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Analytics > Designing an Analysis > Getting Started with Analytics > Selecting Subject Areas > Business Planning Real-Time Reporting Subject Area

Business Planning Real-Time Reporting Subject Area

Availability

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

Business Purpose

This subject area provides the ability to look at accounts, contacts, opportunities, and products within the context of business plans, objectives, plan types, periods, revenue goals, and units of measure. It also provides the ability to review actual performance compared to goals and objectives established within business plans. Results can be combined with queries from other subject areas for comparing the results with the target goals.

Relationship Type

One to many

Dimensions

This subject area has the following dimensions:

• Account
• Activity
• Book
• Business Plan
• Contact
• Custom Object 1
• Custom Object 2
• Custom Object 3
• Lead
• Objective
• Opportunity
• Period
• Plan Account
• Plan Contact
• Plan Opportunity
• Principal Partner Account
• Product
• Service Request

Metrics

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

• Account Metrics
• Activity Metrics
• Business Plan Metrics
• Contact Metrics
• Custom Object 1 Metrics
• Custom Object 2 Metrics
• Custom Object 3 Metrics
• Lead Metrics
• Objective Metrics
• Opportunity Metrics
• Partner Metrics
• Period Metrics
• Plan Account Metrics
• Plan Contact Metrics
• Plan Opportunity Metrics
• Service Request Metrics

Usage Notes

This subject area has multiple dimensions, but you must use care not to mix dimensions indiscriminately. Not all combinations of dimensions yield useful results. The following list shows the driving-object dimension in bold font and which dimensions can be combined with it to produce valid results.

• Account: Objective, Plan Account
• Activity: Business Plan, Objective
• Business Plan: Activity, Objective, Partner, Period, Plan Account, Plan Contact, Plan Opportunity, Product
• Contact: Objective, Plan Contact
• Lead: Objective
• Objective: Account, Activity, Business Plan, Contact, Lead, Period, Product, Service Request
• Opportunity: Objective, Plan Opportunity
• Partner: Business Plan
• Period: Business Plan, Objective
• Plan Account: Account, Business Plan
• Plan Contact: Business Plan, Contact
• Plan Opportunity: Business Plan, Opportunity
• Product: Business Plan, Plan Contact
• Service Request: Objective

Note: When mixing dimensions in a report make sure to include metrics from these dimensions so that Oracle CRM On Demand can make the correct joins. For example, if the driving dimension is Objective and you want to use some Contact fields, then you must also include an objective metric in your query. You can suppress the printing of the metric, but it must be in the query.

The Book dimension enables you to analyze metrics and related attributes of accounts and contacts at any level of the book hierarchy.

The Activity and Service Request dimensions include a Book hierarchy, which enables you to analyze metrics and related attributes at any level.