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Call Activity Historical Analytics Subject Area

Availability

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

Business Purpose

The Call Activity History subject area enables sales managers and sales representatives to analyze call activity data by account, contact, activity, owner, product, product category, and date. Unlike the Activity History subject area, the Call Activity History subject area’s metrics are based on the Life Sciences record types related to the activity including: Products Detailed, Samples Dropped,Sample Requests, Sample Request Items, and Promotional Items Dropped. This means that activities that do not have records for one or more of these related child record types cannot be reported on using this subject area.

You can use the Product Category dimension to summarize call activity metrics for different levels of a product hierarchy, such as brand, submarket, and market.

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:

  • Account
  • Contact
  • Call Activity
  • Campaign
  • Contact
  • Date
  • Opportunity
  • Owned By user
  • Product
  • Product Category
  • Products Detailed
  • Sample Request
  • Samples Dropped

Metrics

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

  • Call Activity Metrics
    • Products Detailed Custom Metrics
      • Indexed Currency
      • Indexed Number
      • Average (Avg) Indexed Currency
      • Average (Avg) Indexed Number
    • Sample Request Custom Metrics
    • Samples Dropped Custom Metrics
      • Indexed Currency
      • Indexed Number
      • Average (Avg) Indexed Currency
      • Average (Avg) Indexed Number
    • Number (#) of Accounts
    • Number (#) of Call Activities
    • Number (#) of Call Details by Product
    • Number (#) of Call Products Detailed
    • Number (#) of Call Promotional Items Dropped
    • Number (#) of Call Sample Request Items
    • Number (#) of Call Sample Requests
    • Number (#) of Call Samples Dropped
    • Number (#) of Contacts
    • Number (#) of Promotional Items Dropped
    • Number (#) of Sample Request Items
    • Number (#) of Samples Dropped

Usage Notes

The Account and Contact dimensions include a Book hierarchy, which enables you to analyze metrics and related attributes at any level. You can report on attendee call, account call, and professional call records and their associated metrics.

The Number (#) of Contacts shows the quantity of distinct primary contacts, not all the contacts associated with the call.


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