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

Account and Competitor 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 competitor accounts. This subject area is almost identical to the account subject areas. The only difference is that it includes the competitor 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 competitors for an account. Because this subject area represents the many-to-many relationship between accounts and competitor accounts, accounts that do not have an association with at least one competitor account cannot be reported using this subject area. The complete attributes that define the competitor account relationship, and which 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
• Account Competitor
• Campaign
• Date
• Owned By User
• 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
  • Number (#) 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
  • Average (Avg) Open SR Age
  • Average (Avg) Days to Close SR
  • Average (Avg) Minutes to Close SRs
  • Average (Avg) Open SR Age (Minutes)
  • Average (Avg) Days to Close Opportunity (Definition: The total number of days to close an opportunity divided by the number of wins.)
  • Closed Revenue
  • Closed Revenue (000)
  • Average (Avg) Closed Revenue
  • Revenue
  • Revenue (000)
  • Product Closed Revenue
  • Average (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 an account as competitors. Any accounts that are linked to an account as competitors are listed in the Account Competitors 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.

To extract information about the primary contact for the relationship between the account and the competitor, 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 competitor, select the columns from the Primary Contact folder under the Account Competitor dimension.