CX - Opportunity Stage Progression

Description

This subject area provides information on the Opportunity Sales Stage historical data.

Any given Opportunity goes through multiple stages before it's marked as closed in Fusion Analytics Warehouse. This subject area provides historical data pertaining to the Opportunity sales stages to provide more information on how an Opportunity evolved through different stages over time.

Business Questions

No applicable business questions

Job Roles

No applicable job roles

Duty Roles

No applicable duty roles

Primary Navigation

Navigator > Sales - Opportunities

Time Reporting

This subject area supports historic analysis/time-based reporting of Opportunities based on the Opportunities Expected Close Date, and Sales stage enter and exit dates.

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. Stage Enter Date, 3. Stage Exit Date.

Transactional Grain

The grain is at the Opportunity level.

Special Considerations

To use this subject area, run the Generate Sales Historical Snapshots ESS schedule process in 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 included 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 it collected in the last day of the week. A snapshot collected on the last day of the month qualifies as a monthly snapshot if it is 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 the week, end of the month, or end of the quarter, then its 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.

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