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Analytics > Designing an Analysis > Getting Started with Analytics > Selecting Subject Areas > Account and Related Account Historical Analytics Subject Area

Account and Related Account Historical Analytics 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 to show all the related accounts for an account. Because this subject area represents the many-to-many relationship between accounts and related accounts, the accounts that do not have an association with at least one related account cannot be reported using this subject area. The complete 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
• 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
  • Number (#) of Accounts
  • Number (#) of Accounts with Opportunities
  • Number (#) of Activities
  • Number (#) of Contacts
  • Number (#) of Leads
  • Number (#) of Archived Leads
  • umber (#) of Qualified Leads
  • Number (#) of Rejected Leads
  • Number (#) of Leads Converted to Opportunities (Definition: The number of leads that has been converted to opportunities.)
  • Number (#) of Leads Resulting in Lost Opportunity
  • 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 SRs
  • Number (#) of Cancelled SRs
  • Number (#) of Closed SRs
  • Number (#) of Open SRs
  • Number (#) of Pending SRs
  • Number (#) of Opportunities
  • Number (#) of Wins
  • Potential Revenue
  • Potential Revenue (000)
  • Average (Avg) Potential Revenue
  • Avg Open SR Age
  • Avg Days to Close SR
  • Avg Minutes to Close SRs
  • Avg Open SR Age (Minutes)
  • Avg Days to Close Opportunity (Definition: The number of days to close an opportunity divided by the number of wins.)
  • Closed Revenue
  • Closed Revenue (000)
  • Avg Closed Revenue
  • Revenue
  • Revenue (000)
  • Product Closed Revenue
  • Avg Revenue
  • Revenue
  • Product Revenue (000)
  • Product Closed Revenue (000)

Usage Notes

This subject area is one of a group of related subject areas. All the subject areas in this group have the same metrics and share most of the same dimensions. The only difference between them is that the first dimension in the dimension list is specific to the subject area. The subject areas in this group are as follows:

• Account and Competitor History
• Account and Partner History
• Account and Related Account History

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

Relationship Contact Dimension

Accounts can be linked to each other. Any accounts that are linked to an account, and are not linked as competitors or partners, are listed in the Account Relationships related information section of the Account Detail page. The relationship between two accounts that are linked in this way can also have a primary contact that is different from the primary contacts on the linked accounts.

NOTE: To link accounts to each other, you must have the Access Extended Account Relationship privilege and the Manage Extended Contact and Account Relationship Access privilege in your user role, and your administrator must add the Account Relationships related information section to the Account Detail page layout that is assigned to your role.

To extract information about primary contact for the relationship between the accounts, select the columns from the Relationship Contact dimension. To extract information about the primary contact for the account, select the columns from the Primary Contact folder under the Account dimension. To extract information about the primary contact for a linked account, select the columns from the Primary Contact folder under the Related Account dimension.