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Lead Historical Analytics 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 the lead metrics by account, account territory, campaign, contact, date, lead, opportunity, owned by user, and principal partner account. This subject area contains record types that refer to metrics that analyze the 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

Dette emneområde indeholder felter, der er optimeret med henblik på at reducere forespørgselstiden, når de bruges i filtre. Optimerede felter slutter med ordene Kode eller UTC. Dimensionen Konto har f.eks. feltet Kontotype. Der er også et felt af typen Kode for kontotype, som er den optimerede version af feltet Kontotype. På lignende vis er der et felt af typen Indekseret dato UTC, som er den optimerede version af feltet Indekseret dato. Brug af det optimerede felt i filteret genererer hurtigere forespørgsler. Denne metode er hurtigere end ved brug af standardfeltet. Se Brug af optimerede filtreringsfelter for at få oplysninger om brug af optimerede filtreringsfelter. Følgende dimensioner i dette emneområde har optimerede filtreringsfelter:

  • Campaign
  • Lead

Dimensions

This subject area has the following dimensions:

  • Account
  • Account Territory
  • Campaign
  • Contact
  • Date
  • Lead
  • Opportunity
  • Owned By User
  • Principal Partner Account (available only in Oracle CRM On Demand Partner Relationship Management Edition)

Metrics

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

  • Lead Metrics
    • Number (#) of Archived Leads
    • 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 Lost Opportunity
    • 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 New Opportunities
    • Number (#) of Qualified Leads
    • Number (#) of Rejected Leads
    • Number (#) of Wins
    • Average (Avg) Days to Convert Lead (Definition: The number of days between the lead-created date and lead-converted date divided by the number of leads that were converted to opportunities.)
    • Avg Days to Followup Lead (Definition: The number of days to follow up on the lead divided by the number of leads.)
    • Closed Revenue for Lead
    • Expected Revenue for Lead
    • Opportunity Revenue for Lead
    • Projected Revenue

Usage Notes

The Account and Contact dimensions include a Book hierarchy, which enables you to analyze metrics and related attributes at any level.


Publiceret September 2017 Copyright © 2005, 2017, Oracle. Alle rettigheder forbeholdes. Legal Notices