title | TOCTitle | ms:assetid | ms:mtpsurl | ms:contentKeyID | author | ms.date | mtps_version |
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Sales and marketing cube (smmSalesMarketingCube) for Microsoft Dynamics AX 2012 R2 and R3 |
Sales and marketing cube (smmSalesMarketingCube) |
1e93656f-ee61-4b52-a0c5-c6000b73b1e7 |
49384276 |
tonyafehr |
07/23/2014 |
v=AX.60 |
[!INCLUDEarchive-banner]
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2
The Sales and marketing cube for Microsoft Dynamics AX is used to report on sales transactions. This article provides details about the cube.
Deployment Configuration keys Tables and views Measures Calculated measures Key performance indicators Security |
Analytics in Microsoft Dynamics AX Cube and KPI reference for Microsoft Dynamics AX 2012 R2 and R3 Cube and KPI reference for Microsoft Dynamics AX 2012 and Microsoft Dynamics AX 2012 Feature Pack |
The Sales and marketing cube is included in the Dynamics AX project. For information about how deploy the Dynamics AX project—and the cubes that it contains—see Deploy the default cubes.
The following configuration keys are required to use all features of the Sales and marketing cube:
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General ledger (LedgerBasic)
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Leads (smmLead)
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Quotations (QuotationBasic)
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Project I (ProjBasic)
The Sales and marketing cube uses data from the following tables and views:
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smmBusSectorGroup table
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smmLeadPriorityTable table
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smmLeadRatingTable tabe
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smmLeadTypeTable table
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smmQuotationProbabilityGroup table
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smmQuotationPrognosisGroup table
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smmSalesUnit table
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smmSourceTypeTable table
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ProjTransPostingCube view
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smmActivitiesCube view
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smmCampaignView view
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smmCustBusRelView view
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smmCustInvoiceJourSalesView view
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smmLeadView view
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smmOpportunityView view
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smmProcessStageTemplateView view
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smmProjectSalesView view
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smmQuotationView view
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smmSalesTargetTransView view
The Sales and marketing cube includes the following measure groups.
This measure group is based on the ProjTransPostingCube view and includes the following measures.
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This measure group is based on the smmCustInvoiceJourSalesView view and includes the following measures.
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This measure group is based on the smmProjectSalesView view and includes the following measures.
Measure |
Measure field name |
Aggregation |
Description |
Associated dimensions |
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Sales count |
Not applicable |
Count |
The number of invoices for both sales and project. |
Company Sales management units Worker Date (sales – invoice date) Date (sales target – target date) Worker (sales – sales person) |
Invoice revenue |
smmProjectSalesView.InvoiceRevenue |
Sum |
The total invoiced amount for both sales and project. |
This measure group is based on the smmSalesTargetTransView view and includes the following measures.
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This measure group is based on the smmCampaignView view and includes the following measures.
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This measure group is based on the smmCustBusRelView view and includes the following measures.
Measure |
Measure field name |
Aggregation |
Description |
Associated dimensions |
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Customer – prospect count |
Not applicable |
Count |
The number of prospects. |
Currency Company Customer - prospect Worker Date (date – date opened) |
This measure group is based on the smmLeadView view and includes the following measures.
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This measure group is based on the smmOpportunityView view and includes the following measures.
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This measure group is based on the smmActivitiesCube view and includes the following measures.
Measure |
Measure field name |
Aggregation |
Description |
Associated dimensions |
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Activity count |
Not applicable |
Count |
The number of activities. |
Company Activity Worker Date (date – date opened) Date (date – date closed) Date (date – start date) Date (date – end date) |
This measure group is based on the smmQuotationView view and includes the following measures.
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This measure group is based on the BIExchangeRateView view and includes the following measures.
Measure |
Measure field name |
Aggregation |
Description |
Associated dimensions |
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Exchange rate |
BIExchangeRateView.CrossRate |
Max |
The exchange rate. |
Currency Date (exchange rate date) Analysis currency |
The Sales and marketing cube contains the following calculated measures.
Calculated measure |
Aggregation |
Associated measure group |
Description |
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Average opportunity open days |
Average |
Opportunity |
The average number of days that an opportunity record is open. |
Average days to close opportunity |
Average |
Opportunity |
The average number of days that it takes to close an opportunity record. |
Opportunity win loss percentage |
Sum |
Opportunity |
The percentage of won opportunities. |
Average lead open days |
Average |
Lead |
The average number of days that a lead record is open. |
Average days to close lead |
Average |
Lead |
The average number of days that it takes to close a lead record. |
Average sales order amount |
Average |
Sales order |
The average value of sales orders. |
The following sections describe the key performance indicators (KPIs) in the Sales and marketing cube.
The following table lists the KPIs that are associated with the Sales and marketing cube. You can use the information in the following table to help verify the information in your KPIs.
KPI |
Associated measure group |
Calculation |
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Active leads |
Lead |
Lead count where Lead Status = 0 (Open). |
Active opportunities |
Opportunity |
Opportunity count where Opportunity Status = 1 (None). |
New leads |
Lead |
Lead count in the past 7 days. |
New opportunities |
Opportunity |
Opportunity count in the past 7 days. |
Sales |
Sales order |
Project and customer invoice sales total. |
Average sales order amount |
Sales order |
Total sales orders (including project) divided by the number of sales orders. |
The following table lists the Role Centers and web parts that display the KPIs associated with the Sales and marketing cube.
Role Center |
Web parts and KPIs |
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Sales and marketing executive |
Business overview:
KPI list:
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Sales manager |
Business overview:
KPI list:
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Super sales representative |
KPI list:
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Dedicated sales representative |
KPI list:
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Marketing manager |
Business overview:
KPI list:
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Marketing staffer |
KPI list:
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Account manager |
KPI list:
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The Sales and marketing cube can be accessed by users assigned to the following Microsoft SQL Server Analysis Services roles.
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Chief executive officer
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Marketing coordinator
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Marketing manager
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Sales manager
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Sales representative