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Opportunities 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 opportunities by account, territory, campaign, contact, territory, owner, and date dimensions. This subject area is a multi-fact subject area that includes opportunity and quota metrics. Opportunity metrics are defined at the most granular level in this subject area, and hence, can be analyzed by every possible dimension. However, Quota metrics are at less granular level and can be analyzed only by limited dimensions including Date (Month), Quota, Owner.

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

  • Account
  • Account Territory
  • Campaign
  • Close Date
  • Date Opened
  • Opportunity
  • Owned By User
  • Primary Contact
  • Principal Partner Account
  • Quota
  • Territory

Optimized Filtering Fields

Esta área temática tiene campos optimizados para reducir el tiempo de consulta cuando se utilizan en filtros. Los campos optimizados incluyen las palabras Código o UTC. Por ejemplo, la dimensión de cuenta tiene un campo Tipo de cuenta. También hay un campo Código de tipo de cuenta, que es la versión optimizada del campo Tipo de cuenta. Igualmente, hay un campo Fecha de última visita (UTC), que es la versión optimizada del campo Fecha de última visita. El uso del campo optimizado en el filtro genera consultas más rápidas. Este método es más rápido que el uso del campo estándar. Para obtener información acerca de cómo utilizar los campos de filtro optimizados, consulte Uso de campos de filtro optimizados. Las siguientes dimensiones de esta área temática tienen campos de filtro optimizados:

  • Account
  • Campaign
  • Contact
  • Opportunity

Metrics

The following are the key metrics in this subject area:

  • Revenue (Expected and Closed)
  • Number (#) of Opportunities (Open and Closed)
  • Number (#) of Wins
  • Quota amounts

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

  • Opportunity Metrics
    • Opportunity Custom Metrics
      • Indexed Currency
      • Average (Avg) Indexed Currency
      • Indexed Number
      • Average (Avg) Indexed Number
    • Revenue
    • Expected Revenue
    • Closed Revenue
    • Revenue (000)
    • Expected Revenue (000)
    • Closed Revenue (000)
    • Number (#) of Opportunities
    • Number (#) of Open Opportunities
    • Number (#) of Closed Opportunities
    • Number (#) of Wins
    • Average Number (Avg #) of Days in Stage
  • Quota Metrics
    • Quota Value

Usage Notes

Because quota metrics are not defined at the Opportunity dimension level, these metrics are displayed as empty cells when Opportunity dimension attributes are on the report.

The Account dimension includes a Book hierarchy, which enables you to analyze metrics and related attributes at any level.

The Opportunities Reporting subject area and the Opportunity Historical Analytic subject area provide different metrics. Before selecting one of these subject areas, review the provided metrics in both to make sure you use the subject area that best suits your needs,


Publicado en septiembre 2017 Copyright © 2005, 2017, Oracle. Todos los derechos reservados. Legal Notices.