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Account and Related Account Historical Analytics Subject Area

Availability

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

Business Purpose

This subject area allows the reporting of the many-to-many relationship between accounts and related accounts. This subject area is almost identical to the account subject areas. The only difference is that it includes the related account dimension, which has a many-to-many relationship with the account record type. This subject area allows you to create reports to show all the related accounts for an account. Because this subject area represents the many-to-many relationship between accounts and related accounts, the accounts that do not have an association with at least one related account cannot be reported using this subject area. The complete attributes that define the related account relationship that are available for reporting include the following:

  • Primary Contact
  • Role
  • Reverse Role
  • Start Date
  • End Date
  • Strengths
  • Weaknesses
  • Comments

Relationship Type

Many-to-many

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

Ce domaine comporte des champs optimisés pour réduire la durée des requêtes lorsqu'ils sont utilisés dans des filtres. Les champs optimisés se terminent par le mot Code ou UTC. Par exemple, la dimension Compte contient un champ Type de compte. Il existe également un champ Code de type de compte, qui est la version optimisée du champ Type de compte. De même, il existe un champ Date indexée (UTC), qui est la version optimisée du champ Date indexée. L'utilisation du champ optimisé dans le filtre accélère la génération des requêtes. Cette méthode est plus rapide que celle consistant à utiliser le champ standard. Pour plus d'informations sur l'optimisation des champs de filtrage, voir Utilisation des champs de filtrage optimisés. Les dimensions suivantes de ce domaine ont des champs de filtre optimisés :

  • Campaign

Dimensions

This subject area has the following dimensions:

  • Account
  • Campaign
  • Date
  • Owned By User
  • Related Account
  • Relationship Contact
  • Territory

Metrics

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

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

Usage Notes

This subject area is one of a group of related subject areas. All the subject areas in this group have the same metrics and share most of the same dimensions. The only difference between them is that the first dimension in the dimension list is specific to the subject area. The subject areas in this group are as follows:

  • Account and Competitor History
  • Account and Partner History
  • Account and Related Account History

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


Publié en septembre 2017 Copyright © 2005, 2017, Oracle. Tous droits réservés. Legal Notices.