How do I create an analysis that shows the number of leads and opportunities by business unit?
Use the Sales- CRM Pipeline subject area to create a report showing the number of leads and opportunities for each business unit. This subject area returns data on all opportunities and all leads and it also includes business unit attributes you need.
By contrast, the Marketing-CRM Leads and Opportunities subject area returns information only on leads that are converted and associated with opportunities. The Marketing-CRM Leads and Opportunities subject area also doesn't include business units.
Here's a sample query using the Sales- CRM Pipeline subject area which displays the number of opportunities and leads for each business unit:
SET VARIABLE PREFERRED_CURRENCY='User Preferred Currency 1';SELECT
"Sales - CRM Pipeline"."Business Unit"."Business Unit Name" s_1,
"Sales - CRM Pipeline"."Business Unit"."Manager Name" s_2,
DESCRIPTOR_IDOF("Sales - CRM Pipeline"."Business Unit"."Business Unit Name") s_3,
"Sales - CRM Pipeline"."Lead Facts"."# of Leads" s_4,
"Sales - CRM Pipeline"."Pipeline Facts"."# of Opportunities" s_5
FROM "Sales - CRM Pipeline"
You can create an analysis with this query on the Oracle Transactional Business Intelligence home page:
- Click .
- In the Select Subject Area window, click Create Analysis from Simple Logical SQL.
- Paste the query in the dialog box.
