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Reports > Getting Started with Answers (Custom Reports) > About Subject Areas in Reports > Opportunity History Analytic Subject Area

Opportunity History Analytic Subject Area

Availability

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

Business Purpose

This subject area allows you to analyze opportunities by account, territory, campaign, contact, territory, owner, and date dimensions. This subject area consists of two or more fact tables and includes opportunity and quota metrics. Opportunity metrics are defined at the lowest level of detail in this subject area. So, you can analyze the metrics for all dimensions. However, quota metrics are at a higher level of detail and can be analyzed only by the following limited dimensions: Date (Month), Quota, and Owner.

Relationship Type

Multi-fact

Optimized Custom Fields

This subject area has custom fields that are optimized to reduce the query time when they are used in filters. Optimized custom fields are in folders where the name ends with Optimized Custom Fields or Optimized Custom Metrics, such as Account Optimized Custom Fields and Opportunity Optimized Custom Metrics. Numeric custom fields, such as those with a type of CUR, INT, or NUM, are available as metrics in the optimized custom metrics folder, if the record type is the driving object in a specific subject area. For example, the Account record type is the driving object in the Account History subject area.

The following record types have optimized custom fields and metrics coverage in Oracle CRM On Demand Answers and one or more of these record types might be present as dimensions or facts in this subject area:

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

• Campaign

Dimensions

This subject area has the following dimensions:

• Account
• Account Territory
• Campaign
• Date
• Opportunity
• Owned By User
• Primary Contact
• Principal Partner Account
• Quota
• Territory

Metrics

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

• Opportunity Metrics
  • Opportunity Custom Metrics
  • Opportunity Metrics by Open Date
    • Number (#) of Open Opportunities
    • Number (#) of Opportunities
    • Number (#) of Contacts with Opportunities (Optys)
    • Closed Revenue
    • Expected Revenue
    • Revenue
    • Average Number (Avg #) of Days in Stage
    • Number (#) of Wins
    • Avg Deal Size (Definition: The average size of each sale for each customer, expressed as the number of units or revenue amount.)
    • Avg Sales Cycle
    • Opportunity Win Rate (Definition: The number of win opportunities divided by the number of won and lost opportunities.)
    • Opportunity Loss Rate
  • Revenue
  • Expected Revenue
  • Closed Revenue
  • Number (#) of Opportunities
  • Number (#) of Open Opportunities
  • Number (#) of Contacts with Optys
  • Number (#) of Wins
  • Average Number (Avg #) of Days in Stage
  • Avg Deal Size (Definition: The average size of each sale for each customer, expressed as the number of units or revenue amount.)
  • Avg Sales Cycle
  • Opportunity Win Rate (Definition: The number of win opportunities divided by the number of won and lost opportunities.)
  • Opportunity Loss Rate
  • Quarter Ago Opportunity Revenue
  • Quarter Ago Closed Revenue
• Quota Metrics
  • Quota Value

Usage Notes

The Account and Primary Contact dimensions include a Book hierarchy, which enables you to analyze metrics and related attributes at any level.

The Opportunities Reporting subject area and the Opportunity Historical Analytic subject area provide different metrics. Before selecting one of these subject areas, review the provided metrics in both to make sure you use the subject area that best suits your needs,