This subject area enables you to track and report on historical Opportunity data and Opportunity transitions in the context of key business objects such as Customer/Account, Opportunity, Opportunity Owner, Opportunity Sales Stage, Product and Partner.
Although this subject area is similar to the CX - Opportunity, the CX - Opportunity subject area is used for current state analysis, whereas the Opportunity Snapshot subject area is used for analyzing historical trends in Opportunity.
Opportunity Header metrics are supported. Historical Opportunity analysis is always with respect to Opportunity Snapshot Date/Period/Quarter/Year. Note that Enterprise Calendar is only supported for Snapshot time.
The dimension entities for snapshot for historical analysis are Opportunity (via Historical Opportunity) and Revenue (via Historical Revenue).
Except as just noted, all dimensions - such as Product, Opportunity Owner, and so on, represent current state. Any historical pipeline metrics analyzed in this context show current data for the dimensions.
For example, a report showing Opportunity Owner hierarchy and 'open opportunity line revenue' across a range of past snapshot dates, would show historical revenue numbers against present hierarchy.
This subject area can answer the following business questions:
The following job roles secure access to this subject area:
Navigator > Sales - Opportunities
This subject area supports historic analysis/time-based reporting of Opportunities based on the Opportunity Close date or its expected close date.
Time dimension is linked to There are multiple role-playing time dimensions that are anchored to the following dates: 1. Opportunity Expected Close Date, 2. Opportunity Actual Close Date, 3. Opportunity Snapshot Date.
The grain is at the Opportunity level.
To use this subject area, run the Generate Sales Historical Snapshots ESS schedule process in the Fusion CX Analytics. Although this process runs automatically, before you run a report that uses this subject area you should run this ESS job before you report on snapshots to ensure you have the most recent snapshot data capture. The dimension entities that are sacluded in the snapshot for historical analysis are Opportunity (via Historical Opportunity) and Revenue (via Historical Revenue). There are both Opportunity/Historical Opportunity and Revenue/Historical Revenue. By default, the implicit fact table for this subject area is the Pipeline fact. This means that in the absence of any metric, a report returns data at the Opportunity level. When the ESS job runs, the snapshot data is captured by the parameters in the profile option MOO_MANAGE_SALES_HISTORICAL_SNAPSHOT_CONFIGURATION. The retention values set for this profile are C=120,D=120,W=58,M=14,Q=5. A snapshot qualifies as a weekly snapshot if its collected in the last day of the week. A snapshot collected on the last day of the month qualifies as a monthly snapshot if its collected on the last day of the month. Finally, a snapshot collected on the last days of the fiscal quarter qualifies as a quarterly snapshot. If you run reports that use this subject area with time periods that fall on random days, that is, days that don't fall on end of week, end of month, or end of quarter then it is considered a daily snapshot. By default the daily snapshot retention period is configured in the profile MOO_MANAGE_SALES_HISTORICAL_SNAPSHOT_CONFIGURATION to retain data for 120 days. If you are running daily snapshots and you want an extended daily time period, change the profile daily (D) values.