Julian.Kellett This release focuses on improving the structure, consistency, and reliability of Sales Pipeline and Project reporting, while maintaining full historic coverage. Sales Pipeline Review and Refit A full review and refit has been completed across the core Sales Pipeline domains: Views have been refactored to follow the same structural pattern, including: The updated model adopts … Read more
This template is designed to work as a reusable starting point for Sales Pipeline reporting across Busopp, Order and Invoice, using consistent datamart views and a parameter-driven connection pattern. The template can open and run “out of the box” if default values are provided (or if you enter the parameters when prompted). What you get … Read more
The Sales Pipeline is modelled as three connected domains, each representing a different stage in the commercial lifecycle. They are not duplicates of the same data.They are different truths at different moments in time. Understanding how they relate is the key to building accurate, trustworthy reporting. The three domains at a glance Think of the … Read more
What this view is for Invoice.item_values_lines provides the numeric values associated with invoices. Where: Invoice values represent what has actually been billed. This view is the authoritative source for invoiced amounts, tax and realised value. A note on “lines” in the CDM In the Common Data Model, lines indicates a value-bearing version, not necessarily a … Read more
What this view is for Invoice.meta_dates provides the key billing, lifecycle and payment-related dates for invoices. If: then meta_dates explains when important invoice events occurred or are expected to occur. This view is central to billing timelines, ageing analysis and cashflow reporting. Level of detail (grain) This view is intentionally long and thin.An invoice with … Read more
What this view is for Invoice.meta_codes provides the classification, status and commercial context for invoices. If: then meta_codes explains how the invoice should be interpreted, including its status, type, numbering context, payment terms and links back to upstream objects. This view is essential for understanding why an invoice looks the way it does and how … Read more
What this view is for Invoice.core_details is the starting point for all invoice-based reporting. Where: Invoices represent delivered and billed reality. This view defines the invoice as a business object and provides the identity and links needed to relate billing back to orders, opportunities, projects and customers. If you’re asking “what has been invoiced, to … Read more
What this view is for Order.item_values_lines provides the numeric values associated with customer orders. If: then item_values_lines answers how much has been ordered — in quantity, value and profit terms. This is the view where contracted order value lives. A note on “lines” in the CDM In the Common Data Model (CDM), the term lines … Read more
What this view is for Order.meta_dates provides the key lifecycle and delivery timing dates for customer orders. Where: meta_dates explains when important order events occurred or are expected to occur. This view is central to understanding order flow, conversion timing, and delivery expectations. Level of detail (grain) This view is intentionally long and thin.An order … Read more
What this view is for Order.meta_codes provides the categorisation, classification and relationship context for customer orders. If Order.core_details defines what the order is, meta_codes explains how the order should be interpreted, grouped and related within reporting. This includes order state, customer context, sales ownership and cross-domain link keys. Level of detail (grain) This view is … Read more