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Assessments Reporting Subject Area

Availability

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

Business Purpose

This subject area provides real-time analytics of the assessment usage and results. You can get full visibility to assessment completion, scoring, and interaction on the other related dimensions, such as activities, contacts, and accounts.

Relationship Type

Simple

Dimensions

This subject area has the following dimensions:

  • Account
  • Activity
  • Assessment
  • Contact
  • Date Last Modified
  • Date Started
  • Lead
  • Objective
  • Opportunity
  • Owned By User
  • Service Request

Optimized Filtering Fields

This subject area has fields that are optimized for reducing the query time when they are used in filters. Optimized fields end with the words Code or UTC. For example, the Account dimension has an Account Type field. There is also an Account Type Code field, which is the optimized version of the Account Type field. Similarly, there is an Indexed Date UTC field, which is the optimized version of the Indexed Date field. Using the optimized field in the filter generates faster queries. This method is faster than using the standard field. For information on using optimized filtering fields, see Using Optimized Filtering Fields. The following dimensions in this subject area have optimized filtering fields:

  • Account
  • Activity
  • Contact
  • Opportunity
  • Service Request

Metrics

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

  • Account Metrics
    • Account Custom Metrics
    • Number (#) of Accounts
  • Activity Metrics
    • Number (#) of Accounts with Activities
    • Number (#) of Activities
    • Number (#) of Closed Activities
    • Number (#) of Open Activities
  • Assessment Metrics
    • Answers
      • Number (#) of Criteria Answers
      • Answer Completed
      • Answer Not Completed
    • Criteria
      • Number (#) of Script Criteria
      • Average Number (Avg #) of Script Criteria
      • Average (Avg) Criteria Score
      • Criteria Score
      • Maximum (Max) Criteria Score
      • Minimum (Min) Criteria Score
    • Script
      • Number (#) of Times Script Used
      • Percentage (%) Completed
      • Actual Script Score
      • Average (Avg) Actual Script Score
      • Average (Avg) Threshold Script Score
      • Maximum (Max) Actual Script Score
      • Minimum (Min) Actual Script Score
      • Threshold Script Score
  • Contact Metrics
    • Contact Custom Metrics
    • Number (#) of Contacts
  • Lead Metrics
    • Number (#) of Archived Leads
    • Number (#) of Leads
    • Number (#) of Leads Converted to Opportunities
    • Number (#) of Leads Resulting in Lost Opportunity
    • Number (#) of Leads Resulting in Won Opportunity
    • Number (#) of New Opportunities
    • Number (#) of Qualified Leads
    • Number (#) of Rejected Leads
    • Number (#) of Wins
    • Closed Revenue for Lead
    • Expected Revenue for Lead
    • Opportunity Revenue for Lead
  • Objective Metrics
    • Objective Custom Metrics
    • Number (#) of Objectives
    • Average (Avg) Objective Revenue
    • Average (Avg) Objective Target
    • Objective Revenue
    • Objective Target
  • Opportunity Metrics
    • Opportunity Custom Metrics
    • Number (#) of Closed Opportunities
    • Number (#) of Open Opportunities
    • Number (#) of Opportunities
    • Number (#) of Wins
    • Average Number (Avg #) of Days in Stage
    • Closed Revenue
    • Closed Revenue (000)
    • Expected Revenue
    • Expected Revenue (000)
    • Revenue
    • Revenue (000)
  • Service Request Metrics
    • Service Request Custom Metrics
    • Number (#) of Cancelled SRs
    • Number (#) of Closed SRs
    • Number (#) of Open SRs
    • Number (#) of Pending SRs
    • Number (#) of SRs
    • Average (Avg) Days to Close SR
    • Average (Avg) Open SR Age

Usage Notes

You can use the Assessment metrics only with the Assessments dimension. If some assessment metrics are deleted, then previously completed assessments do not reflect the deletion, and the results might appear to be inaccurate.


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