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Business Planning 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 the ability to look at accounts, contacts, opportunities, and products within the context of business plans, objectives, plan types, periods, revenue goals, and units of measure. It also provides the ability to review actual performance compared to goals and objectives established within business plans. Results can be combined with queries from other subject areas for comparing the results with the target goals.

Relationship Type

One 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
  • Activity
  • Book
  • Business Plan
  • Contact
  • Custom Object 1
  • Custom Object 2
  • Custom Object 3
  • Lead
  • Objective
  • Opportunity
  • Period
  • Plan Account
  • Plan Contact
  • Plan Opportunity
  • Principal Partner Account
  • Product
  • Service Request

Optimized Filtering Fields

Esta área de informações empresariais tem campos que são otimizados para reduzir o tempo de consulta quando são utilizados nos filtros. Os campos otimizados terminam com as palavras Code ou UTC. Por exemplo, a dimensão Conta tem um campo Tipo de conta. Existe também um campo Código do tipo de conta, que é uma versão otimizada do campo Tipo de conta. Do mesmo modo, existe um campo Data indexada (UTC), que é uma versão otimizada do campo Data indexada. Utilizar o campo otimizado no filtro gera consultas mais rápidas. Este método é mais rápido do que utilizar o campo padrão. Para obter informações sobre a utilização dos campos de filtragem otimizados, consulte Utilizar campos de filtragem otimizados. As dimensões seguintes nesta área de informações empresariais têm campos de filtragem otimizados:

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

Metrics

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

  • Account Metrics
  • Activity Metrics
  • Business Plan Metrics
  • Contact Metrics
  • Custom Object 1 Metrics
  • Custom Object 2 Metrics
  • Custom Object 3 Metrics
  • Lead Metrics
  • Objective Metrics
  • Opportunity Metrics
  • Partner Metrics
  • Period Metrics
  • Plan Account Metrics
  • Plan Contact Metrics
  • Plan Opportunity Metrics
  • Service Request Metrics

Usage Notes

This subject area has multiple dimensions, but you must use care not to mix dimensions indiscriminately. Not all combinations of dimensions yield useful results. The following list shows the driving-object dimension in bold font and which dimensions can be combined with it to produce valid results.

  • Account: Objective, Plan Account
  • Activity: Business Plan, Objective
  • Business Plan: Activity, Objective, Partner, Period, Plan Account, Plan Contact, Plan Opportunity, Product
  • Contact: Objective, Plan Contact
  • Lead: Objective
  • Objective: Account, Activity, Business Plan, Contact, Lead, Period, Product, Service Request
  • Opportunity: Objective, Plan Opportunity
  • Partner: Business Plan
  • Period: Business Plan, Objective
  • Plan Account: Account, Business Plan
  • Plan Contact: Business Plan, Contact
  • Plan Opportunity: Business Plan, Opportunity
  • Product: Business Plan, Plan Contact
  • Service Request: Objective

Note: When mixing dimensions in a report make sure to include metrics from these dimensions so that Oracle CRM On Demand can make the correct joins. For example, if the driving dimension is Objective and you want to use some Contact fields, then you must also include an objective metric in your query. You can suppress the printing of the metric, but it must be in the query.

The Book dimension enables you to analyze metrics and related attributes of accounts and contacts at any level of the book hierarchy.

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


Publicado em Setembro 2017 Copyright © 2005, 2017, Oracle. Todos os direitos reservados. Legal Notices.