This chapter covers the following topics:
The Import Records Manager report enables you to search all records imported as leads, to find import exceptions and recover from errors, and to track the number of leads imported by different sources.
To resolve errors resulting from an import operation, see Correcting Errors During Lead Import.
The Lead Processing History report provides the ability to view details of each execution of the Rules Engine per lead, and the state of the lead at different executions. Details such as the date and time, winning rule, and the outcome of each engine run for each lead is displayed.
Search By: Processing Stage (including all), Lead Name, Lead ID, Rule Set Name, Guard fields, Creation and Evaluation dates, and Result.
Group By: Unique Lead ID and Lead Name. All sorting is within a lead.
Note: If the value in the OS: Default Rating for Lead Rating Engine profile is set to BLANK, lead records that get this as their default rating will not be displayed by this report.
The Rule Performance report provides the ability to view utilization and effectiveness of rule sets (for optimization of rule configuration). This stores the last engine run for each lead, the date and time, the winning rule, and the outcome. Order and revenue tracking enables you to correlate the ranking predictability of leads in relation to actual performance.
Search By: Processing stage (including all), Lead Name and Lead ID, Rule Set Name, Guard fields, Creation and Evaluation dates, and Result.
Group By: Stage, Rule Set, and Result, in that sequence.
Summary Reports
Utilization - Total number of leads processed (matching criteria)
Total Number of Orders
Order amount
Revenue in $
Effectiveness
Total number and % of total of Status
Total number and % total Upgraded or Downgraded
Total number and % of total Accepted.
For failed leads which use the default resource, the report displays the lead outcome (for example, the rating) with no rule applicable. You can drill down to view the winning sub-rule for each rule set and review the criteria.
Details: To view a detailed report, click the Details link after the Summary report displays. For the detailed report, you must enter a value for one the following fields: Lead Number, Lead Name, or Lead Status.
The Rule Diagnostics report provides the ability to troubleshoot and manage rule configuration in the Leads Engine. This stores details of each engine run for each lead, and details include failure, tied, and winning executions of the rules and their precedence and guards for setup analysis.
Search By: Processing stage (including all), Lead Name and Lead ID, Rule Set Name, Guard fields, Creation and evaluation dates, and Result.
Group By: Stage, then Rule Set.
Summary Reports
Total number of executions where leads matched
Total number of executions and % Failed
Total number of executions and % Passed
Total number of executions and % Tied
Total number of executions and % Won
Each report shows record-by-record details of the executions.
Details: To view a detailed report, click the Details link after the Summary report displays.
The Lead Linking report enables you to assess the effectiveness of the Interaction rule sets. The report displays the leads linked against standard guards used for interaction selections. The chief goal of these reports is to help you to optimize the logic of which interactions to capture and to set the thresholds for sales follow up.
You can view how many interactions are captured in a given time frame. The report also displays the type of interactions that are captured and how many leads are linked to those interactions. The percentage of interactions linked is also displayed.
Note: Only customer-related interactions are considered while generating this report.
Search By: Date range, Country, and Source Code.
Group By: Interaction Type, Campaign
Summary Reports
Number of interactions captured between the dates given by the filter parameters.
Number of interactions linked.
Percentage of interactions linked.
Number of leads linked to interactions.
Leads converted and percentage of leads linked
Prerequisites: Interaction rule sets must exist.
Navigation: Log in with the Oracle Marketing Superuser responsibility, and navigate to Administration > Leads > Operational Reports > Lead Linking.