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Analytics > Designing an Analysis > Getting Started with Analytics > Selecting Subject Areas > Accounts and Related Accounts Real-Time Reporting Subject Area

Accounts and Related Accounts 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 the reporting of the many-to-many relationship between accounts and related accounts. This subject area is almost identical to the account subject areas. The only difference is that it includes the related account dimension, which has a many-to-many relationship with the account record type. This subject area allows you to create reports that show all the related accounts for an account. Because this subject area represents the many-to-many relationship between accounts and related accounts, accounts that do not have an association with at least one related account cannot be reported using this subject area. The attributes that define the related account relationship that are available for reporting include the following:

• Primary Contact
• Role
• Reverse Role
• Start Date
• End Date
• Strengths
• Weaknesses
• Comments

Relationship Type

Many-to-many

Dimensions

This subject area has the following dimensions:

• Account
• Campaign
• Date Created
• Owned By User
• Related Account
• Relationship Contact
• Territory

Metrics

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

• Account Metrics
  • Account Custom Metrics
  • Revenue
  • Revenue (000)
  • Average (Avg) Revenue
  • Closed Revenue
  • Closed Revenue (000)
  • Average (Avg) Closed Revenue
  • Average (Avg) Days to Close Opportunity (Definition: The number of days to close an opportunity divided by the number of wins.)
  • Potential Revenue
  • Average (Avg) Potential Revenue
  • Revenue
  • Product Revenue (000)
  • Product Closed Revenue
  • Product Closed Revenue (000)
  • Number (#) of Accounts
  • Number (#) of Accounts with Opportunities
  • Number (#) of Activities
  • Number (#) of Contacts
  • Number (#) of Opportunities
  • Number (#) of Wins
  • Number (#) of Service Requests (SRs)
  • Number (#) of Cancelled SRs
  • Number (#) of Closed SRs
  • Number (#) of Open SRs
  • Number (#) of Pending SRs
  • Average (Avg) Open SR Age
  • Average (Avg) Days to Close SR
  • Number (#) of Leads
  • Number (#) of Leads Converted to Opportunities
  • Number (#) of Leads Resulting in Won Opportunity (Definition: The number of leads that has been converted to opportunities and is in the Closed/Won sales stage.)
  • Number (#) of Leads Resulting in Lost Opportunity
  • Number (#) of Qualified Leads
  • Number (#) of Rejected Leads

Usage Notes

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