Menu Path: Business Intelligence (legacy) Goals Intelligence Customer Goal Intelligence
View customer goal information.
Customer Goal Intelligence links directly to the business intelligence cube that displays customer goal information. It displays customer-specific goals in amounts and units, as well as sales and open order information to compare goals with actual numbers.
You can view and filter data by:
Period (Sales Year/Sales Period)
Salesman (Sales Rep ID)
Division (Customer Division/Customer Code/Sales Rep ID)
Customer (Customer Code/Customer Name)
Billing Customer (Billing Customer Code/Billing Customer Name)
The intelligence cube also displays the following measures:
Goal Units
Goal Amount
Open Units
Open Amount
In-Pick Units
In-Pick Amount
Sales Units
Sales Amount
Billing Customer Remaining Units
Billing Customer Remaining Amount
Customer Remaining Amount
Customer Remaining Units
Note To view business intelligence cubes, Cognos® PowerPlay® must be installed.
For set up information, see Business Intelligence (legacy) Overview.