Sales - CRM Opportunity Sales Stage Snapshot

Description

This subject area provides information on the Opportunity Sales Stage historical data.

Any given Opportunity goes through multiple stages before it is marked as closed in the system. This subject area provides historical data pertaining to the Opportunity sales stages to provide more information on how an Opportunity evolved over time.

Business Questions

This subject area can answer the following business questions:

• How did the Opportunity evolve over time?

• How did the Opportunity revenue amount change over time? (or any other Opportunity attributes)

• What is the average time the Opportunity is in a particular sales stage?

Job Roles

The following job roles secure access to this subject area:

• Channel Account Manager

• Channel Administrator

• Channel Operations Manager

• Channel Partner Manager

• Channel Partner Portal Administrator

• Channel Sales Director

• Channel Sales Manager

• Partner Administrator

• Partner Sales Manager

• Partner Sales Representative

• Sales Administrator

• Sales Manager

• Sales Representative

• Sales Restricted User

• Sales VP

Duty Roles

The following duty roles secure access to this subject area:

• Partner Channel Administrative Transaction Analysis Duty

• Partner Channel Transaction Analysis Duty

• Partner Org Transaction Analysis Duty

• Sales Administrative Transaction Analysis Duty

• Sales Executive Transaction Analysis Duty

• Sales Managerial Transaction Analysis Duty

• Sales Transaction Analysis Duty

Primary Navigation

Navigator > Sales > Opportunities

Time Reporting

Yes

Time dimension is linked to NA.

Transactional Grain

This subject area returns the data at the grain of Opportunity.

Special Considerations

In order to use this subject area, you must have run the required ESS jobs in Oracle Sales Cloud so that transaction data has been snapshot and stored with your required frequency.