Demand Management key terms

Important terms in Demand Management are listed in the table.

Table 1. Demand Management Key Terms
Term Description
Portfolio A collection of demands managed as a group to achieve strategic and operational objectives.
Assessable record A record that links the record you want to evaluate. For example, the company record for Amazon or the user record for a sales representative, to a metric type, such as demand.
Metric A trait or value used to evaluate assessable records.

A metric can measure subjective values in an assessment questionnaire or gather objective values in a database query run by a script.

Examples of metrics include perceived value of demands and return on investment for a demand.

Metric type A characteristic that defines a set of records you want to evaluate.

Demand management comes with the metric type demand, which uses records from the Demand [dmn_demand] table.

Metric category A theme for evaluating assessable records. Categories contain one or more individual metrics, which define specific traits or values that comprise the theme.

Examples of categories include return on investment and cost. Set filter conditions to control which assessable records to evaluate for the metrics in a category.

Stakeholder A person affected by the demand or who has interest in the demand.
Scorecard A visual breakdown on performance of an assessable record based on assessment results.

Use scorecards to view various data summaries for one assessable record and to compare the ratings with other assessable records.

Requirement An extra item that must be present or an extra action item that must be finished before a demand request closes.