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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

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.


Published 7/3/2018 Copyright © 2005, 2018, Oracle. All rights reserved. Legal Notices.