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Lead History Analytic Subject Area

Availability

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

Business Purpose

This subject area allows you to analyze the lead metrics by account, account territory, campaign, contact, date, lead, opportunity, owned by user, and principal partner account. This subject area contains record types that refer to metrics that analyze the lead quality, lead conversion, and revenues associated with leads.

Relationship Type

Simple

Dimensions

This subject area has the following dimensions:

  • Account
  • Account Territory
  • Campaign
  • Contact
  • Date
  • Lead
  • Opportunity
  • Owned By User
  • Principal Partner Account (available only in Oracle CRM On Demand Partner Relationship Management Edition)

Metrics

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

  • Lead Metrics
    • Number (#) of Archived Leads
    • Number (#) of 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 New Opportunities
    • Number (#) of Qualified Leads
    • Number (#) of Rejected Leads
    • Number (#) of Wins
    • Average (Avg) Days to Convert Lead (Definition: The number of days between the lead-created date and lead-converted date divided by the number of leads that were converted to opportunities.)
    • Avg Days to Followup Lead
    • Closed Revenue for Lead
    • Expected Revenue for Lead
    • Opportunity Revenue for Lead
    • Projected Revenue

Usage Notes

The Account and Contact dimensions include 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.