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Accounts and Related Accounts 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 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 that show all the related accounts for an account. Because this subject area represents the many-to-many relationship between accounts and related accounts, accounts that do not have an association with at least one related account cannot be reported using this subject area. The 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

Dimensions

This subject area has the following dimensions:

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

Optimized Filtering 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 Cliente 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 ultima chiamata, che è la versione ottimizzata del campo Data ultima chiamata. 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:

  • Account
  • Campaign

Metrics

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

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

Usage Notes

The Account dimension includes 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.