Understanding CRM Warehouse Delivered Discoverer Content

This chapter discusses the delivered Discoverer content for the CRM Warehouse.

Click to jump to parent topicDelivered EUL 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:

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

Click to jump to parent topicUnderstanding End User Layer Business Area Terms

This section describes the terms used in this chapter.

End User Layer

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 Area

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

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 Folder

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 Folder

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

Hierarchy

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 Class

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 Folder

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.

Filter

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.

Role-playing Dimension

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.

Click to jump to parent topicCRM Warehouse Marketing Business Areas

This section describes the content for the Marketing business areas in the CRM Warehouse. This section discusses these business areas:

Click to jump to top of pageClick to jump to parent topicMarketing − Marketing Activity Business Area

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

Click to jump to top of pageClick to jump to parent topicMarketing − Product Correlation Business Area

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

Click to jump to parent topicCRM Warehouse Online Communication Discoverer Business Areas

This section describes the content for the Online Communication business areas in the CRM Warehouse. This section discusses these business areas:

Click to jump to top of pageClick to jump to parent topicOnline Communication − All Response Business Area

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

Click to jump to top of pageClick to jump to parent topicOnline Communication − Daily Email Response Business Area

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

Click to jump to top of pageClick to jump to parent topicOnline Communication − Daily Web Response Business Area

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

Click to jump to top of pageClick to jump to parent topicOnline Communication − Document Answer Business Area

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

Click to jump to top of pageClick to jump to parent topicOnline Communication − Dynamic Content Business Area

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

Click to jump to top of pageClick to jump to parent topicOnline Communication − Dynamic Web Link Business Area

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

Click to jump to top of pageClick to jump to parent topicOnline Communication − Dynamic Content Section Business Area

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

Click to jump to top of pageClick to jump to parent topicOnline Communication − Email Performance Business Area

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

Click to jump to top of pageClick to jump to parent topicOnline Communication − Email Response Business Area

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

Click to jump to top of pageClick to jump to parent topicOnline Communication − Individual Web Response Business Area

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.

Click to jump to top of pageClick to jump to parent topicOnline Communication − Profile Choice 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

Click to jump to top of pageClick to jump to parent topicOnline Communication − Repeat Email Response Business Area

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

Click to jump to top of pageClick to jump to parent topicOnline Communication − Repeat Web Response Business Area

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

Click to jump to top of pageClick to jump to parent topicOnline Communication − Web Response Business Area

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)

Click to jump to parent topicCRM Warehouse Sales Discoverer Business Areas

This section describes the content for the Sales business areas in the CRM Warehouse. This section discusses these business areas:

Click to jump to top of pageClick to jump to parent topicSales - Lead Business Area

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

Click to jump to top of pageClick to jump to parent topicSales - Opportunity Analysis Business Area

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

Click to jump to top of pageClick to jump to parent topicSales − Order Association Business Area

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

Click to jump to top of pageClick to jump to parent topicSales − Order Capture Business Area

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

Click to jump to top of pageClick to jump to parent topicSales − Product Opportunity Business Area

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

Click to jump to top of pageClick to jump to parent topicSales − Product Quote Business Area

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

Click to jump to top of pageClick to jump to parent topicSales - Quota Business Area

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

Click to jump to top of pageClick to jump to parent topicSales - Quote Business Area

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

Click to jump to parent topicCRM Warehouse Segment Discoverer Business Areas

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:

See See PeopleSoft Enterprise CRM 8.9 Business Object Management PeopleBook, “Defining Control Values for Business Objects”

Click to jump to top of pageClick to jump to parent topicSegment − Customer Acquisition Business Area

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

Click to jump to top of pageClick to jump to parent topicSegment − Customer Count Business Area

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

Click to jump to top of pageClick to jump to parent topicSegment − Customer Segment Business Area

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

Click to jump to top of pageClick to jump to parent topicSegment − Segment Count Business Area

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

Click to jump to top of pageClick to jump to parent topicSegment − Segment Migration Business Area

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

Click to jump to parent topicCRM Warehouse Service Discoverer Business Areas

This section describes the content for the Service business areas in the CRM Warehouse. This section discusses these business areas:

Click to jump to top of pageClick to jump to parent topicService - Case Business Area

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

Click to jump to top of pageClick to jump to parent topicService − Case Association Business Area

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

Click to jump to top of pageClick to jump to parent topicService − Case History Business Area

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

Click to jump to top of pageClick to jump to parent topicService − Case Resolution Business Area

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:

  • Solution -> Solution Library

  • Solution -> Solution Type

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

Click to jump to top of pageClick to jump to parent topicService − Case Survey Business Area

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:

  • Script -> Script Category

  • Script -> Script Type

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

Click to jump to top of pageClick to jump to parent topicService − Contact Call Center Business Area

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

Click to jump to top of pageClick to jump to parent topicService − Contact Center Chat Business Area

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

Click to jump to top of pageClick to jump to parent topicService − Contact Center Email Business Area

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

Click to jump to top of pageClick to jump to parent topicService − Contact Center Email Assignment Business Area

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

Click to jump to top of pageClick to jump to parent topicService − Contact Center Interaction Business Area

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

Click to jump to top of pageClick to jump to parent topicService - Entitlement Business Area

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

Click to jump to top of pageClick to jump to parent topicService - Solution Business Area

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:

  • Solution -> Solution Library

  • Solution -> Solution Type

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

Click to jump to top of pageClick to jump to parent topicService − Contact Center Volume Business Area

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

Click to jump to top of pageClick to jump to parent topicService − Related Transaction Analysis Business Area

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