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Assessments Real-Time Reporting Subject Area

Availability

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

Business Purpose

This subject area provides real-time analytics of the assessment usage and results. You can get full visibility to assessment completion, scoring, and interaction on the other related dimensions, such as activities, contacts, and accounts.

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

Dimensions

This subject area has the following dimensions:

  • Account
  • Activity
  • Assessment
  • Business Plan
  • Contact
  • Date Last Modified
  • Date Started
  • Lead
  • Objective
  • Opportunity
  • Service Request

Optimized Filtering Fields

Dette emneområdet inneholder felt som er optimalisert for å redusere spørringstiden når de brukes i filtre. Optimaliserte felt slutter med ordene Kode eller UTC. Dimensjonen Firma har for eksempel feltet Firmatype. Det finnes også et felt med navnet Firmatypekode, som er den optimaliserte versjonen av feltet Firmatype. På samme måte finnes feltet Indekseringsdato UTC, som er den optimaliserte versjonen av feltet Indekseringsdato. Bruk av det optimaliserte feltet i filteret gir raskere spørringer. Denne metoden er raskere enn å bruke standardfeltet. Hvis du vil ha opplysninger om bruk av optimaliserte filtreringsfelt, se Bruke optimaliserte filtreringsfelt. Følgende dimensjoner i dette emneområdet har optimaliserte filtreringsfelt:

  • Account
  • Activity
  • Contact
  • Lead
  • Opportunity
  • Service Request

Metrics

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

  • Assessment Metrics
    • Answers
      • Number (#) of Criteria Answers
      • Answer Completed
      • Answer Not Completed
    • Criteria
      • Number (#) of Script Criteria
      • Average Number (Avg #) of Script Criteria
      • Average (Avg) Criteria Score
      • Criteria Score
      • Maximum (Max) Criteria Score
      • Minimum (Min) Criteria Score
    • Script
      • Number (#) of Times Script Used
      • Percentage (%) Completed
      • Actual Script Score
      • Average (Avg) Actual Script Score
      • Average (Avg) Threshold Script Score
      • Maximum (Max) Actual Script Score
      • Minimum (Min) Actual Script Score
      • Threshold Script Score
    • Assessment ID

Usage Notes

You can use the Assessment metrics only with the Assessments dimension. If some assessment metrics are deleted, then previously completed assessments do not reflect the deletion, and the results might appear to be inaccurate. You must include at least one metric for reports when you are using this subject area. If you do not want the metric to appear, then you can hide it.

Within the Assessments dimension are folders for Answer and Criteria. The fields within those folders do not have any intersections with the metrics and thus do not produce any values.

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


Publisert September 2017 Copyright © 2005, 2017, Oracle. Med enerett. Legal Notices.