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Opportunity and Competitor 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 many-to-many relationship between opportunities and competitor accounts. This subject area is almost identical to the opportunity subject areas. The only difference is that it includes the competitor account dimension, which has a many-to-many relationship with the opportunity record type. This subject area allows you to create reports that show all the competitors for an opportunity. Because this subject area represents the many-to-many relationship between opportunities and competitor accounts, opportunities that do not have an association with at least one competitor account cannot be reported using this subject area. The attributes that define the competitor 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

Questa area argomenti contiene campi ottimizzati per ridurre il tempo di esecuzione delle query quando vengono utilizzati nei filtri. I campi ottimizzati sono preceduti dalla parola Codice o UTC. Ad esempio, la dimensione Account dispone di un campo Tipo di cliente. Esiste anche un campo Codice tipo cliente, che è la versione ottimizzata del campo Tipo di cliente. Analogamente, esiste un campo UTC data indicizzata, che è la versione ottimizzata del campo Data indicizzata. L'uso del campo ottimizzato nel filtro consente di velocizzare l'esecuzione delle query. Questo metodo risulta più rapido rispetto all'uso del filtro standard. Per informazioni sull'uso dei campi di filtro ottimizzati, vedere Uso di campi filtro ottimizzati. In questa area argomenti le dimensioni seguenti hanno campi filtro ottimizzati:

  • Campaign

Dimensions

This subject area has the following dimensions:

  • Account
  • Account Territory
  • Campaign
  • Date
  • Opportunity
  • Opportunity Competitor
  • Owned By User
  • Primary Contact
  • Relationship Contact
  • Territory

Metrics

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

  • Opportunity Metrics
    • Opportunity Custom Metrics
    • Opportunity Metrics by Open Date
      • Number (#) of Open Opportunities
      • Number (#) of Opportunities
      • Number (#) of Contacts with Opportunities (Optys)
      • Closed Revenue
      • Expected Revenue
      • Revenue
      • Average Number (Avg #) of Days in Stage
      • Number (#) of Wins
      • Avg Deal Size (Definition: The average size of each sale for each customer, expressed as the number of units or the amount of revenue.)
      • Avg Sales Cycle
      • Opportunity Win Rate (Definition: The number of win opportunities divided by the number of won and lost opportunities.)
      • Opportunity Loss Rate
    • Revenue
    • Expected Revenue
    • Closed Revenue
    • Number (#) of Opportunities
    • Number (#) of Open Opportunities
    • Number (#) of Contacts with Opportunities (Optys)
    • Number (#) of Wins
    • Average Number (Avg #) of Days in Stage
    • Avg Deal Size (Definition: The average size of each sale for each customer, expressed as the number of units or amount of revenue.)
    • Avg Sales Cycle
    • Opportunity Win Rate (Definition: The total number of win opportunities divided by the total number of won and lost opportunities.)
    • Opportunity Loss Rate
    • Quarter Ago Opportunity Revenue
    • Quarter Ago Closed Revenue

Usage Notes

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


Data di pubblicazione : settembre 2017 Copyright © 2005, 2017, Oracle. Tutti i diritti riservati. Legal Notices.