Customer Rep Dimension

Modified on Mon, 24 Jun at 3:02 AM

Overview

The Customer Rep Dimension is an extended field set that goes beyond the simple Sales Rep Initial used by QuickBooks; and combines common - and a few not common - information from the four entity types:

Customer
Vendor
Employee
Other Name

The Customer Rep Dimension is by default linked to the Customer Dimension rather than a FACT table. This allows you to filter/group your analytics without having to enter the Sales Rep Initial on the Transactions; and additionally helpful when Transactions don't even have a Sales Rep field available. Job Cost Analytics is a good example.

If you want to use the information as a result of Sales Reps on Transactions, then use Sales Rep Dimension.

QQube Implementation

Usage

Customers	Sales Open Sales Orders Accounts Receivable
Operations	Purchasing Open Purchase Orders Accounts Payable Inventory Management Job Cost Details Time Tracking Vehicle Mileage Payroll
Finance	General Ledger Detail Profit and Loss Detail Cash Position
Auditing	Audit Trail