SF - Opportunity Activity
Description
This subject area can be used to analyze or report on activities such as Tasks and Events created for an Opportunity (associated to an Opportunity) in the system.
Business Questions
This subject area can answer the following business questions:
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On average how many Activities (Events or Tasks) are needed before an opportunity is won?
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What is activity ratio for won and lost opportunities? Are there any trends?
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What is the average number of activities before an opportunity is closed or won or lost?
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Which are the opportunities that have had no activity in the last week?
Job Roles
The following job roles secure access to this subject area:
Duty Roles
The following duty roles secure access to this subject area:
Primary Navigation
Navigator > Sales > Opportunities > Tasks
Time Reporting
This subject area supports historic analysis/time-based reporting of Opportunity Activity based on Activity Created Date, Activity Start Date, Activity End Date, Activity Date, Opportunity Created Date, and Opportunity Closed Date.
Time dimension is linked to There are multiple role playing time dimensions achored to the following dates: 1. Activity Created Date 2. Activity Start Date 3. Activity End Date 4. Activity Date 5. Opportunity Created Date 6. Opportunity Closed Date.
Transactional Grain
This subject area returns data at the grain of the Opportunity Activity level.
Special Considerations
None.