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MDF Request Historical Analytics Subject Area

Availability

This subject area is available only in Oracle CRM On Demand Partner Relationship Management Edition.

Business Purpose

Market Development Funds (MDF) provide the brand owner with the ability to make marketing funds available to partners in a systematic way, so that partners sell the brand owner’s products in specific geographical areas or market the brand. Through MDF Requests, partners request preapprovals of funding for marketing activities. When the brand owner approves the MDF request, partners can execute the activity and then submit an MDF claim to redeem the preapproved money that was spent.

Brand owners require metrics and information about MDF requests for each partner and quarter so that they can align marketing and channel sales. The MDF Request Historical Analytics subject area gives brand owners the required information to control their MDF budgets and ensure that funds are allocated to activities that have the maximum return on investment.

Relationship Type

Simple

Dimensions

This subject area has the following dimensions:

  • Principal Partner Account
  • Campaign
  • MDF Request
  • Date
  • Owned By User
  • Approver

Metrics

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

  • MDF Request Metrics
    • MDF Request Custom Metrics
    • MDF Request Metrics by Submitted Date
      • Number (#) of MDF Requests
      • Amount Requested
      • Average Amount Requested
      • Amount Pre-Approved
      • Average Amount Pre-Approved
      • Total Claim Amount Requested
      • Average Total Claim Amount Requested
      • Total Claim Amount Approved
      • Average Total Claim Amount Approved
    • Number (#) of MDF Requests
    • Amount Requested
    • Average Amount Requested
    • Amount Pre-Approved
    • Average Amount Pre-Approved
    • Quarter Ago Amount Requested
    • Average Quarter Ago Amount Requested
    • Quarter Ago Amount Pre-Approved
    • Average Quarter Ago Amount Pre-Approved
    • Total Claim Amount Requested
    • Average Total Claim Amount Requested
    • Total Claim Amount Approved
    • Average Total Claim Amount Approved
    • Quarter Ago Total Claim Amount Requested
    • Average Quarter Ago Total Claim Amount Requested
    • Quarter Ago Total Claim Amount Approved
    • Average Quarter Ago Total Claim Amount Approved
    • Number (#) of MDF Request Pending Approval
    • Amount Requested Pending Approval
    • Number (#) of Submitted MDF Requests
    • Number (#) of Approved MDF Requests
    • Number (#) of Reject MDF Requests
    • Number (#) of Returned MDF Requests
    • Number (#) of Cancelled MDF Requests
    • Number (#) of Expired MDF Requests
    • Number (#) of Submitted MDF Claims
    • Number (#) of Approved MDF Claims
    • Number (#) of Rejected MDF Claims
    • Percentage (%) of MDF Requests Approved
    • Percentage (%) of MDF Requests Expired
    • Percentage (%) of MDF Requests Rejected
    • Percentage (%) of MDF Requests Returned
    • Number (#) of Days Pending Approval
    • Number (#) of Days to Approval
    • Average Number (Avg #) of Days Pending Approval
    • Avg Number (#) of Days To Approval

Usage Notes

If your company changes the display name for MDF Requests to a custom name, the custom name appears in your reports.


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