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Product History Analytic Subject Area

Availability

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

Business Purpose

This subject area enables you to analyse revenue metrics by product, account, user, opportunity, date, and territory dimensions. The level of detail of this subject area is slightly higher than the Opportunity-Product Reporting subject area, because it allows you to analyse opportunity revenues from the focus of the product dimension. This subject area bridges the analysis gap between the Opportunities Reporting subject area and Opportunity-Product Reporting subject area.

Relationship Type

Simple

Optimised Custom Fields

This subject area has custom fields that are optimised to reduce the query time when they are used in filters. Optimised custom fields are in folders where the name ends with Optimised Custom Fields or Optimised Custom Metrics, such as Account Optimised Custom Fields and Opportunity Optimised Custom Metrics. Numeric custom fields, such as those with a type of CUR, INT or NUM, are available as metrics in the optimised 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 optimised 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:

Record Type

Oracle CRM On Demand Answers Coverage

Account

All optimised fields

Activity

All optimised fields

Assessment

All optimised fields

Campaign

All optimised fields

Contact

All optimised fields

Custom Objects 1-40

All optimised fields in CO1, CO2, CO3, CO4, CO5, and CO9 only

Lead

All optimised fields

Opportunity

All optimised fields

Opportunity Team

First five optimised fields of each type

Product

All optimised fields

Revenue

All optimised fields

Service Request

All optimised fields

Dimensions

This subject area has the following dimensions:

  • Account
  • Date
  • Opportunity
  • Owned By User
  • Products
  • Territory

Metrics

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

  • Product Revenue Metrics
    • Product Revenue Custom Metrics
    • Revenue
    • Product Expected Revenue
    • Product Closed Revenue
    • Product Revenue (000)
    • Product Expected Revenue (000)
    • Product Closed Revenue (000)
    • Purchase Price
    • Avg Purchase Price
    • Avg Quantity
    • Total Quantity
    • Quarter Ago Product Revenue
    • Quarter Ago Product Closed Revenue
    • Quarter Ago Product Revenue (000)
    • Quarter Ago Product Closed Revenue (000)

Usage Notes

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

The Forecast Flag field in the Product dimension in this subject area is mapped to the Opportunity Revenue record type and if this field is selected with other Product fields (such as Product Name), only the product records that are associated to an Opportunity Product Revenue record appear in the report.


Published October 2016 Copyright © 2005, 2016, Oracle. All rights reserved. Legal Notices.