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Reports > Getting Started with Answers (Custom Reports) > About Subject Areas in Reports > Account History Analytic Subject Area

Account History Analytic Subject Area

Availability

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

Business Purpose

This subject area provides a summary view of a company’s important operating metrics for its accounts. The account record type is the record type that you want to analyze. You can use the account record type to answer questions about account performance: Which companies have the highest number of service requests? Which companies have the largest number of opportunities? This subject area allows you to group and roll up these metrics at any level by account, account territory, and date dimensions. A deeper analysis involving other business areas requires the use of other subject areas.

Relationship Type

Summary

Optimized Custom Fields

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

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

• Campaign

Dimensions

This subject area has the following dimensions:

• Account
• Campaign
• Date
• Owned By User
• Principal Partner Account
• Territory

Metrics

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

• Account Metrics
  • Account Custom Metrics
  • Number (#) of Accounts
  • Number (#) of Accounts with Opportunities
  • Number (#) of Activities
  • Number (#) of Contacts
  • Number (#) of Leads
  • Number (#) of Archived Leads
  • Number (#) of Qualified Leads
  • Number (#) of Rejected Leads
  • Number (#) of Leads Converted to Opportunities (Definition: The number of leads that has been converted to opportunities.)
  • Number (#) of Leads Resulting in Lost Opportunity
  • Number (#) of Leads Resulting in Won Opportunity (Definition: The number of leads that has been converted to opportunities and is in the Closed/Won sales stage.)
  • Number (#) of SRs
  • Number (#) of Cancelled SRs
  • Number (#) of Closed SRs
  • Number (#) of Open SRs
  • Number (#) of Pending SRs
  • Number (#) of Opportunities
  • Number (#) of Wins
  • Potential Revenue
  • Potential Revenue (000)
  • Average (Avg) Potential Revenue
  • Avg Open SR Age
  • Avg Days to Close SR
  • Avg Minutes to Close SRs
  • Avg Open SR Age (Minutes)
  • Avg Days to Close Opportunity (Definition: The number of days to close an opportunity divided by the number of wins.)
  • Closed Revenue
  • Closed Revenue (000)
  • Avg Closed Revenue
  • Revenue
  • Revenue (000)
  • Product Closed Revenue
  • Avg Revenue
  • Revenue
  • Product Revenue (000)
  • Product Closed Revenue (000)

Usage Notes

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