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Reports > Getting Started with Answers (Custom Reports) > About Subject Areas in Reports > Leads Reporting Subject Area

Leads Reporting 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 lead metrics by account, account territory, campaign, contact, date, lead, opportunity, owned by user, and principal partner account. This subject area contains metrics to analyze lead quality, lead conversion, and revenues associated with leads.

Relationship Type

Simple

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:

Dimensions

This subject area has the following dimensions:

• Account
• Account Territory
• Campaign
• Contact
• Date
• Lead
• Opportunity
• Owned By User
• Principal Partner Account

Optimized Filtering 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:

• Account
• Campaign
• Contact
• Lead
• Opportunity

Metrics

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

• Lead Metrics
  • Account Territory Hierarchy
    • Top Level Territory Name
    • Level 8 Territory Name
    • Level 7 Territory Name
    • Level 6 Territory Name
    • Level 5 Territory Name
    • Level 4 Territory Name
    • Level 3 Territory Name
    • Level 2 Territory Name
    • Level 1 Territory Name
  • Number (#) of Leads
  • Number (#) of Qualified Leads
  • Number (#) of Rejected Leads
  • Number (#) of Archived Leads
  • Number (#) of Leads Converted to Opportunities (Definition: The number of leads that has been converted to opportunities.)
  • 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 Leads Resulting in Lost Opportunity
  • Number (#) of New Opportunities
  • Number (#) of Wins
  • Closed Revenue for Lead
  • Expected Revenue for Lead
  • Opportunity Revenue for Lead

Usage Notes

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