Where to find it: Power BI Reports → CRM Analytics Report → Material Manager.
| Section | Description |
|---|---|
| Dashboard / Tab Name | Material Manager |
| Business Goal | Provide visibility into promotional material distribution and monitor usage of marketing materials across field force activities. |
| Business Value | The dashboard helps management control distribution of promotional materials, monitor material allocation by employee and activity type, and improve transparency of marketing resource usage. It supports optimization of promotional material logistics, helps identify inefficient material utilization, and improves coordination between marketing and field force operations. |
| Main Users | Product Managers, Marketing Managers, Sales Managers, CRM Administrators, Supply/Operations Managers |
| Key Decisions Supported | Promotional material distribution planning, inventory and allocation control, material usage analysis, optimization of marketing support resources, employee material activity monitoring, and promotional campaign support management. |
| Functionality Description | Dashboard: Material Manager |
Learn more: to find out how to open the dashboard, what it shows and how its data is calculated, see Material Manager Dashboard: Promotional Material Distribution Analytics.