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Quotes Reporting Subject Area

Availability

This subject area is available in all editions of Oracle CRM On Demand. The Quotes object must be provisioned by an administrator.

Business Purpose

Use this subject area to analyse quotes by account, date and owner dimensions.

Relationship Type

Simple

Dimensions

This subject area has the following dimensions:

  • Account
  • Date
  • Opportunity
  • Owned By User
  • Quote

Metrics

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

  • Quote Custom Metrics
  • Number (#) of Quotes

Usage Notes

None.

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

Optimised Filtering 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:

  • Account
  • Opportunity
  • Owned By User
  • Quote


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