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Sales Stage History Analytic Subject Area

The Sales Stage History has the following subject areas.

Availability

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

Business Purpose

This subject area allows analysing opportunities at different sales stages by account, opportunity, sales stage, and date dimensions. The sales stage history subject area represents event-based historical snapshots of opportunities and only available on the historical side. Because opportunities go through multiple sales stages, this subject area is denser than the opportunities subject area with as many records as number of opportunities times sales stages they went through.

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 offers the following dimensions:

  • Account
  • Historical Sales Stage
  • Opportunity

Metrics

The following is the complete list of metrics for this subject area:

  • Sales Stage Metrics
    • Avg Days in Stage
    • Number of (#) of Days in Stage
    • Number of (#) of Opportunities
    • Fallout
    • Fallout Ratio

Usage Notes

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


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