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Business Planning 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 look at accounts, contacts, opportunities, and products within the context of business plans, objectives, plan types, periods, revenue goals, and units of measure. It also provides the ability to review actual performance compared to goals and objectives established within business plans. Results can be combined with queries from other subject areas for comparing the results with the target goals.

Relationship Type

One to many

Dimensions

This subject area has the following dimensions:

• Account
• Activity
• Business Plan
• Contact
• Lead
• Objective
• Opportunity
• Period
• Plan Account
• Plan Contact
• Plan Opportunity
• Principal Partner Account
• 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
• Contact
• Lead
• Opportunity
• Service Request

Metrics

The list of metrics for this subject area is as follows:

• Account Metrics
• Activity Metrics
• Business Plan Metrics
• Contact Metrics
• Lead Metrics
• Objective Metrics
• Opportunity Metrics
• Partner Metrics
• Period Metrics
• Plan Account Metrics
• Plan Contact Metrics
• Plan Opportunity Metrics
• Service Request Metrics

Usage Notes

This subject area has multiple dimensions, but you must use care not to mix dimensions indiscriminately. Not all combinations of dimensions yield useful results. The following list shows the driving-object dimension in bold font and which dimensions can be combined with it to produce valid results.

• Account: Objective, Plan Account
• Activity: Business Plan, Objective
• Business Plan: Activity, Objective, Partner, Period, Plan Account, Plan Contact, Plan Opportunity, Product
• Contact: Objective, Plan Contact
• Lead: Objective
• Objective: Account, Activity, Business Plan, Contact, Lead, Opportunity, Period, Product, Service Request
• Opportunity: Objective, Plan Opportunity
• Partner: Business Plan
• Period: Business Plan, Objective
• Plan Account: Account, Business Plan
• Plan Contact: Business Plan, Contact
• Plan Opportunity: Business Plan, Opportunity
• Product: Business Plan, Plan Contact
• Service Request: Objective

Note: When mixing dimensions in a report make sure to include metrics from these dimensions so that Oracle CRM On Demand can make the correct joins. For example, if the driving dimension is Objective and you want to use some Contact fields, then you must also include an objective metric in your query. You can suppress the printing of the metric, but it must be in the query.