Introduction

We have several data sources within Illumina, so it can be a challenge to know when to use which data source.

Here's an overview to guide you in this decision.

Salesforce

Is our Digital Commercial Platform. It enables our sales people to manage their Contacts, Leads, Accounts, Install base, Opportunities and Pipeline. But also manages our services like work orders, service plans, customer enquiries and complaints.

SFDC work instructions

Cognos

Is a business intelligence and performance management software suite. It contains all Illumina's financial information like Orders, Shipments, Backlog, Throughput, Install base. Information comes from SAP, TM1 and Salesforce. There is no information input in Cognos, only reporting.

Cognos Trainings

TM1

Contains our Forecasting and Reporting Models. It's used by sales to input their forecast and compare actuals against forecast.

Advanced Reporting in TM1

Tableau

Is a dashboard tool. Dashboards are created by the Data & Analytics team and can contain information from several different data sources. There is no information input in Tableau, only reporting.

Overview of Sales Dashboards

QuickBase

Is a no-code platform that allows you to develop applications to manage workflows that are not managed by any of our other systems. The apps Europe Sales Ops manages are: Europe Capital Support Management System, Europe Territory Management and Account Tier Management Europe.

SAP

Is an enterprise resource planning (ERP) software. ERP software includes programs for all core business areas, such as procurement, production, materials management, sales, marketing, finance, and human resources (HR).

SAP Basic Training
Sales Ops can use the SAP module: zq2c_va05n
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For order/shipment data, contact Customer Care or Customer Care Ops

For customer master data, contact Data Stewards

Data Source Mapping Table

Below is a table that can help you match a topic to a data source. Use the search to find the topic you are interested in.

Topic

Data sources

High Level	Nuance	Salesforce	Cognos	TM1	Tableau	SAP	Quickbase
Accounts		All Sold-to, UC and Prospect accounts	Only accounts with sales/shipments		Only accounts with sales/shipments	All Accounts	Accounts with a company owned instrument
Activities	Tasks	P	x	x	P	x	x
Activities	Events	P	x	x	P	x	x
Contacts		P	x	x		Shipping contacts	x
ETM Assignment	Account	P	P	P	Many reports can be filtered by sub-region, district, territory	x	x
ETM Assignment	Role	P	x	x	x	x	Europe Territory Management app
Forecast	Overview	x	x	P	P	x	x
Forecast	Reporting	x	x	P		x	x
Forecasting Parent Groups		x	x	P		x	x
Install Base	All Instruments (including instruments excluded from Active Install Base)	P	x	x	x	x	Only Company Owned Instruments
Install Base	Active Install Base	P	Cognos only reports historical active install base numbers for assets that are currently installed.	TM1 only reports historical active install base numbers for assets that are currently installed.	Tableau Commercial Dashboards will show the active install base and the history of assets that were active previously but are no longer active.	x	x
Leads		P	x	x		x	x
Opportunities		P	Only opportunities related to orders				x
Orders		Orders are synced to SFDC, but don't use for reporting	P		P	P	x
Pull Through		x	x	x	P	x	x
Quotes		P	Only quotes related to orders	x	x	P	x
Shipments		Shipments are synced to SFDC, but don't use for reporting	P	Use TM1 Shipments if you are looking at Forecast data as well (slight difference in some product categories eg SQ Misc)	P	P	x
Territory Hierarchy		P	P	P	Many reports can be filtered by sub-region, district, territory	x	P