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

Pipeline History Analytic Subject Area

Availability

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

Business Purpose

The pipeline history subject area provides a monthly snapshot of all opportunities in Oracle CRM On Demand. Pipeline snapshots are taken daily during the nightly process, but the archiving process keeps only the latest pipeline snapshot for each month and purges the other snapshots. These pipeline snapshots are never deleted. During the full extract, transform and load (ETL) of data, these snapshots are backed up and fully restored. If companies change their fiscal calendar type, these historical snapshots will not be realigned with their new fiscal calendar definition. For companies with a custom fiscal calendar type, these historical snapshots can be reported only for the fiscal year definitions that are defined in Oracle CRM On Demand. Snapshots are taken of opportunities without a close date or of opportunities in which the close date is in the current quarter or in a future quarter.

Relationship Type

Simple

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:

Dimensions

This subject area has the following dimensions:

• Account
• Date
• Opportunity
• Owned By User
• Pipeline Snapshot Date
• Territory

Metrics

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

• Historical Pipeline Metrics
  • Revenue. This metric indicates the revenue from the opportunity.
  • Expected Revenue. This metric indicates the opportunity revenue multiplied by the probability of the opportunity.
  • Closed Revenue. This metric indicates the revenue of the closed/won opportunity. When the opportunity's status is Closed/Won, then the revenue and closed revenue have the same value.
  • Revenue (000). This metric indicates the revenue from the opportunity, in thousands.
  • Expected Revenue (000). This metric indicates the opportunity revenue multiplied by the probability of the opportunity, in thousands.
  • Closed Revenue (000). This metric indicates the revenue of the closed/won opportunity, in thousands. When the opportunity's status is Closed/Won, then the revenue and closed revenue have the same value.
  • Quarter Ago Opportunity Revenue. This metric indicates the value of the revenue from one quarter ago.
  • Quarter Ago Expected Revenue. This metric indicates the value of the expected revenue from one quarter ago.
  • Quarter Ago Closed Revenue. This metric indicates the value of the closed revenue from one quarter ago.
  • Quarter Ago Opportunity Revenue (000). This metric indicates the value of the revenue from one quarter ago, in thousands.
  • Quarter Ago Expected Revenue (000). This metric indicates the value of the expected revenue from one quarter ago, in thousands.
  • Quarter Ago Closed Revenue (000). This metric indicates the value of the closed revenue from one quarter ago, in thousands.
  • Territory

Usage Notes

The Account dimension includes a Book hierarchy, which enables you to analyze metrics and related attributes at any level.