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Contact Interests Historical Analytics Subject Area

Availability

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

Business Purpose

The Contact Interests History Analytics subject area enables you to generate reports about contacts' interests for the Contact dimension. This report enables advisors and their managers to determine their clients' interests and hobbies and to select meaningful gifts for their clients, which are based on those interests. They can also use this information to host relevant appreciation events, such as golf tournaments. In this way, advisors can deepen their relationships with their clients as well as meet their clients' friends and families. These events might generate new business.

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

Dimensions

This subject area has the following dimensions:

  • Contact
  • Owned By User
  • Date
  • Contact Interests

Metrics

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

  • Contact Interests Metrics
    • Number (#) of Contact Interests

Usage Notes

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


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