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Reporting and Analytics Learning Center
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Release 11.1.6
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CRM Reporting and Analytics Tasks
Oracle® Fusion Applications CRM Reporting and Analytics Handbook
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August 2013
Contents
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Title and Copyright Information
Preface
Audience
Documentation Accessibility
Related Documents
Conventions
Part I Key Accounts and Products
1 How Do I Find the Top Ten Accounts by Revenue?
How to Find the Top Ten Accounts by Revenue
2 Which Are the Top Ten Products by Closed Revenue?
How to Identify the Top Ten Products by Closed Revenue Amount
Part II Sales Quota and Performance
3 How Near or Far Am I in Meeting My Sales Quota for the Quarter and Year?
How to Evaluate Sales Quota Performance for the Quarter
How to Evaluate Sales Quota Performance for the Year
4 Am I Closing Revenue in Line with My Forecast?
How to Verify that I Am Closing Revenue in Line with My Forecast Figures
5 Is My Team Closing Revenue in Line with Their Forecast?
How to Verify that My Team is Closing Revenue in line with Their Forecast
Part III Pipeline
6 Is Our Overall Pipeline Healthy Enough to Meet Sales Goals?
How to Access the Pipeline Analysis
7 How Does My Current Forecast Compare with My Pipeline?
How to Compare Your Current Forecast with Your Pipeline
8 How Long Is It Taking Me and My Sales Team to Convert Leads to Opportunities?
How to View the Time It Takes to Convert Leads to Opportunities
9 What Are My Forecast and Closed Revenues for the Quarter? How Do They Compare Against My Quota?
How to Find Your Forecast and Closed Revenues for the Quarter and Compare Them Against Your Quota
Part IV Opportunities
10 What Are the Top 10 Open Opportunities? What Are Their Days to Close and Total Revenues?
How to Identify the Top Ten Opportunities by Total Revenue and Their Days to Close and Revenue
11 What Is the Opportunity Revenue Distribution Across Sales Stages?
How to View Opportunity Revenue Distribution Across Sales Stages
Part V Competitors
12 Who Are My Top Competitors and What Is Our Revenue Exposure to Them?
How to Identify Your Top Competitors and Your Revenue Exposure to Them
13 Which Were the High Value Opportunities that We Most Recently Lost to Our Competitors?
How to Identify the High Value Opportunities Recently Lost to Competitors
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