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Accounts Real-Time Reporting Subject Area

Availability

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

Business Purpose

This subject area provides a summary view of the operating metrics for a company's accounts. The account record type is the record type that you want to analyze. You can use this subject area to answer basis questions about account performance: Which companies have the highest number of service requests? Which companies have the largest number of opportunities? This subject area allows you to group and roll up these metrics at any level by account, account territory, and date dimensions. For a deeper analysis involving other business areas, you must use other subject areas.

Relationship Type

Summary

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
  • Campaign
  • Date Created
  • Owned By User
  • 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

Metrics

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

  • Account Metrics
    • Account Custom Metrics
    • Revenue
    • Revenue (000)
    • Average (Avg) Revenue
    • Closed Revenue
    • Closed Revenue (000)
    • Average (Avg) Closed Revenue
    • Average (Avg) Days to Close Opportunity (Definition: The number of days to close an opportunity divided by the number of wins.)
    • Potential Revenue
    • Average (Avg) Potential Revenue
    • Revenue
    • Product Revenue (000)
    • Product Closed Revenue
    • Product Closed Revenue (000)
    • Number (#) of Accounts
    • Number (#) of Accounts with Opportunities
    • Number (#) of Activities
    • Number (#) of Contacts
    • Number (#) of Opportunities
    • Number (#) of Wins
    • Number (#) of Service Request (SRs)
    • Number (#) of Cancelled SRs
    • Number (#) of Closed SRs
    • Number (#) of Open SRs
    • Number (#) of Pending SRs
    • Average (Avg) Open SR Age
    • Average (Avg) Days to Close SR
    • Number (#) of 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 Qualified Leads
    • Number (#) of Rejected Leads

Usage Notes

The Account dimension includes 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.