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Opportunities and Partners Reporting 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. It 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, the 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
  • Close Date
  • Date Opened
  • Opportunity
  • Opportunity Partner
  • Owned By User
  • Primary Contact
  • Relationship Contact
  • Territory

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 a Last Call Date UTC field, which is the optimized version of the Last Call 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
  • Campaign
  • Contact
  • Opportunity

Metrics

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

  • Opportunity Metrics
    • Opportunity Custom Metrics
      • Indexed Currency
      • Average (Avg) Indexed Currency
      • Indexed Number
      • Average (Avg) Indexed Number
    • Revenue
    • Expected Revenue
    • Closed Revenue
    • Revenue (000)
    • Expected Revenue (000)
    • Closed Revenue (000)
    • Number (#) of Opportunities
    • Number (#) of Open Opportunities
    • Number (#) of Closed Opportunities
    • Number (#) of Wins
    • Average Number (Avg #) of Days in Stage

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.