Print      Open PDF Version of Online Help


Previous Topic

Next Topic

Account History Analytic Subject Area

Availability

This subject area is available in all editions of Oracle CRM On Demand.

Business Purpose

This subject area provides a summary view of a company’s important operating metrics for its accounts. The account record type is the record type that you want to analyze. You can use the account record type to answer questions about account performance: Which companies have the highest number of service requests? Which companies have the largest number of opportunities? This subject area allows you to group and roll up these metrics at any level by account, account territory, and date dimensions. A deeper analysis involving other business areas requires the use of other subject areas.

Relationship Type

Summary

Dimensions

This subject area has the following dimensions:

  • Account
  • Campaign
  • Owned By User
  • Date
  • Territory

Metrics

The complete list of metrics for this subject area is as follows:

  • Account Metrics
    • Account Custom Metrics
    • Number (#) of Accounts
    • Number (#) of Accounts with Opportunities
    • Number (#) of Activities
    • Number (#) of Contacts
    • Number (#) of Leads
    • Number (#) of Archived Leads
    • Number (#) of Qualified Leads
    • Number (#) of Rejected Leads
    • Number (#) of Leads Converted to Opportunities (Definition: The number of leads that has been converted to opportunities.)
    • Number (#) of Leads Resulting in Lost Opportunity
    • Number (#) of Leads Resulting in Won Opportunity (Definition: The number of leads that has been converted to opportunities and is in the Closed/Won sales stage.)
    • Number (#) of SRs
    • Number (#) of Cancelled SRs
    • Number (#) of Closed SRs
    • Number (#) of Open SRs
    • Number (#) of Pending SRs
    • Number (#) of Opportunities
    • Number (#) of Wins
    • Potential Revenue
    • Potential Revenue (000)
    • Average (Avg) Potential Revenue
    • Avg Open SR Age
    • Avg Days to Close SR
    • Avg Minutes to Close SRs
    • Avg Open SR Age (Minutes)
    • Avg Days to Close Opportunity (Definition: The number of days to close an opportunity divided by the number of wins.)
    • Closed Revenue
    • Closed Revenue (000)
    • Avg Closed Revenue
    • Revenue
    • Revenue (000)
    • Product Closed Revenue
    • Avg Revenue
    • Revenue
    • Product Revenue (000)
    • Product Closed Revenue (000)

Usage Notes

The Account dimension includes a Book hierarchy, which enables you to analyze metrics and related attributes at any level.


Published 5/4/2012 Copyright © 2005, 2012, Oracle. All rights reserved. Legal Notices.