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이전 항목

다음 항목

Opportunities and Partners 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 the many-to-many relationship between opportunities and partner accounts. It is almost identical to the opportunity subject areas. The only difference is that it includes the partner 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 partners for an opportunity. Because this subject area represents the many-to-many relationship between opportunities and partner accounts, the opportunities that do not have an association with at least one partner account cannot be reported using this subject area. The attributes that define the partner 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
  • Account Territory
  • Campaign
  • Close Date
  • Date Opened
  • Opportunity
  • Opportunity Partner
  • Owned By User
  • Primary Contact
  • Relationship Contact
  • Territory

Optimized Filtering 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 [최종 통화] 필드의 최적화된 버전인 [최종 통화일 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.

  • Account
  • Campaign
  • Contact
  • Opportunity

Metrics

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

Usage Notes

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


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