What this view is for Busopp.item_values_lines provides the numeric values associated with business opportunities. If: then item_values_lines tells you how much. This is the view where pipeline value lives. A note on “lines” in the CDM For convinience, in the Common Data Model (CDM), the term lines is used as a version indicator. For opportunities, … Read more
What this view is for Busopp.meta_dates provides the key lifecycle and timing dates for business opportunities. If core_details tells you what the opportunity is and meta_codes tells you how it should be categorised, meta_dates tells you when important things happened (or are expected to happen). This view is essential for understanding pipeline flow, forecasting, and … Read more
What this view is for Busopp.meta_codes provides the categorisation and contextual labels for business opportunities. If core_details tells you what the opportunity is, meta_codes tells you how it should be grouped, classified or interpreted. This is where things like type, category, region, ownership and other descriptive attributes live. Level of detail (grain) This view is … Read more
What this view is for Busopp.core_details is the starting point for all sales pipeline reporting. It represents a single business opportunity in its simplest, most recognisable form and provides the identity and linkage needed to explore the rest of the pipeline. If you’re asking “what opportunities do we have, and how do they connect to … Read more
The Sales Pipeline DataMarts are designed to help you move confidently from opportunities, through orders, and on to invoices — without having to relearn the data model each time. The most important thing to remember is this: these views are meant to be combined. Once you understand the pattern, building modular, reusable reporting becomes much … Read more
Across our Business Opportunity data marts, we request information in five broad categories. These allow us to report pipeline health, opportunity quality, value, customer context, and alignment with programmes and sales structures. 1. Core Identifiers These are essential keys that allow us to uniquely link and track opportunities across systems. These form the backbone for … Read more
📝 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
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 I have crafted a report for your perusalhttps://app.powerbi.com/groups/5875d12b-85b8-434f-a42b-4d473cb8afe0/reports/573c53a0-cb82-4c98-a3c1-7d90c374ad0d/ReportSection?experience=power-bi 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 … 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