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Opportunities 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 opportunities by account, territory, campaign, contact, territory, owner, and date dimensions. This subject area is a multi-fact subject area that includes opportunity and quota metrics. Opportunity metrics are defined at the most granular level in this subject area, and hence, can be analyzed by every possible dimension. However, Quota metrics are at less granular level and can be analyzed only by limited dimensions including Date (Month), Quota, Owner.

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

  • Account
  • Account Territory
  • Campaign
  • Close Date
  • Date Opened
  • Opportunity
  • Owned By User
  • Primary Contact
  • Principal Partner Account
  • Quota
  • Territory

Optimized Filtering Fields

Эта предметная область содержит поля, которые оптимизированы, чтобы сократить время запроса при их использовании в фильтрах. Оптимизированные поля начинаются словом Код или заканчиваются словом UTC. Например, размерность "Организация" имеет поле "Тип организации". Также имеется поле "Код типа организации", которое является оптимизированной версией поля "Тип организации". Аналогично этому имеется поле "Дата последнего вызова (UTC)", которое представляет собой оптимизированную версию поля "Дата последнего вызова". Использование оптимизированного поля в фильтре ускоряет создание запросов. Скорость этого метода больше, чем при использовании стандартного поля. Сведения об использовании оптимизированных полей фильтрации см. в разделе Использование оптимизированных полей фильтрации. Следующие размерности в этой предметной области имеют оптимизированные поля фильтрации:

  • Account
  • Campaign
  • Contact
  • Opportunity

Metrics

The following are the key metrics in this subject area:

  • Revenue (Expected and Closed)
  • Number (#) of Opportunities (Open and Closed)
  • Number (#) of Wins
  • Quota amounts

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
  • Quota Metrics
    • Quota Value

Usage Notes

Because quota metrics are not defined at the Opportunity dimension level, these metrics are displayed as empty cells when Opportunity dimension attributes are on the report.

The Account dimension includes a Book hierarchy, which enables you to analyze metrics and related attributes at any level.

The Opportunities Reporting subject area and the Opportunity Historical Analytic subject area provide different metrics. Before selecting one of these subject areas, review the provided metrics in both to make sure you use the subject area that best suits your needs,


Опубликовано в Сентябрь 2017 Copyright © Oracle, 2005, 2017 гг. Все права защищены.Legal Notices.