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MDF Request Historical Analytics Subject Area

Availability

This subject area is available only in Oracle CRM On Demand Partner Relationship Management Edition.

Business Purpose

Market Development Funds (MDF) provide the brand owner with the ability to make marketing funds available to partners in a systematic way, so that partners sell the brand owner’s products in specific geographical areas or market the brand. Through MDF Requests, partners request preapprovals of funding for marketing activities. When the brand owner approves the MDF request, partners can execute the activity and then submit an MDF claim to redeem the preapproved money that was spent.

Brand owners require metrics and information about MDF requests for each partner and quarter so that they can align marketing and channel sales. The MDF Request Historical Analytics subject area gives brand owners the required information to control their MDF budgets and ensure that funds are allocated to activities that have the maximum return on investment.

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

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:

  • Campaign

Dimensions

This subject area has the following dimensions:

  • Principal Partner Account
  • Campaign
  • MDF Request
  • Date
  • Owned By User
  • Approver

Metrics

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

  • MDF Request Metrics
    • MDF Request Custom Metrics
    • MDF Request Metrics by Submitted Date
      • Number (#) of MDF Requests
      • Amount Requested
      • Average Amount Requested
      • Amount Pre-Approved
      • Average Amount Pre-Approved
      • Total Claim Amount Requested
      • Average Total Claim Amount Requested
      • Total Claim Amount Approved
      • Average Total Claim Amount Approved
    • Number (#) of MDF Requests
    • Amount Requested
    • Average Amount Requested
    • Amount Pre-Approved
    • Average Amount Pre-Approved
    • Quarter Ago Amount Requested
    • Average Quarter Ago Amount Requested
    • Quarter Ago Amount Pre-Approved
    • Average Quarter Ago Amount Pre-Approved
    • Total Claim Amount Requested
    • Average Total Claim Amount Requested
    • Total Claim Amount Approved
    • Average Total Claim Amount Approved
    • Quarter Ago Total Claim Amount Requested
    • Average Quarter Ago Total Claim Amount Requested
    • Quarter Ago Total Claim Amount Approved
    • Average Quarter Ago Total Claim Amount Approved
    • Number (#) of MDF Request Pending Approval
    • Amount Requested Pending Approval
    • Number (#) of Submitted MDF Requests
    • Number (#) of Approved MDF Requests
    • Number (#) of Reject MDF Requests
    • Number (#) of Returned MDF Requests
    • Number (#) of Cancelled MDF Requests
    • Number (#) of Expired MDF Requests
    • Number (#) of Submitted MDF Claims
    • Number (#) of Approved MDF Claims
    • Number (#) of Rejected MDF Claims
    • Percentage (%) of MDF Requests Approved
    • Percentage (%) of MDF Requests Expired
    • Percentage (%) of MDF Requests Rejected
    • Percentage (%) of MDF Requests Returned
    • Number (#) of Days Pending Approval
    • Number (#) of Days to Approval
    • Average Number (Avg #) of Days Pending Approval
    • Avg Number (#) of Days To Approval

Usage Notes

If your company changes the display name for MDF Requests to a custom name, the custom name appears in your reports.


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