Lead Rollups Reporting in OTBI

The new Lead Rollups Reporting in OTBI enables users to generate OTBI reports using lead rollup metrics.

This offers a comprehensive view of the business by incorporating both the leads and the related notes, interactions and activities. There are no hierarchies available for lead rollups.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

Lead Rollups in OTBI are available in the following 2 subject areas under the Lead folder. Lead folder -> Lead Rollups folder

• Marketing - CRM Leads
• Sales - CRM Lead Territory
• CRM - CRM Interaction Lead Real Time

A Rollup metric has to be published in order to see it in OTBI. For setup guidance, refer to the Overview of Rollups documentation.

Key Resources

Subject Areas for Transactional Business Intelligence

Access Requirements

Anyone who has access to the above subject areas in OTBI will have access to the Lead Rollups folder.