CX - Leads
This table describes the Lead metrics.
These metrics are used in the Document Currency (DC), CX Currency (CC), and Analytics Currency (AC) fact folders in this subject area. Document Currency is the currency used while entering the data in the application. CX Currency is the currency defined in Oracle CRM. Analytics Currency is the currency defined in the application. Analytics Currency and Exchange Rate Type are configured during product implementation. The Exchange Rate date basis uses the Lead Creation Date to convert to the analytics currency. Metrics in these folders show amounts in their respective currencies.
| Metric | Metric Definition |
|---|---|
| # of Accepted Leads | The total Accepted Leads (Accepted Flag = Y) |
| # of Accounts Leads Converted | The total Converted Leads from Account(Lead Status = Converted, Sales Account Type = Customer) |
| # of Assigned Leads | The total assigned leads (Assignment status = Assigned) |
| # of Contacts with Leads | The total Contacts with Leads |
| # of highly Ranked Qualified Leads | The total Qualified Hot Leads (Lead Status = Qualified, Rank Name = Hot) |
| # of Leads | The total number of Leads |
| # of Leads Converted | The total Converted Leads (Lead Status = Converted) |
| # 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 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 Low Ranked Qualified Leads | The total Qualified Cool Leads (Lead Status = Qualified, Rank Name = Cool) |
| # of Medium Ranked Qualified Leads | The total Qualified Warm Leads (Lead Status = Qualified, Rank Name = Warm) |
| # of Partner Assigned Leads | The total leads assigned to a Partner |
| # of Prospect Leads Converted | The total Converted Leads from Prospect(Lead Status = Converted, Sales Account Type = Prospect) |
| # of Qualified Expired Leads | The total Qualified Expired Leads (Lead Status = Qualified, Current Date > Lead Expiry Date) |
| # of Qualified Leads | The total Qualified Leads (Lead Status = Qualified) |
| # of Rejected Leads | The total Rejected Leads (Assignment Status = Rejected) |
| # of Retired Leads | The total Retired Leads (Lead Status = Retired) |
| # of Sales Accounts with Leads | The total Accounts with Leads |
| # 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) |
| 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 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 |
| 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 |
| Budget Amount | The total Budget Amount |
| 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 |
| Lead Qualification Rate (%) | Rate of Qualified Leads to the total Leads. This metric is computed as follows: 100 * # of Qualified Leads/# of 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 |
| 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 |
| Leads to Opportunity Conversion (%) | Rate of Converted Leads to the total Leads. This metric is computed as follows: # of Converted Leads/# of Leads |
| Potential Revenue | The total Lead Revenue |
| Ratio of Converted Leads to Qualified Leads | Ratio of Converted Leads to Qualified Leads |
| Ratio of Highly Ranked Qualified Leads to Qualified Leads | Ratio of Highly Ranked Qualified Leads to Qualified Leads |
| Ratio of Low Ranked Qualified Leads to Qualified Leads | Ratio of Low 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 Qualified Leads to Unqualified Leads | Ratio of Qualified Leads to Unqualified Leads |
| Ratio of Retired Leads to Ratio of Unqualified Leads | Ratio of Retired Leads to Unqualified Leads |
| Raw Lead Amount | The total Raw Lead Amount |
| 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 |
| Total Market Potential | The total Lead Revenue for Qualified or Unqualified Leads |