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Forum to discuss reports for SalesLogix including Crystal, SQL Reports, etc. View the code of conduct for posting guidelines.
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Visual Analyzer - Opportunity Calculations
Posted: 29 Jun 09 11:49 AM
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VA is displaying incorrect numbers. Does anyone know the conditions and algorithms used to calculate opportunity data? For example, within the year 2009, a particular salesperson has 15 opportunities with an actualclose >= '2009-01-01' and status = 'Closed - Won'. In VA, it shows 4 Opps for 2009. Interestingly, it shows 8 wins for 2009. How can there be more wins than # of opps? Also, activities seem to be off a bit. If anyone has any ideas as to what is going on here, I'd greatly appreciate it. Thank you!
C. Burriss |
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Re: Visual Analyzer - Opportunity Calculations
Posted: 29 Jun 09 12:43 PM
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It has been a while since I looked at the out of the Box report, but the counters associates the Opportunities with a Date. The question is what date.
4 Opps for 2009 may indicate that he has 4 Opportunities created in 2009.
I know that the Number of Wins for 2009 would be tied to the ActualClose date, not the Create Date.
Now, that is at the Loading Script definition. There may be other conditions on the Chart that could as well cause different results.
Regarding Activities, I have not used them on the VA report so I won't be of much help.
If you have the necessary access to it, you should be able to open up the VA report and review the script. |
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Re: Visual Analyzer - Opportunity Calculations
Posted: 29 Jun 09 1:29 PM
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To be clear, I am referring to the charts on the KPIs tab. I should have mentioned that. Sorry. How would I go about looking at the Loading Script definition. Do I need the developer edition of VA to do this? Thank you.
C. Burriss |
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Re: Visual Analyzer - Opportunity Calculations
Posted: 29 Jun 09 2:13 PM
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Well, those are somewhat more complex on how they are calculated (and I say that because I haven't really worked with them directly).
I use QlikView Enterprise for Windows version 7, not sure if SLX is selling this or you have to buy it directly from Qlikview (or if there are other tools available).
The way that VA reports work, there is a Script to load the data (on the UI the script is broken into modules, but it is all a single script that runs some queries to load the data from the DB).
There are several KPI calculations done during the load, directly related to the Number of Opportunities (then again, I haven't looked at the latest version of the Included report). It generates "DateFacts" based on the Status of the Opportunity, e.g. OppOpenCount, SalesPipeLine, SalesWgtPipeLine (against the Estimated Close Date) and OppWonCount, OppClosedCount, SalesWon, Days Open (against the CloseDate field).
From there on, there is a VB Script module that mainly handles events on the report, but you could use it to modify the Filtering on the report. For instance, VA (the SLX Module) uses something similar to SLX Security, and applies filtering based on the USERCODE, you could if needed, overwrite this (by removing that filter dynamically).
Now, once you get onto the Charting (or Gauges Controls), you could either use references to the Fields and Standard Grouping within the Chart, or you could expand that with Expressions (similar to Excel Formulas).
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Re: Visual Analyzer - Opportunity Calculations
Posted: 29 Jun 09 2:44 PM
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Interesting. Well, it seems I have my work cut out for me. It would be nice to know if other VA (SLX version) users are experiencing the same issues I am. Thanks for your help, Raul.
C. Burriss |
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Re: Visual Analyzer - Opportunity Calculations
Posted: 30 Jun 09 5:48 AM
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Think of the dashboard that ships with the product as a demo, not a production level dashboard.
There are some odd pieces in the opportunity dashboard.
if(isnull(ACTUALCLOSE) and not isnull(ACTUALAMOUNT),ESTIMATEDCLOSE,ACTUALCLOSE) as CloseDate
This line is trying to "correct" bad data.
Are you using the Out of the box Status values?
VA is hard coded against the text.
Check your status maps in the configuration screen (Setup Visual Analyzer / Manage Configurations / Field Map off the SalesLogix side toolbar).
If you have values that don't match the field map selections, then those opportunities won't count.
Also note: the value of Lost opportunities is wrong. It uses ACTUALAMOUNT and not SALESPOTENTIAL. If your setup sets ACTUALAMOUNT to zero when an opportunity is Closed-Lost, then the corresponding graph will look wrong as well.
As far as troubleshooting why your stuff is not appearing - create a new tab.
Create table boxes with the opportunity data and compare what is going on.
If you need to contract a VA resource... contact me offline.
ws |
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Re: Visual Analyzer - Opportunity Calculations
Posted: 01 Jul 09 5:46 AM
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>>>> How can there be more wins than # of opps?<<<<<
Think of it as catching up with the backlog here.
Keep in mind that an opportunity exists on three separate timelines.
An opportunity may be created in 2007, be expected to close in 2008, and actually close in 2009.
As a result, it may not show up in the chart you expect it to.
ws |
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Re: Visual Analyzer - Opportunity Calculations
Posted: 15 Jul 09 11:53 AM
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I work with Chris.
we have further diagnosed the problem. It seams to be pulling the opportunities for the accounts the user is the manager for not the opportunities he is the manager for. for instance if a single account has multiple opportunities with multiple owners in VA the account's owner gets all the opportunities.
does any one know how to correct this so that it pulls from the opportunity?
on a side note we found that VA considers any opportunity that is not won or lost to be open. but we fixed this. |
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