|
Reports > About Prebuilt Reports
About Prebuilt Reports
Oracle CRM On Demand provides a number of prebuilt reports. You cannot edit or delete prebuilt reports. However, you can open, edit, and save these reports under different names. You can use them to form the basis of a new custom report. These reports are on the Reports Homepage and are organized into the following sections:
- Quick Lists
- Pipeline Analysis
- Sales Effectiveness
- Customers
- Service
- Marketing Effectiveness
- Usage Tracking
Note: The Prebuilt reports appear only if your user role has this privilege: Analytics Reports - View Prebuilt Analyses.
Quick Lists
The following table lists the information.
Report Name
|
Description
|
Opportunities By Account
|
Displays a list of all of your opportunities by account
|
Opportunities By Sales Stage
|
Displays a list of all of your opportunities by sales stage
|
Activities By Opportunity
|
Creates and evaluates a list of all of your activities by opportunity
|
Accounts By Sales Rep
|
Displays a list of all of your accounts by sales representative
|
Contact Mailing List
|
Displays and prints a mailing list of all of your contacts by account
|
Employee List
|
Displays a full list of the users of Oracle CRM On Demand at your company
|
Pipeline Analysis
The following table lists the information.
Report Name
|
Description
|
Pipeline Analysis
|
Analyzes your pipeline to identify opportunities and challenges
|
Opportunity Revenue Analysis
|
Analyzes your opportunity revenue
|
Pipeline Quality Analysis
|
Evaluates the quality of your deals and identifies the most important deals that can be targeted and closed quickly
|
Team Pipeline Analysis
|
Analyzes your deals by team
|
Top 10 Opportunities
|
Views and analyzes the top ten deals
|
Historical Pipeline Analysis
|
Analyzes the pipeline on a historical basis to evaluate the current performance compared with past expectations
|
Historical Expected Revenue Quarterly Analysis
|
Compares the historical expected revenue with current revenue by quarter
|
Historical Opportunity Revenue Quarterly Analysis
|
Compares the historical opportunity revenue with current revenue by quarter
|
Quarterly Closed Revenue Analysis
|
Compares the closed revenue from the last quarter with the current revenue
|
Opportunity vs. Expected Revenue vs. Closed Revenue
|
Provides insight in one view of your quarterly revenue performance
|
Sales Stage History Analysis
|
Analyzes the pipeline activity and other metrics for the sales stage history
|
Sales Effectiveness
The following table lists the information.
Report Name
|
Description
|
Top Performers List
|
Views, analyzes, and identifies your top performers in the regions, industries, and so on
|
Quarterly Sales Effectiveness Analysis
|
Analyzes the sales effectiveness quarter-to-quarter by subordinate
|
Team Sales Effectiveness Analysis
|
Analyzes the sales effectiveness by team
|
Team Activity Analysis
|
Analyzes team activity to improve team productivity
|
Team Win Rate Analysis
|
Evaluates the effectiveness of the team win-rate
|
Team Average Sales Cycle Analysis
|
Analyzes the effectiveness of the average sales cycle of the team
|
Customers
The following table lists the information.
Report Name
|
Description
|
Number of Accounts Opportunity Analysis
|
Analyzes the total number of accounts with opportunities by different demographics
|
Number of Accounts Analysis
|
Analyzes the total number of accounts by different demographics
|
Contact Analysis by Opportunity
|
Analyzes the number of contacts with opportunities by multiple criteria
|
Contact Analysis by Account
|
Analyzes the total number of contacts by account criteria
|
Top 10 Customers
|
Views and analyzes your top ten accounts
|
Account Analysis
|
Analyzes your accounts and customers
|
Closed Revenue by Account Analysis
|
Analyzes the closed revenue by account demographics
|
Service
The following table lists the information.
Report Name
|
Description
|
Service Analysis
|
Identifies important service problems and tracks service trends in your area.
|
Service Report List
|
Reviews a list of the important service requests. This data is refreshed daily.
|
Current Service Request Aging Analysis
|
Analyzes and manages the aging of your service requests.
|
Open Service Request Analysis
|
Evaluates and analyzes your open service requests.
|
Number of Service Request Analysis
|
Evaluates and analyzes your total number of service requests.
|
Team Service Analysis
|
Analyzes service requests by team member.
|
Marketing Effectiveness
The following table lists the information.
Report Name
|
Description
|
Active Campaign Status
|
Analyzes the performance metrics for active campaigns.
|
Completed Campaign Results
|
Generates graphs and compares specific performance metrics for completed campaigns.
|
Campaign Effectiveness by Campaign Name
|
Evaluates selected performance metrics for completed campaigns.
|
Campaign Effectiveness by Campaign Type
|
Evaluates selected performance metrics by campaign type for completed campaigns.
|
Lead Followup Analysis
|
Analyzes the age, followup, and status trends for leads.
|
Lead Source Analysis
|
Analyzes volume trends for leads by lead source.
|
Opportunity Source Analysis by Close Date
|
Tracks the trend for lead sources for opportunities based on the closing date for the opportunity.
|
Opportunity Source Analysis by Create Date
|
Tracks the trend for lead sources for opportunities based on the creation date for the opportunity.
|
Projected Revenue
|
Estimates future closed revenue. The estimate is based on the past performance metrics.
|
Usage Tracking
The Usage Tracking reports are available to users who have the Usage Tracking privilege. The following table lists the information.
Report Name
|
Description
|
Application Object Usage Analysis
|
Analyzes record type usage in your application by calendar quarter of the selected year.
|
User Adoption Analysis
|
Analyzes user adoption of your application based on the user logins.
|
Setup and Configuration Overview
|
Displays a summary of application setup and configuration details for your company.
|
User Logins By Role
|
Displays and analyzes user logins by role by calendar year and month.
|
User Logins By Top 25 Users
|
Displays and analyzes your top user logins by calendar year and month.
|
Top 10 Page Views
|
Displays and analyzes the performance of the top 10 page views of your application.
|
Analytics Performance
|
Displays an analysis of the performance of your reporting and analytic queries and dashboards.
|
Report Metrics
The following metrics appear in some of the previous reports:
- Avg Deal Size. The average deal size based on the opportunity revenue, which is converted to the user’s default currency.
- Cost per Closed Sale. The cost divided by the number of wins.
- Cost per Lead. The cost divided by the number of leads.
- ROI (Return On Investment). The Return On Investment ratio is calculated using the total opportunity revenue that is derived from the campaign (Gain) and the total cost of the campaign (Cost). The formula is (Gain minus Cost) divided by Cost.
- Opportunity Win Rate. The percentage of the opportunities won.
| 
