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Analytics > Designing an Analysis > Getting Started with Analytics > Selecting Subject Areas > Households Real-Time Reporting Subject Area
Households Real-Time Reporting Subject Area
Availability
This subject area is available only in the Oracle CRM On Demand Financial Services Edition.
Business Purpose
The Households Reporting subject area provides the ability to generate reports on households for the Contact dimension. This subject area enables advisors and their managers to answer questions, such as the following:
- Which of my clients belong to which households?
- How are the household assets in my book of business divided among my clients?
- What are my top households by total asset value?
The Households Reporting subject area also has a Portfolio dimension that can be used to report on information of associated portfolios of household contacts. The Portfolio dimension has an indirect relationship with Households (through Contacts) and so the Portfolio dimension attributes can not be used directly to analyze the household metrics. You can combine household reports with portfolio reports to provide an enhanced client service by understanding clients as members of a household.
Relationship Type
Simple
Dimensions
This subject area has the following dimensions:
- Contact
- Household
- Household Contact
- Portfolio
Metrics
The complete list of metrics for this subject area is as follows:
- Household Metrics
- Total Household Assets
- Total Household Assets
- Total Household Assets (000)
- Average (Avg) Total Household Assets
- Average (Avg) Total Household Assets (000)
- Total Household Expenses
- Total Household Expenses
- Total Household Expenses (000)
- Average (Avg) Total Household Expenses
- Average (Avg) Total Household Expenses (000)
- Total Household Income
- Total Household Income
- Total Household Income (000)
- Average (Avg) Total Household Income
- Average (Avg) Total Household Income (000)
- Total Household Liabilities
- Total Household Liabilities
- Total Household Liabilities (000)
- Average (Avg) Total Household Liabilities
- Average (Avg) Total Household Liabilities (000)
- Total Household Net Worth
- Total Household Net Worth
- Total Household Net Worth (000)
- Average (Avg) Total Household Net Worth
- Average (Avg) Total Household Net Worth (000)
- Total Contact Assets
- Total Assets
- Total Assets (000)
- Average (Avg) Total Assets
- Average (Avg) Total Assets (000)
- Total Contact Expenses
- Total Expenses
- Total Expenses (000)
- Average (Avg) Total Expenses
- Average (Avg) Total Expenses (000)
- Total Contact Income
- Total Income
- Total Income (000)
- Average (Avg) Total Income
- Average (Avg) Total Income (000)
- Total Contact Liabilities
- Total Liabilities
- Total Liabilities (000)
- Average (Avg) Total Liabilities
- Average (Avg) Total Liabilities (000)
- Total Contact Net Worth
- Total Net Worth
- Total Net Worth (000)
- Average (Avg) Total Net Worth
- Average (Avg) Total Net Worth (000)
- Household Custom Metrics
- Indexed Number
- Average (Avg) Indexed Number
- Indexed Currency
- Average (Avg) Indexed Currency
- Number (#) of Rolled Up Contacts
- Number (#) of Rolled Up Service Requests
- Number (#) of Rolled Up Leads
- Number (#) of Contacts
- Number (#) of Contact Service Requests
- Number (#) of Contact Leads
- Number (#) of Households
Usage Notes
The Contact dimension includes a Book hierarchy, which enables you to analyze metrics and related attributes at any level.
The Portfolio dimension normally includes non-financial assets such as vehicles unless your administrator has specifically excluded such non-financial assets in Portfolio lists using the Exclude Vehicle / Asset Records from Portfolio Accounts option in the Company Profile page.
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