Advanced Custom Objects Reporting Subject Area
Availability
This subject area is available in all editions of Oracle CRM On Demand.
Business Purpose
This subject area provides the ability to analyze advanced custom objects.
Advanced Custom Objects area is a specialized subject area that allows the reporting of the one-to-many and many-to-one relationship between Custom Objects 4 through 15 and prebuilt objects, including Custom Objects 1,2, and 3. Because the Advanced Custom Objects area unites the reporting of all objects under a single subject area, it is necessary to include a determining metric for the report to help it choose a relationship path among the objects included in the report. The reporting of the many-to-many relationship is not possible using this subject area because it is not directly supported by Oracle CRM On Demand for Custom Objects 4 through 15.
The many-to-many relationship is implemented for Custom Objects 1,2, and 3 and account, contact, service request, and opportunity in Analytics. Hence, it is possible to report on the one-to-many relationship only between Custom Objects 1,2, and 3 and these objects. It is not possible to report on the one-to-many relationship between Custom Objects 1,2, and 3 and activities, assets, leads, and products.
Relationship Type
Federated
Dimensions
This subject area has the following dimensions:
- Account
- Activity
- Campaign
- Contact
- Custom Object 1
- Custom Object 2
- Custom Object 3
- Custom Object 04
- Custom Object 05
- Custom Object 06
- Custom Object 07
- Custom Object 08
- Custom Object 09
- Custom Object 10
- Custom Object 11
- Custom Object 12
- Custom Object 13
- Custom Object 14
- Custom Object 15
- Household
- Lead
- Opportunity
- Partner
- Product
- Service Request
Optimized Filtering Fields
This subject area has fields that are optimized for reducing the query time when they are used in filters. Optimized fields end with the words Code or UTC. For example, the Account dimension has an Account Type field. There is also an Account Type Code field, which is the optimized version of the Account Type field. Similarly, there is an Indexed Date UTC field, which is the optimized version of the Indexed Date field. Using the optimized field in the filter generates faster queries. This method is faster than using the standard field. The following dimensions in this subject area have optimized filtering fields:
- Account
- Activity
- Campaign
- Contact
- Lead
- Opportunity
- Service Request
Metrics
The complete list of metrics for this subject area is as follows:
- Account Metrics
- Account Custom Metrics
- Number (#) of Accounts
- Activity Metrics
- Number (#) of Activities
- Number (#) of Open Activities
- Number (#) of Accounts with Activities
- Number (#) of Closed Activities
- Campaign Metrics
- Number (#) of Campaigns
- Number (#) of Campaigns Planned
- Number (#) of Campaigns Active
- Number (#) of Campaigns Completed
- Number (#) of Accounts for Campaign
- Number (#) of Contacts for Campaign
- Number (#) of Leads for Campaign
- Number (#) of Opportunities for Campaign
- Number (#) of Wins for Campaign
- Percentage (%) of Budget (Definition: The cost multiplied by 100, then divided by the budgeted cost.)
- Percentage (%) of Lead Target Achieved (Definition: The number of leads multiplied by 100, then divided by the lead target.)
- Percentage (%) of Revenue Target Achieved (Definition: The closed revenue multiplied by 100, then divided by the revenue target.)
- Average (Avg) Days to Close Opportunity (Opty) for Campaign
- Cost per Closed Sale (Definition: The cost divided by the number of wins.)
- Average (Avg) Cost Per Closed Sale (Definition: The average cost divided by the number of wins.)
- Cost per Lead (Definition: The cost divided by the number of leads.)
- Average (Avg) Cost Per Lead (Definition: The average cost divided by the number of leads.)
- Lead Conversion Rate for Campaign
- Closed Revenue for Campaign
- Opportunity Revenue for Campaign
- Average (Avg) Closed Revenue for Campaign
- Opportunity Win Rate for Campaign
- Return On Investment (ROI)
- Contact Metrics
- Contact Custom Metrics
- Number (#) of Contacts
- Household Metrics
- Total Household Assets
- Total Household Assets
- Total Household Assets (000)
- Average (Avg) Total Household Assets
- Average (Avg) Total Household Assets (000)
- Total Household Expenses
- Total Household Expenses
- Total Household Expenses (000)
- Average (Avg) Total Household Expenses
- Average (Avg) Total Household Expenses (000)
- Total Household Income
- Total Household Income
- Total Household Income (000)
- Average (Avg) Total Household Income
- Average (Avg) Total Household Income (000)
- Total Household Liabilities
- Total Household Liabilities
- Total Household Liabilities (000)
- Average (Avg) Total Household Liabilities
- Average (Avg) Total Household Liabilities (000)
- Total Household Net Worth
- Total Household Net Worth
- Total Household Net Worth (000)
- Average (Avg) Total Household Net Worth
- Average (Avg) Total Household Net Worth (000)
- Total Contact Assets
- Total Assets
- Total Assets (000)
- Average (Avg) Total Assets
- Average (Avg) Total Assets (000)
- Total Contact Expenses
- Total Expenses
- Total Expenses (000)
- Average (Avg) Total Expenses
- Average (Avg) Total Expenses (000)
- Total Contact Income
- Total Income
- Total Income (000)
- Average (Avg) Total Income
- Average (Avg) Total Income (000)
- Total Contact Liabilities
- Total Liabilities
- Total Liabilities (000)
- Average (Avg) Total Liabilities
- Average (Avg) Total Liabilities (000)
- Total Contact Net Worth
- Total Net Worth
- Total Net Worth (000)
- Average (Avg) Total Net Worth
- Average (Avg) Total Net Worth (000)
- Household Custom Metrics
- Indexed Number
- Average (Avg) Indexed Number
- Indexed Currency
- Average (Avg) Indexed Currency
- Number (#) of Rolled Up Contacts
- Number (#) of Rolled Up Service Requests
- Number (#) of Rolled Up Leads
- Number (#) of Contacts
- Number (#) of Contact Service Requests
- Number (#) of Contact Leads
- Number (#) of Households
- Lead Metrics
- Number (#) of Leads
- Number (#) of Qualified Leads
- Number (#) of Rejected Leads
- Number (#) of Archived Leads
- Number (#) of Leads Converted to Opportunities (Definition: The number of leads that has been converted to opportunities.)
- Number (#) of Leads Resulting in Won Opportunity (Definition: The number of leads that has been converted to opportunities and is in the Closed/Won sales stage.)
- Number (#) of Leads Resulting in Lost Opportunity
- Number (#) of New Opportunities
- Number (#) of Wins
- Closed Revenue for Lead
- Expected Revenue for Lead
- Opportunity Revenue for Lead
- Opportunity Metrics
- Opportunity Custom Metrics
- Indexed Currency
- Average (Avg) Indexed Currency
- Indexed Number
- Average (Avg) Indexed Number
- Revenue
- Expected Revenue
- Closed Revenue
- Revenue (000)
- Expected Revenue (000)
- Closed Revenue (000)
- Number (#) of Opportunities
- Number (#) of Open Opportunities
- Number (#) of Closed Opportunities
- Number (#) of Wins
- Average Number (Avg #) of Days in Stage
- Partner Metrics
- Partner Custom Metrics
- Average (Avg) Indexed Currency
- Average (Avg) Indexed Number
- Indexed Currency
- Indexed Number
- Number (#) of Partners
- Service Request Metrics
- Service Request Custom Metrics
- Indexed Currency
- Average (Avg) Indexed Currency
- Indexed Number
- Average (Avg) Indexed Number
- Number (#) of Service Requests (SRs)
- Number (#) of Open SRs
- Number (#) of Closed SRs
- Number (#) of Pending SRs
- Number (#) of Cancelled SRs
- Average (Avg) Open SR Age
- Average (Avg) Days to Close SR
- Custom Object Metrics (These metrics are repeated for custom objects 1 through 15.)
- Custom Object Custom Metrics
- Indexed Currency
- Average (Avg) Indexed Currency
- Indexed Number
- Average (Avg) Indexed Number
- Number (#) of Custom Object
Usage Notes
Reports with no results can occur due to several reasons. One reason is the lack of a metric in the report. Your report must contain at least one metric.
You can also get a report with no results if you are using two custom objects that are not directly linked to each other. For example, if an Account object is directly associated to Custom Object 4 and Custom Object 5, then you can report on the association between Account and Custom Object 4 as well as the association between Account and Custom Object 5. However, you cannot report on the combined association among Account, Custom Object 4, and Custom Object 5 unless there is a direct association between Custom Object 4 and Custom Object 5 defined in the application.
Taking this example further, if an Account object is directly associated to Custom Object 4 and Custom Object 4 is directly associated to Custom Object 5, then you can report on the association between Account and Custom Object 4 as well as the association between Custom Object 4 and Custom Object 5. However, the combined association between Account, Custom Object 4, and Custom Object 5 cannot be reported on unless there is a direct association between Account and Custom Object 5 as defined in the application.
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