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##### Accounts 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 the reporting of the many-to-many relationship between accounts and partner accounts. This subject area is almost identical to the account subject areas. The only difference is that it includes the partner 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 partners for an account. Because this subject area represents the many-to-many relationship between accounts and partner accounts, the accounts 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 offers the following dimensions: Account Account Partner Campaign Date Created Owned By User 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 (Definition: The number of leads that has been 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 analyze metrics and related attributes at any level. #### Relationship Contact Dimension Accounts can be linked to an account as partners. Any accounts that are linked to an account as partners are listed in the Account Partners 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 partner, 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 partner, select the columns from the Primary Contact folder under the Account Partner dimension.

Published 5/23/2022 | Copyright © 2005, 2022, Oracle and/or its affiliates. Legal Notices.