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Oracle® Business Intelligence Applications Configuration Guide for Informatica PowerCenter Users
Release 7.9.6.3

Part Number E19039-01
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8 Configuring Oracle Sales Analytics

This section describes how to configure Oracle Sales Analytics used with a Siebel CRM source system. It contains the following topics:

8.1 Overview of Oracle Sales Analytics

Oracle Sales Analytics includes a wide range of tasks, analytics and engagement tactics that maximize the value of the customer relationship and contribute to sustainable revenue growth. Oracle Sales Analytics also includes Usage Accelerator for Siebel Sales Applications.

8.2 Configuration Required Before A Full Load

This section contains configuration steps that you need to perform on Oracle Sales Analytics before you do a full data load. It contains the following topics:

8.2.1 How to Deploy Stored Procedures

Stored procedures are a group of SQL statements that perform particular tasks on the database. For example, stored procedures can help improve the performance of the database. You deploy stored procedures by copying the stored procedure files from your Oracle BI Analytics installation and deploying them to the target data warehouse.

Note: Some sessions may fail if these procedures are not compiled in the database before running the workflows.

To deploy stored procedures:

  1. Navigate to the MW_HOME\biapps\dwrep\Informatica\Stored_Procedure_Scripts folder.

  2. Open one of the folders based your database platform, and copy the source code from the file FIND_AUDIT_VALUES.sql into the target data warehouse schema.

  3. Compile the stored procedures in the target data warehouse database.

Note: If you have problems deploying the stored procedures, see your database reference guide, or contact your database administrator.

8.3 Configuration Steps for Controlling Your Data Set

This section contains additional configuration steps for Oracle Sales Analytics. It contains the following topic:

8.3.1 How to Configure the Snapshot Frequency in the Pipeline Fact

Even though the snapshot of Pipeline is captured every time ETL is run, you can choose to persist daily snapshots, or weekly snapshots or monthly snapshots or even yearly snapshots. There is one parameter 'GRAIN' you need to modify to configure for this.

The GRAIN parameter has a preconfigured value of 'DAY'. The possible values for the GRAIN parameter are:

  • DAY

  • WEEK

  • MONTH

  • QUARTER

  • YEAR

To configure the snapshot frequency in the Pipeline fact:

  1. In DAC, go to the Design view, and select the appropriate custom container from the drop-down list.

  2. Display the Tasks tab, and query for the SIL_PipelineFact task.

  3. Display the Parameters subtab, and create a parameter called $$GRAIN, and enter an appropriate parameter value.

8.4 Configuring Usage Accelerator

This section explains how to configure Usage Accelerator. It contains the following topics:

8.4.1 What is Usage Accelerator?

Usage Accelerator enables sales organizations to measure and manage user adoption and effectiveness of Oracle's Siebel Sales. Every level of the sales organization benefits from the richer understanding of how each member of the team is contributing to the overall objective. Usage Accelerator provides a comprehensive set of management dashboards and prebuilt metrics that deliver rich information to help accelerate organizational usage, and drive alignment and increase the overall ROI of CRM implementations.

8.4.2 Configuring Usage Accelerator

This section provides an overview of configuring Usage Accelerator, and contains the following topics:

8.4.2.1 Tracking of Targeted Users

Usage Accelerator determines the users that you want to measure through the use of a new responsibility called 'Usage Accelerator – Tracking'. You must associate this new responsibility with each user in the operational Siebel application. Choosing which users you want to measure enables you to optimize the storage space required for the application data.

8.4.2.2 Other Siebel Required Responsibilities

Usage Accelerator introduces six new responsibilities. Three of the responsibilities will be used by all organizations except for Siebel Financial Services customers. Siebel Financial Services customers use three responsibilities that are targeted specifically for their user groups. The responsibilities determine which dashboards a user will see when they use Usage Accelerator. These responsibilities need to be assigned to users in the operational Siebel CRM application. The responsibilities are:

Table 8-1 User Accelerator Responsibilities

Usage Accelerator Responsibilities Usage Accelerator Responsibilities (for Siebel Financial Services)

Usage Accelerator – Sales Rep

Usage Accelerator - FINS Sales Rep

Usage Accelerator - Sales Manager

Usage Accelerator – FINS Sales Manager

Usage Accelerator - Sales Executive

Usage Accelerator – FINS Sales Executive


Note:

You must not remove a Responsibility for a User and later add the same Responsibility for that user in Siebel CRM Administration View 'Responsibilities'. If you do so, the related ETL will fail. For more information, see the troubleshooting section in Oracle Business Intelligence Applications Installation Guide for Informatica PowerCenter Users.

The following table illustrates the dashboards and data-level security that are assigned to each Usage Accelerator responsibility. For more information about security in Oracle BI Applications, see Oracle Business Intelligence Applications Security Guide.

Table 8-2 Dashboards and Data-Level Security That Are Assigned to Each Usage Accelerator Responsibility

User Responsibility Data Level Security Dashboard Name (View) Dashboard Page

Usage Accelerator - Sales Rep

Primary Position Data Level Security

Score Card

Individual Scorecard

Usage Accelerator - FINS Sales Rep

Primary Position Data Level Security

Action Plan

Account Coverage (Team)

Usage Accelerator - FINS Sales Rep

Primary Position Data Level Security

Action Plan

Contact Coverage (Team)

Usage Accelerator - FINS Sales Rep

Primary Position Data Level Security

Action Plan

Opportunity Coverage (Team)

Usage Accelerator - FINS Sales Rep

Primary Position Data Level Security

Action Plan

Financial Account Coverage (Team) - FINS Only

Usage Accelerator - FINS Sales Rep

Primary Position Data Level Security

Action Plan

Account Completeness (Team)

Usage Accelerator - FINS Sales Rep

Primary Position Data Level Security

Action Plan

Contact Completeness (Team)

Usage Accelerator - FINS Sales Rep

Primary Position Data Level Security

Action Plan

Opportunity Updates (Team)

Usage Accelerator - Sales Manager

No Position Based Security

Master Data Management - Customer Hub

Master Record Completeness

Usage Accelerator - Sales Manager

No Position Based Security

Master Data Management - Customer Hub

Master Record Completeness Detail

Usage Accelerator - Sales Manager

No Position Based Security

Master Data Management - Customer Hub

Accuracy

Usage Accelerator - Sales Manager

No Position Based Security

Score Card

Team Scorecard

Usage Accelerator - Sales Manager

No Position Based Security

Score Card

Individual Scorecard

Usage Accelerator – FINS Sales Manager

No Position Based Security

Action Plan

Account Coverage (Team)

Usage Accelerator – FINS Sales Manager

No Position Based Security

Action Plan

Contact Coverage (Team)

Usage Accelerator – FINS Sales Manager

No Position Based Security

Action Plan

Opportunity Coverage (Team)

Usage Accelerator – FINS Sales Manager

No Position Based Security

Action Plan

Financial Account Coverage (Team) – FINS Only

Usage Accelerator – FINS Sales Manager

No Position Based Security

Action Plan

Account Completeness (Team)

Usage Accelerator – FINS Sales Manager

No Position Based Security

Action Plan

Contact Completeness (Team)

Usage Accelerator – FINS Sales Manager

No Position Based Security

Action Plan

Opportunity Updates (Team)

Usage Accelerator – FINS Sales Manager

No Position Based Security

Coverage

Account Coverage

Usage Accelerator – FINS Sales Manager

No Position Based Security

Coverage

Contact Coverage

Usage Accelerator – FINS Sales Manager

No Position Based Security

Coverage

Opportunity Coverage

Usage Accelerator – FINS Sales Manager

No Position Based Security

Coverage

Financial Account Coverage - FINS Only

Usage Accelerator – FINS Sales Manager

No Position Based Security

Completeness

Account Completeness

Usage Accelerator – FINS Sales Manager

No Position Based Security

Completeness

Contact Completeness

Usage Accelerator – FINS Sales Manager

No Position Based Security

Master Data Management - Customer Hub

Master Record Completeness

Usage Accelerator – FINS Sales Manager

No Position Based Security

Master Data Management - Customer Hub

Master Record Completeness Detail

Usage Accelerator – FINS Sales Manager

No Position Based Security

Master Data Management - Customer Hub

Accuracy

Usage Accelerator – FINS Sales Manager

No Position Based Security

Opportunity Updates

Opportunity Updates

Usage Accelerator – FINS Sales Manager

No Position Based Security

User Adoption

Active Users

Usage Accelerator – FINS Sales Manager

No Position Based Security

User Adoption

Application Usage - Excluded for FINS

Usage Accelerator – FINS Sales Manager

No Position Based Security

User Adoption

Application Usage - FINS Only

Usage Accelerator - Sales Executive

No Position Based Security

Scorecard

Team Scorecard

Usage Accelerator - Sales Executive

No Position Based Security

Scorecard

Individual Scorecard

Usage Accelerator - Sales Executive

No Position Based Security

Action Plan

Account Coverage (Team)

Usage Accelerator - Sales Executive

No Position Based Security

Action Plan

Contact Coverage (Team)

Usage Accelerator - Sales Executive

No Position Based Security

Action Plan

Opportunity Coverage (Team)

Usage Accelerator - Sales Executive

No Position Based Security

Action Plan

Financial Account Coverage (Team) – Fins Only

Usage Accelerator - Sales Executive

No Position Based Security

Action Plan

Account Completeness (Team)

Usage Accelerator - Sales Executive

No Position Based Security

Action Plan

Contact Completeness (Team)

Usage Accelerator - Sales Executive

No Position Based Security

Action Plan

Opportunity Updates (Team)

Usage Accelerator - Sales Executive

No Position Based Security

Coverage

Account Coverage

Usage Accelerator - Sales Executive

No Position Based Security

Coverage

Contact Coverage

Usage Accelerator - Sales Executive

No Position Based Security

Coverage

Opportunity Coverage

Usage Accelerator - Sales Executive

No Position Based Security

Coverage

Financial Account Coverage – FINS Only

Usage Accelerator - Sales Executive

No Position Based Security

Completeness

Account Completeness

Usage Accelerator - Sales Executive

No Position Based Security

Completeness

Contact Completeness

Usage Accelerator - Sales Executive

No Position Based Security

Master Data Management - Customer Hub

Master Record Completeness

Usage Accelerator - Sales Executive

No Position Based Security

Master Data Management - Customer Hub

Master Record Completeness Detail

Usage Accelerator - Sales Executive

No Position Based Security

Master Data Management - Customer Hub

Accuracy

Usage Accelerator - Sales Executive

No Position Based Security

Opportunity Updates

Opportunity Updates

Usage Accelerator - Sales Executive

No Position Based Security

User Adoption

Active Users

Usage Accelerator - Sales Executive

No Position Based Security

User Adoption

Application Usage - Excluded for FINS

Usage Accelerator - Sales Executive

No Position Based Security

User Adoption

Application Usage - FINS Only


8.4.2.3 About Metric Definitions and Variables

This section explains Usage Accelerator metric definitions and variables, and contains the following topics:

8.4.2.3.1 About the Deployment Date Variable

Usage Accelerator module must be calibrated with a Deployment Date variable that determines the time that you want the Analysis to commence. This date will default to the date you create in the data warehouse, but you can change the date by changing the UA_DEPLOY_DT variable. Note that if you set the Deployment Date earlier than the current calendar date, metrics that rely on the Last Updated Date (such as # of Updated Records, # of Logins, # of Sync's, and so on) of a record may be inaccurate. For this reason we recommend setting the Deployment Date to the current Calendar Date.

8.4.2.3.2 User Adoption Metrics

User Adoption Metrics provide visibility into the behavioral attributes and usage patterns of those using the system. These metrics enable you to quickly identify areas in need of improvement and individuals who require additional help meet the company's CRM standards.

Table 8-3 User Adoption Metrics

Metric Category Description Variables

Active User

Identifies users that have not logged in or synced in the last two rolling period.

Number of logins needed is currently set to 2. Variable Name is: ACTIVE_NUMLOGINS.

Number of Syncs needed is currently set to 0. Variable Name is: ACTIVE_NUMSYNCS.

Login

Measures the number of days the user's login. Note – Only one login a day will be captured for each user.

Not Applicable

Sync

Measures the number of days the user's sync. Note – Only one sync a day will be captured for each user.

Not Applicable

Records Created

Tracks the number of Accounts, Contacts, Opportunities, Activities, Quotes created by each user and group. FINS version also tracks number of Financial Accounts and Policies Created.

Not Applicable

Records Updated

Tracks the number of Accounts, Contacts, Opportunities, Activities, Quotes updated by each user and group. FINS version also tracks number of Financial Accounts and Policies Created.

Not Applicable


8.4.2.3.3 Opportunity Updates Metrics

Opportunity Updates Metrics deliver reliable information to organizations that use Opportunity Management for tracking their pipeline and sales forecasts. The metrics provide a focus on opportunities by ensuring that current and accurate information is in place.

Table 8-4 Opportunity Updates Metrics

Metric Category Description Variables

Opportunity Updates

Identifies Opportunities that have not been modified in the time period specified or have a close date that has passed.

Opportunity Updated Needed is currently set to 90 Days. Variable Name is: OPT_OUTDATED_NUMDAYS


8.4.2.3.4 Completeness Metrics

Completeness Metrics assist in the completion of contact and account information by highlighting what is missing in an individual entry or in a set of entries.

Table 8-5 Information Completeness Metrics

Metric Category Description Variables

Account Completeness

Looks for the presence of information in each of the primary Account Address fields.

Address Line 1

City

State

Zipcode

Phone

Contact Completeness

Looks for the presence of information in each of the primary Contact Address fields.

Address Line 1

City

State

Zipcode

Work Phone

Email Address

Title


8.4.2.3.5 Coverage Metrics

Coverage Metrics monitor sales activity against Accounts, Contacts, Opportunities and Financial Accounts. It is not envisioned that you will need to use all of these metrics, just the ones that are in alignment with your sales process.

Table 8-6 Coverage Metrics

Metric Category Description Variables

Account Coverage

Determines whether an account has had a contact and activity associated to it in the time frame specified.

Activity Needed is currently set to 90 Days.

Variable name is: ACC_NEED_ACT_NUMDAYS.

Contact Needed is currently set to 180 Days. Variable name is: ACC_NEED_CON_NUMDAYS.

Contact Coverage

Determines whether a Contact has had an activity associated in the time frame specified.

Activity Needed is currently set to 90 Days.

Variable Name is: CON_NEED_ACT_NUMDAYS.

Opportunity Coverage

Determines whether an Opportunity has had a contact and activity associated to it in the time frame specified.

Activity Needed is currently set to 90 Days.

Variable name is: OPT_NEED_ACT_NUMDAYS.

Contact Needed is currently set to 180 Days. Variable name is: OPT_NEED_CON_NUMDAYS.

Financial Account Coverage & Insurance Policy Coverage (FINS)

Determines whether a Financial Account or Insurance Policy has had an Activity Associated to it in the time frame specified

Activity Needed is currently set to 90 Days.

Variable name is: AST_NEED_ACT_NUMDAYS.


8.4.2.4 Configuring Variables

This section explains how to set values for the variables described in Section 8.4.2.3 for Siebel Business and Industry Applications.

  1. Go to SiebelAnalytics\dwrep\Informatica\ParameterFiles.

  2. Copy ApplicationVariables.csv and Day_FiscalCalendar.csv to the $PMServer\SrcFiles directory on the Informatica Server computer (for example, INFA_HOME\server\i nfa_shared\SrcFiles).

  3. Edit the value of the parameters in the ApplicationVariables.csv file. Note that the variable names are listed in the TYPE column, and the variable values are listed in the VAL_NUM column.

    Figure 8-1 shows the ApplicationVariables.csv file.

    Figure 8-1 ApplicationVariables.csv File

    Description of Figure 8-1 follows
    Description of "Figure 8-1 ApplicationVariables.csv File"

  4. Save and close the file

8.4.3 About the Usage Accelerator Execution Plan

If you want to create a new Execution Plan or modify an existing Execution Plan to include a Usage Accelerator Subject area, then it should include a preceding task 'Create View For Usage Accelerator'. This is already done for the Subject Areas delivered out of the box. This step is also required if you are using any customized Subject Area containing Usage accelerator warehouse tables for your Execution Plans. These tables are prefixed with 'W_UA*'.