Defining and Creating Metrics

Page Name	Definition Name	Usage
Metric Types Page	RA_UD_MET_TYPE	Define metric types.
Metric Subtypes Page	RA_UD_MET_STYPE	Define metric subtypes.
Metrics – Detail Page	RA_METRICS_SUMM	View summary information about all existing metrics under a setID.
Performance Metric Detail Page	RA_METRICS	Define and review metrics.

Metrics are mechanisms for measuring. Some metrics are used to count, others to compare and calculate. You use metrics to evaluate the effectiveness of campaigns and activities and to trigger events.

Oracle delivers the most commonly used metrics with your PeopleSoft Marketing system. You can, however, create additional metrics when needed.

PeopleSoft Marketing is delivered with the following predefined metrics:

Metric Name	Description	Unit of Measure
Cost	Campaign activity level	Currency amount
Cost	Campaign level	Currency amount
Cost	Roll up level	Currency amount
Cost per Lead	Campaign activity level	Currency amount
Cost per Lead	Campaign level	Currency amount
Cost per Lead	Roll up level	Currency amount
Cost per Quote	Campaign activity level	Currency amount
Cost per Quote	Campaign level	Currency amount
Cost per Quote	Roll up level	Currency amount
"Do Not Contact" Responses	Roll up level	Count
Lead to Quote ratio	Campaign activity level	Percentage
Lead to Quote ratio	Campaign level	Percentage
Lead to Quote ratio	Roll up level	Percentage
Number of Leads	Campaign activity level	Count
Number of Leads	Campaign level	Count
Number of Leads	Roll up level	Count
Number of Opportunities	Campaign activity level	Count
Number of Opportunities	Campaign level	Count
Number of Opportunities	Roll up level	Count
Number of Quotes	Campaign activity level	Count
Number of Quotes	Campaign level	Count
Number of Quotes	Roll up level	Count
Number of Responses	Campaign activity level	Count
Number of Responses	Campaign level	Count
Number of Responses	Roll up level	Count
Opportunity to Quote ratio	Campaign activity level	Percentage
Opportunity to Quote ratio	Campaign level	Percentage
Opportunity to Quote ratio	Roll up level	Percentage
Order Revenue	Campaign activity level	Currency amount
Order Revenue	Campaign level	Currency amount
Order Revenue	Roll up level	Currency amount
Response Rate	Campaign activity level	Percentage
Response Rate	Campaign level	Percentage
Response Rate	Roll up level	Percentage
Response Rate-Outbound Mktng (response rate-outbound marketing)	Campaign activity level	Percentage
Revenue per Lead	Campaign activity level	Currency amount
Revenue per Lead	Campaign level	Currency amount
Revenue per Lead	Rollup level	Currency amount
Revenue per Quote	Campaign activity level	Currency amount
Revenue per Quote	Campaign level	Currency amount
Revenue per Quote	Roll up level	Currency amount
Revenue Variance	Roll up level	Currency amount
ROI (return on investment)	Campaign activity level	Currency amount
ROI (return on investment)	Campaign level	Currency amount
ROI (return on investment)	Roll up level	Currency amount

The system links metrics to your campaigns through the following pages:

Campaigns - Define Activities: Detail page.
Campaigns - Triggers page.
Campaigns - Performance page.
Audiences - Costs page.
Collateral - Costs page.

See Marketing Programs - Trigger Page, Marketing Programs - Performance Page, Audience - Costs Page, Marketing Programs - Activities Page, Manage Collateral - Costs Page.

Metrics that PeopleSoft delivers with your system fall within one of two metric subtypes. Each subtype falls within one of two metric types.

To define metric types, use the Metric Types (RA_UD_MET_TYPE) component.

Use the Metric Types page (RA_UD_MET_TYPE) to define metric types.

Navigation

select Set Up CRM, then select Product Related, then select Marketing, then select Metrics, then select Types, then select Metric Types

Image: Metric Types page

This example illustrates the fields and controls on the Metric Types page.

Metric types classify the types of metrics that you create.

Field or Control	Definition
Metric Type	Enter a code that identifies the metric type. Delivered values are `CMPG` (Campaign level), `RLUP` (Rollup level), and `WAVE` (Campaign Activity level).
Description	Enter a description of the general metric type.

To define metric subtypes, use the Metric Subtypes (RA_UD_MET_STYPE) component.

Use the Metric Subtypes page (RA_UD_MET_STYPE) to define metric subtypes.

Navigation

select Set Up CRM, then select Product Related, then select Marketing, then select Metrics, then select SubTypes, then select Metric Subtypes

Image: Metric Subtypes page

This example illustrates the fields and controls on the Metric Subtypes page.

Metric subtypes are paired with a metric type to define a metric more specifically. For example, you might define a metric type for campaigns. Within that broad metric type, you might define separate metric subtypes for financial analysis and performance analysis.

Field or Control	Definition
Metric Sub Type	Enter a code that identifies the metric subtype.
Description	Enter a description of the metric subtype.

To view a summary of existing metrics, use the Metrics (RA_METRICS) component.

Use the Metrics - Detail page (RA_METRICS_SUMM) to view summary information about all existing metrics under a setID.

Navigation

select Set Up CRM, then select Product Related, then select Marketing, then select Metrics, then select Detail

Image: Metrics - Detail page

This example illustrates the fields and controls on the Metrics - Detail page.

Metrics are grouped under a setID. Enter a setID on the Maintain Metrics page and click Search to access the Metrics - Detail page. A list of existing metrics appears.

Field or Control	Definition
Metric Name	Displays a descriptive name of the metric. Click to access the Performance Metric Details page, where you can edit an existing metric.
Unit Of Measure	Displays the unit of measure used in the metric. Values are: `%` (percent): Percentage of total. `Count:` Number of the item being measured, for example, the number of leads, responses, or quotes. `Amount:` Currency amount. `Units:` Number of units.
Active Status	Determines whether a metric is available for use. Select `Inactive` to remove a metric from use. Inactive metrics are unavailable and invisible outside of the Maintain Metrics - Performance Metric Details page. When you change a metric's status back to `Active` (the default setting), it functions normally again.
Add Metric	Add and define additional metrics.

Use the Performance Metric Details page (RA_METRICS) to define and review metrics.

Navigation

To edit an existing metric, click the Metric Name link on the Metrics - Detail page.
To create a new metric, click the Add Metric button on the Metric - Detail page.

Image: Performance Metric Detail page

This example illustrates the fields and controls on the Performance Metric Detail page.

Warning! Every metric has an associated SQL object that contains a SQL statement. The SQL statement governs the metric's calculations. SQL objects (and statements) are predefined for the metrics that Oracle delivers with your system.

To create custom metrics, you must first define the accompanying SQL objects and statements using PeopleSoft Application Designer. SQL objects designed to govern PeopleSoft Marketing metrics must have names that begin with the prefix RA_. Save such SQL objects in the PeopleTools dictionary of your PeopleSoft Customer Relationship Management database.

Field or Control	Definition
SetID	Displays the setID within which the metric resides.
Metric ID	Displays the system-generated code that identifies the metric.
Name	Enter a descriptive name for the metric.
Metric Type	Select the type of object to be analyzed. Values are: `Campaign Activity Level` `Campaign Level` `Event Level` `Event Session Level` `Rollup Level`
Metric Sub Type	Define the nature of the analysis. Values are: `Performance` `Financial`
SQL Identifier (Structured Query Language identifier)	Select the unique identifier of the SQL object that contains the SQL statement that governs the metric's calculations.
Active Status	Select the metric's status: `Active` or `Inactive.`
SQL Stmt Text (Structured Query Language statement text)	Displays the SQL statement that governs the metric's calculations.

Defining and Creating Metrics

Pages Used to Define and Create Metrics

Understanding Metrics

Metric Types Page

Metric Subtypes Page

Metrics – Detail Page

Performance Metric Detail Page