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

Account and Competitor History Analytic Subject Area

Availability

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

Business Purpose

This subject area allows the reporting of the many-to-many relationship between accounts and competitor accounts. This subject area is almost identical to the account subject areas. The only difference is that it includes the competitor dimension, which has a many-to-many relationship with the account record type. This subject area allows you to create reports to show all the competitors for an account. Because this subject area represents the many-to-many relationship between accounts and competitor accounts, accounts that do not have an association with at least one competitor account cannot be reported using this subject area. The complete attributes that define the competitor account relationship, and which are available for reporting include the following:

• Primary Contact
• Role
• Reverse Role
• Start Date
• End Date
• Strengths
• Weaknesses
• Comments

Relationship Type

Many-to-many

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
• Account Competitor
• Campaign
• Date
• Owned By User
• Relationship Contact
• 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
  • Average (Avg) Open SR Age
  • Average (Avg) Days to Close SR
  • Average (Avg) Minutes to Close SRs
  • Average (Avg) Open SR Age (Minutes)
  • Average (Avg) Days to Close Opportunity (Definition: The total number of days to close an opportunity divided by the number of wins.)
  • Closed Revenue
  • Closed Revenue (000)
  • Average (Avg) Closed Revenue
  • Revenue
  • Revenue (000)
  • Product Closed Revenue
  • Average (Avg) Revenue
  • Revenue
  • Product Revenue (000)
  • Product Closed Revenue (000)

Usage Notes

This subject area is one of a group of related subject areas. All the subject areas in this group have the same metrics and share most of the same dimensions. The only difference between them is that the first dimension in the dimension list is specific to the subject area. The subject areas in this group are as follows:

• Account and Competitor History
• Account and Partner History
• Account and Related Account History

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