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

Account Team 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 team users. Because it is possible to associate an account with various team members in Oracle CRM On Demand, you can use this subject area to create a list of all team members associated with an account or all accounts where a user is added as a team member. You cannot use this subject area to report on accounts not associated with any user or to report on users not linked to an account.

Relationship Type

Many-to-many

Dimensions

This subject area has the following dimensions:

• Account
• Account Team
• Date
• Team Member

Metrics

• Account Team
  • Account Team Optimized Custom Metrics
  • Number (#) of Account Team Members

Usage Notes

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

In the Account Team Optimized Custom Fields folder for the Account Team dimension, the first five custom fields (that is, the first five fields that were created) of each of the following field types are available:

• Check Box
• Date
• Date/Time
• Percent
• Phone
• Picklist
• Text (Long)
• Text (Short)

In the Account Team Optimized Custom Metrics folder, the first five custom fields (that is, the first five fields that were created) of each of the following field types are available as metrics:

• Currency
• Integer
• Number

Data Visibility. If the Historical Subject Area setting for you is Manager Visibility or Team Visibility, then this subject area uses the Team Visibility mode and you can report on all the accounts for which you are either the owner or a team member. If the setting for you is Full Visibility, then accounts either owned by you or your subordinates or the records in which you or your subordinates are added as team members can be reported upon.