subject of the dashboard.
Note
To display Xcelsius Dashboards you require Adobe Flash Player Version 9. You must also check the license terms for SAP BusinessObjects.
To create your own dashboards you require SAP BusinessObjects Xcelsius Enterprise 2008 (SP03). Make sure you read the license agreement for the software you want to use.
See SAP Note 1486885 in relation to this.

Xcelsius Dashboards have the following system prerequisites:

  • SAP NetWeaver 7.0 including Enhancement Package 2 (SP03)
  • SAP NetWeaver 7.0 BI Content Add-On 5
  • Extension for SAP NetWeaver 7.0.2 BI Content Add-On 5

Effects on Customizing

Note: For the import of SAP BusinessObjects (Xcelsius) dashboards, the settings formerly used in Customizing for SAP BusinessObjects Xcelsius dashboards are not available.

Make settings in Customizing for Customer Relationship Management, under CRM Analytics -> Display SAP NetWeaver BI Reports to use Xcelsius dashboards and Crystal reports.

Make settings in Customizing for Customer Relationship Management, under CRM Analytics -> Define Report Type Profile to define whether a profile includes SAP BusinessObjects reporting options. The default profile includes Xcelsius dashboards and Crystal reports.

Further Information

Release Note CRM_ANA_BOB: SAP BusinessObjects Integration and CRM Interactive Reporting (New)






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