Reporting Enhancements for Marketing - CRM Leads and Opportunities Real Time in OTBI

The Marketing - CRM Leads and Opportunities Real Time subject area has been enhanced to allow users to report on

• opportunities created or expected to close in a time period using newly added time dimension attribute columns
• number of leads associated to an opportunity and number of opportunities associated to a lead using newly added fact columns

The newly added columns simplify reporting in the Marketing - CRM Leads and Opportunities Real Time subject area as users don't need to build custom formulas to derive the time periods or use multiple subject areas to get the counts.

Steps to Enable and Configure

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

Tips And Considerations

The following can now be found in Marketing - CRM Leads and Opportunities Real Time subject area:

• Opportunity Creation Date folder containing time dimension attributes related to the Opportunity -> Created Date column
• Opportunity Expected Closed Date folder containing time dimension attributes related to the Opportunity -> Expected Close Date column
• Facts -> Opportunity Facts ->  # of Opportunities 
• Facts -> Lead Facts ->  # of Leads

The pre-existing Dummy Fact folder now is a subfolder of the new Facts folder.

Key Resources

Subject Areas for Transactional Business Intelligence

Access Requirements

Anyone who has access to the Marketing - CRM Leads and Opportunities Real Time subject area in OTBI will have access to the newly added folders and columns mentioned above.