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MDF Request History Analytic Subject Area

Availability

This subject area is available only in Oracle CRM On Demand Partner Relationship Management Edition.

Business Purpose

Market Development Funds (MDF) provide the brand owner with the ability to make marketing funds available to partners in a systematic way, so that partners sell the brand owner’s products in specific geographical areas or market the brand. Through MDF Requests, partners request preapprovals of funding for marketing activities. When the brand owner approves the MDF request, partners can execute the activity and then submit an MDF claim to redeem the preapproved money that was spent.

Brand owners require metrics and information about MDF requests for each partner and quarter so that they can align marketing and channel sales. The MDF Request Historical Analytics subject area gives brand owners the required information to control their MDF budgets and ensure that funds are allocated to activities that have the maximum return on investment.

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

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

  • Campaign

Dimensions

This subject area has the following dimensions:

  • Principal Partner Account
  • Campaign
  • MDF Request
  • Date
  • Owned By User
  • Approver

Metrics

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

  • MDF Request Metrics
    • MDF Request Custom Metrics
    • MDF Request Metrics by Submitted Date
      • Number (#) of MDF Requests
      • Amount Requested
      • Average Amount Requested
      • Amount Pre-Approved
      • Average Amount Pre-Approved
      • Total Claim Amount Requested
      • Average Total Claim Amount Requested
      • Total Claim Amount Approved
      • Average Total Claim Amount Approved
    • Number (#) of MDF Requests
    • Amount Requested
    • Average Amount Requested
    • Amount Pre-Approved
    • Average Amount Pre-Approved
    • Quarter Ago Amount Requested
    • Average Quarter Ago Amount Requested
    • Quarter Ago Amount Pre-Approved
    • Average Quarter Ago Amount Pre-Approved
    • Total Claim Amount Requested
    • Average Total Claim Amount Requested
    • Total Claim Amount Approved
    • Average Total Claim Amount Approved
    • Quarter Ago Total Claim Amount Requested
    • Average Quarter Ago Total Claim Amount Requested
    • Quarter Ago Total Claim Amount Approved
    • Average Quarter Ago Total Claim Amount Approved
    • Number (#) of MDF Request Pending Approval
    • Amount Requested Pending Approval
    • Number (#) of Submitted MDF Requests
    • Number (#) of Approved MDF Requests
    • Number (#) of Reject MDF Requests
    • Number (#) of Returned MDF Requests
    • Number (#) of Cancelled MDF Requests
    • Number (#) of Expired MDF Requests
    • Number (#) of Submitted MDF Claims
    • Number (#) of Approved MDF Claims
    • Number (#) of Rejected MDF Claims
    • Percentage (%) of MDF Requests Approved
    • Percentage (%) of MDF Requests Expired
    • Percentage (%) of MDF Requests Rejected
    • Percentage (%) of MDF Requests Returned
    • Number (#) of Days Pending Approval
    • Number (#) of Days to Approval
    • Average Number (Avg #) of Days Pending Approval
    • Avg Number (#) of Days To Approval

Usage Notes

If your company changes the display name for MDF Requests to a custom name, the custom name appears in Oracle CRM On Demand Answers.


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