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Activity History Historical Analytics Subject Area

Availability

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

Business Purpose

This subject area allows you to analyze a broad set of activity metrics by activity, account, opportunity, lead, campaign, contact, service request, and date dimensions. Because this subject area represents every single activity event and interaction in connection with these record types, this subject area is at the lowest possible level, which means the activity fact table that determines this subject area might be the largest. This subject area allows you to roll up and analyze activity metrics using the broadest set of dimensions. This subject area consists of two or more fact tables, which allows the reporting of user quotas in relation to activity metrics.

Relationship Type

Simple

Optimized Custom Fields for V3 Analytics only

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 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 Coverage

Account

All optimized fields

Activity

All optimized fields

Assessment

All optimized fields

Campaign

All optimized fields

Contact

All optimized fields

Custom Objects

All optimized fields in CO1 - CO9

Lead

All optimized fields

Opportunity

All optimized fields

Opportunity Team

First five optimized fields of each type

Product

All optimized fields

Revenue

All optimized fields

Service Request

All optimized fields

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
  • Lead

Dimensions

This subject area has the following dimensions:

  • Account
  • Activity
  • Campaign
  • Contact
  • Date
  • Dealer
  • Event
  • Lead
  • Opportunity
  • Owned By User
  • Quota
  • Service Request

Metrics

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

  • Activity Metrics
    • Activity Custom Metrics
    • Activity Metrics by Created Date
      • Number (#) of Activities (Created Date)
      • Number (#) of Appointments (Created Date)
      • Number (#) of Closed Activities (Created Date)
      • Number (#) of Open Activities (Created Date)
      • Number (#) of Tasks (Created Date)
    • Activity Metrics by Other Dates
      • Number (#) of Appointments (End Date)
      • Number (#) of Appointments (Start Date)
      • Number (#) of Tasks (Due Date)
    • Number (#) of Accounts with Activities
    • Number (#) of Activities
    • Number (#) of Appointments Scheduled
    • Number (#) of Calls Dialed
    • Number (#) of Calls Reached
    • Number (#) of Closed Activities
    • Number (#) of Open Activities
  • Quota Metrics
    • Quota Value

Usage Notes

The Account, Activity, and Service Request dimensions include a Book hierarchy, which enables you to analyze metrics and related attributes at any level.

User Time Zone Enabled Fields

Normally, all times included in Analytic subject area reports display the company's time zone to ensure consistent time information no matter who generates the reports. The Activity dimension includes the following fields:

  • End Time
  • End Time User Time Zone
  • Start Time
  • Start Time User Time Zone

The End Time and Start Time fields report the activity time in the company's time zone. The End Time User Time Zone and Start Time User Time Zone fields report the same information as the standard fields do but in the user’s local time zone.


Published 7/6/2017 Copyright © 2005, 2017, Oracle. All rights reserved. Legal Notices.