Purpose This view brings together customer feedback from multiple sources into a single, consistent structure — helping teams understand satisfaction trends, sentiment, and consent status across the customer journey. It supports unified reporting of Net Promoter Score (NPS), customer comments, and response context (such as project or milestone), giving a clear view of how customers … Read more
Additions Customer Details & Project Details APC Alterations General Ledger Transaction Customer Details (CAD & USD) Business Opportunity Dates (Busopp Dates) Notes The following SQL scripts have been modified and differ from previous versions: There were additional alterations to cdm to support transaction error logging 1. ⚠️ DIFFERENT: create_table_comment.sql2. ⚠️ DIFFERENT: create_table_log.sqlSource ID altered to … Read more
Additions Marketing New [Marketing] DataMart is designed to support Customer Acquisition and Campaign Management efforts. It provides a centralised, standardised structure for analysing marketing activities, optimising campaign performance, and understanding customer engagement across multiple channels. 12 standardised views. This structure allows for seamless integration and analysis of marketing performance across platforms (e.g., Advertising, Traffic, Email … Read more
The Marketing_Campaign_Details_Plus view provides an enriched and detailed representation of campaign metadata, serving as a foundational dataset for analysing and managing marketing campaigns. This view is designed to offer a structured, high-level summary of campaign attributes, ensuring clarity and consistency for reporting and decision-making. Key Features: Use Cases: The Marketing_Campaign_Details_Plus view offers a solid foundation … Read more
Purpose The Customer Order view provides a high-level “document header” for customer orders, designed to summarise and contextualise individual order lines within customer orderline views. It includes essential details such as order number, customer information, order dates, and status codes, serving as a consolidated source for tracking and reporting on customer orders. By connecting order-level … Read more
Purpose The Project Value fact table is designed to display summarised financial data related to project hours, costs, and revenues. It integrates with dimension tables, such as project_details and client_details, to provide a comprehensive view of the financial performance of each project. The primary purpose is to support project management, strategic decision-making, and financial analysis … Read more
Purpose The Customer Order Line Value view provides a detailed financial overview of customer order lines, including key pricing and cost information, quantities, dates, and currency-based amounts. This view is specifically designed to facilitate reporting and analysis on the financial performance of individual order lines. It includes fields that capture gross and net amounts, tax-inclusive … Read more
Purpose The Customer Order Line Status view provides detailed tracking of the operational state of each customer order line. It monitors statuses, user actions, and error messages for each line item within customer orders, offering insights into the progress and any potential issues in order line processing. This view is essential for maintaining transparency and … Read more
Purpose The Customer Invoice Value view provides detailed financial information on customer invoices, including gross, VAT, and net amounts across multiple currencies. This view is focused on delivering a comprehensive breakdown of financial values, allowing for detailed reporting and analysis of invoice data. Use Case Owner: Soon TanTypical Use Case: Designed for financial reporting and … Read more
Purpose The Customer Invoice Status view provides insight into the operational state of customer invoices by tracking statuses and reporting errors. This view is intended for monitoring the life-cycle and status changes of invoices, including entry dates, user actions, and error messages. It supports operational reporting by offering visibility into any issues or errors that … Read more