This chapter discusses the delivered Discoverer content for the CRM Warehouse.
The Discoverer End User Layer (EUL) is the backbone of your PeopleSoft business intelligence reporting solution. PeopleSoft has developed the Discoverer EUL to provide a business-focused view of your database The PeopleSoft delivered Discoverer EUL content serves as the building blocks for the CRM Warehouse Discoverer reports.
Discoverer reports are organized by business area. Business areas are made up of folders that contain information with a common business purpose. Each business area is represented by a fact table (star schema). PeopleSoft business areas are grouped by subject area. This chapter discusses the delivered content, listed by subject area. A subject area also corresponds to the Workbook where the individual reports reside as worksheets.
The CRM Warehouse Discoverer content includes the following subject areas:
Marketing
Online Communication
Sales
Segment
Service
See Oracle's Business Intelligence Discoverer Administrator's Guide
See Also
Performance Management Warehouse CRM Dimensions
Performance Management Warehouse CRM Facts
Performance Management Warehouse Shared Dimensions
This section describes the terms used in this chapter.
In this release we deliver the Oracle Discoverer Reporting End User Layer (EUL). This EUL is a metadata layer that insulates the users from the “complexity and physical structure” of the MDW. It also preserves the integrity of the database by only using the metadata in the EUL not the MDW database. The EUL is made up of Business Areas.
Business areas host folders used for implementing reports. In a business area, objects are grouped for easy access for reporting. Functional business areas are replicas of a core business area, but they do not contain a star schema and, therefore, do not contain facts or dimensions other than those contained in their complex folders. The functional business areas are built to support specific reports. Each business area typically only contains the facts and dimensions that are used on the report(s), not all the facts and all the associated dimensions in a star schema.
Folders represent a result set of data. This is similar to a database view, but a simple folder only represents one table or SQL view.
Complex folders contain items from multiple base folders. They simplify the user’s view of the data by combining data without the administrator having to create complicated physical views in the database. Since complex folders are analogous to views in a database a join condition must exist between the two folders. Complex folders can be nested to any depth.
Custom folders are similar to views, but they are created by SQL written manually by the Discoverer administrator. Custom folders are not associated directly with a database object
Hierarchies are default paths between items that are defined in the EUL. Hierarchies are created between items in a business area to provide Discoverer end users with a default drill-down hierarchy.
A Hierarchy uses a fixed structure that links multiple items in a chain to denote a logical hierarchy, such as country to state, state to county, county to city. The items that compose the hierarchy can be from a single folder or from multiple folders that are joined.
Item classes are groups of items that share similar properties. An item class enables you to define item attributes once, and then assign the item class to other items that share similar properties. The attributes include designation as a list of values (LOV), an alternate sort of the data or “drill to detail” which helps to navigate through detail and summary data.
Relate folders are based on relate tables.
Relate tables store the relationship information among dimensions. Relate folders are the objects defined in the EUL that represent the relate tables.
Filters restrict the amount of data returned based on conditions set against worksheet data, enabling Discoverer end users to analyze only the data they are interested in. Filters can also be used to restrict access to sensitive data.
A role-playing dimension is a copy of a dimension that is used for a different purpose than the original dimension. Because the same field cannot be used more than one in a particular report, a role-playing dimension allows the use of the same field in a different dimension. A role-playing dimension is an exact replica of the dimension that is copied.
A role in a data warehouse is a situation in which a single dimension appears several times in the same fact table. This can happen in a number of ways. In certain kinds of fact tables, Date can appear repeatedly. For instance, we may build a fact table to record the status and final disposition of a customer order. The dimensions of this table could be Order Date, Packaging Date, Shipping Date, Delivery Date, Payment Date and Return Date. Each of these dates is a particular role of the Date dimension. In the Discoverer EUL, a folder copy of the original Date dimension folder represents each role.
This section describes the content for the Marketing business areas in the CRM Warehouse. This section discusses these business areas:
Marketing Activity
Product Correlation
The Marketing Activity business area provides analysis of the effectiveness and efficiency of marketing campaigns, programs, and activities or events. This section describes the content in the Marketing Activity business area.
Dimension Folders
This table lists the dimension folders in Marketing Activity business area.
Folder Name |
Description |
Database Object Name/Derivation |
Dimension Audience |
Includes marketing audience information. For example: customer, etc. |
PS_D_AUDIENCE |
Dimension Business Unit |
The business unit dimension. |
PS_D_BUSINESS_UNIT |
Dimension Currency |
The currency dimension. |
PS_D_CURRENCY |
Dimension Day Marketing Activity Start Date |
A role-playing dimension based on dimension Day for marketing activity start date. |
PS_D_DAY |
Dimension Day Program Start Date |
A role-playing dimension based on dimension Day for program start date. |
PS_D_DAY |
Dimension Day Snapshot Date |
A role-playing dimension based on dimension day for snapshot date. |
PS_D_DAY |
Dimension Marketing Activity |
Includes actions taken as part of a marketing campaign. All standard campaigns must include at least one activity. A marketing activity in online marketing is also known as a dialog. |
PS_D_MKT_ACTIVITY |
Dimension Marketing Channel |
Includes marketing channel information through which the campaign is implemented. |
PS_D_MKT_CHANNEL |
Dimension Marketing Status |
Represents campaign life cycle stage information. Campaign and activity statuses are identical objects, although they are used separately. The PeopleSoft CRM application delivers a set of predefined marketing status. |
PS_D_MKT_STATUS |
Fact Folder
This table lists the fact folder in the Marketing - Marketing Activity business area:
Folder Name |
Description |
Database Object Name |
Fact Marketing Activity |
Includes cost and time metrics for measuring the effectiveness and efficiency of marketing campaigns, programs, and activities (events). |
PS_F_MKT_ACTIVITY |
Metrics
This table lists the metrics in Marketing - Marketing Activity business area:
Item |
Description |
Database Object Name/Derivation |
Actual Days |
Contains the actual duration for the marketing activity. Actual Days is the difference between the last lead date generated from the activity and the marketing activity start date. |
PS_F_MKT_ACTIVITY.ACTUAL_DY |
Average Order Amount |
Contains the average order amount in dollars (closed Revenue / total Orders). It’s the average dollar amount of orders. |
PS_F_MKT_ACTIVITY.CLS_REVENUE/ PS_F_MKT_ACTIVITY.NUM_OF_ORDER |
Budget Amount |
Contains the amount of money budgeted for the marketing activity. Budget Amount is sourced from E-CRM Campaign Wave record. |
PS_F_MKT_ACTIVITY.MKT_BUDGET_AMT |
Budget Per Target Lead |
Contains the average budget amount per target lead (budget amount/target leads). |
PS_F_MKT_ACTIVITY.MKT_BUDGET_AMT/NUM_OF_LEAD |
Closed Revenue |
Contains the monetary amount for the orders that are generated from the marketing program. Closed Revenue is sourced from E-CRM Order Capture record. |
PS_F_MKT_ACTIVITY.CLS_REVENUE |
Conversion Rate |
Contains the conversion rate used in this instance (Number of Customers/Number of Leads). If there are 10 leads that convert to 3 customers, then the conversion rate is 30%. |
PS_F_MKT_ACTIVITY.NUM_OF_CUSTOMER/ PS_F_MKT_ACTIVITY.NUM_OF_LEAD |
Cost Per Lead |
Contains the average cost per lead (total cost / total leads). |
PS_F_MKT_ACTIVITY.MKT_COST_AMT/ PS_F_MKT_ACTIVITY.NUM_OF_LEAD |
Cost Per Opportunity |
Contains the average cost per opportunity (total cost / total opportunities). |
PS_F_MKT_ACTIVITY.MKT_COST_AMT/NUM_OF_OPPY |
Cost Per Order |
Contains the average cost per order (total cost / total orders). |
PS_F_MKT_ACTIVITY.MKT_COST_AMT/NUM_OF_ORDER |
Cost Per Quote |
Contains the average cost per quote (total cost / total quotes). |
PS_F_MKT_ACTIVITY.MKT_COST_AMT/NUM_OF_QUOTE |
Cost Variance |
Contains the difference between the budgeted amount and total cost. |
PS_F_MKT_ACTIVITY.MKT_BUDGET_AMT/ PS_F_MKT_ACTIVITY.MKT_COST_AMT |
Day Accuracy |
Contains the difference between estimated days and actual days. |
PS_F_MKT_ACTIVITY.DAY_ACCURACY |
Estimated Days |
Contains the estimated duration days for the marketing activity. Estimated days is the difference between the marketing activity end date and start date. The data is sourced from E-CRM Campaign Wave record. |
PS_F_MKT_ACTIVITY.ESTIMATE_DY |
Estimated Profit |
Contains the difference between estimated revenue and total cost. |
PS_F_MKT_ACTIVITY.EST_REVENUE |
Estimated Return on Investment (ROI) |
Contains the estimated return on investment ((estimated revenue - total cost) / estimated revenue) for this marketing activity. |
(PS_F_MKT_ACTIVITY.EST_REVENUE- PS_F_MKT_ACTIVITY.MKT_COST_AMT)/ PS_F_MKT_ACTIVITY.EST_REVENUE |
Estimated Revenue |
Contains the estimated revenue from the opportunities for the marketing activity. Estimated Revenue is sourced from E-CRM Campaign Wave record. |
PS_F_MKT_ACTIVITY.EST_REVENUE |
Lead Accuracy |
Contains the difference between targeted leads and total leads. |
PS_F_MKT_ACTIVITY.LEAD_ACCURACY |
Lead to Customer Conversion Rate |
The lead to customer conversion rate or, the percentage of leads that become customers. |
PS_F_MKT_ACTIVITY.NUM_OF_CUSTOMER/ PS_F_MKT_ACTIVITY.NUM_OF_LEAD |
Lead to Opportunity Ratio |
Contains the lead to opportunity ratio (total leads / total opportunities) for the marketing activity. |
PS_F_MKT_ACTIVITY.NUM_OF_LEAD/ PS_F_MKT_ACTIVITY.NUM_OF_OPPY |
Lead to Order Ratio |
Contains the lead to order ratio (total leads / total orders) for the marketing activity. |
PS_F_MKT_ACTIVITY.NUM_OF_LEAD/ PS_F_MKT_ACTIVITY.NUM_OF_ORDER |
Lead to Quote Ratio |
Contains the lead to quote ratio (total leads / total quotes) for the marketing activity. |
PS_F_MKT_ACTIVITY.NUM_OF_LEAD/ PS_F_MKT_ACTIVITY.NUM_OF_QUOTE |
Marketing Cost |
Contains the total marketing activity cost amount. |
PS_F_MKT_ACTIVITY.MKT_COST_AMT |
Number of Accepted Leads |
Contains the number of leads that are accepted for the marketing activity. |
PS_F_MKT_ACTIVITY.NUM_OF_ACPT_LEAD |
Number of Customers |
Contains the number of customers who placed orders for the marketing activity. Number of Customers is sourced from E-CRM Sales Opportunity record. |
PS_F_MKT_ACTIVITY.NUM_OF_CUSTOMER |
Number of Leads |
Contains the number of leads generated for the marketing activity. Total leads are sourced from E-CRM Sales Lead record. |
PS_F_MKT_ACTIVITY.NUM_OF_LEAD |
Number of Opportunities |
Contains the number of opportunities generated for the marketing activity. Total opportunities are sourced from E-CRM Sales Opportunity record. |
PS_F_MKT_ACTIVITY.NUM_OF_OPPY |
Number of Orders |
Contains the number of orders placed for the marketing activity. Total orders are sourced from E-CRM Sales Order Capture record |
PS_F_MKT_ACTIVITY.NUM_OF_ORDER |
Number of Quotes |
Contains the number of quotes generated for the marketing activity. Number of Quotes is sourced from E-CRM sales Order Capture record where the order is a quote order. |
PS_F_MKT_ACTIVITY.NUM_OF_QUOTE |
Number of Responses |
Contains the number of response from a marketing activity. Response for sales force automation (SFA) marketing and telemarketing are the same as total accepted leads. Responses for online marketing are the email and Web responses from online dialog. |
PS_F_MKT_ACTIVITY.NUM_OF_RESPONSE |
Number of Target Customers |
Contains the targeted customers for the marketing activity. Target customers is the count of customers in the CRM Audience record. “Target customers” is the same as “total offers.” |
PS_F_MKT_ACTIVITY.NUM_OF_TGT_CUST |
Number of Target Leads |
Contains the number of targeted leads for the marketing activity. |
PS_F_MKT_ACTIVITY.NUM_OF_TGT_LEAD |
Opportunity to Order Ratio |
Contains the opportunity to order ratio (total opportunities / total orders) for the marketing activity. |
PS_F_MKT_ACTIVITY.NUM_OF_OPPY/ PS_F_MKT_ACTIVITY.NUM_OF_ORDER |
Opportunity to Quote Ratio |
Contains the opportunity to quote ratio (total opportunities / total quotes) for the marketing activity. |
PS_F_MKT_ACTIVITY.NUM_OF_OPPY/ PS_F_MKT_ACTIVITY.NUM_OF_QUOTE |
Percentage of Remaining Days |
Contains the percentage of remaining days ((estimated days - actual days ) / estimated days) * 100 for the marketing activity. |
(PS_F_MKT_ACTIVITY.ESTIMATE_DY-PS_F_MKT_ACTIVITY.ACTUAL_DY)/ PS_F_MKT_ACTIVITY.ESTIMATE_DY |
Percentage of Remaining Leads |
Contains the percentage of remaining leads ((target leads - actual leads) / target Leads) * 100 for the marketing activity. |
(PS_F_MKT_ACTIVITY.NUM_OF_TGT_LEAD- PS_F_MKT_ACTIVITY.NUM_OF_LEAD)/ PS_F_MKT_ACTIVITY.NUM_OF_TGT_LEAD |
Profit |
Contains the difference between closed revenue and total cost. |
PS_F_MKT_ACTIVITY.CLS_REVENUE- PS_F_MKT_ACTIVITY.MKT_COST_AMT |
Quote to Order Ratio |
Contains the quote to order ratio (total quotes / total orders) for the marketing activity. |
PS_F_MKT_ACTIVITY.NUM_OF_QUOTE/ PS_F_MKT_ACTIVITY.NUM_OF_ORDER |
ROI (Return on Investment) |
Contains the return on investment ((closed revenue - total cost) /closed revenue) for the marketing activity. |
CASE WHEN Marketing Cost = 0 THEN NULL ELSE ( ( Closed Revenue-Marketing Cost )/Marketing Cost ) END |
ROI per Customer |
Contains the return on investment per customer (actual ROI / total customers) for the marketing activity. |
ROI/Number of Customers |
Response Rate |
Contains the average number of responses per target customer (total responses / target customers) for the marketing activity. |
PS_F_MKT_ACTIVITY.NUM_OF_RESPONSE/ PS_F_MKT_ACTIVITY.NUM_OF_TGT_CUST |
Revenue per Lead |
Contains the average amount of revenue per lead (closed revenue / total leads) for the marketing activity. |
PS_F_MKT_ACTIVITY.CLS_REVENUE/ PS_F_MKT_ACTIVITY.NUM_OF_LEAD |
Target Profit |
Contains the difference between targeted revenue and budget. |
PS_F_MKT_ACTIVITY.TGT_REVENUE- PS_F_MKT_ACTIVITY.MKT_BUDGET_AMT |
Target Revenue |
Contains the targeted revenue for the marketing activity. |
PS_F_MKT_ACTIVITY.TGT_REVENUE |
Total Cost |
Contains the actual cost incurred after marketing activity design and execution. Activity cost is sourced from the E-CRM Campaign Cost metrics record. |
PS_F_MKT_ACTIVITY.MKT_COST_AMT |
The Product Correlation business area provides analysis on product and correlated product relationships within orders (market basket metrics). This section describes the content for the Product Correlation business area.
Dimension Folders
This table lists the dimension folders in the Marketing − Product Correlation business area.
Folder Name |
Description |
Database Object Name/Derivation |
Dimension Business Unit |
The business unit dimension. |
PS_D_BUSINESS_UNIT |
Dimension Customer |
Includes information about entities that can participate in business relationships. |
PS_D_CUSTOMER |
Dimension Day Order Date |
A role-playing dimension based on dimension Day for order date. |
PS_D_DAY |
Dimension Product |
Contains information on products that are offered for sale. |
PS_D_PRODUCT |
Dimension Product Correlation |
Product correlation is a role-playing dimension used to show products whose sales is correlated to another product. |
PS_D_PRODUCT |
Fact Folder
This table lists the fact folder in the Marketing − Product Correlation business area.
Folder Name |
Description |
Database Object Name |
Fact Product Correlation |
Includes product and correlated product relationships within orders (market basket metrics). |
PS_F_PROD_CORR |
Metrics
This table lists metrics in the Marketing − Product Correlation business area.
Item |
Description |
Database Object Name/Derivation |
Product Correlation Count |
Contains the value 1; it is used for counting the number of product correlations. It only shows 1 if the correlated product has + correlation with the other product. That is, if there is an instance that product B is bought when product A is bought, then correlated product B has product correlation count to product A set to 1. |
PS_F_PROD_CORR.CORR_CNT |
This section describes the content for the Online Communication business areas in the CRM Warehouse. This section discusses these business areas:
All Response
Daily Email Response
Daily Web Response
Document Answer
Dynamic Content
Dynamic Web Link
Dynamic Content Section
Email Performance
Email Response
Individual Web Response
Profile Choice
Repeat Email Response
Repeat Web Response
Web Response
The All Response business area provides analysis on email and Web page responses per action, per dialog. This section describes the content in the All Response business area.
Dimension Folders
This table lists the dimension folders in the Online Communication − All Response business area:
Folder Name |
Description |
Database Object Name/Derivation |
Dimension Business Unit |
The business unit dimension. |
PS_D_BUSINESS_UNIT |
Dimension OC Action (Online Communication Action) |
Includes online marketing action and action type information. Online marketing actions can include actions such as sending broadcast emails, displaying a Web page, and sending follow-up emails. |
PS_D_OC_ACTION |
Dimension OC Dialog |
Defines a specific marketing program for the execution of email or Web channels. A dialog consists of one or more marketing actions. This dimension is also called Dialog dimension. |
PS_D_OC_DIALOG |
Dimension OC List |
Includes audience list and list type information. Lists of audiences are used in all dialogs to specify for whom the dialog is targeted. The audience list is sourced from the CRM Customer record. |
PS_D_OC_LIST |
Fact Folder
This table lists the fact folder in the Online Communication − All Response business area:
Folder Name |
Description |
Database Object Name |
Fact All Response |
This aggregate fact includes email and Web page response metrics per action, per dialog. An aggregate fact is a summarized fact. For example, if you have fact table A that captures daily data, and you have another fact table B that has the same information but at monthly level, then fact table B is an aggregate fact table of A. |
PS_F_OC_ALLRSP |
Metrics
This table lists the metrics in the Online Communication − All Response business area:
Item |
Description |
Database Object Name/Derivation |
Click Through Rate |
Contains the rate of click-throughs per offer (number of click-throughs divided by the number of offers). |
PS_F_OC_ALLRSP.NUM_CLICKED/ PS_F_OC_ALLRSP.NUM_OFFERED |
Number of Bounced Emails |
Contains the number of contacts in the email action whose email bounced (was not valid). The item name here is made more specific because we are dealing with online communication (typically emails) |
PS_F_OC_ALLRSP.NUM_BOUNCED |
Number of Click-throughs |
Contains the actual number of times the specified link was clicked by a respondent. |
PS_F_OC_ALLRSP.NUM_CLICKED |
Number of Do Not Email Contacts |
Contains the number of contacts in the email action who were marked in the database as "Do Not Email.” |
PS_F_OC_ALLRSP.NUM_DO_NOT_EMAIL |
Number of Duplicate Contacts |
Contains the number of contacts that appeared in more than one target audience for an external email reaches action. |
PS_F_OC_ALLRSP.NUM_DUPLICATED |
Number of In List Contacts |
Contains the number of contacts for each of the reach actions. |
PS_F_OC_ALLRSP.NUM_IN_LIST |
Number of Offers Sent |
For email, contains the net number of emails sent after removing duplicates and do not email contacts. |
PS_F_OC_ALLRSP.NUM_OFFERED |
Number of Respondents |
Contains the number of unique contacts from the target audience who clicked on at least one link. |
PS_F_OC_ALLRSP.NUM_RESPONDENT |
Number of Responses |
Contains the number of response from a marketing activity. Response for sales force automation (SFA) marketing and telemarketing are the same as total accepted leads. Responses for online marketing are the email and Web responses from online dialog. |
PS_F_OC_ALLRSP.NUM_RESPONDED |
Percent Responded |
Contains the percentage of viewers who responded to the offer. |
PS_F_OC_ALLRSP.NUM_RESPONDED/ PS_F_OC_ALLRSP.NUM_OFFERED |
The Daily Email Response business area provides analysis on email responses per day, per action, per dialog. This section describes the content in the Daily Email Response business area.
Dimension Folders
This table lists the dimension folders in the Online Communication − Daily Email Response business area:
Folder Name |
Description |
Database Object Name/Derivation |
Dimension Business Unit |
The business unit dimension. |
PS_D_BUSINESS_UNIT |
Dimension Day Contact Date |
A role-playing dimension based on dimension Day for contact date. |
PS_D_DAY |
Dimension OC Action |
Includes online marketing action and action type information. Online marketing actions can include actions such as sending broadcast emails, displaying a Web page, and sending follow-up emails. |
PS_D_OC_ACTION |
Dimension OC Action Source Action |
A role-playing dimension based on dimension OC Action for source action. |
PS_D_OC_ACTION |
Dimension OC Dialog |
Defines a specific marketing program for the execution of email or Web channels. A dialog consists of one or more marketing actions. This dimension is also called Dialog dimension. |
PS_D_OC_DIALOG |
Dimension OC List |
Includes audience list and list type information. Lists of audiences are used in all dialogs to specify for whom the dialog is targeted. The audience list is sourced from the CRM Customer record. |
PS_D_OC_LIST |
Fact Folder
This table lists the fact folder in the Online Communication − Daily Email Response business area:
Folder Name |
Description |
Database Object Name |
Fact Daily Email Response |
This aggregate fact includes email response metrics per day, per action, per dialog. |
PS_F_OC_EMLDAY |
Metrics
This table lists the metrics in the Online Communication − Daily Email Response business area:
Item |
Description |
Database Object Name/Derivation |
Number of Bounced Emails |
Contains the number of contacts in the email action whose email bounced (was not valid). |
PS_F_OC_EMLDAY.NUM_BOUNCED |
Number of Offers |
For email, contains the net number of emails sent after removing duplicates and do not email contacts. |
PS_F_OC_EMLDAY.NUM_OFFERED |
Number of Responses |
Contains the number of response from a marketing activity. Response for sales force automation (SFA) marketing and telemarketing are the same as total accepted leads. Response for online marketing are the email and Web responses from online dialog. |
PS_F_OC_EMLDAY.NUM_RESPONDED |
The Daily Web Response business area provides analysis on Web page responses per day, per action, per dialog. This section describes the content in the Daily Web Response business area.
Dimension Folders
This table lists the dimension folders in the Online Communication − Daily Web Response business area:
Folder Name |
Description |
Database Object Name/Derivation |
Dimension Business Unit |
The business unit dimension. |
PS_D_BUSINESS_UNIT |
Dimension Day Contact Date |
A role-playing dimension based on dimension Day for contact date. |
PS_D_DAY |
Dimension OC Action |
Includes online marketing action and action type information. Online marketing actions can include actions such as sending broadcast emails, displaying a Web page, and sending follow-up emails. |
PS_D_OC_ACTION |
Dimension OC Action Source Action |
A role-playing dimension based on dimension OC Action for source action. |
PS_D_OC_ACTION |
Dimension OC Dialog |
Defines a specific marketing program for the execution of email or Web channels. A dialog consists of one or more marketing actions. This dimension is also called Dialog dimension. |
PS_D_OC_DIALOG |
Dimension OC Dialog Source Dialog |
A role-playing dimension based on dimension OC Dialog for source dialog. |
PS_D_OC_DIALOG |
Dimension OC List |
Includes audience list and list type information. Lists of audiences are used in all dialogs to specify for whom the dialog is targeted. The audience list is sourced from the CRM Customer record. |
PS_D_OC_LIST |
Dimension OC List Source List |
A role-playing dimension based on dimension OC List for source list. |
PS_D_OC_LIST |
Fact Folder
This table lists the fact folder in the Online Communication − Daily Web Response business area:
Folder Name |
Description |
Database Object Name |
Fact Daily Web Response |
This aggregate fact includes Web page responses per day, per action, per dialog. |
PS_F_OC_WEBDAY |
Metrics
This table lists the metrics in the Online Communication − Daily Web Response business area:
Item |
Description |
Database Object Name/Derivation |
Number of Submits Known |
Contains the number of times that the Web page was submitted by known individual count. |
PS_F_OC_WEBDAY.NUM_SUBMITTED_KN |
Number of Submits Unknown |
Contains the number of times that the Web page was submitted by unknown individual. |
PS_F_OC_WEBDAY.NUM_SUBMITTED_UNK |
Number of Visits Known |
Contains the number of times that the Web page was requested by known individual. |
PS_F_OC_WEBDAY.NUM_VISITED_KN |
Number of Visits Unknown |
Contains the number of times that the Web page was requested by unknown individual. |
PS_F_OC_WEBDAY.NUM_VISITED_UKN |
The Document Answer business area provides analysis on answer choices for each Web page document, per action, per dialog. This section describes the content in the Document Answer business area.
Dimension Folders
This section lists the dimension folders in the Online Communication − Document Answer business area.
Folder Name |
Description |
Database Object Name/Derivation |
Dimension Business Unit |
The business unit dimension. |
PS_D_BUSINESS_UNIT |
Dimension OC Action |
Includes online marketing action and action type information. Online marketing actions can include actions such as sending broadcast emails, displaying a Web page, and sending follow-up emails. |
PS_D_OC_ACTION |
Dimension OC Dialog |
Defines a specific marketing program for the execution of email or Web channels. A dialog consists of one or more marketing actions. This dimension is also called Dialog dimension. |
PS_D_OC_DIALOG |
Dimension OC Document Choice |
Includes document choice, element, document, and element type information. |
PS_D_OC_DOCCHO |
Dimension OC List |
Includes audience list and list type information. Lists of audiences are used in all dialogs to specify for whom the dialog is targeted. The audience list is sourced from the CRM Customer record. |
PS_D_OC_LIST |
Fact Folder
This table lists the fact folder in the Online Communication − Document Answer business area.
Folder Name |
Description |
Database Object Name |
Fact Document Answer |
This aggregate fact includes answer choice metrics for each Web page document, per action, per dialog. |
PS_F_OC_DOCANS |
Metrics
This table lists the metrics in the Online Communication − Document Answer business area.
Folder Name |
Description |
Database Object Name/Derivation |
Number of Respondents |
Contains the number of unique contacts from the target audience who clicked on at least one link. |
PS_F_OC_DOCANS.NUM_RESPONDENT |
Number of Responses |
Contains the number of response from a marketing activity. Response for sales force automation (SFA) marketing and telemarketing are the same as total accepted leads. Responses for online marketing are the email and Web responses from online dialog. |
PS_F_OC_DOCANS.NUM_RESPONDED |
The Dynamic Content business area provides analysis on email dynamic content appearances per action, per dialog, specifically for dynamic contents. This section describes the content in the Dynamic Content business area.
Dimension Folders
This table lists the dimension folders in the Online Communication − Dynamic Content business area.
Folder Name |
Description |
Database Object Name/Derivation |
Dimension Business Unit |
The business unit dimension |
PS_D_BUSINESS_UNIT |
Dimension OC Action |
Includes online marketing action and action type information. Online marketing actions can include actions such as sending broadcast emails, displaying a Web page, and sending follow-up emails. |
PS_D_OC_ACTION |
Dimension OC Action Source Action |
A role-playing dimension based on dimension OC Action for source action. |
PS_D_OC_ACTION |
Dimension OC Dialog |
Defines a specific marketing program for the execution of email or Web channels. A dialog consists of one or more marketing actions. This dimension is also called Dialog dimension. |
PS_D_OC_DIALOG |
Dimension OC Document |
Details email messages and Web pages that are created for dialogs. |
PS_D_OC_DOCMNT |
Dimension OC List |
Includes audience list and list type information. Lists of audiences are used in all dialogs to specify for whom the dialog is targeted. The audience list is sourced from the CRM Customer record. |
PS_D_OC_LIST |
Dimension OC VC Document Content |
A role-playing dimension based on dimension Visual Content Object for document content. |
PS_D_OC_VCOBJ |
Dimension OC Visual Content Format |
Includes information about the format of a Web link or email, for example, HTML and TEXT. |
PS_D_OC_VCFMT |
Fact Folder
This table lists the fact folder in the Online Communication − Dynamic Content business area.
Folder Name |
Description |
Database Object Name |
Fact Dynamic Content |
This aggregate fact includes the dynamic content information. This is a subset of the F_OC_EMLPFM fact. |
PS_F_OC_DYNCNT |
Metrics
This table lists the metrics in the Online Communication − Dynamic Content business area.
Item |
Description |
Database Object Name/Derivation |
Number of Clicked Known |
Contains the actual number of times the specified link was clicked by a known individual respondent. |
PS_F_OC_DYNCNT.NUM_CLICKED_KN |
Number of Clicked Unknown |
Contains the actual number of times the specified link was clicked by an unknown individual respondent. |
PS_F_OC_DYNCNT.NUM_CLICKED_UNK |
Number of Click-throughs |
Contains the actual number of times the specified link was clicked by a respondent. |
PS_F_OC_DYNCNT.NUM_CLICKED |
Number of Offers |
The number of times the document containing the dynamic content objects was sent. |
PS_F_OC_DYNCNT.NUM_OFFERED |
Number of Respondents |
Contains the number of unique contacts from the target audience who clicked on at least one link. |
PS_F_OC_DYNCNT.NUM_RESPONDENT |
Number of Shown Known |
Contains the number of times the document containing the dynamic content objects was sent to known individual audiences. |
PS_F_OC_DYNCNT.NUM_SHOWN_KN |
Number of Shown Unknown |
Contains the number of times the document containing the dynamic content objects was sent to unknown individual audiences. |
PS_F_OC_DYNCNT.NUM_SHOWN_UNK |
The Dynamic Web Link business area provides analysis on email dynamic content appearances per action, per dialog, specifically for Web links. This section describes the content in the Dynamic Web Link business area.
Dimension Folders
This table lists the dimension folders in the Online Communication − Dynamic Web Link business area.
Folder Name |
Description |
Database Object Name/Derivation |
Dimension Business Unit |
The business unit dimension. |
PS_D_BUSINESS_UNIT |
Dimension OC Action |
Includes online marketing action and action type information. Online marketing actions can include actions such as sending broadcast emails, displaying a Web page, and sending follow-up emails. |
PS_D_OC_ACTION |
Dimension OC Action Source Action |
A role-playing dimension based on dimension OC Action for source action. |
PS_D_OC_ACTION |
Dimension OC Dialog |
Defines a specific marketing program for the execution of email or Web channels. A dialog consists of one or more marketing actions. This dimension is also called Dialog dimension. |
PS_D_OC_DIALOG |
Dimension OC List |
Includes audience list and list type information. Lists of audiences are used in all dialogs to specify for whom the dialog is targeted. The audience list is sourced from the CRM Customer record. |
PS_D_OC_LIST |
Dimension OC VC Document Content Section |
A role-playing dimension based on dimension Visual Content (VC) Object for document content section. |
PS_D_OC_VCOBJ |
Dimension OC VC Web Link |
The Virtual Content (VC) Object dimension includes virtual content, virtual content type, and virtual content link type information displayed in a Web page or in an email. Virtual content is something that you put on a web page. The type could be an email link, a picture, or a textual paragraph. |
PS_D_OC_VCOBJ |
Dimension OC Visual Content Format |
Includes information about the format of a Web link or email, for example, HTML and TEXT. |
PS_D_OC_VCFMT |
Fact Folder
This table lists the dimension folders in the Online Communication − Dynamic Web Link business area.
Folder Name |
Description |
Database Object Name |
Fact Dynamic Web Link |
This aggregate fact includes the dynamic content Web link information. This is a subset of the F_OC_EMLPFM fact. |
PS_F_OC_DYNLNK |
Metrics
This table lists the metrics in the Online Communication − Dynamic Web Link business area
Item |
Description |
Database Object Name/Derivation |
Click-through Rate |
Contains the average number of click-throughs per offer (number of click-throughs divided by number of offers). |
PS_F_OC_DYNLNK.NUM_CLICKED/ PS_F_OC_DYNLNK.NUM_OFFERED |
Number of Clicked Known |
Contains the actual number of times the specified link was clicked by a known individual respondent. |
PS_F_OC_DYNLNK.NUM_CLICKED_KN |
Number of Clicked Unknown |
Contains the actual number of times the specified link was clicked by an unknown individual respondent. |
PS_F_OC_DYNLNK.NUM_CLICKED_UNK |
Number of Click-throughs |
Contains the actual number of times the specified link was clicked by a respondent. |
PS_F_OC_DYNLNK.NUM_CLICKED |
Number of Offers |
The number of times the document containing the dynamic content objects was sent. |
PS_F_OC_DYNLNK.NUM_OFFERED |
Number of Respondents |
Contains the number of unique contacts from the target audience who clicked on at least one link. |
PS_F_OC_DYNLNK.NUM_RESPONDENT |
Number of Shown Known |
Contains the number of times the document containing the dynamic content objects was sent to known individual audiences. |
PS_F_OC_DYNLNK.NUM_SHOWN_KN |
Number of Shown Unknown |
Contains the number of times the document containing the dynamic content objects was sent to unknown individual audiences. |
PS_F_OC_DYNLNK.NUM_SHOWN_UNK |
Percentage of Responded |
Contains the percentage of viewers who responded to the offer. |
PS_F_OC_DYNLNK.NUM_RESPONDENT/ PS_F_OC_DYNLNK.NUM_OFFERED |
The Dynamic Content Section business area provides analysis on email dynamic content appearances per action, per dialog, specifically for dynamic content sections. This section describes the content in the Dynamic Content Section business area.
Dimension Folders
This table lists the dimension folders in the Online Communication − Dynamic Content Section business area.
Folder Name |
Description |
Database Object Name/Derivation |
Dimension Business Unit |
The business unit dimension. |
PS_D_BUSINESS_UNIT |
Dimension OC Action |
Includes online marketing action and action type information. Online marketing actions can include actions such as sending broadcast emails, displaying a Web page, and sending follow-up emails. |
PS_D_OC_ACTION |
Dimension OC Action Source Action |
A role-playing dimension based on dimension OC Action for source action. |
PS_D_OC_ACTION |
Dimension OC Dialog |
Defines a specific marketing program for the execution of email or Web channels. A dialog consists of one or more marketing actions. This dimension is also called Dialog dimension. |
PS_D_OC_DIALOG |
Dimension OC List |
Includes audience list and list type information. Lists of audiences are used in all dialogs to specify for whom the dialog is targeted. The audience list is sourced from the CRM Customer record. |
PS_D_OC_LIST |
Dimension OC VC Document Content |
A role-playing dimension based on dimension Visual Content object for document content. |
PS_D_OC_VCOBJ |
Dimension OC VC Document Content Section |
A role-playing dimension based on dimension Visual Content Object for document content section. |
PS_D_OC_VCOBJ |
Dimension OC Visual Content Format |
Includes information about the format of a Web link or email, for example, HTML and TEXT. |
PS_D_OC_VCFMT |
Fact Folder
This table lists the fact folder in the Online Communication − Dynamic Content Section business area:
Folder Name |
Description |
Database Object Name |
Fact Dynamic Content Section |
This aggregate fact includes the dynamic content section information. This is a subset of the F_OC_EMLPFM fact. |
PS_F_OC_DYNSEC |
Metrics
This table lists the metrics in the Online Communication − Dynamic Content Section business area:
Item |
Description |
Database Object Name/Derivation |
Number of Clicked Known |
Contains the actual number of times the specified link was clicked by a known individual respondent. |
PS_F_OC_DYNSEC.NUM_CLICKED_KN |
Number of Clicked Unknown |
Contains the actual number of times the specified link was clicked by an unknown individual respondent. |
PS_F_OC_DYNSEC.NUM_CLICKED_UNK |
Number of Click-throughs |
Contains the actual number of times the specified link was clicked by a respondent. |
PS_F_OC_DYNSEC.NUM_CLICKED |
Number of Offers |
The number of times the document containing the dynamic content objects was sent. |
PS_F_OC_DYNSEC.NUM_OFFERED |
Number of Respondents |
Contains the number of unique contacts from the target audience who clicked on at least one link. |
PS_F_OC_DYNSEC.NUM_RESPONDENT |
Number of Shown Known |
Contains the number of times the document containing the dynamic content objects was sent to known individual audiences. |
PS_F_OC_DYNSEC.NUM_SHOWN_KN |
Number of Shown Unknown |
Contains the number of times the document containing the dynamic content objects was sent to unknown individual audiences. |
PS_F_OC_DYNSEC.NUM_SHOWN_UNK |
The Email Performance business area provides analysis on email dynamic content appearances per action, per dialog. This section describes the content in the Email Performance business area.
Dimension Folders
This table lists the dimension folders in the Online Communication − Email Performance business area:
Folder Name |
Description |
Database Object Name/Derivation |
Dimension Business Unit |
The business unit dimension. |
PS_D_BUSINESS_UNIT |
Dimension OC Action |
Includes online marketing action and action type information. Online marketing actions can include actions such as sending broadcast emails, displaying a Web page, and sending follow-up emails. |
PS_D_OC_ACTION |
Dimension OC Action Source Action |
A role-playing dimension based on dimension OC Action for source action. |
PS_D_OC_ACTION |
Dimension OC Dialog |
Defines a specific marketing program for the execution of email or Web channels. A dialog consists of one or more marketing actions. This dimension is also called Dialog dimension. |
PS_D_OC_DIALOG |
Dimension OC Document |
Details email messages and Web pages that are created for dialogs. |
PS_D_OC_DOCMNT |
Dimension OC List |
Includes audience list and list type information. Lists of audiences are used in all dialogs to specify for whom the dialog is targeted. The audience list is sourced from the CRM Customer record. |
PS_D_OC_LIST |
Dimension OC Visual Content Format |
Includes information about the format of a Web link or email, for example, HTML and TEXT. |
PS_D_OC_VCFMT |
Dimension OC Visual Content Object |
A role-playing dimension based on dimension Visual Content. |
PS_D_OC_VCOBJ |
Dimension OC Visual Content Object Parent VC Object |
A role-playing dimension based on dimension Visual Content Object for parent visual content object. |
PS_D_OC_VCOBJ |
Fact Folder
This table lists the fact folder in the Online Communication − Email Performance business area:
Folder Name |
Description |
Database Object Name |
Fact Email Performance |
This aggregate fact includes email dynamic content appearance metrics per action, per dialog. |
PS_F_OC_EMLPFM |
Metrics
This table lists the metrics in the Online Communication − Email Performance business area:
Item |
Description |
Database Object Name/Derivation |
Click-through Rate |
Contains the average number of click-throughs per offer (number of click-throughs divided by number of offers). |
PS_F_OC_EMLPFM.NUM_CLICKED/ PS_F_OC_EMLPFM.NUM_OFFERED |
Number of Clicked Known |
Contains the actual number of times the specified link was clicked by a known individual respondent. |
PS_F_OC_EMLPFM.NUM_CLICKED_KN |
Number of Clicked Unknown |
Contains the actual number of times the specified link was clicked by an unknown individual respondent. |
PS_F_OC_EMLPFM.NUM_CLICKED_UNK |
Number of Click-throughs |
Contains the actual number of times the specified link was clicked by a respondent. |
PS_F_OC_EMLPFM.NUM_CLICKED |
Number of Offers |
The number of times the document containing the dynamic content objects was sent. |
PS_F_OC_EMLPFM.NUM_OFFERED |
Number of Respondents |
Contains the number of unique contacts from the target audience who clicked on at least one link. |
PS_F_OC_EMLPFM.NUM_RESPONDENT |
Number of Shown Known |
Contains the number of times the document containing the dynamic content objects was sent to known individual audiences. |
PS_F_OC_EMLPFM.NUM_SHOWN_KN |
Number of Shown Unknown |
Contains the number of times the document containing the dynamic content objects was sent to unknown individual audiences. |
PS_F_OC_EMLPFM.NUM_SHOWN_UNK |
Percentage of Response |
Contains the percentage of viewers who responded to the offer. |
(PS_F_OC_EMLPFM.NUM_CLICKED_KN+ PS_F_OC_EMLPFM.NUM_CLICKED_UKN)/ PS_F_OC_EMLPFM.NUM_OFFERED |
The Email Response business area provides analysis on email responses per action, per dialog. This section describes the content for the Email Response business area.
Dimension Folders
This table lists the dimension folders in the Online Communication − Email Response business area:
Folder Name |
Description |
Database Object Name/Derivation |
Dimension Business Unit |
The business unit dimension. |
PS_D_BUSINESS_UNIT |
Dimension Day First Contacted Date |
A role-playing dimension based on the Day dimension for first contacted date. |
PS_D_DAY |
Dimension Day First Offered Date |
A role-playing dimension based on the Day dimension for first offered date. |
PS_D_DAY |
Dimension Day Last Contacted Date |
A role-playing dimension based on the Day dimension for last contacted date. |
PS_D_DAY |
Dimension Day Last Offered Date |
A role-playing dimension based on the Day dimension for first offered date. |
PS_D_DAY |
Dimension OC Action |
Includes online marketing action and action type information. Online marketing actions can include actions such as sending broadcast emails, displaying a Web page, and sending follow-up emails. |
PS_D_OC_ACTION |
Dimension OC Action Source Action |
A role-playing dimension based on dimension OC Action for source action. |
PS_D_OC_ACTION |
Dimension OC Dialog |
Defines a specific marketing program for the execution of email or Web channels. A dialog consists of one or more marketing actions. This dimension is also called Dialog dimension. |
PS_D_OC_DIALOG |
Dimension OC List |
Includes audience list and list type information. Lists of audiences are used in all dialogs to specify for whom the dialog is targeted. The audience list is sourced from the CRM Customer record. |
PS_D_OC_LIST |
Fact Folder
This table lists the fact folder in the Online Communication − Email Response business area:
Folder Name |
Description |
Database Object Name |
Fact Email Response |
This aggregate fact includes email response metrics per action, per dialog. |
PS_F_OC_EMLRSP |
Metrics
This table lists the metrics in the Online Communication − Email Response business area:
Item |
Description |
Database Object Name/Derivation |
Click-through Rate |
Contains the average number of click-throughs per offer (number of click-throughs divided by number of offers). |
PS_F_OC_EMLRSP.NUM_CLICKED/ PS_F_OC_EMLRSP.NUM_OFFERED |
Number of Bounced Emails |
Contains the number of contacts in the email action whose email bounced (was not valid). |
PS_F_OC_EMLRSP.NUM_BOUNCED |
Number of Click-throughs |
Contains the actual number of times the specified link was clicked by a respondent. |
PS_F_OC_EMLRSP.NUM_CLICKED |
Number of Do Not Email Contacts |
Contains the number of contacts in the email action who were marked in the database as "Do Not Email.” |
PS_F_OC_EMLRSP.NUM_DO_NOT_EMAIL |
Number of Duplicated |
Contains the number of contacts that appeared in more than one target audience for an external email reaches action. |
PS_F_OC_EMLRSP.NUM_DUPLICATED |
Number of In List |
Contains the number of contacts for each of the reach actions. |
PS_F_OC_EMLRSP.NUM_IN_LIST |
Number of Offers |
The email, the net number of emails sent after removing duplicates and do not email contacts. |
PS_F_OC_EMLRSP.NUM_OFFERED |
Number of Respondents |
Contains the number of unique contacts from the target audience who clicked on at least one link. |
PS_F_OC_EMLRSP.NUM_RESPONDENT |
Number of Responses |
Contains the number of response from a marketing activity. Response for sales force automation (SFA) marketing and telemarketing are the same as total accepted leads. Response for online marketing is the email and Web responses are from online dialog. |
PS_F_OC_EMLRSP.NUM_RESPONDED |
Percentage Responded |
Contains the percentage of viewers who responded to the offer. |
Number of Responses/Number of Offers |
The Individual Web Response business area provides analysis on individual Web responses per action, per dialog. This section describes the content in the Individual Web Response business area.
Dimension Folders
This table lists the dimension folders in the Online Communication − Individual Web Response business area:
Folder Name |
Description |
Database Object Name/Derivation |
Dimension Business Unit |
The business unit dimension. |
PS_D_BUSINESS_UNIT |
Dimension Day Contact Date |
A role-playing dimension based on dimension Day for contact date. |
PS_D_DAY |
Dimension OC Action |
Includes online marketing action and action type information. Online marketing actions can include actions such as sending broadcast emails, displaying a Web page, and sending follow-up emails. |
PS_D_OC_ACTION |
Dimension OC Dialog |
Defines a specific marketing program for the execution of email or Web channels. A dialog consists of one or more marketing actions. This dimension is also called Dialog dimension. |
PS_D_OC_DIALOG |
Dimension OC List |
Includes audience list and list type information. Lists of audiences are used in all dialogs to specify for whom the dialog is targeted. The audience list is sourced from the CRM Customer record. |
PS_D_OC_LIST |
Fact Folder
This table lists the fact folder in the Online Communication − Individual Web Response business area:
Folder Name |
Description |
Database Object Name |
Fact Individual Web Response |
Includes Web individual response information. This base fact is the source to populate OLM aggregate facts. A base fact is a fact table that contains the most granular data. It is not yet summarized. |
PS_F_OC_WEBIND |
Metrics
There are no metrics in the Online Communication − Individual Web Response business area.
The Profile Choice business area provides analysis on profile choices for each Web page profile question, per action, per dialog. This section describes the content in the Profile Choice business area.
Dimension Folders
This table lists the dimension folders in the Online Communication − Profile Choice business area:
Folder Name |
Description |
Database Object Name/Derivation |
Dimension Business Unit |
The business unit dimension. |
PS_D_BUSINESS_UNIT |
Dimension OC Action |
Includes online marketing action and action type information. Online marketing actions can include actions such as sending broadcast emails, displaying a Web page, and sending follow-up emails. |
PS_D_OC_ACTION |
Dimension OC Dialog |
Defines a specific marketing program for the execution of email or Web channels. A dialog consists of one or more marketing actions. This dimension is also called Dialog dimension. |
PS_D_OC_DIALOG |
Dimension OC List |
Includes audience list and list type information. Lists of audiences are used in all dialogs to specify for whom the dialog is targeted. The audience list is sourced from the CRM Customer record. |
PS_D_OC_LIST |
Dimension OC Profile Choice |
Includes profile choice, profile element, profile, and profile type information about the target audience. |
PS_D_OC_PROCHO |
Fact Folder
This table lists the fact folder in the Online Communication − Profile Choice business area:
Folder Name |
Description |
Database Object Name |
Fact Profile Choice |
This aggregate fact includes Online Marketing Profile Choice metrics for each Web page profile question, per action, per dialog. |
PS_F_OC_PROCHO |
Metrics
This table lists the metrics in the Online Communication − Profile Choice business area:
Item |
Description |
Database Object Name/Derivation |
Click-through Rate |
Contains the average number of click-throughs per offer (number of click-throughs divided by number of offers). |
PS_F_OC_PROCHO.NUM_CLICKED/ PS_F_OC_PROCHO.NUM_OFFERED |
Number of Click-throughs |
Contains the actual number of times the specified link was clicked by a respondent. |
PS_F_OC_PROCHO.NUM_CLICKED |
Number of Offers |
The number of times the document was sent |
PS_F_OC_PROCHO.NUM_OFFERED |
Number of Respondents |
Contains the number of unique contacts from the target audience who clicked on at least one link. |
PS_F_OC_PROCHO.NUM_RESPONDENT |
Number of Responses |
Contains the number of response from a marketing activity. Response for sales force automation (SFA) marketing and telemarketing are the same as total accepted leads. Response for online marketing are the email and Web responses from online dialog. |
PS_F_OC_PROCHO.NUM_RESPONDED |
Number of Submits |
Contains the number of times the Web page was submitted by known and unknown individuals. |
PS_F_OC_PROCHO.NUM_SUBMITTED |
Number of Submitters |
Contains the number of unique (non-duplicate) respondents from the target audiences who submitted data in the Web page. |
PS_F_OC_PROCHO.NUM_SUBMITTER |
Number of Visitors |
Contains the number of unique (non-duplicate) respondents from the target audiences who visited the Web page. |
PS_F_OC_PROCHO.NUM_VISITOR |
Number of Visits |
The number of times the Web page was requested by known and unknown individuals. |
PS_F_OC_PROCHO.NUM_VISITED |
Percentage Responses |
Contains the percentage of viewers who responded to the offer. |
PS_F_OC_PROCHO.NUM_RESPONDED/ PS_F_OC_PROCHO.NUM_OFFERED |
Percentage Submits |
Contains the percentage of visitors to the Web page that submitted data in the page. |
PS_F_OC_PROCHO.NUM_SUBMITTED/ PS_F_OC_PROCHO.NUM_VISITED |
Percentage Submitters |
Contains the percentage of unique (non-duplicate) respondents that submitted data in the Web page. |
PS_F_OC_PROCHO.NUM_SUBMITTER/ PS_F_OC_PROCHO.NUM_VISITOR |
The Repeat Email Response business area provides analysis on repeat email responses per action, per dialog. This section describes the content in the Repeat Email Response business area.
Dimension Folders
This table lists the dimension folders in the Online Communication − Repeat Email Response business area:
Folder Name |
Description |
Database Object Name/Derivation |
Dimension Business Unit |
The business unit dimension |
PS_D_BUSINESS_UNIT |
Dimension Day First Contacted Date |
A role-playing dimension based on the Day dimension for first contacted date. |
PS_D_DAY |
Dimension Day Last Contacted Date |
A role-playing dimension based on the Day dimension for last contacted date. |
PS_D_DAY |
Dimension OC Action |
Includes online marketing action and action type information. Online marketing actions can include actions such as sending broadcast emails, displaying a Web page, and sending follow-up emails. |
PS_D_OC_ACTION |
Dimension OC Action Source Action |
A role-playing dimension based on dimension OC Action for source action. |
PS_D_OC_ACTION |
Dimension OC Dialog |
Defines a specific marketing program for the execution of email or Web channels. A dialog consists of one or more marketing actions. This dimension is also called Dialog dimension. |
PS_D_OC_DIALOG |
Dimension OC List |
Includes audience list and list type information. Lists of audiences are used in all dialogs to specify for whom the dialog is targeted. The audience list is sourced from the CRM Customer record. |
PS_D_OC_LIST |
Dimension OC Repeat Action |
This dimension includes online marketing repeat action information. Online marketing actions may include actions such as sending broadcast emails, displaying a Web page, sending follow-up emails, etc. |
PS_D_OC_REPACT |
Fact Folder
This table lists the fact folder in the Online Communication − Repeat Email Response business area:
Folder Name |
Description |
Database Object Name |
Fact Repeat Email Response |
This aggregate fact includes repeat email response metrics per action, per dialog. |
PS_F_OC_EMLREP |
Metrics
This table lists the metrics in the Online Communication − Repeat Email Response business area:
Item |
Description |
Database Object Name/Derivation |
Number of Bounced Emails |
Contains the number of contacts in the email action whose email bounced (were not valid). |
PS_F_OC_EMLREP.NUM_BOUNCED |
Number of Click-throughs |
Contains the actual number of times the specified link was clicked by a respondent. |
PS_F_OC_EMLREP.NUM_CLICKED |
Number of Do Not Email Contacts |
Contains the number of contacts in the email action who were marked in the database as "Do Not Email.” |
PS_F_OC_EMLREP.NUM_DO_NOT_EMAIL |
Number of Duplicated |
Contains the number of contacts that appeared in more than one target audience for an external email reaches action. |
PS_F_OC_EMLREP.NUM_DUPLICATED |
Number of In List |
Contains the number of contacts for each of the reach actions. |
PS_F_OC_EMLREP.NUM_IN_LIST |
Number of Offers |
For email, the net number of emails sent after removing duplicates and do not email contacts. |
PS_F_OC_EMLREP.NUM_OFFERED |
Number of Opened |
The number opened. |
PS_F_OC_EMLREP.NUM_OPENED |
Number of Respondents |
Contains the number of unique contacts from the target audience who clicked on at least one link. |
PS_F_OC_EMLREP.NUM_RESPONDENT |
Number of Responses |
Contains the number of response from a marketing activity. Response for sales force automation (SFA) marketing and telemarketing are the same as total accepted leads. Response for online marketing are the email and Web responses from online dialog. |
PS_F_OC_EMLREP.NUM_RESPONDED |
The Repeat Web Response business area provides analysis on repeat Web page responses per action, per dialog. This section describes the content in the Repeat Web Response business area.
Dimension Folders
This table lists the dimension folders in the Online Communication − Repeat Web Response business area:
Folder Name |
Description |
Database Object Name/Derivation |
Dimension Business Unit |
The business unit dimension. |
PS_D_BUSINESS_UNIT |
Dimension Day First Contacted Date |
A role-playing dimension based on the Day dimension for first contacted date. |
PS_D_DAY |
Dimension Day Last Contacted Date |
A role-playing dimension based on the Day dimension for last contacted date. |
PS_D_DAY |
Dimension OC Action |
Includes online marketing action and action type information. Online marketing actions can include actions such as sending broadcast emails, displaying a Web page, and sending follow-up emails. |
PS_D_OC_ACTION |
Dimension OC Action Source Action |
A role-playing dimension based on dimension OC Action for source action. |
PS_D_OC_ACTION |
Dimension OC Dialog |
Defines a specific marketing program for the execution of email or Web channels. A dialog consists of one or more marketing actions. This dimension is also called Dialog dimension. |
PS_D_OC_DIALOG |
Dimension OC Dialog Source Dialog |
A role-playing dimension based on dimension OC Dialog for source dialog. |
PS_D_OC_DIALOG |
Dimension OC List |
Includes audience list and list type information. Lists of audiences are used in all dialogs to specify for whom the dialog is targeted. The audience list is sourced from the CRM Customer record. |
PS_D_OC_LIST |
Dimension OC List Source List |
A role-playing dimension based on dimension OC List for source list. |
PS_D_OC_LIST |
Dimension OC Repeat Action |
This dimension includes online marketing repeat action information. Online marketing actions may include actions such as sending broadcast emails, displaying a Web page, sending follow-up emails, etc. |
PS_D_OC_REPACT |
Fact Folder
This table lists the fact folder in the Online Communication − Repeat Web Response business area.
Folder Name |
Description |
Database Object Name |
Fact Repeat Web Response |
This aggregate fact includes repeat Web page response metrics per action, per dialog. |
PS_F_OC_WEBREP |
Metrics
This table lists the metrics in the Online Communication − Repeat Web Response business area.
Item |
Description |
Database Object Name/Derivation |
Number of Submits |
Contains the number of times the Web page was submitted by known and unknown individuals. |
PS_F_OC_WEBREP.NUM_SUBMITTED_UNK |
Number of Submitted Known |
Contains the number of times that the Web page was submitted by a known individual. |
PS_F_OC_WEBREP.NUM_SUBMITTED_KN |
Number of Submitted Unknown |
Contains the number of times that the Web page was submitted by an unknown individual. |
PS_F_OC_WEBREP.NUM_SUBMITTED_UNK |
Number of Visited Known |
Contains the number of times that the Web page was requested by a known individual. |
PS_F_OC_WEBREP.NUM_VISITED_KN |
Number of Visited Unknown |
Contains the number of times that the Web page was requested by an unknown individual. |
PS_F_OC_WEBREP.NUM_VISITED_UNK |
Number of Visits |
The number of times the Web page was requested by known and unknown individuals. |
PS_F_OC_WEBREP.NUM_VISITED_UNK |
Percentage of Submits |
Contains the percentage of visitors to the Web page that submitted data in the page. |
Number of Submits/Number of Visits |
The Web Response business area provides analysis on Web page responses per action, per dialog. This section describes the content in the Web Response business area.
Dimension Folders
This table lists the dimension folders in the Online Communication − Web Response business area:
Folder Name |
Description |
Database Object Name/Derivation |
Dimension Business Unit |
The business unit dimension. |
PS_D_BUSINESS_UNIT |
Dimension Day First Contacted Date |
A role-playing dimension based on the Day dimension for first contacted date. |
PS_D_DAY |
Dimension Day Last Contacted Date |
A role-playing dimension based on the Day dimension for last contacted date. |
PS_D_DAY |
Dimension OC Action |
Includes online marketing action and action type information. Online marketing actions can include actions such as sending broadcast emails, displaying a Web page, and sending follow-up emails. |
PS_D_OC_ACTION |
Dimension OC Action Source Action |
A role-playing dimension based on dimension OC Action for source action. |
PS_D_OC_ACTION |
Dimension OC Dialog |
Defines a specific marketing program for the execution of email or Web channels. A dialog consists of one or more marketing actions. This dimension is also called Dialog dimension. |
PS_D_OC_DIALOG |
Dimension OC Dialog Source Dialog |
A role-playing dimension based on dimension OC Dialog for source dialog. |
PS_D_OC_DIALOG |
Dimension OC List |
Includes audience list and list type information. Lists of audiences are used in all dialogs to specify for whom the dialog is targeted. The audience list is sourced from the CRM Customer record. |
PS_D_OC_LIST |
Dimension OC List Source List |
A role-playing dimension based on dimension OC List for source list. |
PS_D_OC_LIST |
Fact Folder
This table lists the fact folder in the Online Communication − Web Response business area:
Folder Name |
Description |
Database Object Name |
Fact Web Response |
This aggregate fact includes Web page response metrics per action, per dialog. |
PS_F_OC_WEBRSP |
Metrics
This table lists the metrics in the Online Communication − Web Response business area:
Item |
Description |
Database Object Name/Derivation |
Number of Submits |
Contains the number of times the Web page was submitted by known and unknown individuals. |
PS_F_OC_WEBRSP.NUM_SUBMITTED_UNK |
Number of Submits Known |
Contains the number of times that the Web page was submitted by known individual count. |
PS_F_OC_WEBRSP.NUM_SUBMITTED_KN |
Number of Submits Unknown |
Contains the number of times that the Web page was submitted by unknown individual. |
PS_F_OC_WEBRSP.NUM_SUBMITTED_UNK |
Number of Submitters |
Contains the number of unique (non-duplicate) respondents from the target audiences who submitted data in the Web page. |
PS_F_OC_WEBRSP.NUM_SUBMITTER |
Number of Visitors |
Contains the number of unique (non-duplicate) respondents from the target audiences who visited the Web page. |
PS_F_OC_WEBRSP.NUM_VISITOR |
Number of Visits |
The number of times the Web page was requested by known and unknown individuals. |
PS_F_OC_WEBRSP.NUM_VISITED_KN+ PS_F_OC_WEBRSP.NUM_VIISTED_UNK |
Number of Visits Known |
Contains the number of times that the Web page was requested by known individual. |
PS_F_OC_WEBRSP.NUM_VISITED_KN |
Number of Visits Unknown |
Contains the number of times that the Web page was requested by unknown individual. |
PS_F_OC_WEBRSP.NUM_VISITED_UKN |
Percentage Submitters |
Contains the percentage of unique (non-duplicate) respondents that submitted data in the Web page. |
PS_F_OC_WEBRSP.NUM_SUBMITTER/ PS_F_OC_WEBRSP.NUM_VISITOR |
Percentage of Submits |
Contains the percentage of visitors to the Web page that submitted data in the page. |
(PS_F_OC_WEBRSP.NUM_SUBMITTED_KN+ PS_F_OC_WEBRSP.NUM_SUBMITTED_UNK)/ (PS_F_OC_WEBRSP.NUM_VISITED_KN+ PS_F_OC_WEBRSP.NUM_VISITED_UNK) |
This section describes the content for the Sales business areas in the CRM Warehouse. This section discusses these business areas:
Lead
Opportunity
Order Association
Order Capture
Product Opportunity
Product Quote
Quota
Quote
The Lead business area provides analysis on lead and provides the ability to evaluate the quality and quantity of leads and the responsiveness of the sales organization to new leads. This section describes the content of the Lead business area.
Dimension Folders
This table lists the dimension folders in the Sales - Lead business area:
Folder Name |
Description |
Database Object Name/Derivation |
Dimension Business Unit |
The business unit dimension. |
PS_D_BUSINESS_UNIT |
Dimension Channel Partner |
Includes information about channel partners involved in the sales process. |
PS_D_CHNL_PARTNER |
Dimension Customer |
Includes information about entities that can participate in business relationships. |
PS_D_CUSTOMER |
Dimension Customer Contact |
Includes information about the customer contact person. Customer contacts can include contacts and partners. |
PS_D_CUST_CNTCT |
Dimension Day Lead Accepted Date |
The lead accepted date role-playing dimension based on Day dimension. |
PS_D_DAY |
Dimension Day Lead Referred Date |
The lead referred date role-playing dimension based on Day dimension. |
PS_D_DAY |
Dimension Day Lead Start/Create Date |
The lead start/create date role-playing dimension based on Day dimension. |
PS_D_DAY |
Dimension Lead |
Includes sales leads generated by marketing campaign waves. |
PS_D_LEAD |
Dimension Lead Rating |
Holds the sales lead rating, which describes the quality of the lead. |
PS_D_LEAD_RATING |
Dimension Marketing Activity |
Includes actions taken as part of a marketing campaign. All standard campaigns must include at least one activity. A marketing activity in online marketing is also known as a dialog. |
PS_D_MKT_ACTIVITY |
Dimension Marketing Channel |
Includes marketing channel information through which the campaign is implemented. |
PS_D_MKT_CHANNEL |
Dimension Partner |
Includes information about a company partner |
PS_D_PARTNER |
Dimension Partner Contact |
Includes partner contact data. |
PS_D_PRTR_CNTCT |
Dimension Product |
Contains information on products that are offered for sale. |
PS_D_PRODUCT |
Dimension Qualification |
Includes qualification information for sales leads and opportunities. |
PS_D_QUALIFICATION |
Dimension Region |
Contains geography information for customers. It is a shared dimension used in CRM marketing, sales, and support. |
PS_D_REGION |
Dimension SIC (Standard Industrial Classification) |
Includes SIC code information. |
PS_D_SIC |
Dimension Sales Status |
Includes sales lead or opportunity status information. |
PS_D_SALES_STATUS |
Dimension Segment |
Includes customer segment information |
PS_D_SEGMENT |
Dimension Territory |
Includes sales territory information. Sales territories are user defined sales regions independent of geography or proximity. |
PS_D_TERRITORY |
Fact Folder
This table lists the fact folder in the Sales - Lead business area:
Folder Name |
Description |
Database Object Name |
Fact Sales Lead |
This accumulated snapshot fact includes sales lead metrics. |
PS_F_LEAD |
Complex Folder
This table lists the complex folder in the Sales - Lead business area:
Folder Name |
Description |
Database Object Name/Derivation |
Customer Organization and Industry |
The dimension Customer Organization and Industry complex folder combines elements of Customer and Industry (hierarchy) folders |
PS_D_CUST_ORG PS_H_INDUSTRY |
Metrics
This table lists the metrics in the Sales - Lead business area:
Item |
Description |
Database Object Name/Derivation |
Average Lead to Opportunity Days |
Contains the number of average days the lead takes to become an initial opportunity. Lead to opportunity days is sourced from E-CRM Opportunity and Lead. E1-CRM will not calculate this metric, as source data does not support such analysis. |
PS_F_LEAD.LEAD_TO_OPPY_DY |
Average Lead to Sales Days |
Contains the number of average days the lead takes to become an initial sale. Lead to Sale Days is sourced from E-CRM Order Capture. E1-CRM will not calculate this metric, as source data does not support such analysis. |
PS_F_LEAD.LEAD_TO_SALE_DY |
Lead to Opportunity Days |
Contains the number of days the lead takes to become an initial opportunity. Lead to opportunity days is sourced from E-CRM Opportunity and Lead. E1-CRM will not calculate this metric, as source data does not support such analysis. |
PS_F_LEAD.LEAD_TO_OPPY_DY |
Lead to Sales Days |
Contains the number of days the lead takes to become an initial sale. Lead to Sale Days is sourced from E-CRM Order Capture. E1-CRM will not calculate this metric, as source data does not support such analysis. |
PS_F_LEAD.LEAD_TO_SALE_DY |
Lead to Opportunity Conversion Rate |
Contains the lead to opportunity conversion rate (number of opportunities divided by number of leads). |
PS_F_LEAD.NUM_OF_LEAD |
Lead to Order Conversion Rate |
Contains the lead to order conversion rate (number of orders divided by number of leads). |
PS_F_LEAD.NUM_OF_LEAD |
Lost Opportunities |
Contains the lost opportunities. |
CASE WHEN Fact Sales Lead.Opportunity Status Id = '1' THEN Fact Sales Lead.Number of Opportunities ELSE 0 END |
Number of Customers |
Contains the number of customers who placed orders for the marketing activity. Number of customers is sourced from E-CRM Sales Opportunity record. |
PS_F_LEAD.NUM_OF_CUST |
Number of Leads |
Contains the number of leads generated for the marketing activity. |
PS_F_LEAD.NUM_OF_LEAD |
Number of Opportunities |
Contains the number of opportunities that were generated from a single lead. Number of Opportunities is sourced from E-CRM Opportunity. E1-CRM will not calculate this metric, as source data does not support such analysis |
PS_F_LEAD.NUM_OF_OPPY |
Number of Orders |
Contains the number of orders that were generated out of a single lead. Number of Orders is sourced from E-CRM Order Capture. E1-CRM will not calculate this metric, as source data does not support such analysis. |
PS_F_LEAD.NUM_OF_ORDER |
Number of Qualified Leads |
Contains the number of qualified leads. |
CASE WHEN Fact Sales Lead.Lead Status Id = 'AC' THEN Fact Sales Lead.Number of Leads ELSE 0 END |
Number of Quotes |
Contains the number of quotes that were generated out of a single lead. Number of Quotes is sourced from E-CRM Order Capture. E1-CRM will not calculate this metric, as source data does not support such analysis |
PS_F_LEAD.NUM_OF_QUOTE |
Number of Rejected Leads |
Contains the number of rejected leads. |
CASE WHEN Fact Sales Lead.Lead Status Id = 'RJ' THEN Fact Sales Lead.Number of Leads ELSE 0 END |
Won Opportunities |
Contains the won opportunities. |
CASE WHEN Fact Sales Lead.Opportunity Status Id = '2' THEN Fact Sales Lead.Number of Opportunities ELSE 0 END |
The Opportunity Analysis business area provides analysis on the expected, forecasted, and closed revenue for each sales opportunity from open to close. It provides the basis of measurement on the sales opportunity pipeline and fallout analysis. This section describes the content in the Opportunity Analysis business area.
Dimension Folder
This table lists the dimension folder in the Sales - Opportunity Analysis business area:
Folder Name |
Description |
Database Object Name/Derivation |
Dimension Business Unit |
The business unit dimension. |
PS_D_BUSINESS_UNIT |
Dimension Channel Partner |
Includes information about channel partners involved in the sales process. |
PS_D_CHNL_PARTNER |
Dimension Competitor |
Includes competitor information. A competitor is a company that you are competing against for a sales opportunity. |
PS_D_COMPETITOR |
Dimension Confidence |
Includes information about sales confidence. The data is EPM defined data through Dimension Mapper. |
PS_D_CONFIDENCE |
Dimension Currency |
The currency dimension. |
PS_D_CURRENCY |
Dimension Customer |
Includes information about entities that can participate in business relationships. |
PS_D_CUSTOMER |
Dimension Customer Contact |
Includes information about the customer contact person. Customer contacts can include contacts and partners. |
PS_D_CUST_CNTCT |
Dimension Customer Ship To Customer |
A role-playing dimension that Includes information for entities that can participate in business relationships. In E-CRM, they can be companies, consumers, or sites. Customers in E-SCM E-EFM, E1CRM, E1-SCM, and E1-AR refer to companies only. |
PS_D_CUSTOMER |
Dimension Day Opportunity Closed Date |
A role-playing dimension for opportunity-closed date based on dimension Day. |
PS_D_DAY |
Dimension Day Snapshot Date |
A role-playing dimension based on dimension Day for snapshot date. |
PS_D_DAY |
Dimension Fallout Reason |
Includes fallout or lost reason information. It is the main reason for losing an opportunity to a competitor. |
PS_D_FALLOUT_RSN |
Dimension Marketing Activity |
Includes actions taken as part of a marketing campaign. All standard campaigns must include at least one activity. A marketing activity in online marketing is also known as a dialog. |
PS_D_MKT_ACTIVITY |
Dimension Marketing Channel |
Includes marketing channel information through which the campaign is implemented. |
PS_D_MKT_CHANNEL |
Dimension Opportunity |
Includes information about the sales opportunity. |
PS_D_OPPORTUNITY |
Dimension Opportunity Indicator |
This dimension decodes, or describes the value of the opportunity flag. Some values are: forecasted, open, closed, qualified, won, lost. |
PS_D_OPPY_FLAG |
Dimension Partner |
Includes partner information. |
PS_D_PARTNER |
Dimension Partner Contact Primary Partner Contact |
This is a role-playing dimension for primary partner contact based on dimension Partner Contact. |
PS_D_PRTR_CNTCT |
Dimension Partner Primary Partner |
This is a role-playing dimension for dimension primary partner based on dimension Partner. |
PS_D_PARTNER |
Dimension Qualification |
Includes qualification information for sales leads and opportunities. |
PS_D_QUALIFICATION |
Dimension Region |
Contains geography information for customers. It is a shared dimension used in CRM marketing, sales, and support. |
PS_D_REGION |
Dimension Role Type |
Includes information about the role played by a contact, partner, company or an individual. Data is sourced from E-CRM Business Object Relational Model (BORM). |
PS_D_ROLE_TYPE |
Dimension Sales Rep |
This dimension includes information about sales representatives. |
PS_D_SALES_REP |
Dimension Sales Stage |
Includes sales stage (sales cycle) information, which indicates the stage of the opportunity during the sales cycle. |
PS_D_SALES_STAGE |
Dimension Sales Status |
Includes sales lead or opportunity status information. |
PS_D_SALES_STATUS |
Dimension Segment |
Includes customer segment information. |
PS_D_SEGMENT |
Dimension Territory |
Includes sales territory information. Sales territories are user defined sales regions independent of geography or proximity. |
PS_D_TERRITORY |
Fact Folder
This table lists the fact folder in the Sales - Opportunity Analysis business area:
Folder Name |
Description |
Database Object Name |
Fact Sales Opportunity |
This period snapshot fact contains the expected, forecasted, and closed revenue for each sales opportunity from open to close. This fact data includes the basis of measurement on the sales opportunity pipeline and fallout analysis. |
PS_F_OPPORTUNITY |
Metrics
This table lists the metrics in the Sales - Opportunity Analysis business area:
Item |
Description |
Database Object Name/Derivation |
Actual Opportunity Sales Cycle |
Contains the actual opportunity to sales days, which is the difference between opportunity closed date and sales order date. If multiple sales orders are generated from an opportunity, the smallest sales order date is used for calculation. |
PS_F_OPPORTUNITY.ACT_OPPY_SLS_DY |
Average Confidence Percent |
Contains the probability or confidence percent of an opportunity. In E1, 0% implies that it is lost business and 100% implies that it is won business. |
PS_F_OPPORTUNITY.CONFIDENCE_PCT |
Average Days to Close |
Contains the average days to close a sale. |
CASE WHEN Fact Sales Opportunity.Opportunity Status Id = 1 THEN Fact Sales Opportunity.Actual Opportunity Sales Cycle/Fact Sales Opportunity.Number of Opportunities ELSE 0 END |
Estimated Opportunity Sales Cycle |
Contains the estimated number days for an opportunity to be converted into a sales order. For E1-CRM, this is calculated by ETL. For an opportunity that is not closed, this is the opportunity closed date less the opportunity start date. |
PS_F_OPPORTUNITY.EST_OPPY_SLS_DY |
Forecast Revenue Lost |
Contains the forecast revenue lost. |
CASE WHEN Fact Sales Opportunity.Opportunity Status Id = '1' THEN Fact Sales Opportunity.Opportunity Forecast Revenue ELSE 0 END |
Number of Opportunities |
Contains the number of opportunities. |
PS_F_OPPORTUNITY.OPPY_SID |
Opportunities Lost |
Contains the total number of opportunities lost. |
CASE WHEN Fact Sales Opportunity.Opportunity Status Id = '1' THEN Fact Sales Opportunity.Number of Opportunities ELSE 0 END |
Opportunities Won |
Contains the total number of opportunities won. |
CASE WHEN Fact Sales Opportunity.Opportunity Status Id = '2' THEN Fact Sales Opportunity.Number of Opportunities ELSE 0 END |
Opportunity Actual Revenue |
Contains the actual revenue derived from the opportunity. |
PS_F_OPPORTUNITY.OPPY_ACT_REV |
Opportunity Budget Amount |
Contains the amount of revenue that was budgeted for the opportunity. Budget amount is sourced from E1-CRM opportunity record. E-CRM does not calculate this metric. |
PS_F_OPPORTUNITY.OPPY_BGT_AMT |
Opportunity Expected Revenue |
Contains the expected revenue associated with an opportunity. This is specifically used for forecasting. |
PS_F_OPPORTUNITY.OPPY_EXP_REV |
Opportunity Forecast Revenue |
Contains the amount of revenue that was forecasted for the opportunity. Forecast revenue is sourced from E-CRM Forecast record. E1-CRM does not calculate this metric. |
PS_F_OPPORTUNITY.OPPY_FCT_REV |
Opportunity Sales Day Accuracy |
Contains the difference between estimated opportunity to sales days and actual opportunity to sales days. |
PS_F_OPPORTUNITY.OPPY_SLS_DY_ACC |
Opportunity To Lost Days |
The number of days elapsed between the time when a sales opportunity is obtained and the time when the opportunity is lost. |
CASE WHEN Fact Sales Opportunity.Opportunity Status Id = '1' THEN Fact Sales Opportunity.Actual Opportunity Sales Cycle ELSE 0 END |
Opportunity Weighted Pipeline |
Contains the amount of sales multiplied by the probability percent of the opportunity. |
Fact Sales Opportunity.Opportunity Actual Revenue*Fact Sales Opportunity.Average Confidence Percent |
Opportunity Weighted Revenue |
Contains the opportunity weighted revenue (expected revenue * confidence percent). |
PS_F_OPPORTUNITY.OPPY_WGT_REV |
Opportunity Closed Revenue |
Contains the amount of revenue from the sales orders that are generated from the opportunity. Closed revenue is sourced from E-CRM Order Capture record or E1-CRM Sales Order Line record. |
PS_F_OPPORTUNITY.OPPY_CLS_REV |
Percentage of Opportunity Lost to Total Opportunities |
Contains the percentage of opportunity lost to total opportunities. (Number of lost opportunities divided by the total number of opportunities). |
Fact Sales Opportunity.Opportunities Lost/Fact Sales Opportunity.Number of Opportunities |
Sales Rep Percentage |
Contains the percentage of an opportunity allocated to a specific sales representative. |
PS_F_OPPORTUNITY.SALES_REP_PCT |
The Order Association business area provides analysis on relationships between order captures and associated objects, such as sales lead, opportunity, service order, and RMA. This section describes the content in the Order Association business area.
Dimension Folders
This table lists the dimension folders in the Sales − Order Association business area:
Folder Name |
Description |
Database Object Name/Derivation |
Dimension Association Type |
Defines the association type for case, interaction and order association. |
PS_D_ASSOC_TYPE |
Dimension Business Unit |
The business unit dimension. |
PS_D_BUSINESS_UNIT |
Dimension Day Order Capture Date |
Role-playing dimension for order capture date based on dimension Day. |
PS_D_DAY |
Dimension Order Capture |
Includes order capture information for the sales order process. |
PS_D_ORD_CAPTURE |
Fact Folder
This table lists the fact folder in the Sales − Order Association business area:
Folder Name |
Description |
Database Object Name |
Fact Order Association |
Includes the relationship data between an order capture and its associated objects, such as sales lead, opportunity, service order, and returned material authorization. |
PS_F_ORD_ASSOC |
Metrics
This table lists the metrics in the Sales − Order Association business area:
Item |
Description |
Database Object Name/Derivation |
Order Association Count |
Contains the order association counter. |
PS_F_ORD_ASSOC.ORD_ASSOC_CNT |
Order From Lead |
Contains the number of orders received through a lead. |
PS_F_ORD_ASSOC.ORD_WITH_LEAD |
Order From Opportunity |
Contains the number of orders received through an opportunity. |
PS_F_ORD_ASSOC.ORD_WITH_OPPY |
Order From RMA |
Contains the number of order associated with a returned material authorization (RMA). |
PS_F_ORD_ASSOC.ORD_WITH_RMA |
Order From Service Order |
Contains the number of orders associated with a service order. |
PS_F_ORD_ASSOC.ORD_WITH_SO |
The Order Capture business area provides analysis on sales order line transactions. It allows managers to understand the overall state of revenue by quotes and orders. This section describes the content in the Order Capture business area.
Dimension Folders
This table lists the dimension folders in the Sales − Order Capture business area:
Folder Name |
Description |
Database Object Name/Derivation |
Dimension Business Unit |
The business unit dimension. |
PS_D_BUSINESS_UNIT |
Dimension Currency |
The currency dimension. |
PS_D_CURRENCY |
Dimension Customer |
Includes information about entities that can participate in business relationships. |
PS_D_CUSTOMER |
Dimension Customer Contact |
Includes information about the customer contact person. Customer contacts can include contacts and partners. |
PS_D_CUST_CNTCT |
Dimension Day Order Capture Date |
Role-playing dimension for order capture date based on dimension Day. |
PS_D_DAY |
Dimension Marketing Activity |
Includes actions taken as part of a marketing campaign. All standard campaigns must include at least one activity. A marketing activity in online marketing is also known as a dialog. |
PS_D_MKT_ACTIVITY |
Dimension Marketing Channel |
Includes marketing channel information through which the campaign is implemented. |
PS_D_MKT_CHANNEL |
Dimension Order Capture |
Includes order capture information for the sales order process. |
PS_D_ORD_CAPTURE |
Dimension Order Capture Order Status |
Includes the order status of the order capture. |
PS_D_ORD_STATUS |
Dimension Partner |
Includes partner information. |
PS_D_PARTNER |
Dimension Partner Contact |
Includes partner contact data. |
PS_D_PRTR_CNTCT |
Dimension Product |
Contains information on products that are offered for sale. |
PS_D_PRODUCT |
Dimension Region |
Contains geography information for customers. It is a shared dimension used in CRM marketing, sales, and support. |
PS_D_REGION |
Dimension Sales Rep |
This dimension includes information about sales representatives. |
PS_D_SALES_REP |
Dimension Segment |
Includes customer segment information. |
PS_D_SEGMENT |
Dimension Ship To Type |
Includes order ship to type information for orders. |
PS_D_SHIP_TO_TYPE |
Dimension Unit of Measure |
The unit of measure dimension. |
PS_D_UOM |
Fact Folder
This table lists the fact folder in the Sales − Order Capture business area:
Folder Name |
Description |
Database Object Name |
FactOrder Capture |
Captures sales order line transaction metrics. |
PS_F_ORD_CAPTURE |
Metrics
This table lists the metrics in the Sales − Order Capture business area:
Item |
Description |
Database Object Name/Derivation |
Discount |
Contains the difference between list price and order price. |
PS_F_ORD_CAPTURE.LIST_PRICE - PS_F_ORD_CAPTURE.ORD_PRICE |
List Price |
Contains the established price for the product. |
PS_F_ORD_CAPTURE.LIST_PRICE |
Number of Orders Captured |
Contains the number of orders captured. |
COUNT (PS_F_ORD_CAPTURE.ORD_CAP_SID) |
Order Price |
Contains the price per unit for calculating service charge. |
PS_F_ORD_CAPTURE.ORD_PRICE |
Quantity Ordered |
Contains the quantity ordered by customer. |
PS_F_ORD_CAPTURE.QTY_ORDERED |
Recurring Frequency |
Contains the frequency at which recurring orders occur. |
PS_F_ORD_CAPTURE.RECUR_FREQ |
Recurring Price |
Contains the price charged for recurring orders. |
PS_F_ORD_CAPTURE.RECUR_PRICE |
The Product Opportunity business area provides analysis on price and discount information for each sales opportunity. This section describes the content in the Product Opportunity business area.
See PeopleSoft Enterprise CRM 8.9 Business Object Management PeopleBook , “Defining Control Values for Business Objects”
Dimension Folders
This table lists the dimension folders in the Sales − Product Opportunity business area:
Folder Name |
Description |
Database Object Name/Derivation |
Dimension Business Unit |
The business unit dimension. |
PS_D_BUSINESS_UNIT |
Dimension Competitor |
Includes competitor information. A competitor is a company that you are competing against for a sales opportunity. |
PS_D_COMPETITOR |
Dimension Confidence |
Includes information about sales confidence. The data is EPM defined data through Dimension Mapper. |
PS_D_CONFIDENCE |
Dimension Currency |
The currency dimension. |
PS_D_CURRENCY |
Dimension Customer |
Includes information about entities that can participate in business relationships. |
PS_D_CUSTOMER |
Dimension Customer Contact |
Includes information about the customer contact person. Customer contacts can include contacts and partners. |
PS_D_CUST_CNTCT |
Dimension Customer Ship To Customer |
Includes information for entities that can participate in business relationships. In E-CRM, they can be companies, consumers, or sites. Customers in E-SCM E-EFM, E1CRM, E1-SCM, and E1-AR refer to companies only. This is a role-playing dimension. There is a customer dimension table, D_CUSTOMER. Some of those customers are those to whom you would send the bill (Bill To Customer). There are others to whom you would ship the product (Ship To Customer) |
PS_D_CUSTOMER |
Dimension Day Opportunity Closed Date |
A role-playing dimension for opportunity-closed date based on dimension Day. |
PS_D_DAY |
Dimension Day Snapshot Date |
A role-playing dimension based on dimension Day for snapshot date. |
PS_D_DAY |
Dimension Fallout Reason |
Includes fallout or lost reason information. It is the main reason for losing an opportunity to a competitor. |
PS_D_FALLOUT_RSN |
Dimension Inventory Item |
Stores information on inventory item. This is information like the order point or the minimum number to order. |
PS_D_INV_ITEM |
Dimension Line Type |
Stores information on Product Line Types. |
PS_D_LN_TYP |
Dimension Marketing Activity |
Includes actions taken as part of a marketing campaign. All standard campaigns must include at least one activity. A marketing activity in online marketing is also known as a dialog. |
PS_D_MKT_ACTIVITY |
Dimension Marketing Channel |
Includes marketing channel information through which the campaign is implemented. |
PS_D_MKT_CHANNEL |
Dimension Opportunity |
Includes information about the sales opportunity. |
PS_D_OPPORTUNITY |
Dimension Opportunity Indicator |
This dimension decodes or contains descriptions for the following flags: forecasted, open, closed, qualified, won, lost. |
PS_D_OPPY_FLAG |
Dimension Partner Contact Primary Partner Contact |
This is a role-playing dimension for primary partner contact based on dimension Partner Contact. |
PS_D_PRTR_CNTCT |
Dimension Partner Primary Partner |
This is a role-playing dimension for dimension primary partner based on dimension Partner. |
PS_D_PARTNER |
Dimension Product |
Contains information on products that are offered for sale. |
PS_D_PRODUCT |
Dimension Qualification |
Includes qualification information for sales leads and opportunities. |
PS_D_QUALIFICATION |
Dimension Region |
Contains geography information for customers. It is a shared dimension used in CRM marketing, sales, and support. |
PS_D_REGION |
Dimension Sales Stage |
Includes sales stage (sales cycle) information, which indicates the stage of the opportunity during the sales cycle. |
PS_D_SALES_STAGE |
Dimension Sales Status |
Includes sales lead or opportunity status information. |
PS_D_SALES_STATUS |
Dimension Segment |
Includes customer segment information. For example: … |
PS_D_SEGMENT |
Dimension Territory |
Includes sales territory information. Sales territories are user defined sales regions independent of geography or proximity. |
PS_D_TERRITORY |
Dimension Unit of Measure |
The unit of measure dimension. |
PS_D_UOM |
Fact Folder
This table lists the fact folder in the Sales − Product Opportunity business area:
Folder Name |
Description |
Database Object Name |
Fact Sales Product Opportunity |
This period snapshot fact contains product price and discount information for each sales opportunity. |
PS_F_OPPY_PRODUCT |
Metrics
This table lists the metrics in the Sales − Product Opportunity business area:
Item |
Description |
Database Object Name/Derivation |
Average Confidence Percentage |
The average confidence percentage. |
PS_F_OPPY_PRODUCT.CONFIDENCE_PCT/100 |
Average Discount Price |
The average discount price. |
SUM(Fact Sales Product Opportunity.Price Discount)/Fact Sales Product Opportunity.Product Opportunities |
Item Actual Unit Price |
Contains the actual unit price for a line item in an opportunity. |
PS_F_OPPY_PRODUCT.ITM_ACT_PRC |
Item Non Recurring Price |
The item non-recurring price, that is, a one time payment. |
PS_F_OPPY_PRODUCT.NON_RECUR_PRC |
Item Quantity |
Contains the quantity potentially ordered for an item or product in an opportunity. |
PS_F_OPPY_PRODUCT.ITM_QTY |
Item Recurring Price |
The item recurring price. This is a repeating or “periodic” payment. |
PS_F_OPPY_PRODUCT.RECUR_PRC |
Item Weighted Price |
Contains the amount of the total item price multiplied by the probability percentage of the opportunity. |
PS_F_OPPY_PRODUCT.WGT_TOT_PRC |
Price Discount |
The price discount. |
PS_F_OPPY_PRODUCT.ITM_ACT_PRC |
Product Opportunities |
Contains the number of opportunities that are related to all products |
COUNT (PS_F_OPPY_PRODUCT.OPPY_SID) |
Total Item Price |
Total item price |
PS_F_OPPY_PRODUCT.TOT_ITM_PRC |
Total Recurring Price |
The total recurring price. |
PS_F_OPPY_PRODUCT.TOT_RECUR_PRC |
Won Opportunities |
Contains the won opportunities. |
CASE WHEN Fact Sales Product Opportunity.Opportunity Status Id = '1' THEN Fact Sales Product Opportunity.Product Opportunities ELSE 0 END |
The Product Quote business area provides analysis on product sales quote price and discount by product and sales quote. This section describes the content in the Product Quote business area.
Dimension Folders
This table lists the dimension folders in the Sales − Product Quote business area:
Folder Name |
Description |
Database Object Name/Derivation |
Dimension Business Unit |
The business unit dimension. |
PS_D_BUSINESS_UNIT |
Dimension Currency |
The currency dimension. |
PS_D_CURRENCY |
Dimension Customer |
Includes information about entities that can participate in business relationships. |
PS_D_CUSTOMER |
Dimension Customer Contact |
Includes information about the customer contact person. Customer contacts can include contacts and partners. |
PS_D_CUST_CNTCT |
Dimension Day Quote Date |
A role-playing dimension based on dimension Day for quote date. |
PS_D_DAY |
Dimension Lead |
Includes sales leads generated by marketing campaign waves. |
Lead |
Dimension Marketing Activity |
Includes actions taken as part of a marketing campaign. All standard campaigns must include at least one activity. A marketing activity in online marketing is also known as a dialog. |
PS_D_MKT_ACTIVITY |
Dimension Marketing Channel |
Includes marketing channel information through which the campaign is implemented. |
PS_D_MKT_CHANNEL |
Dimension Opportunity |
Includes information about the sales opportunity. |
PS_D_OPPORTUNITY |
Dimension Partner |
Includes partner information. |
PS_D_PARTNER |
Dimension Partner Contact |
Includes partner contact data. |
PS_D_PRTR_CNTCT |
Dimension Product |
Contains information on products that are offered for sale. |
PS_D_PRODUCT |
Dimension Quote |
Includes sales quote information. |
PS_D_QUOTE |
Dimension Region |
Contains geography information for customers. It is a shared dimension used in CRM marketing, sales, and support. |
PS_D_REGION |
Dimension Territory |
Includes sales territory information. Sales territories are user defined sales regions independent of geography or proximity. |
PS_D_TERRITORY |
Fact Folder
This table lists the fact folder in the Sales − Product Quote business area:
Folder Name |
Description |
Database Object Name |
Fact Product Quote |
This transaction fact includes product sales quote price and discount metrics at the product and sales quote grain. |
PS_F_PROD_QUOTE |
Complex Folder
This table lists the complex folder in the Sales − Product Quote business area:
Folder Name |
Description |
Database Object Name/Derivation |
Customer Organization and Industry |
The dimension Customer Organization and Industry complex folder combines elements of Customer and Industry (hierarchy) folders. |
PS_D_CUST_ORG PS_H_INDUSTRY |
Metrics
This table lists the metrics in the Sales − Product Quote business area:
Item |
Description |
Database Object Name/Derivation |
Average Deal Discount |
Contains the average deal discount. |
PS_F_PROD_QUOTE.PROD_DISC_PRC/ (CASE WHEN Discount Indicator = 'Y' THEN COUNT(PS_F_PROD_QUOTE.QUOTE_SID) ELSE NULL END) |
Average Deal Price |
Contains the average deal price. |
PS_F_PROD_QUOTE.PROD_DISC_PRC/ COUNT(PS_F_PROD_QUOTE.QUOTE_SID) |
Deal Discount |
Contains the deal discount. |
PS_F_PROD_QUOTE.PROD_DISC_PRC |
Deal Price |
Contains the deal price. |
PS_F_PROD_QUOTE.PROD_LIST_PRC |
Number of Quotes |
Contains the number of quotes |
COUNT(PS_F_PROD_QUOTE.QUOTE_SID) |
Number of Quotes Discounted |
Contains the number of discounted quotes. |
CASE WHEN Discount Indicator = 'Y' THEN COUNT(PS_F_PROD_QUOTE.QUOTE_SID) ELSE NULL END |
Product List Price |
Contains the product list price. |
PS_F_PROD_QUOTE.PROD_LIST_PRC |
Product Quote Discount Price |
Contains the discount price per unit. |
PS_F_PROD_QUOTE.PROD_DISC_PRC |
Product Quote Price |
Contains the quoted price per unit. This is the price that is offered to the customer by the sales rep for that specific quote, which may be different than the generally available price. |
PS_F_PROD_QUOTE.PROD_QUO_PRC |
Product Quote Quantity |
Contains the quoted number of units for a product. |
PS_F_PROD_QUOTE.QUOTE_QTY |
The Quota business area provides analysis on forecast, sales representative sales quotas and actual revenue by sales representative, by forecast. This section describes the content in the Quota business area.
Dimension Folders
This table lists the dimension folders in the Sales - Quota business area:
Folder Name |
Description |
Database Object Name/Derivation |
Dimension Business Unit |
The business unit dimension. |
PS_D_BUSINESS_UNIT |
Dimension Currency |
The currency dimension. |
PS_D_CURRENCY |
Dimension Day Snapshot Date |
A role-playing dimension based on dimension Day for snapshot date. |
PS_D_DAY |
Dimension Sales Forecast |
Holds information about forecasts, which are forward looking estimations of income or performance. |
PS_D_FORECAST |
Dimension Sales Rep |
This dimension includes information about sales representatives. |
PS_D_SALES_REP |
Dimension Time Frame |
Includes information about timeframes, which are dynamic time periods used for calculation purposes. |
PS_D_TIMEFRAME |
Fact Folder
This table lists the fact folder in the Sales - Quota business area:
Folder Name |
Description |
Database Object Name |
Fact Sales Quota |
This snapshot fact includes metrics used to analyze forecast, sales representative sales quotas and actual revenue. The fact grain is by sales representative, by forecast. |
PS_F_SALES_QUOTA |
Metrics
This table lists the metrics in the Sales - Quota business area:
Item |
Description |
Database Object Name/Derivation |
Actual Revenue |
Contains the actual revenue achieved by the sales representative. |
PS_F_SALES_QUOTA.OPPY_ACT_REV |
Forecast Revenue |
Contains the revenue that is achieved if the sales quota is achieved. |
PS_F_SALES_QUOTA.OPPY_FCT_REV |
Percentage Attainment of Forecast |
Contains the percentage of the forecast that was actually attained. |
Actual Revenue/Forecast Revenue/100 |
Percentage Attainment of Quota |
Contains the percentage of the quota that was actually attained. |
Actual Revenue/Quota Amount/100 |
Quota Amount |
Contains the quota amount prescribed for a sales rep for a given time period. This quota is based on forward-looking estimates. |
PS_F_SALES_QUOTA.QUOTA_AMT |
The Quote business area provides analysis on product sales quote price and discount by product, and sales quote. This section describes the content in the Quote business area.
Dimension Folders
This table lists the dimension folders in the Sales - Quote business area:
Folder Name |
Description |
Database Object Name/Derivation |
Dimension Business Unit |
The business unit dimension. |
PS_D_BUSINESS_UNIT |
Dimension Currency |
The currency dimension. |
PS_D_CURRENCY |
Dimension Customer |
Includes information about entities that can participate in business relationships. |
PS_D_CUSTOMER |
Dimension Customer Contact |
Includes information about the customer contact person. Customer contacts can include contacts and partners. |
PS_D_CUST_CNTCT |
Dimension Day Quote Date |
A role-playing dimension based on dimension Day for quote date. |
PS_D_DAY |
Dimension Lead |
Includes sales leads generated by marketing campaign waves. |
PS_D_LEAD |
Dimension Marketing Activity |
Includes actions taken as part of a marketing campaign. All standard campaigns must include at least one activity. A marketing activity in online marketing is also known as a dialog. |
PS_D_MKT_ACTIVITY |
Dimension Marketing Channel |
Includes marketing channel information through which the campaign is implemented. |
PS_D_MKT_CHANNEL |
Dimension Opportunity |
Includes information about the sales opportunity. |
PS_D_OPPORTUNITY |
Dimension Partner |
Includes partner information. |
PS_D_PARTNER |
Dimension Partner Contact |
Includes partner contact data. |
PS_D_PRTR_CNTCT |
Dimension Partner Primary Partner |
This is a role-playing dimension for dimension Primary Partner based on dimension Partner. |
PS_D_PARTNER |
Dimension Quote |
Includes sales quote information. |
PS_D_QUOTE |
Dimension Region |
Contains geography information for customers. It is a shared dimension used in CRM marketing, sales, and support. |
PS_D_REGION |
Dimension Sales Rep |
This dimension includes information about sales representatives. |
PS_D_SALES_REP |
Dimension Territory |
Includes sales territory information. Sales territories are user defined sales regions independent of geography or proximity. |
PS_D_TERRITORY |
Fact Folder
This table lists the fact folder in the Sales - Quote business area:
Folder Name |
Description |
Database Object Name |
Fact Sales Quote |
This transaction fact contains sales quote and discount data by sales representative, by sales opportunity (from open to close). |
PS_F_SALES_QUOTE |
Complex Folder
This table lists the complex folder in the Sales − Quote business area:
Folder Name |
Description |
Database Object Name/Derivation |
Customer Organization and Industry |
The dimension Customer Organization and Industry complex folder combines elements of Customer and Industry (hierarchy) folders. |
PS_D_CUST_ORG PS_H_INDUSTRY |
Metrics
This table lists the metrics in the Sales - Quote business area:
Item |
Description |
Database Object Name/Derivation |
Actual Discount Price |
The actual discount price. |
PS_F_SALES_QUOTE.ACT_DIS_PRC |
Quote Count |
The number of sales quotes. |
PS_F_SALES_QUOTE.QUOTE_COUNT |
Quote Price |
The sales rep quote price. |
PS_F_SALES_QUOTE.QUOTE_PRC |
This section describes the content for the Segment business areas in the CRM Warehouse. In the CRM Warehouse the segment codes enable you to define customer attributes that are important for your business objectives. This section discusses these business areas:
Customer Acquisition
Customer Count
Customer Segment
Segment Count
Segment Migration
See See PeopleSoft Enterprise CRM 8.9 Business Object Management PeopleBook, “Defining Control Values for Business Objects”
The Customer Acquisition business area provides analysis on new customers by date of first sale at each customer level. This section describes the content in the Customer Acquisition business area.
Dimension Folders
This table lists the dimension folders in the Customer Acquisition business area:
Folder Name |
Description |
Database Object Name/Derivation |
Dimension Business Unit |
The business unit dimension. |
PS_D_BUSINESS_UNIT |
Dimension Currency |
The currency dimension. |
PS_D_CURRENCY |
Dimension Customer |
Includes information about entities that can participate in business relationships. |
PS_D_CUSTOMER |
Dimension Day First Order Date |
A role-playing dimension based on dimension Day for first order date. |
PS_D_DAY |
Dimension Marketing Activity |
Includes actions taken as part of a marketing campaign. All standard campaigns must include at least one activity. A marketing activity in online marketing is also known as a dialog. |
PS_D_MKT_ACTIVITY |
Dimension Marketing Channel |
Includes marketing channel information through which the campaign is implemented. |
PS_D_MKT_CHANNEL |
Dimension Order Capture |
Includes order capture information for the sales order process. |
PS_D_ORD_CAPTURE |
Dimension Partner |
Includes partner information. |
PS_D_PARTNER |
Dimension Region |
Contains geography information for customers. It is a shared dimension used in CRM marketing, sales, and support. |
PS_D_REGION |
Dimension Segment |
Includes customer segment information. |
PS_D_SEGMENT |
Dimension Territory |
Includes sales territory information. Sales territories are user defined sales regions independent of geography or proximity. |
PS_D_TERRITORY |
Fact Folder
This table lists the fact folder in the Segment − Customer Acquisition business area:
Folder Name |
Description |
Database Object Name |
Fact Customer Acquisition |
This transactional fact includes measures of new customers by date of first sale. The grain of the fact is captured at the customer level. |
PS_F_CUST_ACQUIRE |
Metrics
This table lists the metrics in the Segment − Customer Acquisition business area:
Item |
Description |
Database Object Name/Derivation |
Direct Mail Interactions |
Contains the count of all direct mailings audience memberships before close of first sale (to become a new customer). |
PS_F_CUST_ACQUIRE.DMAIL_INT_CNT |
First Order Amount |
Contains the total order amount for the processing period for each customer. |
PS_F_CUST_ACQUIRE.FIRST_ORD_AMT |
Inbound Marketing Interactions |
Contains the count of all advisor dialogs and branching script interactions before the close of the first sale (to become a new customer). |
PS_F_CUST_ACQUIRE.IB_MKTG_INT_CNT |
Number of Customer Acquired |
Contains the number of customer acquired. |
COUNT_DISTINCT(PS_F_CUST_ACQUIRE.CUSTOMER_SID) |
Number of Orders Acquired |
Contains the number of orders acquired. |
COUNT_DISTINCT(PS_F_CUST_ACQUIRE.ORD_CAP_SID) |
Outbound Emails |
Contains the count of outbound email interactions before close of first sale (to become a new customer). |
PS_F_CUST_ACQUIRE.OB_EMAIL_CNT |
Purchase Amount |
Contains the purchase amount. |
PS_F_CUST_ACQUIRE.FIRST_ORD_AMT |
Sales Interactions |
Contains the count of all sales team tasks in which there are customer contacts before close of first sale (to become a new customer). |
PS_F_CUST_ACQUIRE.SALES_INT_CNT |
Telemarketing Interactions |
Contains the count of all telemarketing interactions before close of first sale (to become a new customer). |
PS_F_CUST_ACQUIRE.TLM_INT_CNT |
The Customer Count business area provides analysis on counts of customers as a result of a sales campaign.
This section describes the content in the Customer Count business area.
Dimension Folders
This table lists the dimension folder in the Customer Count business area:
Folder Name |
Description |
Database Object Name/Derivation |
Dimension Day Snapshot Date |
A role-playing dimension based on dimension Day for snapshot date. |
PS_D_DAY |
Fact Folder
This table lists the fact folder in the Customer Count business area:
Folder Name |
Description |
Database Object Name |
Fact Customer Count |
This periodic snapshot fact includes counts of customers. |
PS_F_CUST_COUNT |
Metrics
This table lists the metrics in the Customer Count business area:
Item |
Description |
Database Object Name/Derivation |
Customer Count |
Contains the count for customers. |
PS_F_CUST_COUNT.CUST_CNT |
The Customer Segment business area provides analysis on customer segment composites at each customer level of a segment hierarchy. This section describes the content in the Customer Segment business area.
Dimension Folders
This table lists the dimension folders in the Customer Segment business area:
Folder Name |
Description |
Database Object Name/Derivation |
Dimension Currency |
The currency dimension. |
PS_D_CURRENCY |
Dimension Customer |
Includes information about entities that can participate in business relationships. |
PS_D_CUSTOMER |
Dimension Day Snapshot Date |
A role-playing dimension based on dimension Day for snapshot date. |
PS_D_DAY |
Dimension Segment |
Includes customer segment information that defines customer attributes that are important for your business objectives. |
PS_D_SEGMENT |
Fact Folder
This table lists the fact folder in the Customer Segment business area:
Folder Name |
Description |
Database Object Name |
Fact Customer Segment |
Includes a periodic snapshot of customer segment composite metrics. The grain of the fact is the customer level. |
PS_F_CUST_SEGMENT |
Metrics
This table lists the metrics in the Customer Segment business area:
Item |
Description |
Database Object Name/Derivation |
Average Satisfaction Score |
Contains the placeholder for metric derivation from Online Marketing (OLM) satisfaction surveys. The average of the metric rollup. It has a Default value of ' ' (blank) as this is a placeholder for surveys from OLM survey management. |
PS_F_CUST_SEGMENT.AVG_SAT_SCORE |
Current Customer |
Contains the count of all customers, both new customers, plus existing customers. |
COUNT(PS_F_CUST_SEGMENT.CUSTOMER_SID) |
Direct Mail Interactions |
Contains the count of all direct mailings audience memberships. |
PS_F_CUST_SEGMENT.DMAIL_INT_CNT |
Existing Customer Indicator |
Contains an indicator whether a customer is an existing customer. If the customer is determined to be an existing customer, then the value is 1; otherwise, the value is 0. |
PS_F_CUST_SEGMENT.EXIST_CUST_CNT |
Inbound Marketing Interactions |
Contains the count of all advisor dialogs and branch script interactions. |
PS_F_CUST_SEGMENT.IB_MKTG_INT_CNT |
Lost Customer Indicator |
Contains the count of customers who have not had a sale for a specified amount of time. If the customer is determined to be a lost customer, then the value is 1; otherwise, the value is 0. An ETL parameter must be made available to use as the number of days from the last sale to determine whether a customer is 'lost' or not. |
PS_F_CUST_SEGMENT.LOST_CUST_CNT |
New Customer |
Contains the count of customers who have not had a sale for a specified amount of time. If the customer has a sale in the period between start date of period and load date, then the value is 1; otherwise, the value is 0. |
PS_F_CUST_SEGMENT.NEW_CUST_CNT |
Number of Case Request |
Contains the number of open case requests for the ETL load cycle. |
PS_F_CUST_SEGMENT.CASE_OPEN |
Number of Escalated Case |
Contains the number of escalated case requests for the load cycle. |
PS_F_CUST_SEGMENT.CASE_ESCALATED |
Number of First Call Resolved Case |
Contains the number of cases resolved on the first call. Case has first call closure flag. |
PS_F_CUST_SEGMENT.CASE_RES_1ST_CNT |
Number of Leads |
Contains the count of leads for this customer. |
PS_F_CUST_SEGMENT.NUM_OF_LEAD |
Number of Open Case |
Contains the number of case requests for the load cycle. |
PS_F_CUST_SEGMENT.CASE_OPENED |
Number of Opportunities |
Contains the count of opportunities for this customer. |
PS_F_CUST_SEGMENT.NUM_OF_OPPY |
Number of Orders |
Contains the count of orders for this customer. |
PS_F_CUST_SEGMENT.NUM_OF_ORDER |
Number of Quotes |
Contains the count of quotes for this customer. |
PS_F_CUST_SEGMENT.NUM_OF_QUOTE |
Order Inbound Interactions |
Contains the count of all order capture inbound marketing interactions. |
PS_F_CUST_SEGMENT.ORD_IB_INT_CNT |
Outbound Emails |
Contains the count of outbound email interactions before close of first sale (to become a new customer). |
PS_F_CUST_SEGMENT.OB_EMAIL_CNT |
Sales Interactions |
Contains the count of all sales team tasks in which there are customer contacts. |
PS_F_CUST_SEGMENT.SALES_INT_CNT |
Telemarketing Interactions |
Contains the count of all telemarketing interactions. |
PS_F_CUST_SEGMENT.TLM_INT_CNT |
Total Order Amount |
Contains the total order amount for the processing period for each customer. |
PS_F_CUST_SEGMENT.TOT_ORD_AMT |
The Segment Count business area provides analysis on customer counts for customer segments.
This section describes the content in the Segment Count business area.
Dimension Folders
This table lists the dimension folders in the Segment Count business area:
Folder Name |
Description |
Database Object Name/Derivation |
Dimension Customer |
Includes information about entities that can participate in business relationships. |
PS_D_CUSTOMER |
Dimension Day Snapshot Date |
A role-playing dimension based on dimension Day for snapshot date. |
PS_D_DAY |
Dimension Segment |
Includes customer segment information. |
PS_D_SEGMENT |
Fact Folder
This table lists the fact folder in the Segment Count business area:
Folder Name |
Description |
Database Object Name |
Fact Segment Count |
This periodic snapshot fact includes customer counts for customer segments. |
PS_F_SEGMENT_COUNT |
Metrics
This table lists the metrics in the Segment Count business area:
Item |
Description |
Database Object Name/Derivation |
Current Customer |
Contains the count of all customers, both new customers, plus existing customers. |
COUNT(PS_F_SEGMENT_COUNT.CUSTOMER_SID) |
Exist Customer Indicator |
Contains the count of existing customers. If the customer is determined to be an existing customer, then the value is 1; otherwise, the value is 0. |
PS_F_SEGMENT_COUNT.EXIST_CUSTOMER |
Lost Customer Indicator |
Contains the count of customers who have not had a sale for a specified amount of time. If the customer is determined to be a lost customer, then the value is 1; otherwise, the value is 0. An ETL parameter must be made available to use as the number of days from the last sale to determine whether a customer is 'lost' or not. |
PS_F_SEGMENT_COUNT.LOST_CUSTOMER |
New Customer Indicator |
Contains the count of customers who have not had a sale for a specified amount of time. If the customer has a sale in the period between start date of period and load date, then the value is 1, otherwise, the value is 0. |
PS_F_SEGMENT_COUNT.NEW_CUSTOMER |
Segment Count |
The segment count. |
PS_F_SEGMENT_COUNT.SEGMENT_COUNT |
The Segment Migration business area provides analysis on customer segment membership at each customer level. This section describes the content in the Segment Migration business area.
Dimension Folders
This table lists the dimension folders in the Segment Migration business area:
Folder Name |
Description |
Database Object Name/Derivation |
Dimension Customer |
Includes information about entities that can participate in business relationships. |
PS_D_CUSTOMER |
Dimension Day Snapshot Date |
A role-playing dimension based on dimension Day for snapshot date. |
PS_D_DAY |
Dimension Segment |
Includes customer segment information. |
PS_D_SEGMENT |
Dimension Segment Prior Segment |
A role-playing dimension based on dimension Segment for prior segment. |
PS_D_SEGMENT |
Fact Folder
This table lists the fact folder in the Segment Migration business area:
Folder Name |
Description |
Database Object Name |
Fact Segment Migration |
This periodic snapshot fact includes customer segment membership information. The grain of the fact is the customer level. |
PS_F_SEG_MIGRATE |
Metrics
This table lists the metrics in the Segment Migration business area:
Item |
Description |
Database Object Name/Derivation |
Segment Migration Count |
Contains the constant column to store migrated segments. The value is 1. |
PS_F_SEG_MIGRATE.MIGRATE_CNT |
This section describes the content for the Service business areas in the CRM Warehouse. This section discusses these business areas:
Case
Case Association
Case History
Case Resolution
Case Survey
Contact Center Call
Contact Center Chat
Contact Center Email
Contact Center Email Assignment
Contact Center Interaction
Entitlement
Solution
Contact Center Volume
Related Transactions Analysis
The Case business area provides analysis on the effectiveness and efficiency of support cases. It enables the user to measure top operational measures for a contact center operation.
This section describes the content in the Case business area.
Dimension Folders
This table lists the dimension folders in the Service - Case business area:
Folder Name |
Description |
Database Object Name/Derivation |
Dimension Agent |
Defines the contact center agent. Some agent attributes can be associated with HCM person data. The dimension has the following hierarchy: Agent -> Provider Group -> Provider Group Type. |
PS_D_AGENT |
Dimension Agreement |
Includes customer support agreement information. The dimension has the following hierarchy: Agreement Line -> Renewal Num -> Agreement. |
PS_D_AGREEMENT |
Dimension Business Unit |
The business unit dimension. |
PS_D_BUSINESS_UNIT |
Dimension Case |
Includes customer support case information. |
PS_D_CASE |
Dimension Case Priority |
Includes support case priority information. The dimension has the following hierarchy: Priority -> Priority Category. |
PS_D_CASE_PRIORITY |
Dimension Case Severity |
Includes support case severity information. |
PS_D_CASE_SEVERITY |
Dimension Case Status |
Includes support case status information. The dimension has the following hierarchy: Case Status -> Case Status Category. |
PS_D_CASE_STATUS |
Dimension Currency |
The currency dimension. |
PS_D_CURRENCY |
Dimension Customer |
Includes information about entities that can participate in business relationships. |
PS_D_CUSTOMER |
Dimension Customer Contact |
Includes information about the customer contact person. Customer contacts can include contacts and partners. |
PS_D_CUST_CNTCT |
Dimension Day Case Closed Date |
A role-playing dimension based on dimension Day for case closed date. |
PS_D_DAY |
Dimension Day Case Open Date |
A role-playing dimension based on dimension Day for case open date. |
PS_D_DAY |
Dimension Day Snapshot Date |
A role-playing dimension based on dimension Day for snapshot date. |
PS_D_DAY |
Dimension Install Product |
Used by the Installed Product component to determine the type of product that is being registered for the customer, site, department, or employee. |
PS_D_INST_PROD |
Dimension Partner |
Includes partner information. |
PS_D_PARTNER |
Dimension Partner Contact |
Includes partner contact data. |
PS_D_PRTR_CNTCT |
Dimension Product |
Contains information on products that are offered for sale. |
PS_D_PRODUCT |
Dimension Provider Group |
Organizes customer support agents into provider groups. Cases and service orders are assigned first to a provider group, then later to an agent in the provider group. Agents roll up to provider groups. |
PS_D_PROVIDER_GRP |
Dimension Region |
Contains geography information for customers. It is a shared dimension used in CRM marketing, sales, and support. |
PS_D_REGION |
Dimension Segment |
Includes customer segment information. |
PS_D_SEGMENT |
Dimension Time Case Open Time |
A role-playing dimension based on dimension Time for case open time. |
PS_D_TIME |
Fact Folder
This table lists the fact folder in the Service - Case business area:
Folder Name |
Description |
Database Object Name |
Fact Case |
This current, accumulated, snapshot fact provides cost and time metrics for measuring the effectiveness and efficiency of support cases. |
PS_F_CASE |
Metrics
This table lists the metrics in the Service - Case business area:
Item |
Description |
Database Object Name/Derivation |
Agent Straight Hourly Rate |
Contains the straight time hourly rate of agent service to resolve the case. Agent's provider group hourly rate is on a straight time basis. |
PS_F_CASE.STRT_HR_RATE |
Agent Straight Time Cost |
Contains the agent straight time cost. |
SUM(Agent Straight Hourly Rate* PS_F_CASE.OPEN_AGE/60) |
Case Closed Time |
Contains the amount of time in minutes that the case was open until it is closed. If the case is not yet closed, the value is 0. This metric is for closed case usage only. |
PS_F_CASE.CLOSED_TIME |
Case Count |
Contains the count of the number of cases. The value is 1. Support case data is sourced from E-CRM Case record where case is a support case (vertical value of 'SW'). Help desk case (vertical value of 'HD') is not included here. |
PS_F_CASE.CASE_CNT |
Case Open Age |
Contains the open age amount. If the case is not closed, this is the amount of time in minutes from the time that the case was created until the current time. If the case is closed, open age is the amount of time in minutes from the time that the case was created until it was closed. This metric contains the data sourced from E-CRM Case record. |
PS_F_CASE.OPEN_AGE |
Case Responded Time |
Contains the amount of time in minutes it took to respond to the case. If the case is not yet responded to, the value is 0. |
PS_F_CASE.RESPONDED_TIME |
Cases Closed Same Day |
Contains the number of cases closed on the same day they were opened. If the case close date is the same as the case created date, then the value is 1; otherwise, the value is 0. |
PS_F_CASE.CASE_CLS_SAMEDAY |
Cases Past Due Date |
Contains the number of cases that are past their due date. If the current date is later than target close date, then the value is 1; otherwise, the value is 0. |
PS_F_CASE.CASE_PAST_DUE |
Cases Reassigned |
Contains the number of cases that have been reassigned. If the case has been previously assigned, then the value is 1; otherwise, the value is 0. |
PS_F_CASE.CASE_REASSIGNED |
Cases Reopened |
Contains the number of cases that have been reopened. If the case reopened reason is not a space, then the value is 1; otherwise, the value is 0 |
PS_F_CASE.CASE_REOPENED |
Cases Resolved |
Contains the number of cases that have been resolved. If the case is resolved, then the value is 1; otherwise, the value is 0. |
PS_F_CASE.CASE_RESOLVED |
Cases Resolved On 1st Contact |
Contains the number of cases that have been resolved on the first contact. If the case is resolved at the first contact, then the value is 1; otherwise, the values is 0. |
PS_F_CASE.CASE_RES_1ST_CNT |
Cases Resolved Within SLA (Cases Resolved Within Service Level Agreement) |
Contains the number of cases that have been resolved within the service level agreement. |
CASE WHEN Cases With SLA <> 0 THEN Cases Resolved ELSE 0 END |
Cases Responded Within SLA |
Contains the number of cases that have been responded to within the service level agreement. |
PS_F_CASE.CASE_RESPOND_SLA |
Cases Restored Within SLA |
Contains the number of cases that have been restored within the service level agreement. |
PS_F_CASE.CASE_RESTORE_SLA |
Cases With SLA |
Contains the number of cases that contain a service level agreement. If the case has a service level agreement , then the value is 1; otherwise, the value is 0 |
PS_F_CASE.CASE_WITH_SLA |
Closed Cases |
Contains the number of closed cases. If the case status is closed for the date , then the value is 1; otherwise, the value is 0. |
PS_F_CASE.CASE_CLOSED |
Escalated Cases |
Contains the number of escalated cases. If the case priority has been changed, then the value is 1; otherwise, the value is 0. |
PS_F_CASE.CASE_ESCALATED |
Hot Cases |
Contains the number of cases with a high priority. If the case has high priority category, then the value is 1; otherwise, the value is 0. |
PS_F_CASE.HOT_CASE |
Number of Attempted Solutions |
Contains the number of solutions attempted to solve the case. |
PS_F_CASE.NUM_ATTEMPT_SOLN |
Number of Reassignments |
Contains the number of reassignments for the case. |
PS_F_CASE.NUM_REASSIGNMENT |
Open Cases |
Contains the number of open cases. If the case status is open, the value for that case is 1; otherwise, the value is 0. |
PS_F_CASE.CASE_OPEN |
Opened Case With SLA |
Contains the number of opened cases that have a service level agreement. |
CASE WHEN Cases With SLA = 1 THEN COUNT(Opened Cases) ELSE 0 END |
Opened Cases |
Contains the number of recently opened cases. If the case was opened between the current load and the last load, then the value is 1; otherwise, the value is 0. |
PS_F_CASE.CASE_OPENED |
Whiteboard Cases |
Contains the number of whiteboard (hot) cases. If the case is a whiteboard case, then the value is 1; otherwise, the value is 0. |
PS_F_CASE.WHITEBOARD_CASE |
The Case Association business area provides analysis on relationship between a contact center case and its associated objects, such as sales lead, sales order, service order, and defect. This section describes the content in the Case Association business area.
Dimension Folders
This table lists the dimension folders in the Service − Case Association business area:
Folder Name |
Description |
Database Object Name/Derivation |
Dimension Association Type |
Defines the association type for case, interaction and order association. |
PS_D_ASSOC_TYPE |
Dimension Business Unit |
The business unit dimension. |
PS_D_BUSINESS_UNIT |
Dimension Case |
Includes customer support case information. |
PS_D_CASE |
Dimension Day Association Date |
A role-playing dimension based on dimension Day for association date. |
PS_D_DAY |
Dimension Survey Instance |
Includes customer support survey instance information. Survey instances can be associated with a support cases. |
PS_D_SURVEY_INST |
Fact Folder
This table lists the fact folder in the Service − Case Association business area:
Folder Name |
Description |
Database Object Name |
Fact Case Association |
Includes relationship data between a contact center case and its associated objects, such as sales lead, sales order, service order, and defect. |
PS_F_CASE_ASSOC |
Metrics
This table lists the metrics in the Service − Case Association business area:
Item |
Description |
Database Object Name/Derivation |
Case Association Count |
Used for counting case associations. The value is 1. The base for case association is case identifier and sequence number for each associated object. Case association is sourced from E-CRM Case Association record. |
PS_F_CASE_ASSOC.CASE_ASSOC_CNT |
Cases With Defect |
Used for counting the number of cases with defects. The value is 1 if the case is associated with a defect report; otherwise, the value is 0. |
PS_F_CASE_ASSOC.CASE_WITH_DEFECT |
Cases With Lead |
Used for counting the number of cases associated with a lead. The value is 1 if the case is associated with a lead; otherwise, the value is 0. This is to measure the upsell capability. |
PS_F_CASE_ASSOC.CASE_WITH_LEAD |
Cases With Order |
Used for counting the number of cases associated with an order. The value is 1 if the case is associated with an order; otherwise, the value is 0. This is to measure the upsell capability. |
PS_F_CASE_ASSOC.CASE_WITH_ORDER |
Cases With RMA (Cases with Returned Material Authorization) |
Used for counting the number of cases associated with an return material authorization (RMA). The value is 1 if the case is associated with an RMA; otherwise, the value is 0. |
PS_F_CASE_ASSOC.CASE_WITH_RMA |
Cases With SO (Cases with Sales Order) |
Used for counting the number of cases associated with a sales order. If the case is associated with a service order, then the value is 1; otherwise, the value is 0. This is to measure the upsell capability. |
PS_F_CASE_ASSOC.CASE_WITH_SO |
Cases With Survey |
Used for counting the number of cases associated with a survey. If the value is 1, if the case is associated with a customer survey script; otherwise, the value is 0. |
PS_F_CASE_ASSOC.CASE_WITH_SURVEY |
The Case History business area provides analysis on the change history for each case’ life cycle from open to close. It maintains the basis of the measurement on case reassignment and case escalation. This section describes the content in the Case History business area.
Dimension Folders
This table lists the dimension folders in the Service − Case History business area:
Folder Name |
Description |
Database Object Name/Derivation |
Dimension Agent |
Defines the contact center agent. Some agent attributes can be associated with HCM person data. The dimension has the following hierarchy: Agent -> Provider Group -> Provider Group Type. |
PS_D_AGENT |
Dimension Agreement |
Includes customer support agreement information. The dimension has the following hierarchy: Agreement Line -> Renewal Num -> Agreement. |
PS_D_AGREEMENT |
Dimension Business Unit |
The business unit dimension. |
PS_D_BUSINESS_UNIT |
Dimension Case |
Includes customer support case information. |
PS_D_CASE |
Dimension Case Priority |
Includes support case priority information. The dimension has the following hierarchy: Priority -> Priority Category. |
PS_D_CASE_PRIORITY |
Dimension Case Severity |
Includes support case severity information. |
PS_D_CASE_SEVERITY |
Dimension Case Status |
Includes support case status information. The dimension has the following hierarchy: Case Status -> Case Status Category. |
PS_D_CASE_STATUS |
Dimension Currency |
The currency dimension. |
PS_D_CURRENCY |
Dimension Customer |
Includes information about entities that can participate in business relationships. |
PS_D_CUSTOMER |
Dimension Customer Contact |
Includes information about the customer contact person. Customer contacts can include contacts and partners. |
PS_D_CUST_CNTCT |
Dimension Day Case Closed Date |
A role-playing dimension based on dimension Day for case closed date. |
PS_D_DAY |
Dimension Day Case Open Date |
A role-playing dimension based on dimension Day for case open date. |
PS_D_DAY |
Dimension Day Case Updated Date |
A role-playing dimension based on dimension Day for case updated date. |
PS_D_DAY |
Dimension Install Product |
Used by the Installed Product component to determine the type of product that is being registered for the customer, site, department, or employee. |
PS_D_INST_PROD |
Dimension Partner |
Includes partner information. |
PS_D_PARTNER |
Dimension Partner Contact |
Includes partner contact data. |
PS_D_PRTR_CNTCT |
Dimension Product |
Contains information on products that are offered for sale. |
PS_D_PRODUCT |
Dimension Provider Group |
Organizes customer support agents into provider groups. Cases and service orders are assigned first to a provider group, then later to an agent in the provider group. Agents roll up to provider groups. |
PS_D_PROVIDER_GRP |
Dimension Region |
Contains geography information for customers. It is a shared dimension used in CRM marketing, sales, and support. |
PS_D_REGION |
Dimension Segment |
Includes customer segment information. |
PS_D_SEGMENT |
Dimension Time Case Open Time |
A role-playing dimension based on dimension Time for case open time. |
PS_D_TIME |
Fact Folder
This table lists the fact folder in the Service − Case History business area:
Folder Name |
Description |
Database Object Name |
Fact Case History |
Contains the change history for each case life cycle from open to close. The fact data includes the basis of the measurement on case reassignment and case escalation. The fact is captured whenever a case is updated. |
PS_F_CASE_HIST |
Metrics
This table lists the metrics in the Service − Case History business area:
Item |
Description |
Database Object Name/Derivation |
Case Closed Time |
Contains the amount of time in minutes that the case was open. If the case is not closed, the value is 0. This metric is used only for closed cases. |
PS_F_CASE_HIST.CLOSED_TIME |
Case Count |
Contains the count of the number of cases. The value is 1. Support case data is sourced from E-CRM Case record where case is a support case (vertical value of 'SW'). Help desk case (vertical value of 'HD') is not included here. |
PS_F_CASE_HIST.CASE_CNT |
Case Open Age |
Contains the open age amount. If the case is not closed, this is the amount of time in minutes from the time that the case was created until the current time. If the case is closed, open age is the amount of time in minutes from the time that the case was created until it was closed. This metric contains the data sourced from E-CRM Case record. |
PS_F_CASE_HIST.OPEN_AGE |
Case Responded Time |
Contains the amount of time in minutes it took to respond to the case. If the case is not yet responded to, the value is 0. |
PS_F_CASE_HIST.RESPONDED_TIME |
Cases Closed Same Day |
Contains the number of cases closed on the same day they were opened. If the case close date is the same as the case created date, then the value is 1; otherwise, the value is 0. |
PS_F_CASE_HIST.CASE_CLS_SAMEDAY |
Cases Past Due Date |
Contains the number of cases that are past their due date. If the current date is later than target close date, then the value is 1; otherwise, the value is 0. |
PS_F_CASE_HIST.CASE_PAST_DUE |
Cases Reassigned |
Contains the number of cases that have been reassigned. If the case has been previously assigned, then the value is 1; otherwise, the value is 0. |
PS_F_CASE_HIST.CASE_REASSIGNED |
Cases Reopened |
Contains the number of cases that have been reopened. If the case reopened reason is not a space, then the value is 1; otherwise, the value is 0 |
PS_F_CASE_HIST.CASE_REOPENED |
Cases Resolved |
Contains the number of cases that have been resolved. If the case is resolved, then the value is 1; otherwise, the value is 0. |
PS_F_CASE_HIST.CASE_RESOLVED |
Cases Resolved On 1st Contact |
Contains the number of cases that have been resolved on the first contact. If the case is resolved at the first contact, then the value is 1; otherwise, the values is 0. |
PS_F_CASE_HIST.CASE_RES_1ST_CNT |
Cases Responded Within SLA |
Contains the number of cases that have been responded to within the service level agreement. |
PS_F_CASE_HIST.CASE_RESPOND_SLA |
Cases Restored Within SLA |
Contains the number of cases that have been restored within the service level agreement. |
PS_F_CASE_HIST.CASE_RESTORE_SLA |
Cases With SLA |
Contains the number of cases that contain a service level agreement. If the case has a service level agreement , then the value is 1; otherwise, the value is 0 |
PS_F_CASE_HIST.CASE_WITH_SLA |
Closed Cases |
Contains the number of closed cases. If the case status is closed for the date , then the value is 1; otherwise, the value is 0. |
PS_F_CASE_HIST.CASE_CLOSED |
Escalated Cases |
Contains the number of escalated cases. If the case priority has been changed, then the value is 1; otherwise, the value is 0. |
PS_F_CASE_HIST.CASE_ESCALATED |
Hot Cases |
Contains the number of cases with a high priority. If the case has high priority category, then the value is 1; otherwise, the value is 0. |
PS_F_CASE_HIST.HOT_CASE |
Number of Attempted Solutions |
Contains the number of solutions attempted to solve the case. |
PS_F_CASE_HIST.NUM_ATTEMPT_SOLN |
Number of Reassignments |
Contains the number of reassignments for the case. |
PS_F_CASE_HIST.NUM_REASSIGNMENT |
Open Cases |
Contains the number of open cases. If the case status is open, the value for that case is 1; otherwise, the value is 0. |
PS_F_CASE_HIST.CASE_OPEN |
Opened Cases |
Contains the number of recently opened cases. If the case was opened between the current load and the last load, then the value is 1; otherwise, the value is 0. |
PS_F_CASE_HIST.CASE_OPENED |
Straight Hourly Rate |
Contains the agent's provider group hourly rate on a straight time basis. |
PS_F_CASE_HIST.STRT_HR_RATE |
Whiteboard Cases |
Contains the number of whiteboard cases. If the case is a whiteboard case, then the value is 1; otherwise, the value is 0. |
PS_F_CASE_HIST.WHITEBOARD_CASE |
The Case Resolution business area provides analysis on case resolution and agent-to-solution performance for each resolution, for each case.
This section describes the content in the Case Resolution business area.
Dimension Folders
This table lists the dimension folders in the Service - Case Resolution business area:
Folder Name |
Description |
Database Object Name/Derivation |
Dimension Agent |
Defines the contact center agent. Some agent attributes can be associated with HCM person data. The dimension has the following hierarchy: Agent -> Provider Group -> Provider Group Type. |
PS_D_AGENT |
Dimension Business Unit |
The business unit dimension. |
PS_D_BUSINESS_UNIT |
Dimension Case |
Includes customer support case information. |
PS_D_CASE |
Dimension Day Resolve Date |
A role-playing dimension based on dimension Day for resolve date. |
PS_D_DAY |
Dimension Provider Group |
Organizes customer support agents into provider groups. Cases and service orders are assigned first to a provider group, then later to an agent in the provider group. Agents roll up to provider groups. |
PS_D_PROVIDER_GRP |
Dimension Resolution Source |
Includes customer support case resolution source information. |
PS_D_RESOLVE_SRC |
Dimension Resolution Status |
Includes support solution status and resolution status information. |
PS_D_SOLUTION_STAT |
Dimension Solution |
Includes customer support case solution information. The dimension has the following hierarchies:
|
PS_D_SOLUTION |
Dimension Solution New Solution |
A role-playing dimension based on the dimension Solution for new solution. |
PS_D_SOLUTION |
Dimension Source Case |
A role-playing dimension based on dimension Case for source case. |
PS_D_CASE |
Fact Folder
This table lists the fact folder in the Service - Case Resolution business area:
Folder Name |
Description |
Database Object Name |
Fact Case Resolution |
Includes the transaction data to analyze case resolution and agent-to-solution performance. The fact grain is for each resolution, for each case. |
PS_F_CASE_RESOLVE |
Metrics
This table lists the metrics in the Service - Case Resolution business area:
Item |
Description |
Database Object Name/Derivation |
Resolved Count |
Contains the number of resolved cases. The value is 1 if the case is resolved; otherwise, it is 0. The base for case resolution is case identifier and resolution sequence number. Case resolution is sourced from E-CRM Resolution record for a support case. Help desk resolution is excluded here. |
PS_F_CASE_RESOLVE.RESOLVE_CNT |
Resolved With New Solution |
Contains the number of cases resolved with a new solution. The value is 1 if the case resolution has a new solution created; otherwise, the value is 0. |
CASE WHEN PS_F_CASE_RESOLVE.NEW_SOLUTION_SID <> 2147483646 THEN Resolved Count ELSE 0 END |
Resolved With Solution |
Contains the number of cases resolved with a solution. If the case is resolved with a solution, then the value is 1; otherwise, the value is 0. |
PS_F_CASE_RESOLVE.RESOLVE_W_SOL |
Resolved Without Solution |
Contains the number of cases resolved without a solution. The value is 1 if the case is resolved without any solution; otherwise, the value is 0. |
PS_F_CASE_RESOLVE.RESOLVE_WO_SOL |
The Case Survey business area provides analysis on survey ratings for customer support cases. It enables the user to view customer satisfaction trends by product and customer. There are no delivered reports based on this Business Area.
This section describes the content in the Case Survey business area.
Dimension Folders
This table lists the dimension folders in the Service − Case Survey business area:
Folder Name |
Description |
Database Object Name/Derivation |
Dimension Agent |
Defines the contact center agent. Some agent attributes can be associated with HCM person data like the agent, their group and group type . The dimension has the following hierarchy: Agent -> Provider Group -> Provider Group Type. |
PS_D_AGENT |
Dimension Business Unit |
The business unit dimension. |
PS_D_BUSINESS_UNIT |
Dimension Case |
Includes customer support case information. |
PS_D_CASE |
Dimension Customer |
Includes information about entities that can participate in business relationships. |
PS_D_CUSTOMER |
Dimension Day Survey Date |
A role-playing dimension based on dimension day for survey date. |
PS_D_DAY |
Dimension Install Product |
Used by the Installed Product component to determine the type of product that is being registered for the customer, site, department, or employee. |
PS_D_INST_PROD |
Dimension Product |
Contains information on products that are offered for sale. |
PS_D_PRODUCT |
Dimension Provider Group |
Organizes customer support agents into provider groups. Cases and service orders are assigned first to a provider group, then later to an agent in the provider group. Agents roll up to provider groups. |
PS_D_PROVIDER_GRP |
Dimension Survey Instance |
Includes customer support survey instance information. Survey instances can be associated with a support cases. |
PS_D_SURVEY_INST |
Dimension Survey Rating |
Includes customer support survey rating information. |
PS_D_SURVEY_RATING |
Dimension Survey Script |
Includes customer support survey script information. The dimension has the following hierarchies:
|
PS_D_SURVEY_SCRIPT |
Fact Folder
This table lists the fact folder in the Service − Case Survey business area:
Folder Name |
Description |
Database Object Name |
Fact Case Survey |
Includes the survey rating data for customer support cases. |
PS_F_CASE_SURVEY |
Metrics
This table lists the metrics in the Service − Case Survey business area:
Item |
Description |
Database Object Name/Derivation |
Answer Score |
Contains the sum of answer scores times the answer weight value for the script. |
PS_F_CASE_SURVEY.ANSWER_SCORE |
Rating Score |
Contains the score used to determine the rating value. Rating score is the result of total score divided by script weighted value. |
PS_F_CASE_SURVEY.RATING_SCORE |
Survey Count |
Contains the of survey results. The value is 1. Survey data is sourced from E-CRM survey-related records, such as Script, Script Instance and Script Answer records. |
PS_F_CASE_SURVEY.SURVEY_CNT |
Survey Score |
Tracks the relative importance or weight of the questions asked in a survey. |
PS_F_CASE_SURVEY.SURVEY_SCORE |
The Contact Call Center business area provides analysis on contact center calls. It enables contact center management to determine the overall effectiveness of their call operation, including the system capabilities for automating interactions. This section describes the content in the Contact Call Center business area.
Dimension Folders
This table lists the dimension folders in the Service − Contact Call Center business area:
Folder Name |
Description |
Database Object Name/Derivation |
Dimension Agent |
Defines the contact center agent. Some agent attributes can be associated with HCM person data. The dimension has the following hierarchy: Agent -> Provider Group -> Provider Group Type. |
PS_D_AGENT |
Dimension Business Unit |
The business unit dimension. |
PS_D_BUSINESS_UNIT |
Dimension Call Type |
Includes call type information. The call type is defined in the EPM translate table for contact center third-party vendor use. |
PS_D_CALL_TYPE |
Dimension Customer |
Includes information about entities that can participate in business relationships. |
PS_D_CUSTOMER |
Dimension Day Call Date |
A role-playing dimension based on dimension Day for call date. |
PS_D_DAY |
Dimension Day Call Ended Date |
A role-playing dimension based on dimension Day for call ended date. |
PS_D_DAY |
Dimension Interaction |
Defines contact center interaction transactions. |
PS_D_INTERACTION |
Dimension Time Call Time |
A role-playing dimension based on dimension Time for call time. |
PS_D_TIME |
Fact Folder
This table lists the fact folder in the Service − Contact Call Center business area:
Folder Name |
Description |
Database Object Name |
Fact Contact Center Call |
This aggregate fact includes contact center call metrics. The fact is sourced from third-party computer telephone interface (CTI) vendors, such as Genesys. It can be integrated into CRM interactions through the connection identifier that represents the actual communications vendor. |
PS_F_CC_CALL |
Metrics
This table lists the metrics in the Service − Contact Call Center business area:
Item |
Description |
Database Object Name/Derivation |
Aband Calls |
Contains the number of calls for which the call flag indicates it was an abandoned call. |
PS_F_CC_CALL.ABANDON_CALL |
Call Conference Time in Minutes |
Contains the duration of the call conference time in minutes. |
PS_F_CC_CALL.CALL_CONF_TIME/60 |
Call Dial Time in Minutes |
Contains the duration of the call dial time in minutes. |
PS_F_CC_CALL.CALL_DIAL_TIME/60 |
Call Duration Time in Minutes |
Contains the duration of the call in minutes. |
PS_F_CC_CALL.CALL_DUR/60 |
Call Queue Time in Minutes |
Contains the duration of the call queue time in minutes. |
PS_F_CC_CALL.CALL_QUEUE_TIME/60 |
Call Ring Time in Minutes |
Contains the duration of the call ring time in minutes. |
PS_F_CC_CALL.CALL_RING_TIME/60 |
Call Transfer Time in Minutes |
Contains the duration of the call transfer time in minutes. |
PS_F_CC_CALL.CALL_XFER_TIME/60 |
Conference Call |
Contains the number of calls that were in conference (where call flag indicates conference). |
PS_F_CC_CALL.CONF_CALL |
Connection Duration in Minutes |
Contains the call connection duration in minutes. |
PS_F_CC_CALL.CONN_DUR/60 |
First Ring Time in Minutes |
Contains the first ring time in minutes. |
PS_F_CC_CALL.FIRST_RING_TIME/60 |
First Route Time in Minutes |
Contains the length of time in minutes to route the call for the first time. |
PS_F_CC_CALL.FIRST_ROUTE_TIME/60 |
IVR Calls |
Contains the number of interactive voice recognition calls. |
PS_F_CC_CALL.IVR_CALL |
Inbound Calls |
Contains the number of calls that were received by the call center, where the call flag indicates that it was an inbound call. |
PS_F_CC_CALL.INBOUND_CALL |
Internal Call Duration in Minutes |
Contains the internal call duration in minutes. |
PS_F_CC_CALL.INTERNAL_DUR/60 |
Internal Calls |
Contains the number of internal calls. |
PS_F_CC_CALL.INTERNAL_CALL |
International Calls |
Contains the number of international calls, where the call flag indicates an international call. |
PS_F_CC_CALL.INTL_CALL |
Max Call Duration |
Contains the maximum of call duration. |
PS_F_CC_CALL.CALL_DUR |
Max Wait Time |
Contains the maximum wait time. |
PS_F_CC_CALL.FIRST_WAIT_TIME |
Max Wait Time in Minutes |
Contains the maximum call wait time in minutes. |
PS_F_CC_CALL.FIRST_WAIT_TIME/60 |
Number of Agents |
Contains the number of agents assigned within a call. |
PS_F_CC_CALL.AGENT_CNT |
Number of Calls |
Contains the number of calls. |
PS_F_CC_CALL.NUM_OF_CALL |
Outbound Calls |
Contains the number of calls that were dialed out of the call center, where the call flag indicates that it was an outbound call. |
PS_F_CC_CALL.OUTBOUND_CALL |
Outbound Duration |
Contains the duration for outbound calls. |
PS_F_CC_CALL.OUTBOUND_DUR |
Queue Calls |
Contains the number of calls that have been queued. |
PS_F_CC_CALL.QUEUE_CALL |
Short Calls |
Contains the number of calls with the call detail record short call flag equal to "Y." |
PS_F_CC_CALL.SHORT_CALL |
Transfer Calls |
Contains the number of calls that had one or more transfers, where the call flag indicates a transfer. |
PS_F_CC_CALL.TRANSFER_CALL |
Wait Time in Minutes |
Contains the time, in minutes, between the first appearance of a call in a call center and the first answer by a logged-in agent. |
PS_F_CC_CALL.FIRST_WAIT_TIME/60 |
The Contact Center Chat (online messaging) business area provides analysis on contact center chat to determine agent load, volume of chat activity. This section describes the content in the Contact Center Chat business area.
Dimension Folders
This table lists the dimension folders in the Service − Contact Center Chat business area:
Folder Name |
Description |
Database Object Name/Derivation |
Dimension Agent |
Defines the contact center agent. Some agent attributes can be associated with HCM person data. The dimension has the following hierarchy: Agent -> Provider Group -> Provider Group Type. |
PS_D_AGENT |
Dimension Association Type |
Defines the association type for case, interaction and order association. |
PS_D_ASSOC_TYPE |
Dimension Business Unit |
The business unit dimension. |
PS_D_BUSINESS_UNIT |
Dimension Case |
Includes customer support case information. |
PS_D_CASE |
Dimension Customer |
Includes information about entities that can participate in business relationships. |
PS_D_CUSTOMER |
Dimension Customer Contact |
Includes information about the customer contact person. Customer contacts can include contacts and partners. |
PS_D_CUST_CNTCT |
Dimension Day Chat Date |
A role-playing dimension based on dimension Day for chat date. |
PS_D_DAY |
Dimension Interaction |
Defines contact center interaction transactions. |
PS_D_INTERACTION |
Dimension Order Capture |
Includes order capture information for the sales order process. |
PS_D_ORD_CAPTURE |
Fact Folder
This table lists the fact folder in the Service − Contact Center Chat business area:
Folder Name |
Description |
Database Object Name |
Fact Contact Center Chat |
Includes metrics to determine the agent load and volume of chat activity. |
PS_F_CC_CHAT |
Metrics
This table lists the metrics in the Service − Contact Center Chat business area:
Item |
Description |
Database Object Name/Derivation |
Chat Count |
Contains the number of chat sessions. |
PS_F_CC_CHAT.CHAT_CNT |
Chat Duration |
Contains the elapsed time of a chat session based on chat's date and time start and end. |
PS_F_CC_CHAT.CHAT_DURATION |
Chat On Case |
A flag to show if there was chat on a case, or not. If the case identifier is blank, the value is 1; otherwise, it is 0. |
PS_F_CC_CHAT.CHAT_ON_CASE |
Chat On Order |
A flag to show if there was chat while an order was made. If the capture identifier is blank, the value is 1; otherwise, it is 0. |
PS_F_CC_CHAT.CHAT_ON_ORDER |
The Contact Center Email business area provides analysis on contact center email volume, category assignment activity, response time effectiveness, and template accuracy and utilization. This section describes the content in the Contact Center Email business area.
Dimension Folders
This table lists the dimension folders in the Service − Contact Center Email business area:
Folder Name |
Description |
Database Object Name/Derivation |
Dimension Agent |
Defines the contact center agent. Some agent attributes can be associated with HCM person data. The dimension has the following hierarchy: Agent -> Provider Group -> Provider Group Type. |
PS_D_AGENT |
Dimension Business Unit |
The business unit dimension. |
PS_D_BUSINESS_UNIT |
Dimension Day Contact Date |
A role-playing dimension based on dimension Day for contact date. |
PS_D_DAY |
Dimension Day Email Assigned Date |
A role-playing dimension based on dimension Day for assigned date. |
PS_D_DAY |
Dimension Day Email Close Date |
A role-playing dimension based on dimension Day for close date. |
PS_D_DAY |
Dimension Email Box |
Includes information about mailboxes associated with emails. The dimension has the following hierarchy: Mailbox -> Mailbox Type. |
PS_D_EML_BOX |
Dimension Email Category |
Defines the template categories assigned to an email. |
PS_D_EML_CATEGORY |
Dimension Interact Status |
Defines the status (completed, in progress) and detail type (email, chat, phone) of an interaction. The dimension has the following hierarchy: Status -> Detail Type. |
PS_D_INTERACT_STAT |
Dimension Interaction |
Defines contact center interaction transactions. |
PS_D_INTERACTION |
Dimension Language |
The language dimension. |
PS_D_LANGUAGE |
Dimension NLP (Natural Language Process) Category |
Defines the template categories assigned to an email. D_EML_CATEGORY is a role playing dimension here. |
PS_D_EML_CATEGORY |
Dimension Product |
Contains information on products that are offered for sale. |
PS_D_PRODUCT |
Dimension Time Contact Time |
A role-playing dimension based on dimension Time for contact time. |
PS_D_TIME |
Dimension Work Group |
Includes information about email work groups. |
PS_D_WORK_GRP |
Fact Folder
This table lists the fact folder in the Service − Contact Center Email business area:
Folder Name |
Description |
Database Object Name |
Fact Contact Center Email |
This accumulated snapshot fact includes email volume, category assignment activity, response time effectiveness, and template accuracy and utilization metrics. |
PS_F_CC_EMAIL |
Metrics
This table lists the metrics in the Service − Contact Center Email business area:
Item |
Description |
Database Object Name/Derivation |
Closed Emails |
Contains a count of the number of closed emails. |
PS_F_CC_EMAIL.CLOSED_EML_CNT |
Email Assign Count |
Contains a count of emails that have been assigned. The value is 1 if an email has been assigned to an agent. |
PS_F_CC_EMAIL.EML_ASSIGN_CNT |
Email Duration |
Contains the interaction duration in minutes for emails. |
PS_F_CC_EMAIL.EMAIL_DUR |
Email Met Due Date |
Contains a count of emails that have met their due date. The value is 1 if the send date on recipient email is less than or equal to the inbound email due date. |
PS_F_CC_EMAIL.MET_DUE_DT_CNT |
Email Past Due Date |
Contains a count of emails that are past their due date. The value is 1 if the send date on recipient email is greater than the inbound email due date. |
PS_F_CC_EMAIL.PAST_DUE_DT_CNT |
Email Score |
Contains the score value that is captured when an email is associated with an object for object type "WL." |
PS_F_CC_EMAIL.EML_SCORE |
Inbound Emails |
Contains the number of inbound received emails derived from interaction method. For Example, chat, email or, fax. |
PS_F_CC_EMAIL.IN_EMAIL_CNT |
NLP Accuracy |
Contains the NLP (Natural Language Process) accuracy count. |
PS_F_CC_EMAIL.NLP_ACCURACY |
NLP Score |
Contains the score value that is captured when an assignment occurs from NLP. |
PS_F_CC_EMAIL.NLP_SCORE |
Outbound Emails |
Contains the count of outbound email interactions before close of first sale (to become a new customer). |
PS_F_CC_EMAIL.OUT_EMAIL_CNT |
Spam Emails |
Contains the number of inbound emails with a status of spam. |
PS_F_CC_EMAIL.SPAM_CNT |
The Contact Center Email Assignment business area provides analysis on email assignments for worklists and agents. This section describes the content in the Contact Center Email Assignment business area.
Dimension Folders
This section lists the dimension folders in the Service − Contact Center Email Assignment business area.
Folder Name |
Description |
Database Object Name/Derivation |
Dimension Agent |
Defines the contact center agent. Some agent attributes can be associated with HCM person data. The dimension has the following hierarchy: Agent -> Provider Group -> Provider Group Type. |
PS_D_AGENT |
Dimension Business Unit |
The business unit dimension. |
PS_D_BUSINESS_UNIT |
Dimension Day Assign Date |
A role-playing dimension based on dimension Day for Assign Date. |
PS_D_DAY |
Dimension Email Box |
Includes information about mailboxes associated with emails. The dimension has the following hierarchy: Mailbox -> Mailbox Type. |
PS_D_EML_BOX |
Dimension Interact Status |
Defines the status (completed, in progress) and detail type (email, chat, phone) of an interaction. The dimension has the following hierarchy: Status -> Detail Type. |
PS_D_INTERACT_STAT |
Dimension Work Group |
Includes information about email work groups. |
PS_D_WORK_GRP |
Fact Folder
This table lists the fact folder in the Service − Contact Center Email Assignment business area.
Folder Name |
Description |
Database Object Name |
Fact Email Assignment |
Includes assignment duration metrics for worklists and agents. |
PS_F_EMAIL_ASSIGN |
Metrics
This table lists the metrics in the Service − Contact Center Email Assignment business area.
Item |
Description |
Database Object Name/Derivation |
Email Assign Count |
Contains a count of emails that have been assigned. The value is 1 if an email has been assigned to an agent. |
PS_F_EMAIL_ASSIGN.EML_ASSIGN_CNT |
Email Assign Time |
Contains the elapsed time of email assignment to an agent based on when email was received and the assigned date and time between each email sequence. |
PS_F_EMAIL_ASSIGN.EML_ASSIGN_TIME |
The Contact Center Interaction business area provides analysis on customer interactions. It enables supervisors and call center managers to evaluate the performance of individuals and teams. This section describes the content in the Contact Center Interaction business area.
Dimension Folders
This table lists the dimension folders in the Service − Contact Center Interaction business area.
Folder Name |
Description |
Database Object Name/Derivation |
Dimension Agent |
Defines the contact center agent. Some agent attributes can be associated with HCM person data. The dimension has the following hierarchy: Agent -> Provider Group -> Provider Group Type. |
PS_D_AGENT |
Dimension Association Type |
Defines the association type for case, interaction and order association. |
PS_D_ASSOC_TYPE |
Dimension Business Unit |
The business unit dimension. |
PS_D_BUSINESS_UNIT |
Dimension Case |
Includes customer support case information. |
PS_D_CASE |
Dimension Customer |
Includes information about entities that can participate in business relationships. |
PS_D_CUSTOMER |
Dimension Day Contact Date |
A role-playing dimension based on dimension Day for contact date. |
PS_D_DAY |
Dimension Day Interact End Date |
A role-playing dimension based on dimension Day for interact end date. |
PS_D_DAY |
Dimension Interact Method |
Defines the method of an interaction. |
PS_D_INTERACT_MTHD |
Dimension Interact Status |
Defines the status (completed, in progress) and detail type (email, chat, phone) of an interaction. The dimension has the following hierarchy: Status -> Detail Type. |
PS_D_INTERACT_STAT |
Dimension Interaction |
Defines contact center interaction transactions. |
PS_D_INTERACTION |
Dimension Lead |
Includes sales leads generated by marketing campaign waves. |
PS_D_LEAD |
Dimension Opportunity |
Includes information about the sales opportunity. |
PS_D_OPPORTUNITY |
Dimension Order Capture |
Includes order capture information for the sales order process. |
PS_D_ORD_CAPTURE |
Dimension Time Contact Time |
A role-playing dimension based on dimension Time for contact time. |
PS_D_TIME |
Fact Folder
This table lists the fact folder in the Service − Contact Center Interaction business area.
Folder Name |
Description |
Database Object Name |
Fact Contact Center Interaction |
This complex fact folder includes customer interaction metrics. |
PS_F_INTERACT |
Metrics
This table lists the metrics in the Service − Contact Center Interaction business area.
Item |
Description |
Database Object Name/Derivation |
Average of Call Time Per Case |
Contains the average of call duration in minutes for each case. |
SUM(Fact Contact Center Interaction.Call Duration In Minutes)/COUNT('DISTINCTCase Sid') |
Call Duration |
Contains the interaction duration for calls in minutes. |
CASE WHEN Fact Contact Center Interaction.Interaction Method IN ('IPHN','OPHN') THEN Fact Contact Center Interaction.Interaction Duration/60 ELSE 0 END |
Average Call Duration In Minutes |
Contains the average duration for calls in minutes. |
CASE WHEN SUM(Fact Contact Center Interaction.Number of Calls) = 0 THEN NULL ELSE SUM(Fact Contact Center Interaction.Call Duration)/SUM(Fact Contact Center Interaction.Number of Calls) END |
Case Interactions |
Contains a count of the number of case interactions. The value is 1 for an interaction linked to a case. |
PS_F_INTERACT.CASE_INTERACT |
Chat Duration |
Contains the interaction duration for chat in minutes. |
CASE WHEN Fact Contact Center Interaction.Interaction Method IN ('ICHT') THEN Fact Contact Center Interaction.Interaction Duration/60 ELSE 0 END |
Average Chat Duration In Minutes |
Contains the average chat duration in minutes. |
CASE WHEN SUM(Fact Contact Center Interaction.Number of Chats) = 0 THEN NULL ELSE SUM(Fact Contact Center Interaction.Chat Duration)/SUM(Fact Contact Center Interaction.Number of Chats) END |
Email Duration |
Contains the interaction duration in minutes for emails. |
CASE WHEN Fact Contact Center Interaction.Interaction Method IN ('IEML','OEML') THEN Fact Contact Center Interaction.Interaction Duration/60 ELSE 0 END |
Average Email Duration In Minutes |
Contains the average email duration in minutes. |
CASE WHEN SUM(Fact Contact Center Interaction.Number of Emails) = 0 THEN NULL ELSE SUM(Fact Contact Center Interaction.Email Duration)/SUM(Fact Contact Center Interaction.Number of Emails) END |
Interaction Duration |
Contains the interaction time elapsed, which is derived from the difference between the interaction begin date and time and the interaction end date and time. |
PS_F_INTERACT.INTERACT_DUR |
Lead Interactions |
Contains a count of the number of lead interactions. The value is 1 for interactions linked to a lead. |
PS_F_INTERACT.LEAD_INTERACT |
Number of Calls |
Contains a count of the number of calls. If the interaction method is in ('IPHN', 'OPHN'), the value is 1; otherwise, the value is 0. |
PS_F_INTERACT.NUM_OF_CALL |
Number of Chats |
Contains a count of the number of chats. If the interaction method is 'ICHT', the value is 1; otherwise, it is 0. |
PS_F_INTERACT.NUM_OF_CHAT |
Number of Emails |
Contains a count of the number of emails. If the interaction method is in ('IEML', 'OEML'), the value is 1; otherwise, it is 0. |
PS_F_INTERACT.NUM_OF_EMAIL |
Number of Interaction |
Contains a count of the number of interactions. The value is 1 for each interaction record. |
PS_F_INTERACT.INTERACT_CNT |
Opportunity Interactions |
Contains a count of the number of opportunity interactions. The value is 1 for an interaction linked to an opportunity. |
PS_F_INTERACT.OPPY_INTERACT |
Order Interactions |
Contains a count of the number of order interactions. The value is 1 for an interaction linked to a capture (order). |
PS_F_INTERACT.ORD_INTERACT |
Service Order Interactions |
Contains a count of the number of service order interactions. The value is 1 for an interaction linked to a service order. |
PS_F_INTERACT.SO_INTERACT |
The Entitlement business area provides analysis on entitlements for customers and products. It provides the effectiveness of operational agreements and entitlements.
This section describes the content in the Entitlement business area.
Dimension Folders
This table lists the dimension folders in the Service - Entitlement business area.
Folder Name |
Description |
Database Object Name/Derivation |
Dimension Agreement |
Includes customer support agreement information. The dimension has the following hierarchy: Agreement Line -> Renewal Num (number) -> Agreement. |
PS_D_AGREEMENT |
Dimension Agreement Status |
Includes customer support agreement and agreement line status information. For example: Pending, Active, Closed. |
PS_D_AGRMNT_STAT |
Dimension Customer |
Includes information about entities that can participate in business relationships. |
PS_D_CUSTOMER |
Dimension Day Renew Date |
A role-playing dimension based on dimension Day for renew date. |
PS_D_DAY |
Dimension Day Snapshot Date |
A role-playing dimension based on dimension Day for snapshot date. |
PS_D_DAY |
Dimension Entitlement |
Includes customer support service entitlement information. Entitlements are goods or services received upon signing an agreement. For example, three months use for free. The dimension has the following hierarchy: Entitlement -> Entitlement Plan. |
PS_D_ENTITLEMENT |
Dimension Product |
Contains information on products that are offered for sale. |
PS_D_PRODUCT |
Fact Folder
This table lists the fact folder in the Service - Entitlement business area:
Folder Name |
Description |
Database Object Name |
Fact Entitlement |
This periodic snapshot fact includes entitlement metrics for customers and products at the entitlement grain. |
PS_F_ENTITLEMENT |
Metrics
This table lists the metrics in the Service - Entitlement business area:
Item |
Description |
Database Object Name/Derivation |
Expiration Days |
Represents the number of days until the agreement has expired. |
PS_F_ENTITLEMENT.AGR_EXIPIRE_DAYS |
Number of Agreement Renewal |
Contains the count of renewals for the entitlement. |
PS_F_ENTITLEMENT.AGR_RENEWAL |
Number of Entitlements |
Contains a count of the number of entitlements. The value is 1 and is used for counting the entitlements. |
PS_F_ENTITLEMENT.ENTITLEMENT_CNT |
The Solution business area provides analysis on the usage and solved count (number of cases resolved) for each solution in the contact center. It also reflects the solutions submitted by agents.
This section describes the content in the Solution business area.
Dimension Folders
This table lists the dimension folders in the Service - Solution business area.
Folder Name |
Description |
Database Object Name/Derivation |
Dimension Agent |
Defines the contact center agent. Some agent attributes can be associated with HCM person data. The dimension has the following hierarchy: Agent -> Provider Group -> Provider Group Type. |
PS_D_AGENT |
Dimension Day Snapshot Date |
A role-playing dimension based on dimension Day for snapshot date. |
PS_D_DAY |
Dimension Day Solution Create Date |
Role-playing dimensions based on dimension Day for solution create date. |
PS_D_DAY |
Dimension Day Solution Expire Date |
A role-playing dimension based on dimension Day for solution expire date. |
PS_D_DAY |
Dimension Solution |
Includes customer support case solution information. The dimension has the following hierarchies:
|
PS_D_SOLUTION |
Dimension Solution New Solution |
A role-playing dimension based on the dimension Solution for new solution. |
PS_D_SOLUTION |
Dimension Solution Status |
Includes support solution status and resolution status information. |
PS_D_SOLUTION_STAT |
Fact Folder
This table lists the fact folder in the Service - Solution business area:
Folder Name |
Description |
Database Object Name |
Fact Solution |
This accumulated snapshot fact includes the usage and solved count for each solution in the contact center. The fact data also reflects the solutions submitted by agents. |
PS_F_SOLUTION |
Metrics
This table lists the metrics in the Service - Solution business area:
Item |
Description |
Database Object Name/Derivation |
Solved Count |
Contains a counter of how often the solution was selected to solve a case. The data is sourced from E-CRM Solution record. |
PS_F_SOLUTION.SOLVED_CNT |
Usage Count |
Contains a counter of how often the solution was selected in a Search Results page and marked as “Used.” The data is sourced from E-CRM Solution record. |
PS_F_SOLUTION.USAGE_CNT |
The Contact Center Volume business area was created for the contact center volume worksheet. It enables contact center management to report on the volume of calls. This helps management to understand trends, feed data to forecasting processes and for scheduling of resources to manage any anticipated growth of Contact Center volume.
This section describes the content in the Contact Center Volume business area.
Custom Folder
This table lists the custom folder in the Service − Contact Center Volume business area:
Folder Name |
Description |
Database Object Name/Derivation |
Contact Center Volume |
This is a custom folder joining PS_F_CC_EMAIL, PS_F_INTERACT, PS_D_DAY and PS_D_TIME. This folder is created specifically for creating the Contact Center Volume report. |
PS_F_CC_EMAIL PS_F_INTERACT PS_D_DAY PS_D_TIME |
Metrics
This table lists the metrics in the Service − Contact Center Volume business area:
Item |
Description |
Database Object Name/Derivation |
Closed Emails |
Contains a count of the number of closed emails. |
Custom SQL Item - PS_F_CC_EMAIL.CLOSED_EML_CNT |
Emails Past Due Date |
Contains a count of the number of emails that are past their due date. The value is 1 if send date on the recipient email is less than or equal to the inbound email due date. |
Custom SQL Item - PS_F_CC_EMAIL.MET_DUE_DT_CNT |
Number of Chats |
Contains a count of the number of chats. If the interaction method is 'ICHT', the value is 1; otherwise, it is 0. |
Custom SQL Item - PS_F_INTERACT.NUM_OF_CHAT |
Number of Interaction |
Contains a count of the number of interactions. The value is 1 for each interaction record. |
Custom SQL Item - PS_F_INTERACT.INTERACT_CNT |
Spam Emails |
Contains the number of inbound emails with a status of “spam.” |
Custom SQL Item - PS_F_CC_EMAIL.SPAM_CNT |
Total Cases |
Contains the number count of all cases. |
Custom SQL Item − COUNT (DISTINCT PS_F_INTERACT.CASE_SID) |
Total Emails Received |
The total number of emails received. |
Custom SQL Item - PS_F_CC_EMAIL.IN_EMAIL_CNT + PS_F_CC_EMAIL.OUT_EMAIL_CNT |
Total Orders Captured |
Contains the total number of unique orders captured. |
Custom SQL Item − COUNT (DISTINCT(PS_F_INTERACT ORD_CAP_SID) |
Average Interactions Per Case |
Contains the average interactions per case. |
Number of Interactions/ Total Cases |
Average Interactions Per Order |
Contains the average number of interactions per order. |
Number of Interactions/ Total Orders Captured |
The Related Transaction Analysis business area is created for the Related Transactions Analysis worksheet. With this report, a call center manager can analyze the path of a case and determine the number of related objects that were necessary for an effective resolution.
This section describes the content for the Related Transaction Analysis business area.
Dimension Folders
This table lists the dimension folders in the Service − Related Transaction Analysis business area:
Folder Name |
Description |
Database Object Name/Derivation |
Dimension Agent |
Defines the contact center agent. Some agent attributes can be associated with HCM person data. The dimension has the following hierarchy: Agent -> Provider Group -> Provider Group Type. |
PS_D_AGENT |
Dimension Case |
Includes customer support case information. |
PS_D_CASE |
Dimension Customer |
Includes information about entities that can participate in business relationships. |
PS_D_CUSTOMER |
Custom Folder
This table lists the custom folder in the Service − Related Transaction Analysis business area:
Folder Name |
Description |
Database Object Name/Derivation |
Related Transactions Analysis |
This is a custom folder joining PS_F_CASE and PS_F_CASE_ASSOC. This folder is created specifically for creating the Related Transactions Analysis report. |
PS_F_CASE PS_F_CASE_ASSOC |
Metrics
This table lists the metrics in the Service − Related Transaction Analysis business area:
Item |
Description |
Database Object Name/Derivation |
Case Count |
Contains the count of the number of cases. The value is 1. Support case data is sourced from E-CRM Case record where case is a support case (vertical value of 'SW'). Help desk case (vertical value of 'HD') is not included here. |
Custom SQL Item - PS_F_CASE.CASE_CNT |
Cases With Defect |
Used for counting the number of cases with product defects. The value is 1 if the case is associated with a defect report; otherwise, the value is 0. |
Custom SQL Item - PS_F_CASE_ASSOC.CASE_WITH_DEFECT |
Cases With Lead |
Used for counting the number of cases associated with a sales lead. The value is 1 if the case is associated with a lead; otherwise, the value is 0. This is to measure the upsell capability. |
Custom SQL Item - PS_F_CASE_ASSOC.CASE_WITH_LEAD |
Cases With Order |
Used for counting the number of cases associated with a product order. The value is 1 if the case is associated with an order; otherwise, the value is 0. This is to measure the upsell capability. |
Custom SQL Item - PS_F_CASE_ASSOC.CASE_WITH_ORDER |