摘要:
Embodiments of the invention provide systems and methods for searching a repository of information such as a database using a keyword search and/or an attribute search in near real time. According to one embodiment, a method of searching a repository of information can comprise receiving a set of search criteria for performing the search and selectively performing one or more of an attribute search and a keyword search of the information in the repository based on the received search criteria.
摘要:
Embodiments of the invention provide systems and methods for using multi-dimensional modeling techniques to handle analytical metrics and assignment previews, for example, in the context of territory proposals and what-if analyses. In some embodiments, a set of proposed territory definitions is generated in a territory management system to represent a hierarchical set of proposed territories each as a set of cells of a hypercube. A modification is received to the proposed territory definitions, and the proposed territory definitions are updated according to the modification. A query is received (e.g., at the territory management system via a user interface) and is executed against the proposed territory definitions in the territory management system to generate a query result. The query result is output to provide analytical metrics and/or assignment preview functionality.
摘要:
Embodiments of the invention provide systems and methods for searching a repository of information such as a database using a keyword search and/or an attribute search in near real time. According to one embodiment, a method of searching a repository of information can comprise receiving a set of search criteria for performing the search and selectively performing one or more of an attribute search and a keyword search of the information in the repository based on the received search criteria.
摘要:
Embodiments of the invention provide systems and methods for using multi-dimensional modeling techniques to handle analytical metrics and assignment previews, for example, in the context of territory proposals and what-if analysis. In some embodiments, a set of proposed territory definitions is generated in a territory management system to represent a hierarchical set of proposed territories each as a set of cells of a hypercube. A modification is received to the proposed territory definitions, and the proposed territory definitions are updated according to the modification. A query is received (e.g., at the territory management system via a user interface) and is executed against the proposed territory definitions in the territory management system to generate a query result. The query result is output to provide analytical metrics and/or assignment preview functionality.
摘要:
Embodiments of the invention provide systems and methods for searching records of a business object using a keyword search. According to one embodiment, a method of searching for one or more records of a business object can comprise converting one or more records of the business object to one or more keyword lists and searching for records of the business object based on the keyword lists and the search criteria. Converting records of the business object to one or more keyword lists can comprise converting one or more attributes of each of the records to one or more keyword-value pairs and saving the keyword-value pairs in the keyword lists. Searching for records of the business object based on the keyword lists comprises applying a keyword search to the keyword-value pairs of the keyword lists.
摘要:
Embodiments of the invention provide systems and methods for using multi-dimensional modeling techniques to optimize definition and management of sales territories. Embodiments use multi-dimensional modeling to define territories in such a way that accounts for applicable territory criteria as sets with logical boundaries, rather than as a defined rule-based architecture. For example, territory criteria are modeled as hierarchical dimensions that form boundaries to a territory hypercube. An individual territory may be a set of cells in the hypercube. In certain embodiments, the territory (e.g., set of cells) is formalized by an MDX query.
摘要:
Embodiments of the invention provide systems and methods for using multi-dimensional modeling techniques to handle territory proposals for sandboxing territory changes, for performing what-if analyses, etc. In some embodiments, a staging environment allows the creation of a proposed territory model (e.g., a proposed territory hypercube) based on a production territory model or some other baseline territory model version. The territory proposal is associated with a name, owner, activation trigger event, and the proposed territory model. The owner can modify the proposed territory definitions in the staging environment, and the modifications may be published to subordinates, audited for errors, etc. When the proposed territory model is as desired, the owner may request activation of the territory upon occurrence of the activation trigger event occurs. Activation may involve promotion of the proposed territory model (e.g., or the modifications) to the production environment, for example, including realignment, reconciliation, auditing, and/or any other processing.
摘要:
Embodiments of the invention provide systems and methods for using multi-dimensional modeling techniques to handle gaps, overlaps, and reassignments of opportunities for sales territory management. Embodiments use multi-dimensional modeling to define territories in such a way that accounts for applicable territory criteria as sets with logical boundaries, rather than as a defined rule-based architecture (e.g., as dimensions in a territory hypercube). The multi-dimensional model is de-normalized to capture the multi-dimensional nature of the sales territory definitions while, for example, flattening hierarchical trees and minimizing or eliminating the need for ordinal processing of the data. In some embodiments, the de-normalized territory definitions are used to facilitate efficient and reliable gap and/or overlap processing (e.g., detection, reconciliation, etc.). In other embodiments, the de-normalized territory definitions are used to optimize identification of territory regions where reassignment of opportunities is appropriate and/or to reassign opportunities in those regions.