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Opportunity and Partner 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 many-to-many relationship between opportunities and partner accounts. This subject area is almost identical to the opportunity subject areas. The only difference is that it includes the partner account dimension, which has a many-to-many relationship with the opportunity record type. This subject area allows you to create reports that show all the partners for an opportunity. Because this subject area represents the many-to-many relationship between opportunities and partner accounts, opportunities that do not have an association with at least one partner account cannot be reported using this subject area. The attributes that define the partner account relationship that are available for reporting include the following:

  • Primary Contact
  • Role
  • Reverse Role
  • Start Date
  • End Date
  • Strengths
  • Weaknesses
  • Comments

Relationship Type

Many-to-many

Dimensions

This subject area has the following dimensions:

  • Account
  • Account Territory
  • Campaign
  • Date
  • Opportunity
  • Opportunity Partner
  • Owned By User
  • Primary Contact
  • Relationship Contact
  • Territory

Metrics

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

  • Opportunity Metrics
    • Opportunity Custom Metrics
    • Opportunity Metrics by Open Date
      • Number (#) of Open Opportunities
      • Number (#) of Opportunities
      • Number (#) of Contacts with Opportunities (Optys)
      • Closed Revenue
      • Expected Revenue
      • Revenue
      • Average Number (Avg #) of Days in Stage
      • Number (#) of Wins
      • Avg Deal Size (Definition: The average size of each sale for each customer, expressed as the number of units or revenue amount.)
      • Avg Sales Cycle
      • Opportunity Win Rate (Definition: The number of win opportunities divided by the total number of won and lost opportunities.)
      • Opportunity Loss Rate
    • Revenue
    • Expected Revenue
    • Closed Revenue
    • Number (#) of Opportunities
    • Number (#) of Open Opportunities
    • Number (#) of Contacts with Optys
    • Number (#) of Wins
    • Average Number (Avg #) of Days in Stage
    • Avg Deal Size (Definition: The average size of each sale for each customer, expressed as the number of units or revenue amount.)
    • Avg Sales Cycle
    • Opportunity Win Rate (Definition: The number of win opportunities divided by the total number of won and lost opportunities.)
    • Opportunity Loss Rate
    • Quarter Ago Opportunity Revenue
    • Quarter Ago Closed Revenue

Usage Notes

The Account and Primary 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.