인쇄      온라인 도움말의 PDF 버전 열기


이전 항목

다음 항목

Call Activity Historical Analytics Subject Area

Availability

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

Business Purpose

The Call Activity History subject area enables sales managers and sales representatives to analyze call activity data by account, contact, activity, owner, product, product category, and date. Unlike the Activity History subject area, the Call Activity History subject area’s metrics are based on the Life Sciences record types related to the activity including: Products Detailed, Samples Dropped,Sample Requests, Sample Request Items, and Promotional Items Dropped. This means that activities that do not have records for one or more of these related child record types cannot be reported on using this subject area.

You can use the Product Category dimension to summarize call activity metrics for different levels of a product hierarchy, such as brand, submarket, and market.

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

이 주제 영역에는 필터에서 사용될 때 조회 시간을 줄이도록 최적화된 필드가 있습니다. 최적화된 필드는 단어 코드 또는 UTC로 끝납니다. 예를 들어 고객사 차원에는 [고객사 유형] 필드가 있습니다. [고객사 유형] 필드의 최적화된 버전인 [고객사 유형 코드] 필드도 있습니다. 마찬가지로 [색인화된 일자] 필드의 최적화된 버전인 [색인화된 일자 UTC] 필드가 있습니다. 필터에서 최적화된 필드를 사용하면 더 빠른 조회가 생성됩니다. 이 방법은 표준 필드를 사용하는 것보다 더 빠릅니다. 최적화된 필터링 필드 사용에 대한 자세한 내용은 최적화된 필터링 필드 사용을 참조하십시오. 이 주제 영역의 다음 차원에는 최적화된 필터링 필드가 있습니다.

  • Campaign

Dimensions

This subject area has the following dimensions:

  • Account
  • Contact
  • Call Activity
  • Campaign
  • Contact
  • Date
  • Opportunity
  • Owned By user
  • Product
  • Product Category
  • Products Detailed
  • Sample Request
  • Samples Dropped

Metrics

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

  • Call Activity Metrics
    • Products Detailed Custom Metrics
      • Indexed Currency
      • Indexed Number
      • Average (Avg) Indexed Currency
      • Average (Avg) Indexed Number
    • Sample Request Custom Metrics
    • Samples Dropped Custom Metrics
      • Indexed Currency
      • Indexed Number
      • Average (Avg) Indexed Currency
      • Average (Avg) Indexed Number
    • Number (#) of Accounts
    • Number (#) of Call Activities
    • Number (#) of Call Details by Product
    • Number (#) of Call Products Detailed
    • Number (#) of Call Promotional Items Dropped
    • Number (#) of Call Sample Request Items
    • Number (#) of Call Sample Requests
    • Number (#) of Call Samples Dropped
    • Number (#) of Contacts
    • Number (#) of Promotional Items Dropped
    • Number (#) of Sample Request Items
    • Number (#) of Samples Dropped

Usage Notes

The Account and Contact dimensions include a Book hierarchy, which enables you to analyze metrics and related attributes at any level. You can report on attendee call, account call, and professional call records and their associated metrics.

The Number (#) of Contacts shows the quantity of distinct primary contacts, not all the contacts associated with the call.


2017년 9월 게시됨 Copyright © 2005, 2017, Oracle. All rights reserved. Legal Notices.