This subject area provides information on all the Opportunity Revenue Lines created in the application, and the associated Account, Opportunity Owner, Lead, Campaign, Contact, Competitor, and Partner.
The associated objects refer to the primary association only e.g. Primary Contact, Primary Partner, Primary Competitor.
This subject area can answer the following business questions:
What are the top 10 products by revenue during the past quarter/year?
How do wins and losses trend quarterly for a specific product line?
What is the open/closed revenue for each of the product groups in the selected geography?
How is each member on the team performing on deal size, account coverage, and win rate?
What are the top stalled opportunities by revenue line and who are the sales reps working on these?
What are the top 10 open opportunities? What are the target close dates for these?
What is the revenue lost to competition for a specific product/product group?
What is the value trend of high value opportunities? Do they show a positive or negative trend?
Who are the top competitors and what is the revenue exposure to them?
What products are often lost to key competitors? Is there a pattern?
The following job roles secure access to this subject area:
The following duty roles secure access to this subject area:
Navigator > Sales - Opportunities
This subject area supports historic analysis/time-based reporting of Opportunity Revenue Lines based on the Opportunity Revenue Line 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 Revenue Line Expected Close Date, 2. Opportunity Revenue Line Actual Close Date, 3. Lead Created Date, 4. Lead Converted Date, 5. Lead Retired Date.
The grain is at the Opportunity Revenue level.
None.
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