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##### Accounts and Related Accounts 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 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 that show all the related accounts for an account. Because this subject area represents the many-to-many relationship between accounts and related accounts, accounts that do not have an association with at least one related account cannot be reported using this subject area. The 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 Created 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 Revenue Revenue (000) Average (Avg) Revenue Closed Revenue Closed Revenue (000) Average (Avg) Closed Revenue Average (Avg) Days to Close Opportunity (Definition: The number of days to close an opportunity divided by the number of wins.) Potential Revenue Average (Avg) Potential Revenue Revenue Product Revenue (000) Product Closed Revenue Product Closed Revenue (000) Number (#) of Accounts Number (#) of Accounts with Opportunities Number (#) of Activities Number (#) of Contacts Number (#) of Opportunities Number (#) of Wins Number (#) of Service Requests (SRs) Number (#) of Cancelled SRs Number (#) of Closed SRs Number (#) of Open SRs Number (#) of Pending SRs Average (Avg) Open SR Age Average (Avg) Days to Close SR Number (#) of Leads Number (#) of Leads Converted to Opportunities 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 Leads Resulting in Lost Opportunity Number (#) of Qualified Leads Number (#) of Rejected Leads ### Usage Notes The Account dimension includes a Book hierarchy, which enables you to analyse 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 the 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.

Published August 2022 | Copyright © 2005, 2022, Oracle and/or its affiliates. Legal Notices.