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Opportunities Real-Time 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 opportunities by account, territory, campaign, contact, territory, owner, and date dimensions. This subject area is a multi-fact subject area that includes opportunity and quota metrics. Opportunity metrics are defined at the most granular level in this subject area, and hence, can be analyzed by every possible dimension. However, Quota metrics are at less granular level and can be analyzed only by limited dimensions including Date (Month), Quota, Owner.

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

  • Account
  • Account Territory
  • Campaign
  • Close Date
  • Date Opened
  • Opportunity
  • Owned By User
  • Primary Contact
  • Principal Partner Account
  • Quota
  • Territory

Optimized Filtering Fields

此主题区域具有某些经过优化的字段,在筛选器中使用时可减少查询时间。经优化的字段以单词代码UTC 结尾。例如,客户维度具有“客户类型”字段。还有“客户类型代码”字段,这是“客户类型”字段的优化版本。同样,存在“上次拜访日期 UTC”字段,这是“上次拜访日期”字段的优化版本。在筛选器中使用优化字段可生成更加快速的查询。这种方法比使用标准字段快。有关使用优化的筛选字段的信息,请参阅使用优化的筛选字段。此主题区域的以下维度都拥有优化的筛选字段:

  • Account
  • Campaign
  • Contact
  • Opportunity

Metrics

The following are the key metrics in this subject area:

  • Revenue (Expected and Closed)
  • Number (#) of Opportunities (Open and Closed)
  • Number (#) of Wins
  • Quota amounts

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

  • Opportunity Metrics
    • Opportunity Custom Metrics
      • Indexed Currency
      • Average (Avg) Indexed Currency
      • Indexed Number
      • Average (Avg) Indexed Number
    • Revenue
    • Expected Revenue
    • Closed Revenue
    • Revenue (000)
    • Expected Revenue (000)
    • Closed Revenue (000)
    • Number (#) of Opportunities
    • Number (#) of Open Opportunities
    • Number (#) of Closed Opportunities
    • Number (#) of Wins
    • Average Number (Avg #) of Days in Stage
  • Quota Metrics
    • Quota Value

Usage Notes

Because quota metrics are not defined at the Opportunity dimension level, these metrics are displayed as empty cells when Opportunity dimension attributes are on the report.

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

The Opportunities Reporting subject area and the Opportunity Historical Analytic subject area provide different metrics. Before selecting one of these subject areas, review the provided metrics in both to make sure you use the subject area that best suits your needs,


已发布 9月 2017 Copyright © 2005, 2017, Oracle. 保留所有权利。Legal Notices.