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Leads 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 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 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:

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

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“索引日期 UTC”字段,这是“索引日期”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
  • 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.


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