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Analytics > Designing an Analysis > Getting Started with Analytics > Selecting Subject Areas > Opportunities and Partners Real-Time Reporting Subject Area

Opportunities and Partners Real-Time Reporting Subject Area

Availability

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

Business Purpose

This subject area allows you to analyze the many-to-many relationship between opportunities and partner accounts. It is almost identical to the opportunity subject areas. The only difference is that it includes the partner account dimension, which has a many-to-many relationship with the opportunity record type. This subject area allows you to create reports that show all the partners for an opportunity. Because this subject area represents the many-to-many relationship between opportunities and partner accounts, the opportunities that do not have an association with at least one partner account cannot be reported using this subject area. The attributes that define the partner 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
• Account Territory
• Campaign
• Close Date
• Date Opened
• Opportunity
• Opportunity Partner
• Owned By User
• Primary Contact
• Relationship Contact
• Territory

Metrics

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

• Opportunity Metrics
  • Opportunity Custom Metrics
    • Indexed Currency
    • Average (Avg) Indexed Currency
    • Indexed Number
    • Average (Avg) Indexed Number
  • Revenue
  • Expected Revenue
  • Closed Revenue
  • Revenue (000)
  • Expected Revenue (000)
  • Closed Revenue (000)
  • Number (#) of Opportunities
  • Number (#) of Open Opportunities
  • Number (#) of Closed Opportunities
  • Number (#) of Wins
  • Average Number (Avg #) of Days in Stage

Usage Notes

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

Relationship Contact Dimension

Opportunities can be linked to an opportunity as partners. Any opportunities that are linked to an opportunity as partners are listed in the Opportunity Partners related information section of the Opportunity Detail page. The relationship between two opportunities that are linked in this way can also have a primary contact that is different from the primary contacts on the linked opportunities.

To extract information about the primary contact for the relationship between the opportunities, select the columns from the Relationship Contact dimension. To extract information about the primary contact for the opportunity, select the columns from the Primary Contact folder under the Opportunity dimension. To extract information about the primary contact on a partner, select the columns from the Primary Contact folder under the Opportunity Partner dimension.