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Contact Interests Historical Analytics Subject Area

Availability

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

Business Purpose

The Contact Interests History Analytics subject area enables you to generate reports about contacts' interests for the Contact dimension. This report enables advisors and their managers to determine their clients' interests and hobbies and to select meaningful gifts for their clients, which are based on those interests. They can also use this information to host relevant appreciation events, such as golf tournaments. In this way, advisors can deepen their relationships with their clients as well as meet their clients' friends and families. These events might generate new business.

Relationship Type

Simple

Dimensions

This subject area has the following dimensions:

  • Contact
  • Owned By User
  • Date
  • Contact Interests

Metrics

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

  • Contact Interests Metrics
    • Number (#) of Contact Interests

Usage Notes

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


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