Subject Areas

7 Subject Areas

Subject Areas

This chapter provides information on the subject areas with data you maintain in Oracle Analytics for Advertising and Customer Experience (CX). These subject areas, with their corresponding data, are available for you to use when creating and editing analyses and reports. The information for each subject area includes:

This section provides information on the subject areas with data you maintain in Oracle Fusion CX Analytics. These subject areas, with their corresponding data, are available for you to use when creating and editing analyses and reports. The information for each subject area includes:

Description of the subject area.
Business questions that can be answered by data in the subject area, with a link to more detailed information about each business question.
Job-specific groups and duty roles that can be used to secure access to the subject area, with a link to more detailed information about each job role and duty role.
Primary navigation to the work area that is represented by the subject area.
Time reporting considerations in using the subject area, such as whether the subject area reports historical data or only the current data. Historical reporting refers to reporting on historical transactional data in a subject area. With a few exceptions, all dimensional data are current as of the primary transaction dates or system date.
The lowest grain of transactional data in a subject area. The lowest transactional data grain determines how data are joined in a report.
Special considerations, tips, and things to look out for in using the subject area to create analyses and reports.

Overview

Download this ZIP file that contains available subject areas that apply to the current version of Oracle Fusion CX Analytics. Once the file downloads, extract the file, open the folder, and then open the release-specific HTML file. For example, click 22.R4_Nov2022_Fusion_CX_Analytics_SubjectAreas.html.

Usage Tracking

Description

Usage Tracking is a powerful feature that has been available in Oracle Analytics Cloud. In Oracle Fusion Analytics Warehouse you can track usage to determine which user queries are creating performance bottlenecks, based on query frequency and response time. Administrators set up the criteria to track user queries and generate usage reports that you can use in a variety of ways such as reports optimization, user session strategies, or plan usage by users, and departments based on the resources that they consume. When reviewing the KPIs, it is important to keep the usability considerations in mind including trends, slice-and-dice, and drilldowns. Where applicable, benchmark information showcasing performance with the peer group is available. Companies typically set strategic quarterly goals in terms of key metrics; where applicable, the KPIs show progress towards such goals.

Business Questions

This subject area can answer the following business questions:

What are the average queries ran by the user by month?
How many number of user sessions were created per month?
How many distinct queries were run per month?
How many distinct users used the system?
How many distinct users used the system in a week?
What are the average queries ran by the user in a week?
How many logical queries ran by the top users?

Duty Roles

The Usage Tracking Analysis Duty role secures access to this subject area. See Common Duty Roles.

Primary Navigation

Folder: /Shared Folders/Common/Usage Tracking

Workbook: Usage Tracking

Special Considerations

None.

Security Assignment

Description

Using the Security Assignment subject area, you can create reports about the current security assignments. These reports enable you to track the security contexts and the users who have access to the security contexts.

Business Questions

This subject area can answer the following business questions:

What is the total number of security contexts?
What is the number of users by security context?
Which user is assigned to which security context and when was the assignment done?

Duty Roles

The Security Reporting Duty role secures access to this subject area. See Common Duty Roles.

Primary Navigation

Folder: /Shared Folders/Common/Security Assignment

Workbook: Security Audit

Special Considerations

None.

Security Audit History

Description

Using the data in the Security Audit History subject area, you can create reports to track assignment of users to groups, groups to roles, and security context members to users.

Business Questions

This subject area can answer the following business questions:

When was a group created?
When was a role created?
When was a user assigned to or removed from a group?
When was a user assigned to or removed from a role?
When was a user assigned to or removed from a security context?

Duty Roles

The Security Reporting Duty role secures access to this subject area. See Common Duty Roles.

Primary Navigation

Folder: /Shared Folders/Common/Security Audit History

Workbook: Security Audit

Special Considerations

None.

Offerings and Functional Areas

This table shows the offerings in Oracle Fusion CX Analytics and their source.

Offering	Functional Area	Activation Dependency *	Subject Areas Covered	Source	Initial Release
Customer Experience Sales Analytics	Sales Pipeline	None	CX - Opportunity CX - Opportunity Revenue Line CX - Activity CX - Opportunity Activity CX - Lead Activity CX - Leads	Oracle CX Cloud (Fusion Sales)	22R2
Customer Experience Sales Analytics	Sales Pipeline Snapshot	Sales Pipeline	CX - Opportunity Snapshot CX - Opportunity Revenue Line Snapshot CX - Opportunity Stage Progression	Oracle CX Cloud (Fusion Sales)	22R2
Customer Experience Sales Analytics	Sales CPQ Integrated Analytics	Sales Pipeline	CX - Opportunity Quote CX - Opportunity Quote Line	Oracle CX Cloud (Fusion Sales)⁺	22R2
Customer Experience Marketing Analytics	Marketing Campaign Closed Loop Analytics	Sales Pipeline	CX - Campaign Members CX - Campaign Opportunity Revenue Line	Oracle CX Cloud (Fusion Sales)^#	22R2
Customer Experience Service Analytics	B2B Service Analytics	None	CX - Service Request CX - Service Request Milestone CX - Service Request Lifecycle	Oracle CX Cloud (Fusion B2B Service)	22R2
Subscription Analytics	Subscription Management Analytics	None	CX - Subscriptions CX - Subscription Bill Line	Oracle Subscription Management	22R3
Subscription Analytics	Subscription Management Snapshot	Subscription Management Analytics	CX - Susbcription Historical Trend	Oracle Subscription Management	22R3
Customer Experience Marketing Analytic	Marketing Campaign Analytics	None	CX - Campaign Activity Analysis	Oracle Eloqua**	22R3

* The functional area listed must be activated.

+ The pipeline or functional area is applicable when there's integration between Oracle Fusion Cloud Sales Automation and Oracle Configure, Price, Quote, otherwise the subject area won't have data.

# The pipeline or functional area is applicable when there's integration between Oracle Fusion Cloud Sales Automation and Oracle Eloqua Marketing Automation, otherwise the subject area won't have data.

** Enable the Odata flag for the Eloqua instance.

Business Questions

For each business question in this section, links are provided for more detailed information about the subject areas, job-specific groups, and duty roles associated with the business question.

Overview

This section provides business questions that can be answered by data in the subject area, with a link to more detailed information about each business question..

Download this ZIP file that contains available business questions that apply to the current version of Oracle Fusion CX Analytics. Once the file downloads, extract the file, open the folder, and then open the release-specific HTML file. For example, click 22.R4_Nov2022_Fusion_CX_Analytics_BQs.html.

Note:

Job roles are the same as job-specific groups.

Job-Specific Groups

For each job-specific group in this section, links are provided for more detailed information about the duty roles, subject areas, and business questions associated with the job-specific group.

Overview

This section provides job-specific groups that can be used to secure access to the subject area, with a link to more detailed information about each job-specific group.

Note:

Job roles are the same as job-specific groups.

Job-Specific Group Code	Job-Specific Group Name	Description	Associated Application Roles	Functional Area
ORA_ZBS_SALES_ADMINISTRATOR_JOB	Sales Administrator	Has Author privileges	Author OA4F_CX_CAMPAIGN_MEMBERS_DUTY OA4F_CX_CAMPAIGN_OPTY_REVN_DUTY OA4F_CONTENT_REPORTING_CONFIG OA4F_CX_SALES_LEAD_ACTIVITY_DUTY OA4F_CX_LEADS_DUTY OA4F_CX_SALES_LEAD_CUSTOM_DATA OA4F_CX_SALES_LEADS_DATA OA4F_CX_OPTY_ANALYSIS_DUTY OA4F_CX_SALES_OPTY_CUSTOM_DATA OA4F_CX_SALES_OPTY_DATA OA4F_CX_REVN_LINE_ANALYSIS_DUTY OA4F_CX_REVN_LINE_SNP_ANALYSIS_DUTY OA4F_CX_OPTY_SNP_ANALYSIS_DUTY OA4F_CX_OPTY_PROG_ANALYSIS_DUTY OA4F_CX_SALES_ACCNT_DATA OA4F_CX_SALES_ACTIVITY_DUTY OA4F_CX_SALES_ACTIVITY_ASSIGNEE_DATA OA4F_CX_SALES_ACTIVITY_DELEGATOR_DATA OA4F_CX_SALES_ACTIVITY_RES_HIER_DATA OA4F_CX_SALES_ACTIVITY_CUSTOM_DATA OA4F_CX_SALES_OPPORTUNITY_ACTIVITY_DUTY OA4F_CX_SALES_OPTY_QUOTE_ANALYSIS_DUTY OA4F_CX_SALES_OPTY_QUOTE_CUSTOM_DATA OA4F_CX_SERVICE_REQUEST_ANALYSIS_DUTY OA4F_CX_SERVICE_REQUEST_CUSTOM_DATA OA4F_CX_SERVICE_REQUEST_ALL_DATA OA4F_CX_SALES_OPPTY_QUOTE_LINE_ANALYSIS_DUTY OA4F_CX_CAMPAIGN_MEMBERS_CONTENT_DUTY OA4F_CX_CAMPAIGN_OPTY_REVN_CONTENT_DUTY OA4F_CX_SALES_LEAD_ACTIVITY_CONTENT_DUTY OA4F_CX_LEADS_CONTENT_DUTY OA4F_CX_OPTY_ANALYSIS_CONTENT_DUTY OA4F_CX_REVN_LINE_ANALYSIS_CONTENT_DUTY OA4F_CX_REVN_LINE_SNP_ANALYSIS_CONTENT_DUTY OA4F_CX_OPTY_SNP_ANALYSIS_CONTENT_DUTY OA4F_CX_OPTY_PROG_ANALYSIS_CONTENT_DUTY OA4F_CX_SALES_ACTIVITY_CONTENT_DUTY OA4F_CX_SALES_OPPORTUNITY_ACTIVITY_CONTENT_DUTY OA4F_CX_SALES_OPTY_QUOTE_ANALYSIS_CONTENT_DUTY OA4F_CX_SERVICE_REQUEST_ANALYSIS_CONTENT_DUTY OA4F_CX_SALES_OPPTY_QUOTE_LINE_ANALYSIS_CONTENT_DUTY OA4F_CX_SERVICE_REQUEST_LIFECYCLE_ANALYSIS_CONTENT_DUTY OA4F_CX_SERVICE_REQUEST_MILESTONE_ANALYSIS_CONTENT_DUTY	CX Sales
ORA_ZBS_SALES_VP_JOB	Sales VP	Has Author privileges	Author OA4F_CX_CAMPAIGN_MEMBERS_DUTY OA4F_CX_CAMPAIGN_OPTY_REVN_DUTY OA4F_CONTENT_REPORTING_CONFIG OA4F_CX_SALES_LEAD_ACTIVITY_DUTY OA4F_CX_LEADS_DUTY OA4F_CX_SALES_LEAD_CUSTOM_DATA OA4F_CX_SALES_LEADS_DATA OA4F_CX_OPTY_ANALYSIS_DUTY OA4F_CX_SALES_OPTY_CUSTOM_DATA OA4F_CX_SALES_OPTY_DATA OA4F_CX_REVN_LINE_ANALYSIS_DUTY OA4F_CX_REVN_LINE_SNP_ANALYSIS_DUTY OA4F_CX_OPTY_SNP_ANALYSIS_DUTY OA4F_CX_OPTY_PROG_ANALYSIS_DUTY OA4F_CX_SALES_ACCNT_DATA OA4F_CX_SALES_ACTIVITY_DUTY OA4F_CX_SALES_ACTIVITY_ASSIGNEE_DATA OA4F_CX_SALES_ACTIVITY_DELEGATOR_DATA OA4F_CX_SALES_ACTIVITY_RES_HIER_DATA OA4F_CX_SALES_ACTIVITY_CUSTOM_DATA OA4F_CX_SALES_OPPORTUNITY_ACTIVITY_DUTY OA4F_CX_SALES_OPTY_QUOTE_ANALYSIS_DUTY OA4F_CX_SALES_OPTY_QUOTE_CUSTOM_DATA OA4F_CX_SERVICE_REQUEST_ANALYSIS_DUTY OA4F_CX_SERVICE_REQUEST_CUSTOM_DATA OA4F_CX_SERVICE_REQUEST_ALL_DATA OA4F_CX_SALES_OPPTY_QUOTE_LINE_ANALYSIS_DUTY OA4F_CX_CAMPAIGN_MEMBERS_CONTENT_DUTY OA4F_CX_CAMPAIGN_OPTY_REVN_CONTENT_DUTY OA4F_CX_SALES_LEAD_ACTIVITY_CONTENT_DUTY OA4F_CX_LEADS_CONTENT_DUTY OA4F_CX_OPTY_ANALYSIS_CONTENT_DUTY OA4F_CX_REVN_LINE_ANALYSIS_CONTENT_DUTY OA4F_CX_REVN_LINE_SNP_ANALYSIS_CONTENT_DUTY OA4F_CX_OPTY_SNP_ANALYSIS_CONTENT_DUTY OA4F_CX_OPTY_PROG_ANALYSIS_CONTENT_DUTY OA4F_CX_SALES_ACTIVITY_CONTENT_DUTY OA4F_CX_SALES_OPPORTUNITY_ACTIVITY_CONTENT_DUTY OA4F_CX_SALES_OPTY_QUOTE_ANALYSIS_CONTENT_DUTY OA4F_CX_SERVICE_REQUEST_ANALYSIS_CONTENT_DUTY OA4F_CX_SALES_OPPTY_QUOTE_LINE_ANALYSIS_CONTENT_DUTY OA4F_CX_SERVICE_REQUEST_LIFECYCLE_ANALYSIS_CONTENT_DUTY OA4F_CX_SERVICE_REQUEST_MILESTONE_ANALYSIS_CONTENT_DUTY	CX Sales
ORA_ZBS_SALES_MANAGER_JOB	Sales Manager	Has Author privileges	Author OA4F_CX_CAMPAIGN_MEMBERS_DUTY OA4F_CX_CAMPAIGN_OPTY_REVN_DUTY OA4F_CONTENT_REPORTING_CONFIG OA4F_CX_SALES_LEAD_ACTIVITY_DUTY OA4F_CX_LEADS_DUTY OA4F_CX_SALES_LEAD_CUSTOM_DATA OA4F_CX_SALES_LEADS_DATA OA4F_CX_OPTY_ANALYSIS_DUTY OA4F_CX_SALES_OPTY_CUSTOM_DATA OA4F_CX_SALES_OPTY_DATA OA4F_CX_REVN_LINE_ANALYSIS_DUTY OA4F_CX_REVN_LINE_SNP_ANALYSIS_DUTY OA4F_CX_OPTY_SNP_ANALYSIS_DUTY OA4F_CX_OPTY_PROG_ANALYSIS_DUTY OA4F_CX_SALES_ACCNT_DATA OA4F_CX_SALES_ACTIVITY_DUTY OA4F_CX_SALES_ACTIVITY_ASSIGNEE_DATA OA4F_CX_SALES_ACTIVITY_DELEGATOR_DATA OA4F_CX_SALES_ACTIVITY_RES_HIER_DATA OA4F_CX_SALES_ACTIVITY_CUSTOM_DATA OA4F_CX_SALES_OPPORTUNITY_ACTIVITY_DUTY OA4F_CX_SALES_OPTY_QUOTE_ANALYSIS_DUTY OA4F_CX_SALES_OPTY_QUOTE_CUSTOM_DATA OA4F_CX_SERVICE_REQUEST_ANALYSIS_DUTY OA4F_CX_SERVICE_REQUEST_CUSTOM_DATA OA4F_CX_SERVICE_REQUEST_ALL_DATA OA4F_CX_SALES_OPPTY_QUOTE_LINE_ANALYSIS_DUTY OA4F_CX_CAMPAIGN_MEMBERS_CONTENT_DUTY OA4F_CX_CAMPAIGN_OPTY_REVN_CONTENT_DUTY OA4F_CX_SALES_LEAD_ACTIVITY_CONTENT_DUTY OA4F_CX_LEADS_CONTENT_DUTY OA4F_CX_OPTY_ANALYSIS_CONTENT_DUTY OA4F_CX_REVN_LINE_ANALYSIS_CONTENT_DUTY OA4F_CX_REVN_LINE_SNP_ANALYSIS_CONTENT_DUTY OA4F_CX_OPTY_SNP_ANALYSIS_CONTENT_DUTY OA4F_CX_OPTY_PROG_ANALYSIS_CONTENT_DUTY OA4F_CX_SALES_ACTIVITY_CONTENT_DUTY OA4F_CX_SALES_OPPORTUNITY_ACTIVITY_CONTENT_DUTY OA4F_CX_SALES_OPTY_QUOTE_ANALYSIS_CONTENT_DUTY OA4F_CX_SERVICE_REQUEST_ANALYSIS_CONTENT_DUTY OA4F_CX_SALES_OPPTY_QUOTE_LINE_ANALYSIS_CONTENT_DUTY OA4F_CX_SERVICE_REQUEST_LIFECYCLE_ANALYSIS_CONTENT_DUTY OA4F_CX_SERVICE_REQUEST_MILESTONE_ANALYSIS_CONTENT_DUTY	CX Sales
ORA_ZBS_SALES_REPRESENTATIVE_JOB	Sales Representative	Has Author privileges	Author OA4F_CX_CAMPAIGN_MEMBERS_DUTY OA4F_CX_CAMPAIGN_OPTY_REVN_DUTY OA4F_CONTENT_REPORTING_CONFIG OA4F_CX_SALES_LEAD_ACTIVITY_DUTY OA4F_CX_LEADS_DUTY OA4F_CX_SALES_LEAD_CUSTOM_DATA OA4F_CX_SALES_LEADS_DATA OA4F_CX_OPTY_ANALYSIS_DUTY OA4F_CX_SALES_OPTY_CUSTOM_DATA OA4F_CX_SALES_OPTY_DATA OA4F_CX_REVN_LINE_ANALYSIS_DUTY OA4F_CX_REVN_LINE_SNP_ANALYSIS_DUTY OA4F_CX_OPTY_SNP_ANALYSIS_DUTY OA4F_CX_OPTY_PROG_ANALYSIS_DUTY OA4F_CX_SALES_ACCNT_DATA OA4F_CX_SALES_ACTIVITY_DUTY OA4F_CX_SALES_ACTIVITY_ASSIGNEE_DATA OA4F_CX_SALES_ACTIVITY_DELEGATOR_DATA OA4F_CX_SALES_ACTIVITY_RES_HIER_DATA OA4F_CX_SALES_ACTIVITY_CUSTOM_DATA OA4F_CX_SALES_OPPORTUNITY_ACTIVITY_DUTY OA4F_CX_SALES_OPTY_QUOTE_ANALYSIS_DUTY OA4F_CX_SALES_OPTY_QUOTE_CUSTOM_DATA OA4F_CX_SERVICE_REQUEST_ANALYSIS_DUTY OA4F_CX_SERVICE_REQUEST_CUSTOM_DATA OA4F_CX_SERVICE_REQUEST_ALL_DATA OA4F_CX_SALES_OPPTY_QUOTE_LINE_ANALYSIS_DUTY OA4F_CX_CAMPAIGN_MEMBERS_CONTENT_DUTY OA4F_CX_CAMPAIGN_OPTY_REVN_CONTENT_DUTY OA4F_CX_SALES_LEAD_ACTIVITY_CONTENT_DUTY+F7 OA4F_CX_LEADS_CONTENT_DUTY OA4F_CX_OPTY_ANALYSIS_CONTENT_DUTY OA4F_CX_REVN_LINE_ANALYSIS_CONTENT_DUTY OA4F_CX_REVN_LINE_SNP_ANALYSIS_CONTENT_DUTY OA4F_CX_OPTY_SNP_ANALYSIS_CONTENT_DUTY OA4F_CX_OPTY_PROG_ANALYSIS_CONTENT_DUTY OA4F_CX_SALES_ACTIVITY_CONTENT_DUTY OA4F_CX_SALES_OPPORTUNITY_ACTIVITY_CONTENT_DUTY OA4F_CX_SALES_OPTY_QUOTE_ANALYSIS_CONTENT_DUTY OA4F_CX_SERVICE_REQUEST_ANALYSIS_CONTENT_DUTY OA4F_CX_SALES_OPPTY_QUOTE_LINE_ANALYSIS_CONTENT_DUTY OA4F_CX_SERVICE_REQUEST_LIFECYCLE_ANALYSIS_CONTENT_DUTY OA4F_CX_SERVICE_REQUEST_MILESTONE_ANALYSIS_CONTENT_DUTY	CX Sales
ORA_SVC_CUSTOMER_SERVICE_REPRESENTATIVE_JOB	Customer Service Representative	Has Author privileges	Author OA4F_CX_SERVICE_REQUEST_ANALYSIS_DUTY OA4F_CX_SERVICE_REQUEST_LIFECYCLE_ANALYSIS_DUTY OA4F_CX_SERVICE_REQUEST_MILESTONE_ANALYSIS_DUTY OA4F_CX_SERVICE_REQUEST_ANALYSIS_CONTENT_DUTY OA4F_CX_SERVICE_REQUEST_LIFECYCLE_ANALYSIS_CONTENT_DUTY OA4F_CX_SERVICE_REQUEST_MILESTONE_ANALYSIS_CONTENT_DUTY	CX Service
ORA_SVC_CUSTOMER_SERVICE_MANAGER_JOB	Customer Service Manager	Has Author privileges	Author OA4F_CX_SERVICE_REQUEST_ANALYSIS_DUTY OA4F_CX_SERVICE_REQUEST_LIFECYCLE_ANALYSIS_DUTY OA4F_CX_SERVICE_REQUEST_MILESTONE_ANALYSIS_DUTY OA4F_CX_SERVICE_REQUEST_ANALYSIS_CONTENT_DUTY OA4F_CX_SERVICE_REQUEST_LIFECYCLE_ANALYSIS_CONTENT_DUTY OA4F_CX_SERVICE_REQUEST_MILESTONE_ANALYSIS_CONTENT_DUTY	CX Service
ORA_OSS_SUBSCRIPTION_SPECIALIST_JOB	Subscription Specialist	Has Author privileges	Author OA4F_CX_SUBCRIPTIONS_ANALYSIS_DUTY OA4F_CX_SUBSCRIPTION_CUSTOM_DATA OA4F_CX_SUBCRIPTION_BILL_LINE_ANALYSIS_DUTY OA4F_CX_SUBCRIPTION_HISTORICAL_TREND_ANALYSIS_DUTY OA4F_CX_SUBCRIPTIONS_ANALYSIS_CONTENT_DUTY+F2 OA4F_CX_SUBCRIPTION_BILL_LINE_ANALYSIS_CONTENT_DUTY OA4F_CX_SUBCRIPTION_HISTORICAL_TREND_ANALYSIS_CONTENT_DUTY	CX Subscription

Common Job-Specific Groups

The common job-specific groups are applicable across the analytics applications that are part of Oracle Fusion Analytics Warehouse such as Oracle Fusion HCM Analytics and Oracle Fusion ERP Analytics.

Job-Specific Group Code	Job-Specific Group Name	Description	Associated Application Roles	Associated Application Role Names	Functional Area
ORA_FND_INTEGRATION_SPECIALIST_JOB	Integration Specialist	Individual responsible for planning, coordinating, and supervising all activities related to the integration of enterprise information systems. Has author privileges.	Author OA4F_COMMON_DATA_ADMIN_ANALYSIS_DUTY	Not applicable	Common

Job-Specific Group Code

Job-Specific Group Name

Description

Associated Application Roles

Associated Application Role Names

Functional Area

ORA_FND_INTEGRATION_SPECIALIST_JOB

Integration Specialist

Individual responsible for planning, coordinating, and supervising all activities related to the integration of enterprise information systems. Has author privileges.

Author

OA4F_COMMON_DATA_ADMIN_ANALYSIS_DUTY

Not applicable

Common

Data Roles

For each data role in this chapter, links are provided for more detailed information about the job-specific groups, subject areas, and business questions associated with the data role.

Overview

This section provides data roles that can be used to secure access to the subject area, with a link to more detailed information about each data role.

Data Role Code	Data Role Name	Description	Functional Area
OA4F_CX_SALES_ACTIVITY_ASSIGNEE_DATA	Sales Activity By Assignee Data Security	Data security role to access activity data by Assignee.	CX Sales
OA4F_CX_SALES_ACTIVITY_DELEGATOR_DATA	Sales Activity By Delegator Data Security	Data security role to access Sales activity data by Delegator.	CX Sales
OA4F_CX_SALES_ACTIVITY_RES_HIER_DATA	Sales Activity By Resource Hierarchy Data Security	Data security role to access activity data by Resource Hierarchy.	CX Sales
OA4F_CX_SALES_ACTIVITY_CUSTOM_DATA	Sales Activity Custom and System Access Group Data Security	Data security role to access Activity data by Activity Access Group data.	CX Sales
OA4F_CX_SALES_LEAD_CUSTOM_DATA	Lead Custom and System Access Group Data Security	Data security role to access Lead data by Access Group data	CX Sales
OA4F_CX_SALES_LEADS_DATA	Lead Data Security	Data security role to access Lead data.	CX Sales
OA4F_CX_SALES_OPTY_CUSTOM_DATA	Opportunity Custom and System Access Group Data Security	Data security role to access Opportunity data by Access Group data.	CX Sales
OA4F_CX_SALES_OPTY_DATA	Opportunity Data Security	Data security role to opportunity data.	CX Sales
OA4F_CX_SALES_ACCNT_DATA	Sales Account Data Security	Data security role to access sales account data.	CX Sales
OA4F_CX_SERVICE_REQUEST_CUSTOM_DATA	Service Request Custom and System Access Group Data Security	Data security role to access B2B Service Request data by Activity Access Group data.	CX Service
OA4F_CX_SERVICE_REQUEST_ALL_DATA	Service Request All Data Security	Data security role to allow acess to all Service Request data.	CX Service
OA4F_CX_SALES_OPTY_QUOTE_CUSTOM_DATA	Opportunity Quote Custom and System Access Group Data Security	Data security role to access Opportunity Quote data by Access group data.	CX Sales

Duty Roles

For each duty role in this chapter, links are provided for more detailed information about the job-specific groups, subject areas, and business questions associated with the duty role.

Overview

This section provides duty roles that can be used to secure access to the subject area, with a link to more detailed information about each duty role.

Duty Role Code	Duty Role Name	Duty Role Description	Functional Area	Gets access to Subject Area Display Name OR Associated Role
OA4F_CX_SALES_OPPORTUNITY_ACTIVITY_DUTY	Sales Opportunity Activity Analysis Duty	Object security role to control presentation catalog access to "CX - Opportunity Activity" subject area.	CX - Sales	CX - Opportunity Activity
OA4F_CX_SALES_LEAD_ACTIVITY_DUTY	Lead Activity Analysis Duty	Object security role to control presentation catalog access to "CX - Lead Activity" subject area.	CX - Sales	CX - Lead Activity
OA4F_CX_SALES_ACTIVITY_DUTY	Sales Activity Analysis Duty	Object security role to control presentation catalog access to "CX - Activity" subject area.	CX - Sales	CX - Activity
OA4F_CX_REVN_LINE_SNP_ANALYSIS_DUTY	Opportunity Revenue Line Snapshot Duty	Object security role to control presentation catalog access to CX - Opportunity Revenue Line Snapshot subject area.	CX - Sales	CX - Opportunity Revenue Line Snapshot
OA4F_CX_REVN_LINE_ANALYSIS_DUTY	Opportunity Revenue Analysis Duty	Object security role to control presentation catalog access to CX - Opportunity Revenue Line subject area.	CX - Sales	CX - Opportunity Revenue Line
OA4F_CX_OPTY_SNP_ANALYSIS_DUTY	Opportunity Snapshot Duty	Object security role to control presentation catalog access to CX - Opportunity Snapshot subject area.	CX - Sales	CX - Opportunity Snapshot
OA4F_CX_OPTY_PROG_ANALYSIS_DUTY	Opportunity Stage Progression Duty	Object security role to control presentation catalog access to CX - Opportunity Stage Progression subject area.	CX - Sales	CX - Opportunity Stage Progression
OA4F_CX_OPTY_ANALYSIS_DUTY	Opportunity Analysis Duty	Object security role to control presentation catalog access to CX - Opportunity subject area.	CX - Sales	CX - Opportunity
OA4F_CX_LEADS_DUTY	Lead Analysis Duty	Object security role to control presentation catalog access to "CX - Leads" subject area.	CX - Sales	CX - Leads
OA4F_CX_CAMPAIGN_OPTY_REVN_DUTY	Campaign Opportunity Revenue Line Analysis Duty	Object security role to control presentation catalog access to "CX - Campaign Opportunity Revenue Line" subject area.	CX - Sales	CX - Campaign Opportunity Revenue Line
OA4F_CX_CAMPAIGN_MEMBERS_DUTY	Campaign Members Analysis Duty	Object security role to control presentation catalog access to "CX - Campaign Members" subject area.	CX - Sales	CX - Campaign Members
OA4F_CX_SALES_OPTY_QUOTE_ANALYSIS_DUTY	Opportunity Quote Analysis Duty	Object security role to control presentation catalog access to "CX - Opportunity Quote" subject area	CX-Sales	CX - Opportunity Quote
OA4F_CX_SERVICE_REQUEST_ANALYSIS_DUTY	Service requests Analysis Duty	Object security role to control presentation catalog access to "CX - B2B Service Requests" subject area	CX - Service	CX - Service Request
OA4F_CX_SERVICE_REQUEST_LIFECYCLE_ANALYSIS_DUTY	Service Request Lifecycle Analysis Duty	Object security role to control presentation catalog access to the CX - Service Request Lifecycle subject area.	CX - Service	CX - Service Request Lifecycle
OA4F_CX_SERVICE_REQUEST_MILESTONE_ANALYSIS_DUTY	Service Request Milestone Analysis Duty	Object security role to control presentation catalog access to the CX - Service Request Milestone subject area.	CX - Service	CX - Service Request Milestone
OA4F_CX_SALES_OPTY_QUOTE_LINE_ANALYSIS_DUTY	Opportunity Quote Line Analysis Duty	Object security role to control presentation catalog access to "CX - Opportunity Quote Line" subject area.	CX-Sales	CX - Opportunity Quote Line
OA4F_CX_SUBCRIPTIONS_ANALYSIS_DUTY	Subscription Analysis Duty	Object security role to control presentation catalog access to "CX - Subscriptions" subject area.	CX - Subscription	CX - Subscription
OA4F_CX_SUBCRIPTION_HISTORICAL_TREND_ANALYSIS_DUTY	Subscription Historical Trend Analysis Duty	Object security role to control presentation catalog access to CX - Subscription Historical Trend subject area.	CX - Subscription	CX - Subscription
OA4F_CX_CAMPAIGN_ACTIVITY_ANALYSIS_CONTENT_DUTY	Content	Object security role to control presentation catalog access to Data Visualization projects and KPIs built against the CX - Campaign Activity Analysis subject area.	CX - Marketing	CX - Campaign Activity Analysis
OA4F_CX_CAMPAIGN_MEMBERS_CONTENT_DUTY	Campaign Member Analysis Content Duty	Object security role to control presentation catalog access to Data Visualization projects and KPIs built against the CX - Campaign Members subject area.	CX - Marketing	CX - Campaign Members
OA4F_CX_CAMPAIGN_OPTY_REVN_CONTENT_DUTY	Campaign Opportunity Revenue Line Analysis Content Duty	Object security role to control presentation catalog access to Data Visualization projects and KPIs built against the CX - Campaign Opportunity Revenue Line subject area.	CX-Sales	CX - Campaign Opportunity Revenue Line
OA4F_CX_LEADS_CONTENT_DUTY	Lead Analysis Content Duty	Object security role to control presentation catalog access to Data Visualization projects and KPIs built against the CX - Leads subject area.	CX-Sales	CX - Leads
OA4F_CX_OPTY_ANALYSIS_CONTENT_DUTY	Opportunity Analysis Content Duty	Object security role to control presentation catalog access to Data Visualization projects and KPIs built against the CX - Opportunity subject area.	CX-Sales	CX - Opportunity
OA4F_CX_OPTY_PROG_ANALYSIS_CONTENT_DUTY	Opportunity Stage Progression Content Duty	Object security role to control presentation catalog access to Data Visualization projects and KPIs built against the CX - Opportunity Stage Progression subject area.	CX-Sales	CX - Opportunity Stage Progression
OA4F_CX_OPTY_SNP_ANALYSIS_CONTENT_DUTY	Opportunity Snapshot Content Duty	Object security role to control presentation catalog access to Data Visualization projects and KPIs built against the CX - Opportunity Snapshot subject area.	CX-Sales	CX - Opportunity Snapshot
OA4F_CX_REVN_LINE_ANALYSIS_CONTENT_DUTY	Opportunity Revenue Analysis Content Duty	Object security role to control presentation catalog access to Data Visualization projects and KPIs built against the CX - Opportunity Revenue Line subject area.	CX-Sales	CX - Opportunity Revenue Line
OA4F_CX_REVN_LINE_SNP_ANALYSIS_CONTENT_DUTY	Opportunity Revenue Line Snapshot Content Duty	Object security role to control presentation catalog access to Data Visualization projects and KPIs built against the CX - Opportunity Revenue Line Snapshot subject area.	CX-Sales	CX - Opportunity Revenue Line Snapshot
OA4F_CX_SALES_ACTIVITY_CONTENT_DUTY	Sales Activity Analysis Content Duty	Object security role to control presentation catalog access to Data Visualization projects and KPIs built against the CX - Activity subject area.	CX-Sales	CX - Activity
OA4F_CX_SALES_LEAD_ACTIVITY_CONTENT_DUTY	Lead Activity Analysis Content Duty	Object security role to control presentation catalog access to Data Visualization projects and KPIs built against the CX - Lead Activity subject area.	CX-Sales	CX - Lead Activity
OA4F_CX_SALES_OPPORTUNITY_ACTIVITY_CONTENT_DUTY	Sales Opportunity Activity Analysis Content Duty	Object security role to control presentation catalog access to Data Visualization projects and KPIs built against the CX - Opportunity Activity subject area.	CX-Sales	CX - Opportunity Activity
OA4F_CX_SALES_OPTY_QUOTE_ANALYSIS_CONTENT_DUTY	Opportunity Quote Analysis Content Duty	Object security role to control presentation catalog access to Data Visualization projects and KPIs built against the CX - Opportunity Quote subject area.	CX-Sales	CX - Opportunity Quote
OA4F_CX_SALES_OPPTY_QUOTE_LINE_ANALYSIS_CONTENT_DUTY	Opportunity Quote Line Analysis Content Duty	Object security role to control presentation catalog access to Data Visualization projects and KPIs built against the CX - Opportunity Quote Line subject area.	CX-Sales	CX - Opportunity Quote Line
OA4F_CX_SERVICE_REQUEST_ANALYSIS_CONTENT_DUTY	Service Request Analysis Content Duty	Object security role to control presentation catalog access to Data Visualization projects and KPIs built against the CX - Service Request subject area.	CX-Sales	CX - Service Request
OA4F_CX_SERVICE_REQUEST_LIFECYCLE_ANALYSIS_CONTENT_DUTY	Service Request Lifecycle Analysis Content Duty	Object security role to control presentation catalog access to Data Visualization projects and KPIs built against the CX - Service Request Lifecycle subject area.	CX - Service	CX - Service Request Lifecycle
OA4F_CX_SERVICE_REQUEST_MILESTONE_ANALYSIS_CONTENT_DUTY	Service Request Milestone Analysis Content Duty	Object security role to control presentation catalog access to Data Visualization projects and KPIs built against the CX - Service Request Milestone subject area.	CX - Service	CX - Service Request Milestone
OA4F_CX_SUBCRIPTION_BILL_LINE_ANALYSIS_CONTENT_DUTY	Subscription Bill Line Analysis Content Duty	Object security role to control presentation catalog access to Data Visualization projects and KPIs built against the CX - Subscription Bill Line subject area.	CX - Subscription	CX - Subscription Bill Line
OA4F_CX_SUBCRIPTIONS_ANALYSIS_CONTENT_DUTY	Subscription Analysis Content Duty	Object security role to control presentation catalog access to Data Visualization projects and KPIs built against the CX - Subscriptions subject area.	CX - Subscription	CX - Subscription
OA4F_CX_SUBCRIPTION_HISTORICAL_TREND_ANALYSIS_CONTENT_DUTY	Subscription Historical Trend Analysis Content Duty	Object security role to control presentation catalog access to Data Visualization projects and KPIs built against the CX - Subscription Historical Trend subject area.	CX - Subscription	CX - Subscription Historical Trend
OA4F_CX_CAMPAIGN_ACTIVITY_ANALYSIS_DUTY	Campaign Activity Analysis Duty	Object security role to control presentation catalog access to "CX - Campaign Activity Analysis" subject area.	CX - Marketing	CX - Campaign Activity Analysis
OA4F_CX_SUBCRIPTION_BILL_LINE_ANALYSIS_DUTY	Subscription Bill Line Analysis Duty	Object security role to control presentation catalog access to "CX - Subscription Bill Line" subject area.	CX - Subscription	CX - Subscription Bill Line

Common Duty Roles

The common duty roles are applicable across the analytics applications that are part of Oracle Fusion Analytics Warehouse such as Oracle Fusion HCM Analytics and Oracle Fusion ERP Analytics.

Duty Role Code	Duty Role Name	Details	Functional Area	Gets access to Subject Area Display Name OR Associated Role
OA4F_COMMON_DATA_ADMIN_ANALYSIS_DUTY	Data Warehouse Refresh Analysis Duty	Object security role to control presentation catalog access to Common - Warehouse Refresh subject area.	Common	Common - Warehouse Refresh
OA4F_COMMON_USAGE_TRACKING_DUTY	Usage Tracking Analysis Duty	Object security role to control presentation catalog access to Common - Usage Tracking subject area.	Common	Common - Usage Tracking
OA4F_SECURITY_REPORTING_DUTY	Security Reporting Duty	Object security role to control presentation catalog access to Security Assignment and Security Audit History subject areas.	Common	Common - Security Assignment Common - Security Audit History

Duty Role Code

Duty Role Name

Details

Functional Area

Gets access to Subject Area Display Name OR Associated Role

OA4F_COMMON_DATA_ADMIN_ANALYSIS_DUTY

Data Warehouse Refresh Analysis Duty

Object security role to control presentation catalog access to Common - Warehouse Refresh subject area.

Common

Common - Warehouse Refresh

OA4F_COMMON_USAGE_TRACKING_DUTY

Usage Tracking Analysis Duty

Object security role to control presentation catalog access to Common - Usage Tracking subject area.

Common

Common - Usage Tracking

OA4F_SECURITY_REPORTING_DUTY

Security Reporting Duty

Object security role to control presentation catalog access to Security Assignment and Security Audit History subject areas.

Common

Common - Security Assignment

Common - Security Audit History

Subject Area Metric Details

CX Activity

This table describes the Activity Metrics.

Metric	Metric Definition
# of Activities	The total Activities
# of Open Activities	The total Open Activities (Status not equal to Complete/Cancelled)
# of Completed Activities	The total Completed Activities (Status = Complete)
# of Expired Activities	The total Expired Activities (Status not equal to Complete/Cancelled & Current Date > Activity Due Date)
# of Tasks	The total Tasks (Activity function = Task)
# of Appointments	The total Appointments (Activity function = Appointments)
# of Call Reports	The total Call Reports (Activity function = Call Reports)
Average Activity Duration For Completed Activities	Average time to Complete the Activity
Average Number of Activities Per Team Member	Average number of Activity per Team Member. This metric is compurted as follows: # of Activities/# of Resources

CX Campaign Activity Analysis

This table describes the Marketing (Eloqua) Campaign Activity Analysis metrics.

Metric	Metric Definition
# of Responses	The total response activity for the campaign
# of New Contacts	The total new Contacts (New contact is the contact that is created as a result of Campaign response)
# of New Leads	The total new leads generated by the Campaign. (A lead is generated if a contact is newly acquired and responds to the campaign. Contacts are considered leads only once, so contacts are considered new leads only the first time they respond to a campaign. For subsequent responses, the contact is considered an existing lead. )
# of Emails Sent	The total Emails Sent
# of Emails Delivered	the total Emails Delivered
# of Bouncebacks	The total Emails that returned a Bounceback (hard or soft)
# of Hard Bouncebacks	The total Emails that returned a Hard Bounceback. A hard bounce back is an Email that permanently couldn't be delivered.
# of Soft Bouncebacks	The total Emails that returned a Soft Bounceback. A soft bounce back is an Email that temporarily couldn't be delivered.
# of Email Opens	The total Email Opens
# of Email Clickthroughs	The total Email Clickthroughs. This includes multiple clicks by the same recipient
# of Possible Forwarders	The total original recipients that forwarded the email atleast once
# of Unsubscribes by Email	The total Email recipients that Unsubscribed. (Globally or Spam Unsubscribed)
# of Spam Unsubscribers by Email	The total Email recipients that marked the email as Spam
# of Existing Visitor Clickthroughs	The total Email clickthrough by returning visitor
# of New Visitor Clickthroughs	The total Email clickthrough by New visitor
# of Form Submissions	The total Form submissions. This includes multiple submissions by the same contact
Average Responses	The average number of campaign responses (Total Response / Campaign Count)
Average Landing Page Time	The average amount of time spent on a Landing page. This metric is computed as follow: (Landing Page Time / Landing Page Views)
Landing Page Time	The total amount of time visitors spent on a Landing Page in seconds
# of Landing Page Views	The number of times the landing page was viewed. If a visitor visits the page multiple times, all those views are counted.
# of Page Views	The total number of times the page was viewed. If a visitor visits the page multiple times, all those views are counted.
# of Visitors	The unique visitors to a webpage
Bounceback Rates	The Email Bounceback rate. This metric is computed as follows: (Total Soft and Hard bouncebacks / Total Emails sent) * 100
Hard Bounceback Rate	The Hard Bounceback rate. This metric is computed as follows: (Total Hard bouncebacks / Total Emails sent) * 100
Soft Bounceback Rate	The Soft Bounceback rate. This metric is computed as follows: (Total Soft bouncebacks/Total Emails sent) * 100
Delivered Rate	The email Delivered Rate. This metric is computed as follows: (Total Emails delivered / Total Emails sent) * 100
Open Rate	The Email Open Rate. This metric is computed as follows: (Total Emails Opened / Total Emails Delivered) * 100
Possible Forward Rate	The Possible Forward Rate. This metric is computed as follows: (Total Possible Forwarders / Total Emails Delivered) * 100
Unsubscribed Rate	The Unsubscribe Rate. This metric is computed as follows: (Total Unsubscribes / Total Emails Delivered) * 100
Clickthrough Rate (CTR)	The Clickthrough Rate. This metric is computed as follows: (Total Clickthroughs / Total Emails Delivered) * 100

CX Campaign Members

These metrics will be used in the Analytics Currency (AC) and Document Currency (DC) fact folder in Subject Area.

Document Currency is the currency used while entering the data in the application.
Analytics Currency is the currency defined in the Fusion Analytics Warehouse.
Analytics Currency and Exchange Rate Type are configured during product implementation.
Exchange Rate date basis uses Campaign Creation Date to convert to analytics currency.
Metrics in these folders show amounts in their respective currencies.

Metric	Metric Definition
# of Campaign Members	The total Campaign Members
# of Contacts	The total Contacts associated to Campaigns
# of Leads	The total Leads associated to Campaigns
# of Responses	The total Campaign Responses
# of Active Campaigns	The total Active Campaigns
# of Campaigns	The total Campaigns
# of Campaign Owners	The total Campaign Owners
Actual Cost	The Actual Cost of the Campaign
Budgeted Cost	The Budgeted Cost of the Campaign

CX Campaign Opportunity Revenue Line

These metrics will be used in the Document Currency (DC), CX Currency (CC) and Analytics Currency (AC) fact folder in Subject Area.

Document Currency is the currency used while entering the data in the application.
CX Currency is the currency defined in the CRM/CX application.
Analytics Currency is the currency defined in the Fusion Analytics Warehouse.
Analytics Currency and Exchange Rate Type are configured during product implementation.
Exchange Rate date basis uses Opportunity Expected Close Date to convert to analytics currency.
Metrics in these folders show amounts in their respective currencies.

Metric	Metric Definition
# of Campaigns	The total Campaigns
# of Campaign Owners	The total Campaign Owners
# of Campaign Targeted Accounts	The total Accounts associated to Campaigns
Campaign Budgeted Cost	The Budgeted Cost of the Campaign
Campaign Actual Cost	The Actual Cost of the Campaign
# of Opportunity Revenue Lines	The total Opportunity Revenue Lines associated to Campaigns
# of Open Opportunity Revenue Lines	The total Open Opportunity Revenue Lines associated to Campaigns
# of Won Opportunity Revenue Lines	The total Won Opportunity Revenue Lines associated to Campaigns
# of Lost Opportunity Revenue Lines	The total lost Opportunity Revenue Lines associated to Campaigns
# of No Sale Opportunity Revenue Lines	The total No Sale Opportunity Revenue Lines associated to Campaigns
# of Opportunities with Revenue Line	The total Opportunities with Revenue Lines
Revenue Line Won Rate	The Campaign Opportunity Revenue Line Won Rate. This metric is computed as follows: 100 * # of Won Revenue Lines/# of Won+Lost Revenue Lines
Revenue Line Loss Rate	The Campaign Opportunity Revenue Line Loss Rate. This metric is computed as follows: 100 * # of Lost Revenue Lines/# of Won+Lost Revenue Lines
Open Opportunity Line Revenue	The total Open Opportunity Line Revenue (for Opportunities associated to Campaigns)
Won Opportunity Line Revenue	The total Won Opportunity Line Revenue (for Opportunities associated to Campaigns)
Lost Opportunity Line Revenue	The total Lost Opportunity Line Revenue (for Opportunities associated to Campaigns)
No Sale Opportunity Line Revenue	The total No Sale Opportunity Line Revenue (for Opportunities associated to Campaigns)
Campaign Attributed Pipeline Revenue	The total Campaign Opportunity Line Revenue (for Opportunities associated to Campaigns)
Campaign ROI	The Campaign ROI. This metric is computed as follows: (Campaign Attributed Pipeline Revenue - Campaign Actual Cost)/Campaign Actual Cost
Campaign Cost Per Opportunity Revenue Line	The Campaign Cost per Opportunity Revenue Line. This metric is computed as follows: Campaign Actual Cost/# of Opportunity Revenue Lines
Campaign Cost Per Won Opportunity Revenue Line	The Campaign Cost per Won Opportunity Revenue Line. This metric is computed as follows: Campaign Actual Cost/# of Won Opportunity Revenue Lines
Campaign Actual Vs Budgeted Cost	The ratio of Campaign Actual and Budgeted cost. This metric is computed as follows: Campaign Actual Cost/Campaign Budgeted Cost
Campaign Cost Per Attributed Revenue	The Campaign Cost per Attributed Revenue. This metric is computed as follows: Campaign Actual Cost/Campaign Attributed Pipeline Revenue
Average Won Opportunity Line Revenue	The average Won Opportunity Line Revenue. This metric is computed as follows: Won Opportunity Line Revenue/# of Won Opportunity Revenue Lines
Campaign Cost Per Opportunity	The Campaign cost per Opportunity. This metric is computed as follows: Campaign Actual Cost/# of Opportunities with Revenue Lines
Campaign Cost Per Won Opportunity Line Revenue	The Campaign cost per Won Opportunity Line Revenue. This metric is computed as follows: Campaign Actual Cost/# of Won Opportunity Revenue Lines

CX Lead Activity

This table describes the Lead Activity Metrics.

Metric	Metric Definition
# of Lead Activities	The total Activities associated to Leads
# of Open Lead Activities	The total Open Activities associated to Leads (Activity Status not equal to Complete/Cancelled)
# of Completed Lead Activities	The total Completed Activities associated to Leads (Activity Status = Complete)
# of Expired Lead Activities	The total Expired Activities associated to Leads (Activity Status not equal to Complete/Cancelled & Current Date > Activity Due Date)
# of Lead Appointments	The total Appointments associated to Leads (Activity function = Appointments)
# of Lead Call Reports	The total Call Reports associated to Leads (Activity function = Call Reports)
# of Lead Tasks	The total Tasks associated to Leads (Activity function = Task)
# of Lead Activities for Highly Ranked Leads	The total Activities for highly ranked Leads (Lead Rank = Hot)
Activity Rate - Converted Leads	The rate of Activities for Converted Leads. This metric is computed as follows: 100 * # of Activities for Converted Leads/# of Converted Leads
Activity Rate - Qualified Leads	The rate of Activities for Qualified Leads. This metric is computed as follows: 100 * # of Activities for Qualified Leads/# of Qualified Leads
Activity Rate - Rejected Leads	The rate of Activities for Rejected Leads. This metric is computed as follows:100 * # of Activities for Rejected Leads/# of Rejected Leads
Activity Rate - Retired Leads	The rate of Activities for Retired Leads. This metric is computed as follows: 100 * # of Activities for Retired Leads/# of Retired Leads
Activity Rate - Unaccepted Leads	The rate of Activities for Unaccepted Leads. This metric is computed as follows: 100 * # of Activities for Unaccepted Leads/# of Unaccepted Leads
Activity Rate - Unassigned Leads	The rate of Activities for Unassigned Leads. This metric is computed as follows: 100 * # of Activities for Unassigned Leads/# of Unassigned Leads
Activity Rate - Unconverted Leads	The rate of Activities for Unconverted Leads. This metric is computed as follows: 100 * # of Activities for Unconverted Leads/# of Unconverted Leads
Average Activity Duration For Completed Activities	The average time taken to complete an activity. This metric is computed as follows: Activity duration for completed activity/# of Completed Activities
Lead First Response Time	The time to respond to an assigned Lead. This metric is computed as follows: Date of first Lead Activity - Lead assigned date
Average Number of Lead Activities Per Team Member	The average number of Lead Activities per Team member.
Lead Activity Rate	The rate of Activities for Leads. This metric is computed as follows: 100 * # of Lead Activities/# of Leads
Lead Idle Days	The days since the last Lead Activity. This metric is computed as follows: Current Date - Last Lead Activity Date

CX Leads

These metrics will be used in the Document Currency (DC), CX Currency (CC) and Analytics Currency (AC) fact folder in Subject Area.

Document Currency is the currency used while entering the data in the application.
CX Currency is the currency defined in the CRM/CX application.
Analytics Currency is the currency defined in the Fusion Analytics Warehouse.
Analytics Currency and Exchange Rate Type are configured during product implementation.
Exchange Rate date basis uses Lead Creation Date to convert to analytics currency.
Metrics in these folders show amounts in their respective currencies.

Metric	Metric Definition
# of Leads	The total number of Leads
# of Leads Converted	The total Converted Leads (Lead Status = Converted)
# of Leads Generated from Marketing Source	The total Leads generated from Marketing Source (Lead Source = Marketing)
# of Leads Generated from Non Marketing Source	The total Leads generated from Non- marketing Source (Lead Source not equal to Marketing)
# of Assigned Leads	The total assigned leads (Assignment status = Assigned)
# of Accounts with Leads	The total Accounts with Leads
# of Contacts with Leads	The total Contacts with Leads
# of Accepted Leads	The total Accepted Leads (Accepted Flag = Y)
# of Rejected Leads	The total Rejected Leads (Assignment Status = Rejected)
# of Retired Leads	The total Retired Leads (Lead Status = Retired)
# of Unaccepted Leads	The total Unaccepted Leads (Accepted Flag = N)
# of Unassigned Leads	The total Unassigned Leads. This metric is computed as follows: # of Leads - # of Assigned Leads
# of Uncovered Leads	The total Unconverted Leads. This metric is computed as follows: # of Leads - # of Converted Leads
# of Unqualified Leads	The total Unqualified leads (Lead Status = Unqualified)
# of Leads from Account	The total leads from Account (Sales Account Type = Customer)
# of Leads from Prospect Account	The total leads from Prospect (Sales Account Type = Prospect)
# of Prospect Leads Converted	The total Converted Leads from Prospect(Lead Status = Converted, Sales Account Type = Prospect)
# of Accounts Leads Converted	The total Converted Leads from Account(Lead Status = Converted, Sales Account Type = Customer)
# of Qualified Leads	The total Qualified Leads (Lead Status = Qualified)
# of Partner Assigned Leads	The total leads assigned to a Partner
# of highly Ranked Qualified Leads	The total Qualified Hot Leads (Lead Status = Qualified, Rank Name = Hot)
# of Low Ranked Qualified Leads	The total Qualified Cool Leads (Lead Status = Qualified, Rank Name = Cool)
# of Qualified Expired Leads	The total Qualified Expired Leads (Lead Status = Qualified, Current Date > Lead Expiry Date)
# of Medium Ranked Qualified Leads	The total Qualified Warm Leads (Lead Status = Qualified, Rank Name = Warm)
Ratio of Highly Ranked Qualified Leads to Qualified Leads	Ratio of Highly Ranked Qualified Leads to Qualified Leads
Ratio of Medium Ranked Qualified Leads to Qualified Leads	Ratio of Medium Ranked Qualified Leads to Qualified Leads
Ratio of Retired Leads to Ratio of Unqualified Leads	Ratio of Retired Leads to Unqualified Leads
Ratio of Converted Leads to Qualified Leads	Ratio of Converted Leads to Qualified Leads
Ratio of Low Ranked Qualified Leads to Qualified Leads	Ratio of Low Ranked Qualified Leads to Qualified Leads
Ratio of Qualified Leads to Unqualified Leads	Ratio of Qualified Leads to Unqualified Leads
Lead Qualification Rate (%)	Rate of Qualified Leads to the total Leads. This metric is computed as follows: 100 * # of Qualified Leads/# of Leads
Leads to Opportunity Conversion (%)	Rate of Converted Leads to the total Leads. This metric is computed as follows: # of Converted Leads/# of Leads
Rejected Leads (%)	Rate of Rejected Leads to the total Leads. This metric is computed as follows: # of Rejected Leads/# of Leads
Retired Leads (%)	Rate of Retired Leads to the total Leads. This metric is computed as follows: # of Retired Leads/# of Leads
Leads Conversion % (Across Levels in Lead Owner Resource Hierarchy)	Lead to Opportunity Conversion % calculated at the total level of lead owner hierarchy
Leads Conversion % (Across Levels in Primary Partner Hierarchy)	Lead to Opportunity Conversion % calculated at the total level of primary partner hierarchy
Leads Conversion %(Across Levels in Sales Account Hierarchy)	Lead to Opportunity Conversion % calculated at the total level of sales account hierarchy
Lead Idle Days	The total days the Active Lead is idle (Lead Status not equal to Retired/Rejected). This metric is computed as follows: Current Date - Last Activity Date
Average Lead Age (Days)	The average age of the Leads. This metric is computed as follows: For Converted or Retired Leads, the day when it was converted/Retired - Lead Created date. For others it is the Current Date - the Lead created date
Average Number of Days to Convert Leads	The Average number of days to Convert a lead. This metric is computed as follows: Total Lead Age of Converted leads/ # of Converted Leads
Average Number of Days Open for Unqualified Leads	The Average number of days to Qualify a lead. This metric is computed as follows: Total Lead Age of Unqualified leads/ # of Unqualified Leads
Lead Qualification to Conversion Velocity	Rate of Converting the Qualified Leads. This metric is computed as follows: Lead Converted Date - Lead Qualified Date / # of Converted Leads
Lead Qualification Velocity	Rate of Qualifying the Leads. This metric is computed as follows: Lead Qualified Date - Lead Created Date/# of Qualified Leads
Potential Revenue	The total Lead Revenue
Total Market Potential	The total Lead Revenue for Qualified or Unqualified Leads
Budget Amount	The total Budget Amount
Raw Lead Amount	The total Raw Lead Amount

CX Opportunity

This table describes the Opportunity Metrics.

Metric	Metric Definition
# of Opportunities	The total number of Opportunities
# of Open Opportunities	The total Open Opportunities (Opportunity Status = Open)
# of Won Opportunities	The total Won Opportunities (Opportunity Status = Won)
# of Lost Opportunities	The total Lost Opportunities (Opportunity Status = Lost)
# of No Sale Opportunities	The total No Sale Opportunities (Opportunity Status = No Sale)
# of Competitive Opportunities	The total Opportunities with atleast one Competitor
# of Competitive Won Opportunities	The total Won Opportunities with atleast one Competitor
# of Competitive Lost Opportunities	The total Lost Opportunities with atleast one Competitor
# of Competitive Open Opportunities	The total Open Opportunities with atleast one Competitor
# of Competitive No Sale Opportunities	The total No Sale Opportunities with atleast one Competitor
# of Accounts with Won Opportunities	The total Accounts with Won Opportunities
# of Expired Opportunities	The total Expired Opportunities. This metric is computed as follows: Opportunity Status = Open, Current Date > Opportunity Expected Close Date
Average # of Days to Close	Average number of days to Close an Opportunity. This metric is computed as follows: Total days needed to close Opportunities/# of Open Opportunities
Average # of Days to Open	Average number of days the Opportunity is Open. This metric is computed as follows: Total days the Opportunity is Open/# of Open Opportunities
Average Opportunity Win Probability	Average probability to Win the Opportunity. This metric is computed as follows: Total win probabilities/# of Opportunities
Average Age of Closed Opportunities	Average Age of Closed Opportunities. This metric is computed as follows: Total Closed Opportunities Age/# of Closed Opportunities
Average Age of Won Opportunities	Average Age of Won Opportunities. This metric is computed as follows: Total Won Opportunities Age/# of Won Opportunities
Average Age of Lost Opportunities	Average Age of Lost Opportunities. This metric is computed as follows: Total Lost Opportunities Age/# of Lost Opportunities
Average Age of No Sale Opportunities	Average Age of No Sale Opportunities. This metric is computed as follows: Total No Sale Opportunities Age/number of No Sale Opportunities
Win Rate	Rate of Winning Opportunities. This metric is computed as follows: 100 * Total Won Opportunities/Total Won and Lost Opportunities
Loss Rate	Rate of Losing Opportunities. This metric is computed as follows: 100 * Total Lost Opportunities/Total Won and Lost Opportunities
Conversion Rate	Rate of Converting Opportunities. This metric is computed as follows: 100 * Total Won Opportunities/Total Opportunities
Competitor Win Rate	Rate of Winning Competitive Opportunities. This metric is computed as follows: 100 * Total Competitive Won Opportunities/Total Competitive Won and Lost Opportunities
Competitive Loss Rate	Rate of Losing Competitive Opportunities. This metric is computed as follows: 100 * Total Competitive Lost Opportunities/Total Competitive Closed Opportunities
Competitor Conversion Rate	Rate of Converting Competitive Opportunities. This metric is computed as follows: 100 * Total Competitive Won Opportunities/Total Competitive Opportunities
# of Converted Opportunities	The total Opportunities which were created by converting the Leads.
# of Converted Open Opportunities	The total Open Opportunities which were created by converting the Leads.
# of Converted Won Opportunities	The total Won Opportunities which were created by converting the Leads.
# of Converted Lost Opportunities	The total Lost Opportunities which were created by converting the Leads.
# of Unconverted Opportunities	The total Opportunities which were not created by converting the Leads.
# of Unconverted Closed Opportunities	The total Closed Opportunities which were not created by converting the Leads.
# of Unconverted Won Opportunities	The total Won Opportunities which were not created by converting the Leads.
Average Age of Converted Opportunity	Average Age of Converted Opportunities. This metric is computed as follows: sum(Opportunity Close Date - Opportunity Creation Date)/# of Converted Closed Opportunities
Average Age of Converted Won Opportunity	Average Age of Converted Won Opportunities. This metric is computed as follows: sum(Opportunity Close Date - Opportunity Creation Date)/# of Converted Won Opportunities
Average Age of Unconverted Opportunity	Average Age of Uncoverted Opportunities. This metric is computed as follows: sum(Opportunity Close Date - Opportunity Creation Date)/# of Unconverted Closed Opportunities
Average Age of Unconverted Won Opportunity	Average Age of Uncoverted Won Opportunities. This metric is computed as follows: sum(Opportunity Close Date - Opportunity Creation Date)/# of Unconverted Won Opportunities
Ratio of # of lost Opportunities (unconverted) to Converted Lost Opportunities	The ratio of Uncoverted Lost Opportunities to Converted Lost Opportunities. This metric is computed as follows: (# of Lost Opportunities - # of Converted Lost Opportunities) /# of Converted Lost Opportunities
Converted Lead Contribution to Opportunities %	The ratio of Converted Opportunities (created from Leads) in all the Opportunities. This metric is computed as follows: (#of Converted Opportunities/# of Opportunities)*100
Converted Lead Contribution to Won Opportunities %	The ratio of Converted Won Opportunities (created from Leads) in all the Won Opportunities. This metric is computed as follows: (#of Converted Won Opportunities/# of Won Opportunities)*100
Converted Lead Contribution to Closed Opportunities %	The ratio of Converted Closed Opportunities (created from Leads) in all the Closed Opportunities. This metric is computed as follows: (#of Converted Closed Opportunities/# of Closed Opportunities)*100
Converted Lead Contribution to Lost Opportunities %	The ratio of Converted Lost Opportunities (created from Leads) in all the Lost Opportunities. This metric is computed as follows: (#of Converted Lost Opportunities/# of Lost Opportunities)*100
# of Renewal Opportunities	The total Renewal Opportunities (Opportunity Type Code = Renewal)
# of Expansion Opportunities	The total Expansion Opportunities (Opportunity Type Code = Expansion)
# of New Opportunities	The total New Opportunities (Opportunity Type Code = New)
# of Open Renewal Opportunities	The total Open Renewal Opportunities (Opportunity Status = Open and Opportunity Type Code = Renewal)
# of Open Expansion Opportunities	The total Open Expansion Opportunities (Opportunity Status = Open and Opportunity Type Code = Expansion)
# of Open New Opportunities	The total Open New Opportunities (Opportunity Status = Open and Opportunity Type Code = New)
# of Lost Renewal Opportunities	The total Lost Renewal Opportunities (Opportunity Status = Lost and Opportunity Type Code = Renewal)
# of Lost Expansion Opportunities	The total Lost Expansion Opportunities (Opportunity Status = Lost and Opportunity Type Code = Expansion)
# of Lost New Opportunities	The total Lost New Opportunities (Opportunity Status = Lost and Opportunity Type Code = New)
# of Won Renewal Opportunities	The total Won Renewal Opportunities (Opportunity Status = Won and Opportunity Type Code = Renewal)
# of Won Expansion Opportunities	The total Won Expansion Opportunities (Opportunity Status = Won and Opportunity Type Code = Expansion)
# of Won New Opportunities	The total Won New Opportunities (Opportunity Status = Won and Opportunity Type Code = New)
# of No Sale Renewal Opportunities	The total No Sale Renewal Opportunities (Opportunity Status = No Sale and Opportunity Type Code = Renewal)
# of No Sale Expansion Opportunities	The total No Sale Expansion Opportunities (Opportunity Status = No Sale and Opportunity Type Code = Expansion)
# of No Sale New Opportunities	The total No Sale New Opportunities (Opportunity Status = No Sale and Opportunity Type Code = New)
Renewal Opportunities Win Rate	The Win Rate of the Renewal Opportunities. This metric is computed as follows: (# of Won Renewal Opportunities/# of Won+Lost renewal Opportunities)
Renewal Opportunities Loss Rate	The Loss rate of the Renewal Opportunities. This metric is computed as follows: (# of Lost Renewal Opportunities/# of Won+Lost renewal Opportunities)
Renewal Opportunities Conversion Rate	The Conversion rate of the Renewal Opportunities. This metric is computed as follows: (# of Won Renewal Opportunities/# of renewal Opportunities)
Expansion Opportunities Win Rate	The Win Rate of the Expansion Opportunities. This metric is computed as follows: (# of Won Expansion Opportunities/# of Won+Lost Expansion Opportunities)
Expansion Opportunities Loss Rate	The Loss rate of the Expansion Opportunities. This metric is computed as follows: (# of Lost Expansion Opportunities/# of Won+Lost Expansion Opportunities)
Expansion Opportunities Conversion Rate	The Conversion rate of the Expansion Opportunities. This metric is computed as follows: (# of Won Expansion Opportunities/# of Expansion Opportunities)
New Opportunities Win Rate	The Win Rate of the New Opportunities. This metric is computed as follows: (# of Won New Opportunities/# of Won+Lost New Opportunities)
New Opportunities Loss Rate	The Loss rate of the New Opportunities. This metric is computed as follows: (# of Lost New Opportunities/# of Won+Lost New Opportunities)
New Opportunities Conversion Rate	The Conversion rate of the New Opportunities. This metric is computed as follows: (# of Won New Opportunities/# of New Opportunities)

CX Opportunity Activity

This table describes the Opportunity Activity Metrics.

Metric	Metric Definition
# of Opportunity Activities	The total Activities associated to Opportunities
# of Open Opportunity Activities	The total Open Activities associated to Opportunities (Activity Status not equal to Complete/Cancelled)
# of Completed Opportunity Activities	The total Completed Activities associated Opportunities (Activity Status = Complete)
# of Expired Opportunity Activities	The total Expired Activities associated to Opportunities (Activity Status not equal to Complete/Cancelled & Current Date > Activity Due Date)
# of Opportunity Tasks	The total Tasks associated to Opportunities (Activity function = Task)
# of Opportunity Appointments	The total Tasks associated to Appointments (Activity function = Appointments)
# of Opportunity Call Reports	The total Tasks associated to Call Reports (Activity function = Call Reports)
Average Activity Duration For Open Activities	The average time of an activity. This metric is computed as follows: Activity duration for Activities not in Cancelled or Complete status/# of Activities not in Cancelled or Complete status
Average Activity Duration for Completed Activities	The average time taken to complete an activity. This metric is computed as follows: Activity duration for completed activity/# of Completed Activities
Activity Rate - Opportunities	The rate of Activities for Opportunities. This metric is computed as follows: 100 * # of Opportunity Activities/# of Opportunities
Activity Rate - Open Opportunities	The rate of Activities for Open Opportunities. This metric is computed as follows: 100 * # of Activities for Open Opportunities/# of Open Opportunities
Activity Rate - Won Opportunities	The rate of Activities for Won Opportunities. This metric is computed as follows: 100 * # of Activities for Won Opportunities/# of Won Opportunities
Activity Rate - Lost Opportunities	The rate of Activities for Lost Opportunities. This metric is computed as follows: 100 * # of Activities for Lost Opportunities/# of Lost Opportunities
Activity Rate - No Sale Opportunities	The rate of Activities for No Sale Opportunities. This metric is computed as follows: 100 * # of Activities for No Sale Opportunities/# of No Sale Opportunities
Task Rate - Open Opportunities	The rate of Tasks for Open Opportunities. This metric is computed as follows: 100 * # of Tasks for Open Opportunities/# of Open Opportunities
Task Rate - Won Opportunities	The rate of Tasks for Won Opportunities. This metric is computed as follows: 100 * # of Tasks for Won Opportunities/# of Won Opportunities
Task Rate - Lost Opportunities	The rate of Tasks for Lost Opportunities. This metric is computed as follows: 100 * # of Tasks for Lost Opportunities/# of Lost Opportunities
Task Rate - No Sale Opportunities	The rate of Tasks for No Sale Opportunities. This metric is computed as follows: 100 * # of Tasks for No Sale Opportunities/# of No Sale Opportunities
Appointment Rate - Open Opportunities	The rate of Appointments for Open Opportunities. This metric is computed as follows: 100 * # of Appointments for Open Opportunities/# of Open Opportunities
Appointment Rate - Won Opportunities	The rate of Appointments for Won Opportunities. This metric is computed as follows: 100 * # of Appointments for Won Opportunities/# of Won Opportunities
Appointment Rate - Lost Opportunities	The rate of Appointments for Lost Opportunities. This metric is computed as follows: 100 * # of Appointments for Lost Opportunities/# of Lost Opportunities
Appointment Rate - No Sale Opportunities	The rate of Appointments for No Sale Opportunities. This metric is computed as follows: 100 * # of Appointments for No Sale Opportunities/# of No Sale Opportunities
Call Report Rate - Open Opportunities	The rate of Call Reports for Open Opportunities. This metric is computed as follows: 100 * # of Call Reports for Open Opportunities/# of Open Opportunities
Call Report Rate - Won Opportunities	The rate of Call Reports for Won Opportunities. This metric is computed as follows: 100 * # of Call Reports for Won Opportunities/# of Won Opportunities
Call Report Rate - Lost Opportunities	The rate of Call Reports for Lost Opportunities. This metric is computed as follows: 100 * # of Call Reports for Lost Opportunities/# of Lost Opportunities
Call Report Rate - No Sale Opportunities	The rate of Call Reports for No Sale Opportunities. This metric is computed as follows: 100 * # of Call Reports for No Sale Opportunities/# of No Sale Opportunities
Average Number of Emails Sent for Won Opportunities	The average number of Emails sent for Won Opportunities. This metric is computed as follows: # of Activities of type code = Email for Won Opportunities/# of Won Opportunities
Average Number of Emails Sent for Lost Opportunities	The average number of Emails sent for Lost Opportunities. This metric is computed as follows: # of Activities of type code = Email for Lost Opportunities/# of Lost Opportunities
Average Number of Meetings for Won Opportunities	The average number of Meetings for Won Opportunities. This metric is computed as follows: # of Activities of type code = Meetings for Won Opportunities/# of Won Opportunities
Average Number of Meetings for Lost Opportunities	The average number of Meetings for Lost Opportunities. This metric is computed as follows: # of Activities of type code = Meetings for Lost Opportunities/# of Lost Opportunities
Average Number of Demos for Won Opportunities	The average number of Demos for Won Opportunities. This metric is computed as follows: # of Activities of type code = Demos for Won Opportunities/# of Won Opportunities
Average Number of Demos for Lost Opportunities	The average number of Demos for Lost Opportunities. This metric is computed as follows: # of Activities of type code = Demos for Lost Opportunities/# of Lost Opportunities
Average Number of Calls for Won Opportunities	The average number of Calls for Won Opportunities. This metric is computed as follows: # of Activities of type code = Calls for Won Opportunities/# of Won Opportunities
Average Number of Calls for Lost Opportunities	The average number of Calls for Lost Opportunities. This metric is computed as follows: # of Activities of type code = Calls for Lost Opportunities/# of Lost Opportunities
Average Number of Opportunity Activities Per Team Member	The average number of Opportunity Activities per Team member

CX Opportunity Quote

This table describes the Opportunity Quotes Metrics.

Metric	Metric Definition
# of Active Quotes	The total number of Active Quotes
# of Expired Quotes	The total number of Expired Quotes
# of Quotes	The total number of Quotes
# of Unique Quotes	The total number of Unique Quotes (based on External Quote number, ignores Quotes versions and treats Quotes with same Quote id as one)
Average # of Quotes for Open Opportunities	The average number of Quotes for Open Opportunities. This metric is computed as follows: # of Quotes/# of Open Opportunities
Average # of Quotes for Won Opportunities	The average number of Quotes for Won Opportunities.This metric is computed as follows: # of Quotes/# of Won Opportunities
Average # of Quotes for Lost Opportunities	The average number of Quotes for Lost Opportunities. This metric is computed as follows: # of Quotes/# of Lost Opportunities
Average # of Quotes for No-Sale Opportunities	The average number of Quotes for No Sale Opportunities. This metric is computed as follows: # of Quotes/# of No-Sale Opportunities
Average Active Quote Cycle Time	The average Quote Cycle Time. This metric is computed as follows: (Quote Order Placed on Date - Quote Creation Date)/# of Active Quotes
Average Length of Contract (Active Quote)	The average Length of the Contract. This metric is computed as follows: (Contract End Date - Contract Start Date)/# of Active Quotes
Average Opportunity to Current Active Quote Time	The average time between Opportunity and Quote creation date. This metric is computed as follows: (Quote Creation Date - Opportunity Creation Date)/# of Active Quotes
Active Quote To Won Opportunity Time	The average time between Won Opportunity Close Date and Quote creation date. This metric is computed as follows: (Opportunity Close Date - Quote Creation Date)/# of Active Quotes for Won Opportunities
Active Quote To Lost Opportunity Time	The average time between Lost Opportunity Close Date and Quote creation date. This metric is computed as follows: (Opportunity Close Date - Quote Creation Date)/# of Active Quotes for Lost Opportunities
Active Quote to Contract Start Time	The time to start the Contract after the Quote is created. This metric is computed as follows: (Contract Start Date - Quote Creation Date)/# of Active Quotes
Average Number of Active Quote Iterations	The average number of Quotes created per Active Quote. This metric is computed as follows: # of Quotes/# of Active Quotes
# of Won Active Quotes	The total number of Active Quotes Won
# of Lost Active Quotes	The total number of Active Quotes Lost
# of In-Progress Active Quotes	The total number of Active In-Progress Quotes
# of Closed Active Quotes	The total number of Active Quotes Closed (Won+Lost)
Active Quote Win Rate	The rate of winning Active Quotes. This metric is computed as follows: 100 * # of Won Quotes/# of Closed Quotes
Active Quote Loss Rate	The rate of losing Active Quotes. This metric is computed as follows: 100 * # of Lost Quotes/# of Closed Quotes
Active Quote Conversion Rate	The rate of converting the Active Quotes. This metric is computed as follows: 100 * # of Closed Quotes/# of Active Quotes
# of Active Quotes with Proposal	The total number of Active Quotes with Proposal
Contract Value (Active Quotes)	The total Quote Contract value in Active Quotes
Average Contract Value (Active Quotes)	The average Contract value per Active Quote. This metric is computed as follows: Total Contract Value/# of Active Quotes
Recurring Revenue Amount (Active Quotes)	The total Recurring Revenue Amount from Active Quotes
Average Recurring Revenue (Active Quotes)	The average Recurring Revenue Amount from Active Quotes. This metric is computed as follows: Total Recurring Revenue Amount/# of Active Quotes
Non Recurring Revenue Amount (Active Quotes)	The total Non-Recurring Revenue Amount from Active Quotes
Average Non Recurring Revenue (Active Quotes)	The average Non-Recurring Revenue Amount from Active Quotes. This metric is computed as follows: Total Non-Recurring Revenue Amount/# of Active Quotes
Usage Revenue Amount (Active Quotes)	The total Usage Revenue Amount from Active Quotes
Average Usage Revenue (Active Quotes)	The average Usage Revenue Amount from Active Quotes. This metric is computed as follows: Total Usage Revenue Amount/# of Active Quotes
Raw Contract Value	The total Quote Contract value in all Quotes
Raw Recurring Revenue Amount	The total Recurring Revenue Amount from all Quotes
Raw Non Recurring Revenue Amount	The total Non-Recurring Revenue Amount from all Quotes
Raw Usage Revenue Amount	The total Usage Revenue Amount from all Quotes

CX Opportunity Quote Lines

This table describes the Opportunity Quote Line Metrics.

Metric	Metric Definition
# of Lines for Active Quotes	The total Quote Lines from Active Quotes
# of Unique Quotes with Lines	The Unique Quotes with atleast one Quote Line
# of Active Quotes with Lines	The total Active Quotes with atleast one Quote Line
# of Quotes with Lines	The total Quotes with atleast one Quote Line
# of Won Lines for Active Quotes	The total Won Quote Lines from Active Quotes
# of Lost Lines for Active Quotes	The total Lost Quote Lines from Active Quotes
# of In-Progress Lines for Active Quotes	The total In-Progress Quote Lines from Active Quotes
# of Closed Lines for Active Quotes	The total Closed (Won+Lost) Quote Lines from Active Quotes
Line Win Rate for Active Quotes	The Quote Line Win Rate (# of Won Lines for Active Quotes) /( # of Closed Lines for Active Quotes) *100
Line Loss Rate for Active Quotes	The Quote Line Loss Rate (# of Lost Lines for Active Quotes) / ( # of Closed Lines for Active Quotes) *100
Line Conversion Rate for Active Quotes	The Quote Line Conversion Rate (# of Won Lines for Active Quotes / # of Lines for Active Quotes *100)
Average Line Cycle Time for Active Quotes	The average Quote Line Cycle Time. This metric is computed as follows: (Quote Order Placed on Date - Quote Creation Date)/(# of Lines for Active Quotes)
Average Length of the Contract for Active Quote Lines	The average Length of the Contract. This metric is computed as follows: (Quote Line Contract End Date - Quote Line Contract Start Date) / (# of Lines for Active Quotes)
Contract Line Value for Active Quotes	The total Contract value (Sum of Recurring Revenue, Non-Recurring Revenue and Usage Revenue) of Qutoe Lines from Active Quotes
Non-Recurring Line Revenue for Active Quotes	The total Non-Recurring Revenue of a Quote Line from Active Quotes
Recurring Line Revenue for Active Quotes	The total Recurring Revenue of a Quote Line from Active Quotes
Usage Line Revenue for Active Quotes	The total Usage Revenue of a Quote Line from Active Quotes
Average Contract Line Value for Active Quotes	The Average Contract Value (Total Contract Value / # of Quote Lines)
Average Recurring Line Revenue for Active Quotes	The Average Recurring Revenue (Total Recurring Revenue Amount / # of Quote Lines)
Average Non-Recurring Line Revenue for Active Quotes	The Average Non-Recurring Revenue (Total Non-Recurring Revenue Amount / # of Quote Lines)
Average Usage Line Revenue for Active Quotes	The Average Usage Revenue Amount (Total Usage REvenue/ # of Quote Lines)
Raw Quote Line Contract Value	Total Contract Value of Quote Lines
Raw Quote Line Non-Recurring Revenue	Total Non Recurring Revenue amount of Quote Lines
Raw Quote Line Recurring Revenue	Total Recurring Revenue amount of Quote Lines
Raw Quote Line Usage Revenue	Total Usage Revenue amount of Quote Lines

CX Opportunity Revenue Line

These metrics will be used in the Document Currency (DC), CX Currency (CC) and Analytics Currency (AC) fact folder in Subject Area.

Document Currency is the currency used while entering the data in the application.
CX Currency is the currency defined in the CRM/CX application. Analytics Currency is the currency defined in Fusion Analytics Warehouse.
Analytics Currency and Exchange Rate Type are configured during product implementation.
Exchange Rate date basis uses Opportunity Expected Close Date to convert to analytics currency.
Metrics in these folders show amounts in their respective currencies.

Metric	Metric Definition
# of Opportunity Revenue Lines	The total Opportunity Revenue Lines
# of Open Opportunity Revenue Lines	The total Open Opportunity Revenue Lines (Revenue Status = Open)
# of Won Opportunity Revenue Lines	The total Won Opportunity Revenue Lines (Revenue Status = Won)
# of Lost Opportunity Revenue Lines	The total Lost Opportunity Revenue Lines (Revenue Status = Lost)
# of No Sale Opportunity Revenue Lines	The total No Sale Opportunity Revenue Lines (Revenue Status = No Sale)
# of Competitive Opportunity Revenue Lines	The total Opportunity Revenue Lines with atleast one Competitor
# of Open Competitive Opportunity Revenue Lines	The total Open Opportunity Revenue Lines with atleast one Competitor
# of Won Competitive Opportunity Revenue Lines	The total Won Opportunity Revenue Lines with atleast one Competitor
# of Lost Competitive Opportunity Revenue Lines	The total Lost Opportunity Revenue Lines with atleast one Competitor
# of No Sale Competitive Opportunity Revenue Lines	The total No Sale Opportunity Revenue Lines with atleast one Competitor
# of Expired Opportunity Revenue Lines	The total Expired Opportunity Revenue Lines with atleast one Competitor
Opportunity Line Revenue	The total Opportunity Line Revenue
Expected Opportunity Line Revenue	The total Expected Opportunity Line Revenue
Open Opportunity Line Revenue	The total Open Opportunity Line Revenue (Revenue Status = Open)
Won Opportunity Line Revenue	The total Won Opportunity Line Revenue (Revenue Status = Won)
Lost Opportunity Line Revenue	The total Lost Opportunity Line Revenue (Revenue Status = Lost)
No Sale Opportunity Line Revenue	The total No Sale Opportunity Line Revenue (Revenue Status = No Sale)
Competitive Opportunity Line Revenue	The total Opportunity Line Revenue with atleast one competitor
Open Competitive Opportunity Line Revenue	The total Open Opportunity Line Revenue with atleast one competitor
Won Competitive Opportunity Line Revenue	The total Won Opportunity Line Revenue with atleast one competitor
Lost Competitive Opportunity Line Revenue	The total Lost Opportunity Line Revenue with atleast one competitor
No Sale Competitive Opportunity Line Revenue	The total No Sale Opportunity Line Revenue with atleast one competitor
Opportunity Line Split Revenue	The total Opportunity Line Split Revenue
Expired Opportunity Line Revenue	The total Expired Opportunity Line Revenue (status = Open and Current Date > Expected Close date for Revenue Line)
Revenue Line Conversion Rate	The Revenue Line conversion rate. This metric is computed as follows: 100 * # of Won Opportunity Revenue Lines/# of Opportunity Revenue Lines
Revenue Line Won Rate	The Revenue Line Win rate. This metric is computed as follows: 100 * # of Won Opportunity Revenue Lines/# of Won+Lost Opportunity Revenue Lines
Revenue Line Loss Rate	The Revenue Line Loss rate. This metric is computed as follows: 100 * # of Lost Opportunity Revenue Lines/# of Won+Lost Opportunity Revenue Lines
Revenue Line Competitive Conversion Rate	The Competitive Revenue Line conversion rate. This metric is computed as follows: 100 * # of Won Competitive Revenue Lines/# of Competitive Opportunity Revenue Lines
Revenue Line Competitive Won Rate	The Competitive Revenue Line Win rate. This metric is computed as follows: 100 * # of Won Competitive Revenue Lines/# of Won+Lost Competitive Revenue Lines
Revenue Line Competitive Loss Rate	The Competitive Revenue Line Loss rate. This metric is computed as follows: 100 * # of Lost competitive Revenue Lines/# of Won+Lost Competitive Revenue Lines
Average Won Opportunity Line Revenue	The average Won Opportunity Line Revenue. This metric is computed as follows: Won Opportunity Line Revenue/# of Won Opportunity Revenue Lines
Average Age of Won Opportunity Revenue Lines	The average age of the Won Opportunity Revenue Lines. This metric is computed as follows: sum(Won Revenue Line Close Date - Won Revenue Line Created Date))/# of Won Opportunity Revenue Lines
Average Age of Lost Opportunity Revenue Lines	The average age of the Lost Opportunity Revenue Lines. This metric is computed as follows: sum(Lost Revenue Line Close Date - Lost Revenue Line Created Date))/# of Lost Opportunity Revenue Lines
Average Age of No Sale Opportunity Revenue Lines	The average age of the No Sale Opportunity Revenue Lines. This metric is computed as follows: sum(No Sale Revenue Line Close Date - No Sale Revenue Line Created Date))/# of No Sale Opportunity Revenue Lines
Average Age of Opportunity Revenue Lines	The average age of the Opportunity Revenue Lines. This metric is computed as follows: sum(Won/Lost/No Sale Revenue Line Close Date - Won/Lost/No Sale Revenue Line Created Date))/# of Won+Lost+No Sale Opportunity Revenue Lines
Average # of Days Open	The average number of days an Opportunity Revenue Line is Open. This metric is computed as follows: (Current Date - Open Opportunity Revenue Line Creation Date)/# of Open Opportunity Revenue Lines
# of Raw Opportunity Revenue Lines	The total Raw Opportunity Revenue Lines
Raw Opportunity Line Revenue	The total Raw Opportunity Line Revenue
Weighted Open Opportunity Line Revenue	The total Weighted Opportunity Line Revenue. This metric is computed as follows: Open Opportunity Revenue * Win Probability
% Change Open Opportunity Line Revenue Same Time Last Year	The % change in Open Opportunity Line Revenue compared to the Last Year, at this time
% Change Open Opportunity Line Revenue Same Time Last Quarter	The % change in Open Opportunity Line Revenue compared to the Last Quarter, at this time
% Change Open Opportunity Line Revenue Same Time Last Period	The % change in Open Opportunity Line Revenue compared to the Last Period, at this time
% Change Won Opportunity Line Revenue Same Time Last Year	The % change in Won Opportunity Line Revenue compared to the Last Year, at this time
% Change Won Opportunity Line Revenue Same Time Last Quarter	The % change in Won Opportunity Line Revenue compared to the Last Quarter, at this time
% Change Won Opportunity Line Revenue Same Time Last Period	The % change in Won Opportunity Line Revenue compared to the Last Period, at this time
% Change Lost Opportunity Line Revenue Same Time Last Year	The % change in Lost Opportunity Line Revenue compared to the Last Year, at this time
% Change Lost Opportunity Line Revenue Same Time Last Quarter	The % change in Lost Opportunity Line Revenue compared to the Last Quarter, at this time
% Change Lost Opportunity Line Revenue Same Time Last Period	The % change in Lost Opportunity Line Revenue compared to the Last Period, at this time
% Change No Sale Opportunity Line Revenue Same Time Last Year	The % change in No Sale Opportunity Line Revenue compared to the Last Year, at this time
% Change No Sale Opportunity Line Revenue Same Time Last Quarter	The % change in No Sale Opportunity Line Revenue compared to the Last Quarter, at this time
% Change No Sale Opportunity Line Revenue Same Time Last Period	The % change in No Sale Opportunity Line Revenue compared to the Last Period, at this time
% Change Weighted Open Opportunity Line Revenue Same Time Last Year	The % change in Weighted Open Opportunity Line Revenue compared to the Last Year, at this time
% Change Weighted Open Opportunity Line Revenue Same Time Last Quarter	The % change in Weighted Open Opportunity Line Revenue compared to the Last Quarter, at this time
% Change Weighted Open Opportunity Line Revenue Same Time Last Period	The % change in Weighted Open Opportunity Line Revenue compared to the Last Period, at this time
% Change Average Won Opportunity Line Revenue Same Time Last Year	The % change in Average Won Opportunity Line Revenue compared to the Last Year, at this time
% Change Average Won Opportunity Line Revenue Same Time Last Quarter	The % change in Average Won Opportunity Line Revenue compared to the Last Quarter, at this time
% Change Average Won Opportunity Line Revenue Same Time Last Period	The % change in Average Won Opportunity Line Revenue compared to the Last Period, at this time
# of Renewal Opportunity Revenue Lines	The total Renewal Opportunity Revenue Lines
# of New Opportunity Revenue Lines	The total New Opportunity Revenue Lines
# of Expansion Opportunity Revenue Lines	The total Expansion Opportunity Revenue Lines
Opportunity Line Recurring Revenue	The total Opportunity Line Recurring Revenue
Opportunity Line Non-Recurring Revenue	The total Opportunity Line Non-Recurring Revenue
Opportunity Line Usage Revenue	The total Opportunity Line Usage Revenue
Open Opportunity Line Recurring Revenue	The total Open Opportunity Line Recurring Revenue (Revenue Status = Open)
Open Opportunity Line Non-Recurring Revenue	The total Open Opportunity Line Non-Recurring Revenue (Revenue Status = Open)
Open Opportunity Line Usage Revenue	The total Open Opportunity Line Usage Revenue (Revenue Status = Open)
Won Opportunity Line Recurring Revenue	The total Won Opportunity Line Recurring Revenue (Revenue Status = Won)
Won Opportunity Line Non-Recurring Revenue	The total Won Opportunity Line Non-Recurring Revenue (Revenue Status = Won)
Won Opportunity Line Usage Revenue	The total Won Opportunity Line Usage Revenue (Revenue Status = Won)
Lost Opportunity Line Recurring Revenue	The total Lost Opportunity Line Recurring Revenue (Revenue Status = Lost)
Lost Opportunity Line Non-Recurring Revenue	The total Lost Opportunity Line Non-Recurring Revenue (Revenue Status = Lost)
Lost Opportunity Line Usage Revenue	The total Lost Opportunity Line Usage Revenue (Revenue Status = Lost)
No Sale Opportunity Line Recurring Revenue	The total No Sale Opportunity Line Recurring Revenue (Revenue Status = No Sale)
No Sale Opportunity Line Non-Recurring Revenue	The total No Sale Opportunity Line Non-Recurring Revenue (Revenue Status = No Sale)
No Sale Opportunity Line Usage Revenue	The total No Sale Opportunity Line Usage Revenue (Revenue Status = No Sale)
Renewal Opportunity Line Revenue	The total Renewal Opportunity Line Revenue (Revenue Type = Renew)
Renewal Open Opportunity Line Revenue	The total Open Renewal Opportunity Line Revenue (Revenue Type = Renew and Revenue Status = Open)
Renewal Won Opportunity Line Revenue	The total Won Renewal Opportunity Line Revenue (Revenue Type = Renew and Revenue Status = Won)
Renewal Lost Opportunity Line Revenue	The total Lost Renewal Opportunity Line Revenue (Revenue Type = Renew and Revenue Status = Lost)
Renewal No Sale Opportunity Line Revenue	The total No Sale Renewal Opportunity Line Revenue (Revenue Type = Renew and Revenue Status = No Sale)
New Opportunity Line Revenue	The total New Opportunity Line Revenue (Revenue Type = New)
New Open Opportunity Line Revenue	The total Open New Opportunity Line Revenue (Revenue Type = New and Revenue Status = Open)
New Won Opportunity Line Revenue	The total Won New Opportunity Line Revenue (Revenue Type = New and Revenue Status = Won)
New Lost Opportunity Line Revenue	The total Lost New Opportunity Line Revenue (Revenue Type = New and Revenue Status = Lost)
New No Sale Opportunity Line Revenue	The total No Sale New Opportunity Line Revenue (Revenue Type = New and Revenue Status = No Sale)
Expansion Opportunity Line Revenue	The total Expansion Opportunity Line Revenue (Revenue Type = Expansion)
Expansion Open Opportunity Line Revenue	The total Open Expansion Opportunity Line Revenue (Revenue Type = Expansion and Revenue Status = Open)
Expansion Won Opportunity Line Revenue	The total Won Expansion Opportunity Line Revenue (Revenue Type = Expansion and Revenue Status = Won)
Expansion Lost Opportunity Line Revenue	The total Lost Expansion Opportunity Line Revenue (Revenue Type = Expansion and Revenue Status = Lost)
Expansion No Sale Opportunity Line Revenue	The total No Sale Expansion Opportunity Line Revenue (Revenue Type = Expansion and Revenue Status = No Sale)
Non-Renewal Opportunity Line Revenue	The total Non-Renewal Opportunity Line Revenue (Revenue Type = Do not Renew)
Non-Renewal Open Opportunity Line Revenue	The total Open Non-Renewal Opportunity Line Revenue (Revenue Type = Do not Renew and Revenue Status = Open)
Non-Renewal Won Opportunity Line Revenue	The total Won Non-Renewal Opportunity Line Revenue (Revenue Type = Do not Renew and Revenue Status = Won)
Non-Renewal Lost Opportunity Line Revenue	The total Lost Non-Renewal Opportunity Line Revenue (Revenue Type = Do not Renew and Revenue Status = Lost)
Non-Renewal No Sale Opportunity Line Revenue	The total No Sale Non-Renewal Opportunity Line Revenue (Revenue Type = Do not Renew and Revenue Status = No Sale)
% Renewal Opportunity Line Revenue	The % of Renewal Opportunity Line Revenue of the total Opportunity Line Revenue. This metric is computed as follows: (Renewal Opportunity Line Revenue / Opportunity Line Revenue)
% Renewal Open Opportunity Line Revenue	The % of Renewal Open Opportunity Line Revenue of the total Open Opportunity Line Revenue. This metric is computed as follows: (Renewal Open Opportunity Line Revenue / Open Opportunity Line Revenue)
% Renewal Won Opportunity Line Revenue	The % of Renewal Won Opportunity Line Revenue of the total Won Opportunity Line Revenue. This metric is computed as follows: (Renewal Won Opportunity Line Revenue / Won Opportunity Line Revenue)
% Renewal Lost Opportunity Line Revenue	The % of Renewal Lost Opportunity Line Revenue of the total Lost Opportunity Line Revenue. This metric is computed as follows: (Renewal Lost Opportunity Line Revenue / Lost Opportunity Line Revenue)

CX Opportunity Revenue Line Snapshot

These metrics will be used in the Document Currency (DC), CX Currency (CC) and Analytics Currency (AC) fact folder in Subject Area.

Document Currency is the currency used while entering the data in the application.
CX Currency is the currency defined in the CRM/CX application.
Analytics Currency is the currency defined in Fusion Analytics Warehouse.
Analytics Currency and Exchange Rate Type are configured during product implementation.
Exchange Rate date basis uses Opportunity Expected Close Date to convert to analytics currency.
Metrics in these folders show amounts in their respective currencies.

Metric	Metric Definition
# of Opportunity Revenue Lines	The total Opportunity Revenue Lines
# of Open Opportunity Revenue Lines	The total Open Opportunity Revenue Lines (Revenue Status = Open)
# of Won Opportunity Revenue Lines	The total Won Opportunity Revenue Lines (Revenue Status = Won)
# of Lost Opportunity Revenue Lines	The total Lost Opportunity Revenue Lines (Revenue Status = Lost)
# of No Sale Opportunity Revenue Lines	The total No Sale Opportunity Revenue Lines (Revenue Status = No Sale)
# of Competitive Opportunity Revenue Lines	The total Opportunity Revenue Lines with atleast one Competitor
# of Open Competitive Opportunity Revenue Lines	The total Open Opportunity Revenue Lines with atleast one Competitor
# of Won Competitive Opportunity Revenue Lines	The total Won Opportunity Revenue Lines with atleast one Competitor
# of Lost Competitive Opportunity Revenue Lines	The total Lost Opportunity Revenue Lines with atleast one Competitor
# of No Sale Competitive Opportunity Revenue Lines	The total No Sale Opportunity Revenue Lines with atleast one Competitor
# of Expired Opportunity Revenue Lines	The total Expired Opportunity Revenue Lines
Opportunity Line Revenue	The total Opportunity Line Revenue
Open Opportunity Line Revenue	The total Open Opportunity Line Revenue (Revenue Status = Open)
Won Opportunity Line Revenue	The total Won Opportunity Line Revenue (Revenue Status = Won)
Lost Opportunity Line Revenue	The total Lost Opportunity Line Revenue (Revenue Status = Lost)
No Sale Opportunity Line Revenue	The total No Sale Opportunity Line Revenue (Revenue Status = No Sale)
Competitive Opportunity Line Revenue	The total Opportunity Line Revenue with atleast one competitor
Open Competitive Opportunity Line Revenue	The total Open Opportunity Line Revenue with atleast one competitor
Won Competitive Opportunity Line Revenue	The total Won Opportunity Line Revenue with atleast one competitor
Lost Competitive Opportunity Line Revenue	The total Lost Opportunity Line Revenue with atleast one competitor
No Sale Competitive Opportunity Line Revenue	The total No Sale Opportunity Line Revenue with atleast one competitor
Expired Opportunity Line Revenue	The total Expired Opportunity Line Revenue (status = Open and Current Date > Expected Close date for Revenue Line)
Expected Opportunity Line Revenue	The total Expected Opportunity Line Revenue
Opportunity Line Split Revenue	The total Opportunity Line Split Revenue
Revenue Line Conversion Rate	The Revenue Line conversion rate. This metric is computed as follows: 100 * # of Won Opportunity Revenue Lines/# of Opportunity Revenue Lines
Revenue Line Won Rate	The Revenue Line Win rate. This metric is computed as follows: 100 * # of Won Opportunity Revenue Lines/# of Won+Lost Opportunity Revenue Lines
Revenue Line Loss Rate	The Revenue Line Loss rate. This metric is computed as follows: 100 * # of Lost Opportunity Revenue Lines/# of Won+Lost Opportunity Revenue Lines
Revenue Line Competitive Conversion Rate	The Competitive Revenue Line conversion rate. This metric is computed as follows: 100 * # of Won Competitive Revenue Lines/# of Competitive Opportunity Revenue Lines
Revenue Line Competitive Won Rate	The Competitive Revenue Line Win rate. This metric is computed as follows: 100 * # of Won Competitive Revenue Lines/# of Competitive Won+Lost Opportunity Revenue Lines
Revenue Line Competitive Loss Rate	The Competitive Revenue Line Loss rate. This metric is computed as follows: 100 * # of Lost competitive Revenue Lines/# of Won+Lost Competitive Revenue Lines
Average Won Opportunity Line Revenue	The average Won Opportunity Line Revenue. This metric is computed as follows: Won Opportunity Line Revenue/# of Won Opportunity Revenue Lines
Average Age of Won Opportunity Revenue Lines	The average age of the Won Opportunity Revenue Lines. This metric is computed as follows: sum(Won Revenue Line Close Date - Won Revenue Line Created Date))/# of Won Opportunity Revenue Lines
Average Age of Lost Opportunity Revenue Lines	The average age of the Lost Opportunity Revenue Lines. This metric is computed as follows: sum(Lost Revenue Line Close Date - Lost Revenue Line Created Date))/# of Lost Opportunity Revenue Lines
Average Age of No Sale Opportunity Revenue Lines	The average age of the No Sale Opportunity Revenue Lines (sum(No Sale Revenue Line Close Date - No Sale Revenue Line Created Date))/# of No Sale Opportunity Revenue Lines
Average Age of Opportunity Revenue Lines	The average age of the Opportunity Revenue Lines. This metric is computed as follows: sum(Won/Lost/No Sale Revenue Line Close Date - Won/Lost/No Sale Revenue Line Created Date))/# of Won+Lost+No Sale Opportunity Revenue Lines
Average # of Days Open	The average number of days an Opportunity Revenue Line is Open. This metric is computed as follows: (Current Date - Open Opportunity Revenue Line Creation Date)/# of Open Opportunity Revenue Lines)
# of Raw Opportunity Revenue Lines	The total Raw Opportunity Revenue Lines
Raw Opportunity Line Revenue	The total Raw Opportunity Line Revenue
Weighted Open Opportunity Line Revenue	The total Weighted Opportunity Line Revenue. This metric is computed as follows: Open Opportunity Revenue * Win Probability
% Change Open Opportunity Line Revenue Same Time Last Year	The % change in Open Opportunity Line Revenue compared to the Last Year, at this time
% Change Open Opportunity Line Revenue Same Time Last Quarter	The % change in Open Opportunity Line Revenue compared to the Last Quarter, at this time
% Change Open Opportunity Line Revenue Same Time Last Period	The % change in Open Opportunity Line Revenue compared to the Last Period, at this time
% Change Won Opportunity Line Revenue Same Time Last Year	The % change in Won Opportunity Line Revenue compared to the Last Year, at this time
% Change Won Opportunity Line Revenue Same Time Last Quarter	The % change in Won Opportunity Line Revenue compared to the Last Quarter, at this time
% Change Won Opportunity Line Revenue Same Time Last Period	The % change in Won Opportunity Line Revenue compared to the Last Period, at this time
% Change Lost Opportunity Line Revenue Same Time Last Year	The % change in Lost Opportunity Line Revenue compared to the Last Year, at this time
% Change Lost Opportunity Line Revenue Same Time Last Quarter	The % change in Lost Opportunity Line Revenue compared to the Last Quarter, at this time
% Change Lost Opportunity Line Revenue Same Time Last Period	The % change in Lost Opportunity Line Revenue compared to the Last Period, at this time
% Change No Sale Opportunity Line Revenue Same Time Last Year	The % change in No Sale Opportunity Line Revenue compared to the Last Year, at this time
% Change No Sale Opportunity Line Revenue Same Time Last Quarter	The % change in No Sale Opportunity Line Revenue compared to the Last Quarter, at this time
% Change No Sale Opportunity Line Revenue Same Time Last Period	The % change in No Sale Opportunity Line Revenue compared to the Last Period, at this time
% Change Weighted Open Opportunity Line Revenue Same Time Last Year	The % change in Weighted Open Opportunity Line Revenue compared to the Last Year, at this time
% Change Weighted Open Opportunity Line Revenue Same Time Last Quarter	The % change in Weighted Open Opportunity Line Revenue compared to the Last Quarter, at this time
% Change Weighted Open Opportunity Line Revenue Same Time Last Period	The % change in Weighted Open Opportunity Line Revenue compared to the Last Period, at this time
% Change Average Won Opportunity Line Revenue Same Time Last Year	The % change in Average Won Opportunity Line Revenue compared to the Last Year, at this time
% Change Average Won Opportunity Line Revenue Same Time Last Quarter	The % change in Average Won Opportunity Line Revenue compared to the Last Quarter, at this time
% Change Average Won Opportunity Line Revenue Same Time Last Period	The % change in Average Won Opportunity Line Revenue compared to the Last Period, at this time

CX Opportunity Snapshot

This table describes the Opportunity Snapshot Metrics.

Metric	Metric Definition
# of Opportunities	The total Opportunities
# of Open Opportunities	The total Open Opportunities in the system (Opportunity Status = Open)
# of Won Opportunities	The total Won Opportunities in the system (Opportunity Status = Won)
# of Lost Opportunities	The total Lost Opportunities in the system (Opportunity Status = Lost)
# of No Sale Opportunities	The total No Sale Opportunities in the system (Opportunity Status = No Sale)
# of Competitive Opportunities	The total Opportunities with atleast one Competitor
# of Competitive Won Opportunities	The total Won Opportunities with atleast one Competitor
# of Competitive Lost Opportunities	The total Lost Opportunities with atleast one Competitor
# of Competitive Open Opportunities	The total Open Opportunities with atleast one Competitor
# of Competitive No Sale Opportunities	The total No Sale Opportunities with atleast one Competitor
# of Sales Accounts with Won Opportunities	The total Sales Accounts with Won Opportunities
# of Expired Opportunities	The total Expired Opportunities (Opportunity Status = Open, Current Date > Opportunity Expected Close Date)
Average # of Days to Close	Average number of days to Close an Opportunity. This metric is computed as follows: Total days needed to close Opportunities/# of closed Opportunities
Average # of Days Open	Average number of days the Opportunity is Open. This metric is computed as follows: Total days the Opportunity is Open/# of Open Opportunities
Average Opportunity Win Probability	Average probability to Win the Opportunity. This metric is computed as follows: Total win probabilities/# of Opportunities
Average Age of Closed Opportunities	Average Age of Closed Opportunities. This metric is computed as follows: Total Closed Opportunities Age/# of Closed Opportunities
Average Age of Won Opportunities	Average Age of Won Opportunities. This metric is computed as follows: Total Won Opportunities Age/# of Won Opportunities
Average Age of Lost Opportunities	Average Age of Lost Opportunities. This metric is computed as follows: Total Lost Opportunities Age/# of Lost Opportunities
Average Age of No Sale Opportunities	Average Age of No Sale Opportunities. This metric is computed as follows: Total No Sale Opportunities Age/number of No Sale Opportunities
Win Rate	Rate of Winning Opportunities. This metric is computed as follows: 100 * Total Won Opportunities/Total Won and Lost Opportunities
Loss Rate	Rate of Losing Opportunities. This metric is computed as follows: 100 * Total Lost Opportunities/Total Won and Lost Opportunities
Conversion Rate	Rate of Converting Opportunities. This metric is computed as follows: 100 * Total Won Opportunities/Total Opportunities
Competitor Win Rate	Rate of Winning Competitive Opportunities. This metric is computed as follows: 100 * Total Competitive Won Opportunities/Total Competitive Won and Lost Opportunities
Competitive Loss Rate	Rate of Losing Competitive Opportunities. This metric is computed as follows: 100 * Total Competitive Lost Opportunities/Total Competitive Closed Opportunities
Competitor Conversion Rate	Rate of Converting Competitive Opportunities. This metric is computed as follows: 100 * Total Competitive Won Opportunities/Total Competitive Opportunities

CX Opportunity Stage Progression

This table describes the Opportunity Stage Progression Metrics.

Metric	Metric Definition
# of Opportunities	The total Opportunities
# of Opportunities Across Stages	The total Opportunities across Stages
# of Progressed Opportunities	The total Progressed Opportunities
% Progressed	The Progressed Opportunity Percentage. This metric is computed as follows: # of Progressed Opportunities/# of Opportunities Across Stages
% Opportunities by Stage	The % of Opportunities in a stage of the total Opportunities
Average # of Days in Stage	The average number of days in a Sales stage. This metric is computed as follows: sum of days in stage/# of Opportunities
Average # of Days Stalled in Stage	The average number of stalled days in a Sales stage. This metric is computed as follows: sum of stalled days/# of Opportunities
Win Rate	The rate of winning Opportunities. This metric is computed as follows: 100 * # of Won opportunities/# of Won+Lost Opportunities
Loss Rate	The rate of losing Opportunities.This metric is computed as follows: 100 * # of Lost opportunities/# of Won+Lost Opportunities
Conversion Rate	The rate of converting Opportunities.This metric is computed as follows: 100 * # of Won Opportunities/# of Opportunities

CX Sales Opportunity

This table describes the Sales Opportunity Metrics.

Metric	Metric Definition
# of Converted Opportunities	The total Opportunities which were created by converting the Leads.
# of Converted Open Opportunities	The total Open Opportunities which were created by converting the Leads.
# of Converted Won Opportunities	The total Won Opportunities which were created by converting the Leads.
# of Converted Lost Opportunities	The total Lost Opportunities which were created by converting the Leads.
# of Unconverted Opportunities	The total Opportunities which were not created by converting the Leads.
# of Unconverted Closed Opportunities	The total Closed Opportunities which were not created by converting the Leads.
# of Unconverted Won Opportunities	The total Won Opportunities which were not created by converting the Leads.
Average Age of Converted Opportunity	Average Age of Converted Opportunities. This metric is computed as follows: sum(Opportunity Close Date - Opportunity Creation Date)/# of Converted Closed Opportunities
Average Age of Converted Won Opportunity	Average Age of Converted Won Opportunities. This metric is computed as follows: sum(Opportunity Close Date - Opportunity Creation Date)/# of Converted Won Opportunities
Average Age of Unconverted Opportunity	Average Age of Uncoverted Opportunities. This metric is computed as follows: sum(Opportunity Close Date - Opportunity Creation Date)/# of Unconverted Closed Opportunities
Average Age of Unconverted Won Opportunity	Average Age of Uncoverted Won Opportunities. This metric is computed as follows: sum(Opportunity Close Date - Opportunity Creation Date)/# of Unconverted Won Opportunities
Ratio of # of lost Opportunities (unconverted) to Converted Lost Opportunities	The ratio of Uncoverted Lost Opportunities to Converted Lost Opportunities. This metric is computed as follows: (# of Lost Opportunities - # of Converted Lost Opportunities) /# of Converted Lost Opportunities
Converted Lead Contribution to Opportunities %	The ratio of Converted Opportunities (created from Leads) in all the Opportunities. This metric is computed as follows: (#of Converted Opportunities/# of Opportunities)*100
Converted Lead Contribution to Won Opportunities %	The ratio of Converted Won Opportunities (created from Leads) in all the Won Opportunities. This metric is computed as follows: (#of Converted Won Opportunities/# of Won Opportunities)*100
Converted Lead Contribution to Closed Opportunities %	The ratio of Converted Closed Opportunities (created from Leads) in all the Closed Opportunities. This metric is computed as follows: (#of Converted Closed Opportunities/# of Closed Opportunities)*100
Converted Lead Contribution to Lost Opportunities %	The ratio of Converted Lost Opportunities (created from Leads) in all the Lost Opportunities. This metric is computed as follows: (#of Converted Lost Opportunities/# of Lost Opportunities)*100

CX Service Request

This table describes the Service Request Metrics.

Metric	Metric Definition
# of SRs	The total number of SRs
# of Critical SRs	The total number of Critical SRs
# of In Progress SRs	The total number of in progress SRs (status = In Progress)
# of In Progress Critical SRs	The total number of Critical SRs that are In Progress status
# of New SRs	The total number of new SRs (status = New)
# of New Critical SRs	The total number of Critical SRs that are in New status
# of Open SRs	The total number of Open SRs (status = In Progress, New and Waiting)
# of Open Critical SRs	The total number of Critical SRs that are Open (status = In Progress, New and Waiting)
# of SRs Pending Agent Action	The total number of SRs assigned to an Agent having status as In Progress or New
# of Unassigned SRs	The total number of SRs that have not been assigned
# of Waiting SRs	The total number of SRs that are in Queue and waiting to be assigned (status = Waiting)
# of Waiting Critical SRs	The total number of Critical SRs that are in Queue and waiting to be assigned (status = Waiting)
# of Closed SRs	The total number of Closed SRs (status = Closed)
# of Closed Critical SRs	The total number of Critical SRs that are in Closed status (status = Closed)
# of Resolved SRs	The total number of SRs that are Resolved (status = Resolved)
# of Resolved Critical SRs	The total number of Critical SRs that are Resolved (status = Resolved)
# of Reopened SRs	The total number of SRs that are Reopened
# of Low Severity SRs	The total number of Low severity SRs (severity = Low)
# of Medium Severity SRs	The total number of Medium severity SRs (severity = Medium)
# of High Severity SRs	The total number of High severity SRs (severity = High)
# of Open High Severity Critical SRs	The total number of Critical SRs that are High severity and Open (status = In Progress, New and Waiting)
# of SRs Resolved in under 24 hrs	The total number of SRs that were resolved in under 24 hours after they were opened
# of SRs Resolved in 24-48 hrs	The total number of SRs that were resolved in between 24-48 hours after they were opened
# of Initial Resource Assigned SRs	The total number of assigned SRs
# of Internal Resolved Closed SRs	The total number of SRs with Resolved or Closed status
% Reopened SRs	The % of now Closed SRs that were Reopened in SR lifecycle. This metric is computed as follows: (# of Reopened SRs that are in Closed state/# of Closed SRs)*100
SR Resolution Rate	The SRs Resolution rate. This metric is computed as follows: 100 * # of Resolved + Closed SRs/# of SRs
SR Resolution Rate (monthly)	The monthly SR resolution Rate
Month Ago SR Resolution Rate (Monthly)	The SR Resolution rate of the previous month
SR Resolution Velocity Rate (Monthly)	The change in Velocity of SRs resolution. This metric is computed as follows: (SR resolution rate Current month - SR resolution rate Previous month)/SR resolution rate Previous month) *100
Open SR Age (Days)	# of days since the SR was reported (doesn't apply for Closed/Resolved SRs)
Average Open SR Age (Days)	The average number of days a SRs is Open
Total Time to Assign to Resource(Days)	The total number of days to assign a resource to SRs
Total Time to Assign to Resource(Hours)	The total number of hours to assign a resource to SRs
Total Time to Assign to Resource(Mins)	The total number of minutes to assign a resource to SRs
Total Time to Assign to Queue (Days)	The total number of days to assign a SRs to a Queue
Total Time to Assign to Queue (Hours)	The total number of hours to assign a SRs to a Queue
Total Time to Assign to Queue (Mins)	The total number of minutes to assign a SRs to a Queue
Total Time to Close (Days)	The total number of days to close the SRs
Total Time to Close (Hours)	The total number of hours to close the SRs
Total Time to Close (Mins)	The total number of minutes to close the SRs
Total Time to Resolve (Days)	The total number of days to resolve a SRs
Total Time to Resolve (Hours)	The total number of hours to resolve a SRs
Total Time to Resolve (Mins)	The total number of minutes to resolve a SRs
Average Time to Assign to Resource (Days)	The average number of days to assign a resource to the SRs
Average Time to Assign to Resource (Hours)	The average number of hours to assign a resource to the SRs
Average Time to Assign to Resource (Mins)	The average number of minutes to assign a resource to the SRs
Average Time to Close (Days)	The average days to close the SRs
Average Time to Close (Hours)	The average hours to close the SRs
Average Time to Close (Mins)	The average minutes to close the SRs
Average Time to Resolve (Days)	The average days to resolve the SRs
Average Time to Resolve (Hours)	The average hours to resolve the SRs
Average Time to Resolve (Mins)	The average minutes to resolve the SRs
# of Raw SRs	The total SRs in the sytem including the deleted ones (delete flag = Y)
# of SRs Transferred	Number of SRs that were transferred
# of Transfers	Number of times the SRs were transferred
% SRs Transferred	The total percentage of SRs that were transferred. This metric is computed as follows: 100 * (# of SRs Transferred / # of SRs)
Average # of Transfers	The average number of times SRs were transferred. This metric is computed as follows: (# of Transfers / # of SRs Transferred)

CX Service Request Lifecycle

This table describes the B2B Service Request Lifecycle metrics.

Metric	Metric Definition
'# of Distinct SR Assignees	The number of distinct resources an SR has been assigned to
'# of Distinct SR Queues Assigned	The number of distinct Queues the SR has been assigned to. (The initial Queue assignment is also counted)
'# of SR Lifecycle Changes	The total updates made to the SR (changes to Status, Severity, Queue assignment, and Resource Assignment)
'# of SR Queue Assignments	The number of Queues the SR has been assigned to. (The initial Queue assignment and multiple assignments to the same queue is counted )
'# of SR Reopen Events	The number of times an SR has been reopened (after being resolved)
'# of SR Resource Assignments	The number of resources an SR has been assigned to (multiple assignations to the same resource are counted)
'# of SR Status Change Events	The number of times (occurrences) the SR status changes.
'# of SRs (Lifecycle)	The total number of SRs tracked for Lifecycle changes
Total Duration SR Unassigned to Assignee (Days)	The total duration in days that an SR is not assigned to any resource. (Assignee field is blank)
Total Duration SR Unassigned to Assignee (Hours)	The total duration in hours that an SR is not assigned to any resource. (Assignee field is blank)
Total Duration SR Unassigned to Assignee (Minutes)	The total duration in hours that an SR is not assigned to any resource. (Assignee field is blank)
Total Duration with SR Assignee (Days)	The total duration in days that an SR stays with any specific resource/assignee
Total Duration with SR Assignee (Hours)	The total duration in hours that an SR stays with any specific resource/assignee
Total Duration with SR Assignee (Minutes)	The total duration in minutes that an SR stays with any specific resource/assignee
Total Duration SR Unassigned to Queue (Days)	The total duration in days that an SR is not assigned to any Queue. (Queue field is blank)
Total Duration SR Unassigned to Queue (Hours)	The total duration in hours that an SR is not assigned to any Queue. (Queue field is blank)
Total Duration SR Unassigned to Queue (Minutes)	The total duration in minutes that an SR is not assigned to any Queue. (Queue field is blank)
Total Duration in SR Queue (Days)	The total duration in days that an SR stays in any specific queue
Total Duration in SR Queue (Hours)	The total duration in hours that an SR stays in any specific queue
Total Duration in SR Queue (Minutes)	The total duration in minutes that an SR stays in any specific queue
Total Duration as High Severity SR (Days)	The total duration in days that SR Severity is High (Sev Code = ORA_SVC_SEV1)
Total Duration as High Severity SR (Hours)	The total duration in hours that SR Severity is High (Sev Code = ORA_SVC_SEV1)
Total Duration as High Severity SR (Minutes)	The total duration in minutes that SR Severity is High (Sev Code = ORA_SVC_SEV1)
Total Duration as Medium Severity SR (Days)	The total duration in days that SR Severity is Medium (Sev Code = ORA_SVC_SEV2)
Total Duration as Medium Severity SR (Hours)	The total duration in hours that SR Severity is Medium (Sev Code = ORA_SVC_SEV2)
Total Duration as Medium Severity SR (Minutes)	The total duration in minutes that SR Severity is Medium (Sev Code = ORA_SVC_SEV2)
Total Duration as Low Severity SR (Days)	The total duration in days that SR Severity is Low (Sev Code = ORA_SVC_SEV3)
Total Duration as Low Severity SR (Hours)	The total duration in hours that SR Severity is Low (Sev Code = ORA_SVC_SEV3)
Total Duration as Low Severity SR (Minutes)	The total duration in minutes that SR Severity is Low (Sev Code = ORA_SVC_SEV3)
Total Duration as New SR (Days)	The total duration in days that an SR is in any status that belongs to 'New' Status Type.
Total Duration as New SR (Hours)	The total duration in hours that an SR is in any status that belongs to 'New' Status Type.
Total Duration as New SR (Minutes)	The total duration in minutes that an SR is in any status that belongs to 'New' Status Type.
Total Duration as In Progress SR (Days)	The total duration in days that an SR is in any status that belongs to 'In Progress' Status Type.
Total Duration as In Progress SR (Hours)	The total duration in hours that an SR is in any status that belongs to 'In Progress' Status Type.
Total Duration as In Progress SR (Minutes)	The total duration in minutes that an SR is in any status that belongs to 'In Progress' Status Type.
Total Duration as Waiting SR (Days)	The total duration in days that an SR is in any status that belongs to 'Waiting' Status Type.
Total Duration as Waiting SR (Hours)	The total duration in hours that an SR is in any status that belongs to 'Waiting' Status Type.
Total Duration as Waiting SR (Minutes)	The total duration in minutes that an SR is in any status that belongs to 'Waiting' Status Type.
Total Duration as Resolved SR until Reopen (Days)	The total duration in days that an SR is in any status that belongs to 'Resolved' Status type until it was reopened. (applicable only for a reopened SR)
Total Duration as Resolved SR until Reopen (Hours)	The total duration in hours that an SR is in any status that belongs to 'Resolved' Status type until it was reopened. (applicable only for a reopened SR)
Total Duration as Resolved SR until Reopen (Minutes)	The total duration in minutes that an SR is in any status that belongs to 'Resolved' Status type until it was reopened. (applicable only for a reopened SR)
Total Duration of SR Lifecycle Change (Days)	The total duration in days that an SR is resident in a specific status/severity/queue/resource. The metric assumes meaning seen in context of one of status, severity, queue or resource.
Total Duration of SR Lifecycle Change (Hours)	The total duration in hours that an SR is resident in a specific status/severity/queue/resource. The metric assumes meaning seen in context of one of status, severity, queue or resource.
Total Duration of SR Lifecycle Change (Minutes)	The total duration in minutes that an SR is resident in a specific status/severity/queue/resource. The metric assumes meaning seen in context of one of status, severity, queue or resource.
Average # of Distinct SR Assignees	The average number of distinct SR Assignees. This metric is calculated as follows: # of Distinct SR Assignees/# of SRs with at least one assignee
Average # of Distinct SR Queues Assigned	The average number of distinct SR Queues. This metric is calculated as follows: # of Distinct SR Queues Assigned/# of SRs with Queue
Average # of SR Queue Assignments	The average number of SR Queues. This metric is calculated as follows: # of SR Queues Assigned/# of SRs with Queue
Average # of SR Resource Assignments	The average number of SR Resource Assignments. This metric is calculated as follows: # of SR Resource Assignments/# of SRs with at least one assignee
Average Duration SR Unassigned to Assignee (Days)	The total duration an SR is Unassigned to any Assignee (Days). This metric is calculated as follows: Total Duration SR Unassigned to Assignee (Days)/ # of SRs not assigned to an Assignee (SRs where the Assignee field is blank)
Average Duration SR Unassigned to Assignee (Hours)	The total duration an SR is Unassigned to any Assignee (Hours). This metric is calculated as follows: Total Duration SR Unassigned to Assignee (Hours)/ # of SRs not assigned to an Assignee (SRs where the Assignee field is blank)
Average Duration SR Unassigned to Assignee (Minutes)	The total duration an SR is Unassigned to any Assignee (Minutes). This metric is calculated as follows: Total Duration SR Unassigned to Assignee (Minutes)/ # of SRs not assigned to an Assignee (SRs where the Assignee field is blank)
Average Duration with SR Assignee (Days)	The total Duration with SR Assignee (Days) averaged over # of SRs assigned to the resource at least once. This metric is calculated as follows: Total Duration with SR Assignee (Days)/# of SRs with Assignees
Average Duration with SR Assignee (Hours)	The total Duration with SR Assignee (Hours) averaged over # of SRs assigned to the resource at least once. This metric is calculated as follows: Total Duration with SR Assignee (Hours)/# of SRs with Assignees
Average Duration with SR Assignee (Minutes)	The total Duration with SR Assignee (Minutes) averaged over # of SRs assigned to the resource at least once. This metric is calculated as follows: Total Duration with SR Assignee (Minutes)/# of SRs with Assignees
Average Duration SR Unassigned to Queue (Days)	The total duration an SR is Unassigned to any Queue (Days). This metric is calculated as follows: Total Duration SR Unassigned to Queue (Days)/ # of SRs not assigned to a Queue (SRs where the Queue field is blank)
Average Duration SR Unassigned to Queue (Hours)	The total duration an SR is Unassigned to any Queue (Hours). This metric is calculated as follows: Total Duration SR Unassigned to Queue (Hours)/ # of SRs not assigned to a Queue (SRs where the Queue field is blank)
Average Duration SR Unassigned to Queue (Minutes)	The total duration an SR is Unassigned to any Queue (Minutes). This metric is calculated as follows: Total Duration SR Unassigned to Queue (Minutes)/ # of SRs not assigned to a Queue (SRs where the Queue field is blank)
Average Duration in SR Queue (Days)	The total Duration in SR Queue (Days) averaged over # of SRs that have traversed that queue. This metric is calculated as follows: Total Duration in SR Queue (Days)/ # of SRs in Queue
Average Duration in SR Queue (Hours)	The total Duration in SR Queue (Hours) averaged over # of SRs that have traversed that queue. This metric is calculated as follows: Total Duration in SR Queue (Hours)/ # of SRs in Queue
Average Duration in SR Queue (Minutes)	The total Duration in SR Queue (Days) averaged over # of SRs that have traversed that queue. This metric is calculated as follows: Total Duration in SR Queue (Minutes)/ # of SRs in Queue
Average Duration as High Severity SR (Days)	The total Duration as High Severity SR (Days) averaged over # of High Severity SRs. This metric is calculated as follows: Total Duration as High Severity SR (Days)/# of High Severity SRs
Average Duration as High Severity SR (Hours)	The total Duration as High Severity SR (Hours) averaged over # of High Severity SRs. This metric is calculated as follows: Total Duration as High Severity SR (Hours)/# of High Severity SRs
Average Duration as High Severity SR (Minutes)	The total Duration as High Severity SR (Minutes) averaged over # of High Severity SRs. This metric is calculated as follows: Total Duration as High Severity SR (Minutes)/# of High Severity SRs
Average Duration as Medium Severity SR (Days)	The total Duration as Medium Severity SR (Days) averaged over # of Medium Severity SRs. This metric is calculated as follows: Total Duration as Medium Severity SR (Days)/# of Medium Severity SRs
Average Duration as Medium Severity SR (Hours)	The total Duration as Medium Severity SR (Hours) averaged over # of Medium Severity SRs. This metric is calculated as follows: Total Duration as Medium Severity SR (Hours)/# of Medium Severity SRs
Average Duration as Medium Severity SR (Minutes)	The total Duration as Medium Severity SR (Minutes) averaged over # of Medium Severity SRs. This metric is calculated as follows: Total Duration as Medium Severity SR (Minutes)/# of Medium Severity SRs
Average Duration as Low Severity SR (Days)	The total Duration as Low Severity SR (Days) averaged over # of Low Severity SRs. This metric is calculated as follows: Total Duration as Low Severity SR (Days)/# of Low Severity SRs
Average Duration as Low Severity SR (Hours)	The total Duration as Low Severity SR (Hours) averaged over # of Low Severity SRs. This metric is calculated as follows: Total Duration as Low Severity SR (Hours)/# of Low Severity SRs
Average Duration as Low Severity SR (Minutes)	The total Duration as Low Severity SR (Minutes) averaged over # of Low Severity SRs. This metric is calculated as follows: Total Duration as Low Severity SR (Minutes)/# of Low Severity SRs
Average Duration as New SR (Days)	The total Duration as New SR (Days) averaged over # of New SRs. This metric is calculated as follows: Total Duration as New SR (Days)/# of New SRs
Average Duration as New SR (Hours)	The total Duration as New SR (Hours) averaged over # of New SRs. This metric is calculated as follows: Total Duration as New SR (Hours)/# of New SRs
Average Duration as New SR (Minutes)	The total Duration as New SR (Minutes) averaged over # of New SRs. This metric is calculated as follows: Total Duration as New SR (Minutes)/# of New SRs
Average Duration as In Progress SR (Days)	The total Duration as In Progress SR (Days) averaged over # of In Progress SRs. This metric is calculated as follows: Total Duration as In Progress SR (Days)/# of In Progress SRs
Average Duration as In Progress SR (Hours)	The total Duration as In Progress SR (Hours) averaged over # of In Progress SRs. This metric is calculated as follows: Total Duration as In Progress SR (Hours)/# of In Progress SRs
Average Duration as In Progress SR (Minutes)	The total Duration as In Progress SR (Minutes) averaged over # of In Progress SRs. This metric is calculated as follows: Total Duration as In Progress SR (Minutes)/# of In Progress SRs
Average Duration as Waiting SR (Days)	The total Duration as Waiting SR (Days) averaged over # of Waiting SRs. This metric is calculated as follows: Total Duration as Waiting SR (Days)/# of Waiting SRs
Average Duration as Waiting SR (Hours)	The total Duration as Waiting SR (Hours) averaged over # of Waiting SRs.. This metric is calculated as follows: Total Duration as Waiting SR (Hours)/# of Waiting SRs
Average Duration as Waiting SR (Minutes)	The total Duration as Waiting SR (Minutes) averaged over # of Waiting SRs. This metric is calculated as follows: Total Duration as Waiting SR (Minutes)/# of Waiting SRs
Average Duration as Resolved SR until Reopen (Days)	The total Duration as Resolved SR until Reopen (Days) averaged over # of re-opened SRs. This metric is calculated as follows: Total Duration as Resolved SR until Reopen (Days)/# of Resolved SR until Reopen
Average Duration as Resolved SR until Reopen (Hours)	The total Duration as Resolved SR until Reopen (Hours) averaged over # of re-opened SRs. This metric is calculated as follows: Total Duration as Resolved SR until Reopen (Hours)/# of Resolved SR until Reopen
Average Duration as Resolved SR until Reopen (Minutes)	The total Duration as Resolved SR until Reopen (Minutes) averaged over # of re-opened SRs. This metric is calculated as follows: Total Duration as Resolved SR until Reopen (Minutes)/# of Resolved SR until Reopen
Average Duration of SR Lifecycle Change (Days)	The average duration in days that an SR is with a particular status/severity/queue/resource. The metric assumes meaning seen in context of one of status, severity, queue or resource. This metric is calculated as follows: Total Duration of SR Lifecycle Change (Days)/# of SRs tracked for Lifecycle changes
Average Duration of SR Lifecycle Change (Hours)	The average duration in hours that an SR is with a particular status/severity/queue/resource. The metric assumes meaning seen in context of one of status, severity, queue or resource. This metric is calculated as follows: Total Duration of SR Lifecycle Change (Hours)/# of SRs tracked for Lifecycle changes
Average Duration of SR Lifecycle Change (Minutes)	The average duration in minutes that an SR is with a particular status/severity/queue/resource. The metric assumes meaning seen in context of one of status, severity, queue or resource. This metric is calculated as follows: Total Duration of SR Lifecycle Change (Minutes)/# of SRs tracked for Lifecycle changes
Minimum Change Start Date	The Start time of association of an SR with a tracked attribute such as Assignee, Queue, Severity, Status or Status Type.
Maximum Change End Date	The End time of association of an SR with a tracked attribute such as Assignee, Queue, Severity, Status or Status Type.
'# of Raw SRs (Lifecycle)	The total number of SRs tracked for Lifecycle changes, including the deleted SRs.

CX Service Request Milestone

This table describes the B2B Service Request Milestone metrics.

Metric	Metric Definition
'# of Milestones	The total SR Milestones including the Milestones in Cancelled status
'# of Active Milestones	The total SR Active Milestones (does not include the Milestones in Cancelled status)
'# of Cancelled Milestones	The total SR Milestones that are in Cancelled status. (Milestone status = Cancelled)
'# of Completed Milestones	The total Milestones that have been completed (Milestone status = Complete)
'# of Compliant Milestones	The total Compliant Milestones (Milestone Status not equal to Cancelled and Compliance Flag not equal to N)
'# of Expired Milestones	The total Expired Milestones (Milestone Status not equal to Cancelled and Compliance Flag = N)
'# of Completed Compliant Milestones	The total Milestones that have been Completed and are Compliant (Milestone status = Complete and Compliance Flag = Y)
'# of Completed Expired Milestones	The total Milestones that have been completed and Expired (Milestone status = Complete and Compliance Flag = N)
'# of Overdue Time Milestones	The total non-compliant/Overdue Milestones. (Compliance Flag = N). Canceled Milestones are also included in this metric.
% Completed Milestones	The percentage of Completed Milestones. This metric is calculated as follows: 100*(# of Completed Milestones/# of Active Milestones)
% Compliant Milestones	The percentage of Compliant Milestones. This metric is calculated as follows: 100*(# of Compliant Milestones/# of Active Milestones)
% Expired Milestones	The percentage of Expired Milestones. This metric is calculated as follows: 100*(# of Expired Milestones/# of Active Milestones)
% Completed Compliant Milestones	The percentage of Completed Compliant milestones. This metric is calculated as follows: 100*(# of Completed Compliant Milestones/# of Completed Milestones)
% Completed Expired Milestones	The percentage of Completed Expired Milestones. This metric is calculated as follows: 100*(# of Completed Expired Milestones/# of Completed Milestones)
Overdue Time (Minutes)	The total time elapsed in minutes since the SR Milestone was due. Applies for non-compliant milestones.
Average of Overdue Time (Minutes)	The total time elapsed in minutes since the SR Milestone was due averaged over a number of overdue time Milestones. Applies for non-compliant milestones.
'# of Raw SRs (Milestone)	The total number of SRs with Milestones including the deleted SRs.
'# of SRs	The total number of SRs with Milestones

CX Subscription Bill Line

This table describes the Subscription Bill Line Metrics. These metrics will be used in the Document Currency (DC) and Analytics Currency (AC) fact folder in Subject Area. Document Currency is the currency used while entering the data in the application. Analytics Currency is the currency defined in Oracle Fusion Analytics Warehouse. Analytics Currency and Exchange Rate Type are configured during product implementation. Exchange Rate date basis uses Subscription Start Date to convert to analytics currency. Metrics in these folders show amounts in their respective currencies.

Metric	Metric Definition
Subscription Bill Amount	The total Subscription Bill Amount
Subscription Invoiced Amount with Tax	The total Subscription Invoiced Amount with Tax
Subscription Invoiced Bill Amount	The total Subscription Invoiced Bill Amount
Subscription Invoiced Onetime Charges	The total Subscription Invoiced Onetime Charges
Subscription Invoiced Recurring Charges	The total Subscription Invoiced Recurring Charges
Subscription Invoiced Usage Amount	The total Subscription Invoiced Usage Amount
Subscription Invoiced Usage Quantity	The total Subscription Invoiced Usage Quantity
Subscription Onetime Charges	The total Subscription Onetime Charges
Subscription Recurring Charges	The total Subscription Recurring Charges
Subscription Usage Amount	The total Subscription Usage Amount
Subscription Usage Quantity	The total Subscription Usage Quantity

CX Subscription Historical Trend

This table describes the Subscription Historical Trend metrics. These metrics are used in the Document Currency (DC) and Analytics Currency (AC) fact folders in this subject area. Document Currency is the currency used while entering the data in the application. Analytics Currency is the currency defined in Oracle Fusion Analytics Warehouse. Analytics Currency and Exchange Rate Type are configured during product implementation. The Exchange Rate date basis uses the Subscription Start Date to convert to the analytics currency. metrics in these folders show amounts in their respective currencies.

Metric	Metric Definition
# of Active Customers - Period Start	The total Active customers at the start of a period (Customers with an active subscription in a given period)
Product Net Price (TCV) - Period Start	The total Product Net Price of Active Subscriptions at the start of a period
Active MRR - Period Start	The total monthly recurring revenue of all Active Subscriptions at the start of a period
Average Revenue per Customer - Period Start	The total Average Revenue per Customer (ARPU) at the start of a period. This metric is computed as follows: Total Active MRR/Total number of Active Customers
# of Active Subscriptions - Period End	The total number of Active Subscriptions at the end of a period
# of Active Customers - Period End	The total Active customers at the end of a period (Customers with an active subscription in a given period)
Product Net Price (TCV) - Period End	The total Product Net Price of Active Subscriptions at the end of a period
Active MRR - Period End	The total Monthly Recurring Revenue of all Active Subscriptions at the end of a period
Average Revenue per Customer - Period End	The total Average Revenue per Customer (ARPU) at the end of a period. This metric is computed as follows: Total Active MRR/Total number of Active Customers
Change in # of Active Subscriptions	The change in the Number of Subscriptions in a given period. This metric is calculated as follows: Number of active subscriptions (Period End) - Number of active subscriptions (Period Start)
Change in # of Active Customers	The change in the number of Active Customers in a given period. This metric is calculated as follows: # of Active Customers (Period End) - # of Active Customers (Period start)
Change in Product Net Price	The change in the Product Net Price in a given period. This metric is calculated as follows: Product Net Price (Period End) - Product Net Price (Period Start)
Change in Active MRR	The change in Active MRR in a given period. This metric is calculated as follows: Active MRR (Period End) - Active MRR (Period Start)
Change in Average Revenue per Customer	The change in Average Revenue per Customer in a given Period. This metric is calculated as follows: Average Revenue per customer (Period End) - Average Revenue per customer (Period Start)
# of New Active Subscriptions	The number of New Subscriptions started in a period. (Started in a period and which aren't a result of an amendment, suspension, or renewal of existing subscriptions)
# of Renewed Active Subscriptions	The number of Subscriptions Renewed in a period. (Number of active subscriptions that are renewed from existing subscriptions)
# of Terminated Subscriptions	The number of Subscriptions Terminated in a period. (Number of active subscriptions that are terminated in a period. This metric doesn't include closed subscriptions due to the amendment or suspension of existing subscriptions)
# of New Customers	The number of New Customers added in a period. (Customers who started an active subscription in a given period)
New Active MRR	The total new MRR of Active subscriptions added in a period. (Started in a period and which aren't a result of an amendment, suspension, or renewal of existing subscriptions)
MRR Due for Renewal	The total MRR of Subscriptions that are due for Renewal in a period
Expansion MRR	The total Expansion MRR in a period. (The difference in MRR between a target and source of an amendment relationship where the target MRR > Source MRR and the target start date falls within this period and not in Draft)
Contraction MRR	The total Contraction MRR in a period. (The difference in MRR between a target and source of an amendment relationship where the target MRR < Source MRR and the target start date falls within this period and not in Draft)
Activated Renewal MRR	The total Activated Renewal MRR in a period. (Active Subscriptions that were renewed from existing subscriptions)
Churned Renewal MRR	The total Churned Renewal MRR in a period. (Subscriptions that were Renewed from existing Subscriptions but Canceled in the given period)
Lapsed Renewal MRR	The total Lapsed Renewal MRR in a period. (Active subscriptions that expired in a period without being renewed)
Termination MRR	The total Termination MRR in a period. (Active subscriptions that are closed in a period, not due to the amendment or suspension of existing subscriptions)
Absolute MRR Churn	The Absolute MRR Churn. This metric is calculated as follows: (Lapsed Renewal MRR + Termination MRR + Churned Renewal MRR)
MRR Churn Rate %	The MRR Churn Rate. This metric is calculated as follows: 100 * (Lapsed Renewal MRR + Termination MRR + Churned Renewal MRR) / Active MRR (Period Start)
Net Revenue Retention Rate %	The Net Revenue Retention Rate. This metric is calculated as follows: 100 * Active MRR (Period End) / Active MRR (Period Start)
MRR Renewal Rate %	The MRR Renewal Rate. This metric is calculated as follows: 100 * Activated Renewal MRR / MRR due for Renewal (Period End)
MRR Lapsed Renewal %	The MRR Lapsed Renewal Rate. This metric is calculated as follows: 100 *Lapsed Renewal MRR / Active MRR (Period start )
# of Active Customers - Period Start	The total Active customers at the start of a period (Customers with an active subscription in a given period)
Product Net Price (TCV) - Period Start	The total Product Net Price of Active Subscriptions at the start of a period
Active MRR - Period Start	The total monthly recurring revenue of all Active Subscriptions at the start of a period
Average Revenue per Customer - Period Start	The total Average Revenue per Customer (ARPU) at the start of a period. This metric is computed as follows: Total Active MRR/Total number of Active Customers
# of Active Subscriptions - Period End	The total number of Active Subscriptions at the end of a period
# of Active Customers - Period End	The total Active customers at the end of a period (Customers with an active subscription in a given period)
Product Net Price (TCV) - Period End	The total Product Net Price of Active Subscriptions at the end of a period
Active MRR - Period End	The total Monthly Recurring Revenue of all Active Subscriptions at the end of a period
Average Revenue per Customer - Period End	The total Average Revenue per Customer (ARPU) at the end of a period. This metric is computed as follows: Total Active MRR/Total number of Active Customers
Change in # of Active Subscriptions	The change in the Number of Subscriptions in a given period. This metric is calculated as follows: Number of active subscriptions (Period End) - Number of active subscriptions (Period Start)
Change in # of Active Customers	The change in the number of Active Customers in a given period. This metric is calculated as follows: # of Active Customers (Period End) - # of Active Customers (Period start)
Change in Product Net Price	The change in the Product Net Price in a given period. This metric is calculated as follows: Product Net Price (Period End) - Product Net Price (Period Start)
Change in Active MRR	The change in Active MRR in a given period. This metric is calculated as follows: Active MRR (Period End) - Active MRR (Period Start)
Change in Average Revenue per Customer	The change in Average Revenue per Customer in a given Period. This metric is calculated as follows: Average Revenue per customer (Period End) - Average Revenue per customer (Period Start)
# of New Active Subscriptions	The number of New Subscriptions started in a period. (Started in a period and which aren't a result of an amendment, suspension, or renewal of existing subscriptions)
# of Renewed Active Subscriptions	The number of Subscriptions Renewed in a period. (Number of active subscriptions that are renewed from existing subscriptions)
# of Terminated Subscriptions	The number of Subscriptions Terminated in a period. (Number of active subscriptions that are terminated in a period. This metric doesn't include closed subscriptions due to the amendment or suspension of existing subscriptions)
# of New Customers	The number of New Customers added in a period. (Customers who started an active subscription in a given period)
New Active MRR	The total new MRR of Active subscriptions added in a period. (Started in a period and which aren't a result of an amendment, suspension, or renewal of existing subscriptions)
MRR Due for Renewal	The total MRR of Subscriptions that are due for Renewal in a period
Expansion MRR	The total Expansion MRR in a period. (The difference in MRR between a target and source of an amendment relationship where the target MRR > Source MRR and the target start date falls within this period and not in Draft)
Contraction MRR	The total Contraction MRR in a period. (The difference in MRR between a target and source of an amendment relationship where the target MRR < Source MRR and the target start date falls within this period and not in Draft)
Activated Renewal MRR	The total Activated Renewal MRR in a period. (Active Subscriptions that were renewed from existing subscriptions)
Churned Renewal MRR	The total Churned Renewal MRR in a period. (Subscriptions that were Renewed from existing Subscriptions but Canceled in the given period)
Lapsed Renewal MRR	The total Lapsed Renewal MRR in a period. (Active subscriptions that expired in a period without being renewed)
Termination MRR	The total Termination MRR in a period. (Active subscriptions that are closed in a period, not due to the amendment or suspension of existing subscriptions)
Absolute MRR Churn	The Absolute MRR Churn. This metric is calculated as follows: (Lapsed Renewal MRR + Termination MRR + Churned Renewal MRR)
MRR Churn Rate %	The MRR Churn Rate. This metric is calculated as follows: 100 * (Lapsed Renewal MRR + Termination MRR + Churned Renewal MRR) / Active MRR (Period Start)
Net Revenue Retention Rate %	The Net Revenue Retention Rate. This metric is calculated as follows: 100 * Active MRR (Period End) / Active MRR (Period Start)
MRR Renewal Rate %	The MRR Renewal Rate. This metric is calculated as follows: 100 * Activated Renewal MRR / MRR due for Renewal (Period End)
MRR Lapsed Renewal %	The MRR Lapsed Renewal Rate. This metric is calculated as follows: 100 *Lapsed Renewal MRR / Active MRR (Period start )

CX - Subscriptions

This table describes the Subscription Metrics.

Metric	Metric Definition
# of Subscriptions	The total Subscriptions
'# of Active Subscriptions	The total Active Subscriptions
'# of New Active Subscriptions	The total new Subscriptions that are Active (started in a period and which aren't a result of an amendment, suspension, or renewal of existing subscriptions)
# of Active Subscriptions Added - Last 30 days	The total Subscriptions Added in the last 30 days that are Active
'# of Expired Subscriptions	The total Expired Subscriptions
# of Subscriptions Expired - Last 30 days	The total Subscriptions Expired in the last 30 days
# of Active Subscriptions Expiring - Next 30 days	The total Active Subscriptions Expiring in the next 30 days
'# Renewed Active Subscriptions	The total Renewed Subscriptions that are Active
'# Renewed Subscriptions	The total Renewed Subscriptions
'# of Terminated Subscriptions	The total terminated subscriptions
# of Evergreen Subscriptions	The total Evergreen Subscriptions (no end date)
'# of Expansion Active Subscriptions	The total Expansion Subscriptions (Target subscription MRR > Source Subscription MRR) that are Active
'# of Expansion Subscriptions	The total Expansion Subscriptions (Target subscription MRR > Source Subscription MRR)
# of Active Subscription Upgrades	The total Upgraded Subscriptions (amend reason = ORA_UPGRADE) that are Active
# of Subscription Upgrades	The total Upgraded Subscriptions (amend reason = ORA_UPGRADE)
# of Active Subscription Downgrades	The total Downgraded Subscriptions (amend reason = ORA_DOWNGRADE) that are Active
# of Subscription Downgrades	The total Downgraded Subscriptions (amend reason = ORA_DOWNGRADE)
# of Customers	The total Customers
# of Customers with Active Subscriptions	The total customers with at least one Active Subscription
# of Products	The total Products
# of Products with Active Subscriptions	The total Products that have Active Subscriptions
Subscription Total Contract Value (TCV)	The total Subscription Contract Value
Subscription Invoiced Amount	The total Subscription Invoiced Amount
Subscription Credited Amount	The total Subscription Credited Amount
Subscription Closed Amount	The total Subscription Closed Amount
Subscription Cancelled Amount	The total Subscription Cancelled Amount
Subscription MRR	The total Monthly Recurring Revenue
Active Subscription MRR	The total Monthly Recurring Revenue for Active Subscription
First Active MRR	The total new MRR of Active subscriptions (which aren't a result of an amendment, suspension, or renewal of existing subscriptions)
Expansion Active MRR	The total Expansion MRR for Active Subscriptions (The difference in MRR between a target and source of an amendment relationship where the target MRR > Source MRR and the target start date falls within this period and not in Draft/Cancelled)
Contraction Active MRR	The total Contraction MRR for Active Subscription(The difference in MRR between a target and source of an amendment relationship where the target MRR < Source MRR and the target start date falls within this period and not in Draft/Cancelled)
Activated Renewal MRR	The total Activated Renewal MRR (Active Subscriptions that were renewed from existing subscriptions)
Average Revenue per Customer (ARPU)	The Total Average Revenue per Customer (ARPU). This metric is computed as follows: Total Active MRR/Total number of Active Customers
Early Termination Fee	Early Termination Fee