Oracle® Cloud

Reference for Fusion CX Analytics

G37068-01
August 2025
Oracle Cloud Reference for Fusion CX Analytics,

G37068-01

Copyright © 2022, 2025, Oracle and/or its affiliates.

Primary Author: Jenny Smalling

Contributors: Oracle Fusion Data Intelligence development, product management (contributor), and quality assurance
teams

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Contents
Preface
Audience i
Diversity and Inclusion i
Documentation Accessibility i
Related Documentation i
Conventions ii

1 Introduction
Overview 1
Features Available for Preview 1
Features Generally Available 2
Prerequisites for Oracle Fusion CX Analytics 3

2 Tables
Overview 1
Tables Without WHO Columns 1

3 Relationship Diagram
Overview 1

4 Data Store
Overview 1

5 Data Lineage
Overview 1

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6 Data Augmentation
Overview 1

7 Data Validation
Overview 1

8 Subject Areas
Subject Areas 1
Overview 1
Offerings and Functional Areas 1
Security Assignment 4
Security Audit History 5
Usage Tracking 5
Warehouse Refresh Statistics 6
Business Questions 7
Overview 7
Job-Specific Groups 8
Overview 8
Common Job-Specific Groups 35
Data Roles 35
Overview 35
Duty Roles 36
Overview 37
Common Duty Roles 52
Subject Area Metric Details 54
CX - Activity 54
CX - Campaign Activity Analysis 54
CX - Campaign Activity Detail Analysis 57
CX - Campaign Members 58
CX - Campaign Opportunity Revenue 59
CX - Lead Activity 62
CX - Leads 63
CX - Opportunity 65
CX - Opportunity Activity 68
CX - Opportunity Quotes 70
CX - Opportunity Quote Line 72
CX - Opportunity Revenue Line 73
CX - Opportunity Revenue Line Snapshot 77
CX - Opportunity Snapshot 82

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 CX - Opportunity Stage Progression 84
CX - Service Request 85
CX - Service Request Lifecycle 87
CX - Service Request Milestone 92
CX - Subscription Bill Line 93
CX - Subscription Historical Trend 94
CX - Subscriptions 97
SF - Activity 98
SF - Campaign Influence 99
SF - Campaign Members 100
SF - Lead Activity 100
SF - Leads 101
SF - Opportunity 101
SF - Opportunity Activity 103
SF - Opportunity Historical Trend 104
SF - Opportunity Line Item 107
SF - Opportunity Stage Progression 108
SF - Primary Campaign Influence 109

9 Prebuilt
Overview 1
Prebuilt Analyses 1
Common 1
Activity Management 1
Customer Relationship Management 2
Lead Management 4
Marketing Campaigns 5
Opportunity Management 5
Quote and Order Capture 7
Service Request Management 7
Subscription Management 8
Marketing Campaigns 8
Prebuilt Business Metrics 9
Overview 9
Activity Management 9
Customer Relationship Management 10
Lead Management 11
Marketing Campaigns 11
Opportunity Management 12
Subscription Management 14
Quote and Order Capture 14

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 Service Request Management 15
Prebuilt Dashboards 15
Overview 16
Prebuilt Dashboards 16

A Report Authoring Tips

Common Report Authoring Tips A-1
Report Authoring Tips for Oracle Fusion CX Analytics A-2

B Frequently Asked Questions

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Abstract

Documentation for Sales, Marketing, Service, Subscription, and CPQ line-of-business

professionals to use the Fusion CX Analytics prebuilt insights for improved decision-making.

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Preface
Topics:
• Audience
• Documentation Accessibility
• Diversity and Inclusion
• Related Documentation
• Conventions

Audience
This document is intended for Oracle Fusion Data Intelligence consumers and authors using
the Services to run a business.

Diversity and Inclusion

Oracle is fully committed to diversity and inclusion. Oracle respects and values having a
diverse workforce that increases thought leadership and innovation. As part of our initiative to
build a more inclusive culture that positively impacts our employees, customers, and partners,
we are working to remove insensitive terms from our products and documentation. We are also
mindful of the necessity to maintain compatibility with our customers' existing technologies and
the need to ensure continuity of service as Oracle's offerings and industry standards evolve.
Because of these technical constraints, our effort to remove insensitive terms is ongoing and
will take time and external cooperation.

Documentation Accessibility
For information about Oracle's commitment to accessibility, visit the Oracle Accessibility
Program website at [Link]

Access to Oracle Support

Oracle customer access to and use of Oracle support services will be pursuant to the terms
and conditions specified in their Oracle order for the applicable services.

Related Documentation
These related Oracle resources provide more information.
• Oracle Cloud [Link]
• Administering Oracle Fusion Data Intelligence
• Using Oracle Fusion Data Intelligence

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 Preface

• Visualizing Data and Building Reports in Oracle Analytics Cloud

Conventions
The following text conventions are used in this document.

Convention Meaning
boldface Boldface type indicates graphical user interface elements associated with an
action, or terms defined in text or the glossary.
italic Italic type indicates book titles, emphasis, or placeholder variables for which
you supply particular values.
monospace Monospace type indicates commands within a paragraph, URLs, code in
examples, text that appears on the screen, or text that you enter.

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1
Introduction

Overview
Oracle Fusion CX Analytics is a prebuilt, cloud native analytics application that provides Sales,
Marketing, Service, Subscription and CPQ line-of-business users with ready-to-use insights to
improve decision-making.
It helps break down the data silos between sales, marketing, and service by enabling a
customer-centric view of all revenue generation activities. This application helps achieve full
revenue potential by combining sales, marketing and service data in a unified analytic solution.
Oracle Fusion CX Analytics comes with prebuilt data pipelines to Oracle CX Cloud
applications, which helps reduce complexity and ensure a consistent, accurate view of
business-critical data, in familiar business terms for end users. Without having to code, the
customer experience teams can enrich their analytics using embedded machine learning (ML)
and additional data from other sources beyond Oracle Fusion Cloud Applications. Oracle
Fusion CX Analytics supports an analytics-driven business culture with a platform that
addresses the needs of the entire analytics workflow. Self-service data preparation capabilities
permit business users across departments to access, combine and leverage all relevant data.
See Oracle Fusion CX Analytics.
This guide lists the predefined objects in Oracle Fusion CX Analytics. You can find information
about tables, entity relationships, subject area, job roles, duty roles, associated business
questions, metric details, prebuilt analyses, prebuilt business metrics, and prebuilt dashboards.

Features Available for Preview

Preview features enable functional administrators to switch functionality on and off. This way,
your organization can evaluate and learn how to use new features before they roll out by
default.
To enable the preview features, see Make Preview Features Available.
To learn more about subject areas, see Subject Areas.
Functional Areas

Feature Description
Subscription Historical Trends Enables Subscription Management Snapshot
functional area offering in Fusion CX Analytics.
CX Resource HCM Worker Analytics Enables cross pillar analytics between Fusion CX
Analytics and Fusion HCM Analytics applications
by helping join Resource (CX) and Worker
dimensions (HCM).
Enable Opportunity Date Change Tracker Tracks change in Expected Close Date and
Revenue of an Opportunity.
Marketing Campaign Contact Detail Analytics Enables Eloqua Campaign Activity reporting at
Contact and Asset grain.

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 Chapter 1
Features Generally Available

Pipeline Features

Feature Description
Disable Salesforce Advanced Currency This feature helps in managing the advanced
Management currency management in Salesforce subject areas.
By default, it's enabled. This means the data won't
be available for all related attributes in the Sales
subject area. If you've enabled Salesforce
advanced currency management, enable this
pipeline feature. It makes the converted rate for the
Opportunity per the dated currency conversion rate
available for reporting.
• On– Display the Disable Salesforce
Advanced Currency Management detail in
the Pipeline Parameters section on the
Pipeline Settings page.
• Off – Hide the Disable Salesforce Advanced
Currency Management detail in the Pipeline
Parameters section on the Pipeline Settings
page.
Default: On (enabled)
Restart Required: No
Disable Salesforce Opportunities Date Change This feature disables Salesforce Opportunities
Tracker moved out feature. The data won't be available for
all related attributes in the sales subject area. The
data is available for all related attributes in the
Sales subject area.
• On– Display the Enable Salesforce
Opportunities Date Change Tracker detail in
the Pipeline Parameters section on the
Pipeline Settings page.
• Off – Hide the Enable Salesforce
Opportunities Data Change Tracker detail in
the Pipeline Parameters section on the
Pipeline Settings page.
Default: On (enabled)
Restart Required: No

Features Generally Available

Oracle Fusion Data Intelligence offers certain functionality as generally available that you must
enable using the Console. Generally available features are publicly available features that you
can use for production workloads. These features enable functional administrators to switch
functionality on and off and are disabled by default.
To enable the generally available features, see Enable Generally Available Features.
To learn more about subject areas, see Subject Areas.
Functional Areas

Feature Description
SF CRM Pipeline Enables Salesforce reporting for pipeline, leads,
and activities.
SF Campaign Analytics Enables Salesforce reporting for campaigns.

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 Chapter 1
Prerequisites for Oracle Fusion CX Analytics

Prerequisites for Oracle Fusion CX Analytics

Be sure you review and set up these prerequisite requirements to use Fusion CX Analytics and
the provided subject areas.
1. Configure and schedule the Sale Historical Snapshots to get daily snapshots of the Sales
Pipeline such as the snapshots of opportunity and revenue trends over time. This
configuration works for the Sales Pipeline Snapshot functional area and the CX -
Opportunity Snapshot, CX - Opportunity Revenue Line Snapshot, and CX - Opportunity
Stage Progression subject areas in Oracle Fusion CX Analytics. See Schedule Snapshots
of Your Sales Historical Pipeline.
2. (Optional) Set up the integration between Oracle Eloqua and Oracle Cloud CX to share
data between the two platforms. See Oracle CX Sales Integration app.
3. (Optional) Set up the integration between Oracle Cloud CX and Oracle Configure, Price,
Quote (CPQ) to configure a solution that combines the power of these applications, while
reducing the cost of ownership and the time needed to deploy the application. The
integration ensures that the:
• Sales forecasts are reliable and based on real-world quotes
• Sales orders are valid and contain the correct billing and shipping details to eliminate
costly change orders
• Sales receive the quote data that enables businesses to analyze and improve the
overall efficiency of their sales teams
The integration between Oracle Cloud CX and Oracle Configure, Price, Quote supports
standard B2B selling processes, which feature highly configurable products, variable or
dynamic pricing models, discount negotiations requiring executive approval, and large,
branded sales documents. See Overview of the Oracle Sales and Oracle CPQ Integration.
4. To ensure the resource hierarchy works in the subject area, ensure the Reporting
Hierarchy Generation ESS job is scheduled in Oracle Fusion Cloud Sales Automation. See
How do I get started with Oracle Sales in the Redwood User Experience?.

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2
Tables

Overview
This section provides information about tables within Oracle Fusion CX Analytics and their
columns, primary keys denoted as key columns, data types, and the referred table and column
names.

Note
Tables ending with the suffix _EN and those listed in Tables Without WHO Columns
are for Oracle Internal use only. You must not use the UPDATE W$_INSERT_DT and
W$_UPDATE_DT columns for reporting purposes. Use these columns with caution for
downstream custom ETL. Fusion Data Intelligence truncates and reloads tables as
required, effectively removing the historical record of these columns.

Download this ZIP file that contains available tables that apply to the current version of Oracle
Fusion CX Analytics. Once the file downloads, extract the file, open the folder, and then open
the release-specific HTML file. For example, click 25R3_Fusion_CX_Analytics_Tables.html.

Table Types
The suffixes in table names designate the table type.
• CA, A: Aggregate
• CF, F: Fact
• CF_DN: Denormalized Fact
• CG, G: General
• D: Dimension
• DH: Dimension Hierarchy
• EF: Extended Fact
• EN: Oracle internal use only
• H: Helper
• P: Prediction
• TL: Translation

Tables Without WHO Columns

All tables have two system date columns which can be used to get the last refresh dates.
The following views based on the data warehouse tables don't have the WHO columns:
• DW_INV_ORGANIZATION_D_TL

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 Chapter 2
Tables Without WHO Columns

• DW_FISCAL_DAY_D_NO_ADJUST
• DW_INV_ORGANIZATION_D

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3
Relationship Diagram

Overview
This chapter provides diagrams that define the logical relationship of a Fact table with different
dimension tables.
Download this ZIP file that contains available diagrams that apply to the current version of
Oracle Fusion CX Analytics. Once the file downloads, extract the file, open the folder, and then
open the release-specific HTML file. For example, click
25R3_Fusion_CX_Analytics_Diagrams.html.

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4
Data Store

Overview
Enrich your reports by choosing specific columns from various view objects (VOs) from the
Oracle Fusion Cloud Applications data sources.
Enrich your reports by choosing specific columns from various view objects (VOs) from the
Oracle Fusion Cloud Applications data sources. You can select the columns from various VOs,
create an enrichment dataset, and use that dataset to create a data pipeline activation plan.
This enables you to seamlessly extract and load data from additional Oracle Fusion Cloud
Applications VOs and make it readily available in the autonomous data warehouse tables. You
can then use the data for visualization and analysis.

Data Store Spreadsheet

Use this spreadsheet that contains available Fusion CX Analytics BI View Objects for
extraction using Data Enrichment in Oracle Fusion Data Intelligence.

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5
Data Lineage

Overview
The Customer Experience Semantic Model Lineage spreadsheet and Metric Calculation Logic
spreadsheet for Oracle Fusion CX Analytics provides an end-to-end data lineage summary
report for physical and logical relationships in your data.
You can select the subject area for each of the application products and review the data
lineage details. This enables you to understand the column and table lineage from the
presentation layer to the physical layer.

Data Lineage Spreadsheet

Use this spreadsheet that contains Fusion Customer Experience Data Lineage details.

Customer Experience Metric Calculation Spreadsheet

Use this spreadsheet that contains Fusion Customer Experience Metric Calculation details.

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6
Data Augmentation

Overview
Entities are key concepts or building blocks for implementing business processes in any of the
Fusion Applications. The application extracts data for key entities and makes the data available
in analysis-friendly data models (tables). Internally, the application keeps track of the tables
that capture entity details, as well as tables with references for entities. When the data
augmentation framework adds attributes that aren't part of the predefined data model, users
see the new information as new attributes associated with the relevant tables. The Entity ID is
the set of unique attributes that identifies the entity. extracts data for key entities and makes the
data available in analysis-friendly data models (tables). Internally, Oracle Fusion Data
Intelligence keeps track of the tables that capture entity details, as well as tables with
references for entities. When the data augmentation framework adds attributes that aren't part
of the predefined data model, users see the new information as new attributes associated with
the relevant tables. The Entity ID is the set of unique attributes that identifies the entity.

Data Augmentation Spreadsheet

Use this spreadsheet that contains Entities and Entity ID mapping details for CX. Select
"Entity" in the Data augmentation flow.

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7
Data Validation

Overview
Oracle Fusion Data Intelligence provides a library of metrics to validate data between your
Oracle Fusion Data Intelligence instance and the Oracle Transactional Business Intelligence
instance.
You can validate the data after loading the source data in to your data warehouse. You can
schedule the validation of your data using the prebuilt validation sets or custom validation sets
that you create. You can create a validation set and define the subject area, metrics, and
columns that you want to validate and schedule the validation frequency and date. You see the
validation sets that you create under Custom Validation Sets in the Scheduled Validation tab.
Based on the schedule and the validation set, Oracle Fusion Data Intelligence validates the
data and stores the details in the Data Validation workbook available in the Common folder in
Oracle Analytics Cloud.

Note
The Fusion user who runs the data validation needs to have these below two roles
assigned to them in the Security console:
• BI Administrator Role (BIAdministrator)
• Sales System Integrator (ORA_ZCA_SALES_SYSTEM_INTEGRATOR)

Metrics Spreadsheet
Use this spreadsheet that contains library of metrics that are supported in Oracle Fusion Data
Intelligence.

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Subject Areas

Subject Areas
This chapter provides information on the subject areas with data you maintain in Oracle
Analytics for Advertising and Customer Experience (CX). These subject areas, with their
corresponding data, are available for you to use when creating and editing analyses and
reports. The information for each subject area includes:
This section provides information on the subject areas with data you maintain in Oracle Fusion
CX Analytics. These subject areas, with their corresponding data, are available for you to use
when creating and editing analyses and reports. The information for each subject area
includes:
• Description of the subject area.
• Business questions that can be answered by data in the subject area, with a link to more
detailed information about each business question.
• Job-specific groups and duty roles that can be used to secure access to the subject area,
with a link to more detailed information about each job role and duty role.
• Primary navigation to the work area that is represented by the subject area.
• Time reporting considerations in using the subject area, such as whether the subject area
reports historical data or only the current data. Historical reporting refers to reporting on
historical transactional data in a subject area. With a few exceptions, all dimensional data
are current as of the primary transaction dates or system date.
• The lowest grain of transactional data in a subject area. The lowest transactional data
grain determines how data are joined in a report.
• Special considerations, tips, and things to look out for in using the subject area to create
analyses and reports.

Overview
This section details subject area information for Customer Experience data using Oracle
Fusion CX Analytics.
Download this ZIP file that contains available subject areas that apply to the current version of
Oracle Fusion CX Analytics. Once the file downloads, extract the file, open the folder, and then
open the release-specific HTML file. For example, click
25R3_Fusion_CX_Analytics_SubjectAreas.html.

Offerings and Functional Areas

This table shows the offerings in Oracle Fusion CX Analytics and their source.
To learn more about subject areas, see Subject Areas.

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 Chapter 8
Subject Areas

Offering Functional Activation Subject Areas Source Initial Release

Area Dependency * Covered
Customer Sales Pipeline None • CX - Oracle CX 22R2
Experience Opportunity Cloud (Fusion
Sales Analytics • CX - Sales)
Opportunity
Revenue
Line
• CX -
Activity
• CX -
Opportunity
Activity
• CX - Lead
Activity
• CX - Leads
Customer Sales Pipeline Sales Pipeline • CX - Oracle CX 22R2
Experience Snapshot Opportunity Cloud (Fusion
Sales Analytics Snapshot Sales)
• CX -
Opportunity
Revenue
Line
Snapshot
• CX -
Opportunity
Stage
Progressio
n
Customer Sales CPQ Sales Pipeline • CX - Oracle CX 22R2
Experience Integrated Opportunity Cloud (Fusion
Sales Analytics Analytics Quote Sales)+
• CX -
Opportunity
Quote Line
Customer Marketing Sales Pipeline • CX - Oracle CX 22R2
Experience Campaign Campaign Cloud (Fusion
Marketing Closed Loop Members Sales)#
Analytics Analytics • CX -
Campaign
Opportunity
Revenue
Customer B2B Service None • CX - Oracle CX 22R2
Experience Analytics Service Cloud (Fusion
Service Request B2B Service)
Analytics • CX -
Service
Request
Milestone
• CX -
Service
Request
Lifecycle

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 Chapter 8
Subject Areas

Offering Functional Activation Subject Areas Source Initial Release

Area Dependency * Covered
Subscription Subscription None • CX - Oracle 22R3
Analytics Management Subscriptio Subscription
Analytics ns Management
• CX -
Subscriptio
n Bill Line
Subscription Subscription Subscription • CX - Oracle 22R3
Analytics Management Management Susbcriptio Subscription
Snapshot Analytics n Historical Management
Trend
Customer Marketing None • CX - Oracle Eloqua** 22R3
Experience Campaign Campaign
Marketing Analytics Activity
Analytics Analysis
Customer Marketing Marketing • CX - Oracle Eloqua** 23R3
Experience Campaign Campaign Campaign
Marketing Activity Detail Analytics Activity
Analytics Analytics Detail
Analysis
Customer CX Security None • NA Oracle CX 23R3
Experience Data Cloud (Fusion
Security Sales)
Configuration
Customer CX Resource Sales Pipeline • NA Oracle CX 23R3
Experience HCM Worker Cloud (Fusion
Sales Analytics Analytics Sales)
Salesforce Salesforce None • SF - Salesforce 24R3
CRM Analytics CRM Pipeline Activity CRM
• SF - Leads
• SF - Lead
Activity
• SF -
Opportunity
• SF -
Opportunity
Activity
• SF -
Opportunity
Line Item
• SF -
Opportunity
Historical
Trend
• SF -
Opportunity
Stage
Progressio
n

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 Chapter 8
Subject Areas

Offering Functional Activation Subject Areas Source Initial Release

Area Dependency * Covered
Salesforce Salesforce Salesforce • SF - Salesforce 24R3
CRM Analytics Campaign CRM Pipeline Campaign CRM
Closed Loop Member
Analytics • SF -
Campaign
Influence
• SF -
Primary
Campaign
Influence

* The functional area listed must be activated.

+ The pipeline or functional area is applicable when there's integration between Oracle Fusion
Cloud Sales Automation and Oracle Configure, Price, Quote, otherwise the subject area won't
have data.
# The pipeline or functional area is applicable when there's integration between Oracle Fusion
Cloud Sales Automation and Oracle Eloqua Marketing Automation, otherwise the subject area
won't have data.
** Enable the Odata flag for the Eloqua instance.

Security Assignment
Description
Using the Security Assignment subject area, you can create reports about the current security
assignments. These reports enable you to track the security contexts and the users who have
access to the security contexts.

Business Questions
This subject area can answer the following business questions:
• What is the total number of security contexts?
• What is the number of users by security context?
• Which user is assigned to which security context and when was the assignment done?

Duty Roles
The Security Reporting Duty role secures access to this subject area. See Common Duty
Roles.

Primary Navigation
Folder: /Shared Folders/Common/Security Assignment
Workbook: Security Audit

Special Considerations
None.

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 Chapter 8
Subject Areas

Security Audit History

This section is applicable for CX Subscription Management Analytics only.

Description
Using the data in the Security Audit History subject area, you can create reports to track
assignment of users to groups, groups to roles, and security context members to users.

Business Questions
This subject area can answer the following business questions:
• When was a group created?
• When was a role created?
• When was a user assigned to or removed from a group?
• When was a user assigned to or removed from a role?
• When was a user assigned to or removed from a security context?

Duty Roles
The Security Reporting Duty role secures access to this subject area. See Common Duty
Roles.

Primary Navigation
Folder: /Shared Folders/Common/Security Audit History
Workbook: Security Audit

Special Considerations
None.

Usage Tracking
Description
Usage Tracking is a powerful feature that has been available in Oracle Analytics Cloud. In
Oracle Fusion Data Intelligence you can track usage to determine which user queries are
creating performance bottlenecks, based on query frequency and response time.
Administrators set up the criteria to track user queries and generate usage reports that you can
use in a variety of ways such as reports optimization, user session strategies, or plan usage by
users, and departments based on the resources that they consume. When reviewing the
business metrics, it is important to keep the usability considerations in mind including trends,
slice-and-dice, and drilldowns. Where applicable, benchmark information showcasing
performance with the peer group is available. Companies typically set strategic quarterly goals
in terms of key metrics; where applicable, the business metrics show progress towards such
goals.
This subject area includes details of logical queries that provide insights on the types of
queries generated and their performance. Along with it, the Common - Usage Tracking -
Physical Query subject area provides details of physical queries sent to the database. These
details can help you understand query execution plans in Autonomous Data Warehouse to

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 Chapter 8
Subject Areas

identify areas of improvement in report creation. Both subject areas have the Logical query
folder with a common set of attributes, that you can use to join a logical or semantic query to its
physical database queries. Together, they provide valuable insights to track performance of the
Oracle Analytics platform and help you design reports and visualizations that can perform
optimally. This subject area provides you the ability to understand the usage and performance
of logical and physical queries generated by the Oracle Fusion Data Intelligence semantic
model, including customer created extensions. You can use the usage tracking data to analyze
query performance and to understand the patterns of physical queries that are sent to the
database and the execution plans that are generated in autonomous data warehouse. You can
view the details of the physical queries generated for each logical query and their performance
metrics such as row counts and time elapsed. This information is especially relevant in these
scenarios:
• While creating new custom content adhering to the recommended practices.
• When you want to provide additional data points for the prebuilt reports while reporting
performance problems and want to add metrics such as row counts, compilation time, and
response times.

Business Questions
This subject area can answer the following business questions:
• What are the average queries ran by the user by month?
• How many number of user sessions were created per month?
• How many distinct queries were run per month?
• How many distinct users used the system?
• How many distinct users used the system in a week?
• What are the average queries ran by the user in a week?
• How many logical queries ran by the top users?
• What are the top 10 logical and physical queries by execution time?
• Which dashboards and visualizations are the slowest performing?

Duty Roles
The Usage Tracking Analysis Duty role secures access to this subject area. See Common
Duty Roles.

Primary Navigation
Folder: /Shared Folders/Common/Usage Tracking
Workbook: Usage Tracking

Special Considerations
None.

Warehouse Refresh Statistics

Description
The Warehouse Refresh Statistics subject area provides valuable information on pipeline
activity and performance. You can use this subject area to create analytics on data refreshes,

Reference for Fusion CX Analytics

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 Chapter 8
Business Questions

pipeline jobs, job failures, and details on rejected records. Together with data validation, this
subject area helps reconcile data between the Oracle Fusion Cloud Applications source
module and Oracle Fusion Data Intelligence, and improve data quality over time.

Business Questions
This subject area can answer the following business questions:
• When was the warehouse last refreshed, by each module?
• Which modules have high percentage of rejected records?
• What are the specific records that have been rejected for a certain module?
• What errors did the pipeline encounter, by specific jobs?
• Which jobs fail most frequently?
• What are the cascading effects, for example what other related records also fail due to a
certain failure of a job?

Duty Roles
The Data Warehouse Refresh Analysis Duty role secures access to this subject area. See
Common Duty Roles.

Primary Navigation
Folder: /Shared Folders/Common/Warehouse Refresh Statistics
Workbook: Warehouse Refresh Statistics

Special Considerations
None.

Business Questions
For each business question in this section, links are provided for more detailed information
about the subject areas, job-specific groups, and duty roles associated with the business
question.

Overview
For each business question in this section, links are provided for more detailed information
about the subject areas, job-specific groups, and duty roles associated with the business
question.
Download this ZIP file that contains available business questions that apply to the current
version of Oracle Fusion CX Analytics. Once the file downloads, extract the file, open the
folder, and then open the release-specific HTML file. For example, click
25R3_Fusion_CX_Analytics_BQs.html.

Note
Job roles are the same as job-specific groups.

Reference for Fusion CX Analytics

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 Chapter 8
Job-Specific Groups

Job-Specific Groups

Overview
This section provides job-specific groups that can be used to secure access to the subject
area.

Note
Job roles are the same as job-specific groups.

Reference for Fusion CX Analytics

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 Chapter 8
Job-Specific Groups

Job-Specific Job-Specific Description Associated Functional Area

Group Code Group Name Application Roles
ORA_ZBS_SALES Sales Administrator Sales Administrator OA4F_CX_CAMPA CX Sales
_ADMINISTRATOR Job Group IGN_MEMBERS_D
_JOB UTY
OA4F_CX_CAMPA
IGN_OPTY_REVN
_DUTY
OA4F_CONTENT_
REPORTING_CON
FIG
OA4F_CX_SALES
_LEAD_ACTIVITY_
DUTY
OA4F_CX_LEADS
_DUTY
OA4F_CX_SALES
_LEAD_CUSTOM_
DATA
OA4F_CX_SALES
_LEADS_DATA
OA4F_CX_OPTY_
ANALYSIS_DUTY
OA4F_CX_SALES
_OPTY_CUSTOM_
DATA
OA4F_CX_SALES
_OPTY_DATA
OA4F_CX_REVN_
LINE_ANALYSIS_
DUTY
OA4F_CX_REVN_
LINE_SNP_ANALY
SIS_DUTY
OA4F_CX_OPTY_
SNP_ANALYSIS_D
UTY
OA4F_CX_OPTY_
PROG_ANALYSIS_
DUTY
OA4F_CX_SALES
_ACCNT_DATA
OA4F_CX_SALES
_ACTIVITY_DUTY
OA4F_CX_SALES
_ACTIVITY_ASSIG
NEE_DATA
OA4F_CX_SALES
_ACTIVITY_DELE
GATOR_DATA
OA4F_CX_SALES
_ACTIVITY_RES_
HIER_DATA

Reference for Fusion CX Analytics

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 Chapter 8
Job-Specific Groups

Job-Specific Job-Specific Description Associated Functional Area

Group Code Group Name Application Roles
OA4F_CX_SALES
_ACTIVITY_CUST
OM_DATA
OA4F_CX_SALES
_OPPORTUNITY_
ACTIVITY_DUTY
OA4F_CX_SALES
_OPTY_QUOTE_A
NALYSIS_DUTY
OA4F_CX_SALES
_OPTY_QUOTE_C
USTOM_DATA
OA4F_CX_SERVIC
E_REQUEST_ANA
LYSIS_DUTY
OA4F_CX_SERVIC
E_REQUEST_CUS
TOM_DATA
OA4F_CX_SERVIC
E_REQUEST_ALL
_DATA
OA4F_CX_SALES
_OPPTY_QUOTE_
LINE_ANALYSIS_
DUTY
OA4F_CX_CAMPA
IGN_MEMBERS_C
ONTENT_DUTY
OA4F_CX_SALES
_LEAD_ACTIVITY_
CONTENT_DUTY
OA4F_CX_LEADS
_CONTENT_DUTY
OA4F_CX_OPTY_
ANALYSIS_CONT
ENT_DUTY
OA4F_CX_REVN_
LINE_ANALYSIS_
CONTENT_DUTY
OA4F_CX_REVN_
LINE_SNP_ANALY
SIS_CONTENT_D
UTY
OA4F_CX_OPTY_
SNP_ANALYSIS_C
ONTENT_DUTY
OA4F_CX_OPTY_
PROG_ANALYSIS_
CONTENT_DUTY
OA4F_CX_SALES
_ACTIVITY_CONT
ENT_DUTY
OA4F_CX_SALES
_OPPORTUNITY_

Reference for Fusion CX Analytics

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 Chapter 8
Job-Specific Groups

Job-Specific Job-Specific Description Associated Functional Area

Group Code Group Name Application Roles
ACTIVITY_CONTE
NT_DUTY
OA4F_CX_SALES
_OPTY_QUOTE_A
NALYSIS_CONTE
NT_DUTY
OA4F_CX_SERVIC
E_REQUEST_ANA
LYSIS_CONTENT_
DUTY
OA4F_CX_SALES
_OPPTY_QUOTE_
LINE_ANALYSIS_
CONTENT_DUTY
OA4F_CX_SERVIC
E_REQUEST_LIFE
CYCLE_ANALYSIS
_CONTENT_DUTY
OA4F_CX_SERVIC
E_REQUEST_MIL
ESTONE_ANALYSI
S_CONTENT_DUT
Y
OA4F_CX_SALES
_PIPELINE_OAC_
CONTENT_DUTY
OA4F_CX_WIN_L
OSS_OAC_CONT
ENT_DUTY
OA4F_CX_SALES
_ACTIVITY_OAC_
CONTENT_DUTY
OA4F_CX_LEADS
_OAC_CONTENT_
DUTY
OA4F_CX_CAMPA
IGN_EFFECTIVEN
ESS_OAC_CONTE
NT_DUTY
OA4F_CX_OPPOR
TUNITY_QUOTES
_OAC_CONTENT_
DUTY
OA4F_CX_SR_MA
NAGEMENT_OAC
_CONTENT_DUTY
OA4F_CX_RENE
WAL_SALES_OAC
_CONTENT_DUTY
OA4F_CX_LEAD_
CONVERSION_OA
C_CONTENT_DUT
Y
OA4F_CX_CAMPA
IGN_ACTIVITY_AN

Reference for Fusion CX Analytics

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 Chapter 8
Job-Specific Groups

Job-Specific Job-Specific Description Associated Functional Area

Group Code Group Name Application Roles
ALYSIS_OAC_CO
NTENT_DUTY
OA4F_CX_CAMPA
IGN_MEMBERS_O
AC_CONTENT_DU
TY
OA4F_CX_SALES
_ACTIVITY_OAC_
CONTENT_DUTY
OA4F_CX_SALES
_LEAD_ACTIVITY_
OAC_CONTENT_D
UTY
OA4F_CX_SALES
_OPPORTUNITY_
ACTIVITY_OAC_C
ONTENT_DUTY
OA4F_CX_LEADS
_OAC_CONTENT_
DUTY
OA4F_CX_OPTY_
ANALYSIS_OAC_C
ONTENT_DUTY
OA4F_CX_REVN_
LINE_ANALYSIS_
OAC_CONTENT_D
UTY
OA4F_CX_OPTY_
SNP_ANALYSIS_O
AC_CONTENT_DU
TY
OA4F_CX_REVN_
LINE_SNP_ANALY
SIS_OAC_CONTE
NT_DUTY
OA4F_CX_OPTY_
PROG_ANALYSIS_
OAC_CONTENT_D
UTY
OA4F_CX_SALES
_OPTY_QUOTE_A
NALYSIS_OAC_C
ONTENT_DUTY
OA4F_CX_SALES
_OPPTY_QUOTE_
LINE_ANALYSIS_
OAC_CONTENT_D
UTY
OA4F_CX_SERVIC
E_REQUEST_ANA
LYSIS_OAC_CONT
ENT_DUTY
OA4F_CX_SERVIC
E_REQUEST_LIFE
CYCLE_ANALYSIS

Reference for Fusion CX Analytics

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 Chapter 8
Job-Specific Groups

Job-Specific Job-Specific Description Associated Functional Area

Group Code Group Name Application Roles
_OAC_CONTENT_
DUTY
OA4F_CX_SERVIC
E_REQUEST_MIL
ESTONE_ANALYSI
S_OAC_CONTENT
_DUTY
OA4F_CX_CAMPA
IGN_OPTY_REVE
NUE_ANALYSIS_D
UTY
OA4F_CX_CAMPA
IGN_OPTY_REVE
NUE_ANALYSIS_C
ONTENT_DUTY
OA4F_CX_CAMPA
IGN_OPTY_REVE
NUE_ANALYSIS_O
AC_CONTENT_DU
TY

Reference for Fusion CX Analytics

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 Chapter 8
Job-Specific Groups

Job-Specific Job-Specific Description Associated Functional Area

Group Code Group Name Application Roles
ORA_ZBS_SALES Sales VP Sales VP Job OA4F_CX_CAMPA CX Sales
_VP_JOB Group IGN_MEMBERS_D
UTY
OA4F_CX_CAMPA
IGN_OPTY_REVN
_DUTY
OA4F_CONTENT_
REPORTING_CON
FIG
OA4F_CX_SALES
_LEAD_ACTIVITY_
DUTY
OA4F_CX_LEADS
_DUTY
OA4F_CX_SALES
_LEAD_CUSTOM_
DATA
OA4F_CX_SALES
_LEADS_DATA
OA4F_CX_OPTY_
ANALYSIS_DUTY
OA4F_CX_SALES
_OPTY_CUSTOM_
DATA
OA4F_CX_SALES
_OPTY_DATA
OA4F_CX_REVN_
LINE_ANALYSIS_
DUTY
OA4F_CX_REVN_
LINE_SNP_ANALY
SIS_DUTY
OA4F_CX_OPTY_
SNP_ANALYSIS_D
UTY
OA4F_CX_OPTY_
PROG_ANALYSIS_
DUTY
OA4F_CX_SALES
_ACCNT_DATA
OA4F_CX_SALES
_ACTIVITY_DUTY
OA4F_CX_SALES
_ACTIVITY_ASSIG
NEE_DATA
OA4F_CX_SALES
_ACTIVITY_DELE
GATOR_DATA
OA4F_CX_SALES
_ACTIVITY_RES_
HIER_DATA

Reference for Fusion CX Analytics

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 Chapter 8
Job-Specific Groups

Job-Specific Job-Specific Description Associated Functional Area

Group Code Group Name Application Roles
OA4F_CX_SALES
_ACTIVITY_CUST
OM_DATA
OA4F_CX_SALES
_OPPORTUNITY_
ACTIVITY_DUTY
OA4F_CX_SALES
_OPTY_QUOTE_A
NALYSIS_DUTY
OA4F_CX_SALES
_OPTY_QUOTE_C
USTOM_DATA
OA4F_CX_SERVIC
E_REQUEST_ANA
LYSIS_DUTY
OA4F_CX_SERVIC
E_REQUEST_CUS
TOM_DATA
OA4F_CX_SERVIC
E_REQUEST_ALL
_DATA
OA4F_CX_SALES
_OPPTY_QUOTE_
LINE_ANALYSIS_
DUTY
OA4F_CX_CAMPA
IGN_MEMBERS_C
ONTENT_DUTY
OA4F_CX_SALES
_LEAD_ACTIVITY_
CONTENT_DUTY
OA4F_CX_LEADS
_CONTENT_DUTY
OA4F_CX_OPTY_
ANALYSIS_CONT
ENT_DUTY
OA4F_CX_REVN_
LINE_ANALYSIS_
CONTENT_DUTY
OA4F_CX_REVN_
LINE_SNP_ANALY
SIS_CONTENT_D
UTY
OA4F_CX_OPTY_
SNP_ANALYSIS_C
ONTENT_DUTY
OA4F_CX_OPTY_
PROG_ANALYSIS_
CONTENT_DUTY
OA4F_CX_SALES
_ACTIVITY_CONT
ENT_DUTY
OA4F_CX_SALES
_OPPORTUNITY_

Reference for Fusion CX Analytics

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 Chapter 8
Job-Specific Groups

Job-Specific Job-Specific Description Associated Functional Area

Group Code Group Name Application Roles
ACTIVITY_CONTE
NT_DUTY
OA4F_CX_SALES
_OPTY_QUOTE_A
NALYSIS_CONTE
NT_DUTY
OA4F_CX_SERVIC
E_REQUEST_ANA
LYSIS_CONTENT_
DUTY
OA4F_CX_SALES
_OPPTY_QUOTE_
LINE_ANALYSIS_
CONTENT_DUTY
OA4F_CX_SERVIC
E_REQUEST_LIFE
CYCLE_ANALYSIS
_CONTENT_DUTY
OA4F_CX_SERVIC
E_REQUEST_MIL
ESTONE_ANALYSI
S_CONTENT_DUT
Y
OA4F_CX_SALES
_PIPELINE_OAC_
CONTENT_DUTY
OA4F_CX_WIN_L
OSS_OAC_CONT
ENT_DUTY
OA4F_CX_SALES
_ACTIVITY_OAC_
CONTENT_DUTY
OA4F_CX_LEADS
_OAC_CONTENT_
DUTY
OA4F_CX_CAMPA
IGN_EFFECTIVEN
ESS_OAC_CONTE
NT_DUTY
OA4F_CX_OPPOR
TUNITY_QUOTES
_OAC_CONTENT_
DUTY
OA4F_CX_SR_MA
NAGEMENT_OAC
_CONTENT_DUTY
OA4F_CX_RENE
WAL_SALES_OAC
_CONTENT_DUTY
OA4F_CX_LEAD_
CONVERSION_OA
C_CONTENT_DUT
Y
OA4F_CX_CAMPA
IGN_ACTIVITY_AN

Reference for Fusion CX Analytics

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 Chapter 8
Job-Specific Groups

Job-Specific Job-Specific Description Associated Functional Area

Group Code Group Name Application Roles
ALYSIS_OAC_CO
NTENT_DUTY
OA4F_CX_CAMPA
IGN_MEMBERS_O
AC_CONTENT_DU
TY
OA4F_CX_SALES
_ACTIVITY_OAC_
CONTENT_DUTY
OA4F_CX_SALES
_LEAD_ACTIVITY_
OAC_CONTENT_D
UTY
OA4F_CX_SALES
_OPPORTUNITY_
ACTIVITY_OAC_C
ONTENT_DUTY
OA4F_CX_LEADS
_OAC_CONTENT_
DUTY
OA4F_CX_OPTY_
ANALYSIS_OAC_C
ONTENT_DUTY
OA4F_CX_REVN_
LINE_ANALYSIS_
OAC_CONTENT_D
UTY
OA4F_CX_OPTY_
SNP_ANALYSIS_O
AC_CONTENT_DU
TY
OA4F_CX_REVN_
LINE_SNP_ANALY
SIS_OAC_CONTE
NT_DUTY
OA4F_CX_OPTY_
PROG_ANALYSIS_
OAC_CONTENT_D
UTY
OA4F_CX_SALES
_OPTY_QUOTE_A
NALYSIS_OAC_C
ONTENT_DUTY
OA4F_CX_SALES
_OPPTY_QUOTE_
LINE_ANALYSIS_
OAC_CONTENT_D
UTY
OA4F_CX_SERVIC
E_REQUEST_ANA
LYSIS_OAC_CONT
ENT_DUTY
OA4F_CX_SERVIC
E_REQUEST_LIFE
CYCLE_ANALYSIS

Reference for Fusion CX Analytics

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 Chapter 8
Job-Specific Groups

Job-Specific Job-Specific Description Associated Functional Area

Group Code Group Name Application Roles
_OAC_CONTENT_
DUTY
OA4F_CX_SERVIC
E_REQUEST_MIL
ESTONE_ANALYSI
S_OAC_CONTENT
_DUTY
OA4F_CX_CAMPA
IGN_OPTY_REVE
NUE_ANALYSIS_D
UTY
OA4F_CX_CAMPA
IGN_OPTY_REVE
NUE_ANALYSIS_C
ONTENT_DUTY
OA4F_CX_CAMPA
IGN_OPTY_REVE
NUE_ANALYSIS_O
AC_CONTENT_DU
TY

Reference for Fusion CX Analytics

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 Chapter 8
Job-Specific Groups

Job-Specific Job-Specific Description Associated Functional Area

Group Code Group Name Application Roles
ORA_ZBS_SALES Sales Manager Sales Manager Job OA4F_CX_CAMPA CX Sales
_MANAGER_JOB Group IGN_MEMBERS_D
UTY
OA4F_CX_CAMPA
IGN_OPTY_REVN
_DUTY
OA4F_CONTENT_
REPORTING_CON
FIG
OA4F_CX_SALES
_LEAD_ACTIVITY_
DUTY
OA4F_CX_LEADS
_DUTY
OA4F_CX_SALES
_LEAD_CUSTOM_
DATA
OA4F_CX_SALES
_LEADS_DATA
OA4F_CX_OPTY_
ANALYSIS_DUTY
OA4F_CX_SALES
_OPTY_CUSTOM_
DATA
OA4F_CX_SALES
_OPTY_DATA
OA4F_CX_REVN_
LINE_ANALYSIS_
DUTY
OA4F_CX_REVN_
LINE_SNP_ANALY
SIS_DUTY
OA4F_CX_OPTY_
SNP_ANALYSIS_D
UTY
OA4F_CX_OPTY_
PROG_ANALYSIS_
DUTY
OA4F_CX_SALES
_ACCNT_DATA
OA4F_CX_SALES
_ACTIVITY_DUTY
OA4F_CX_SALES
_ACTIVITY_ASSIG
NEE_DATA
OA4F_CX_SALES
_ACTIVITY_DELE
GATOR_DATA
OA4F_CX_SALES
_ACTIVITY_RES_
HIER_DATA

Reference for Fusion CX Analytics

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 Chapter 8
Job-Specific Groups

Job-Specific Job-Specific Description Associated Functional Area

Group Code Group Name Application Roles
OA4F_CX_SALES
_ACTIVITY_CUST
OM_DATA
OA4F_CX_SALES
_OPPORTUNITY_
ACTIVITY_DUTY
OA4F_CX_SALES
_OPTY_QUOTE_A
NALYSIS_DUTY
OA4F_CX_SALES
_OPTY_QUOTE_C
USTOM_DATA
OA4F_CX_SERVIC
E_REQUEST_ANA
LYSIS_DUTY
OA4F_CX_SERVIC
E_REQUEST_CUS
TOM_DATA
OA4F_CX_SERVIC
E_REQUEST_ALL
_DATA
OA4F_CX_SALES
_OPPTY_QUOTE_
LINE_ANALYSIS_
DUTY
OA4F_CX_CAMPA
IGN_MEMBERS_C
ONTENT_DUTY
OA4F_CX_SALES
_LEAD_ACTIVITY_
CONTENT_DUTY
OA4F_CX_LEADS
_CONTENT_DUTY
OA4F_CX_OPTY_
ANALYSIS_CONT
ENT_DUTY
OA4F_CX_REVN_
LINE_ANALYSIS_
CONTENT_DUTY
OA4F_CX_REVN_
LINE_SNP_ANALY
SIS_CONTENT_D
UTY
OA4F_CX_OPTY_
SNP_ANALYSIS_C
ONTENT_DUTY
OA4F_CX_OPTY_
PROG_ANALYSIS_
CONTENT_DUTY
OA4F_CX_SALES
_ACTIVITY_CONT
ENT_DUTY
OA4F_CX_SALES
_OPPORTUNITY_

Reference for Fusion CX Analytics

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 Chapter 8
Job-Specific Groups

Job-Specific Job-Specific Description Associated Functional Area

Group Code Group Name Application Roles
ACTIVITY_CONTE
NT_DUTY
OA4F_CX_SALES
_OPTY_QUOTE_A
NALYSIS_CONTE
NT_DUTY
OA4F_CX_SERVIC
E_REQUEST_ANA
LYSIS_CONTENT_
DUTY
OA4F_CX_SALES
_OPPTY_QUOTE_
LINE_ANALYSIS_
CONTENT_DUTY
OA4F_CX_SERVIC
E_REQUEST_LIFE
CYCLE_ANALYSIS
_CONTENT_DUTY
OA4F_CX_SERVIC
E_REQUEST_MIL
ESTONE_ANALYSI
S_CONTENT_DUT
Y
OA4F_CX_SALES
_PIPELINE_OAC_
CONTENT_DUTY
OA4F_CX_WIN_L
OSS_OAC_CONT
ENT_DUTY
OA4F_CX_SALES
_ACTIVITY_OAC_
CONTENT_DUTY
OA4F_CX_LEADS
_OAC_CONTENT_
DUTY
OA4F_CX_CAMPA
IGN_EFFECTIVEN
ESS_OAC_CONTE
NT_DUTY
OA4F_CX_OPPOR
TUNITY_QUOTES
_OAC_CONTENT_
DUTY
OA4F_CX_SR_MA
NAGEMENT_OAC
_CONTENT_DUTY
OA4F_CX_RENE
WAL_SALES_OAC
_CONTENT_DUTY
OA4F_CX_LEAD_
CONVERSION_OA
C_CONTENT_DUT
Y
OA4F_CX_CAMPA
IGN_ACTIVITY_AN

Reference for Fusion CX Analytics

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 Chapter 8
Job-Specific Groups

Job-Specific Job-Specific Description Associated Functional Area

Group Code Group Name Application Roles
ALYSIS_OAC_CO
NTENT_DUTY
OA4F_CX_CAMPA
IGN_MEMBERS_O
AC_CONTENT_DU
TY
OA4F_CX_SALES
_ACTIVITY_OAC_
CONTENT_DUTY
OA4F_CX_SALES
_LEAD_ACTIVITY_
OAC_CONTENT_D
UTY
OA4F_CX_SALES
_OPPORTUNITY_
ACTIVITY_OAC_C
ONTENT_DUTY
OA4F_CX_LEADS
_OAC_CONTENT_
DUTY
OA4F_CX_OPTY_
ANALYSIS_OAC_C
ONTENT_DUTY
OA4F_CX_REVN_
LINE_ANALYSIS_
OAC_CONTENT_D
UTY
OA4F_CX_OPTY_
SNP_ANALYSIS_O
AC_CONTENT_DU
TY
OA4F_CX_REVN_
LINE_SNP_ANALY
SIS_OAC_CONTE
NT_DUTY
OA4F_CX_OPTY_
PROG_ANALYSIS_
OAC_CONTENT_D
UTY
OA4F_CX_SALES
_OPTY_QUOTE_A
NALYSIS_OAC_C
ONTENT_DUTY
OA4F_CX_SALES
_OPPTY_QUOTE_
LINE_ANALYSIS_
OAC_CONTENT_D
UTY
OA4F_CX_SERVIC
E_REQUEST_ANA
LYSIS_OAC_CONT
ENT_DUTY
OA4F_CX_SERVIC
E_REQUEST_LIFE
CYCLE_ANALYSIS

Reference for Fusion CX Analytics

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 Chapter 8
Job-Specific Groups

Job-Specific Job-Specific Description Associated Functional Area

Group Code Group Name Application Roles
_OAC_CONTENT_
DUTY
OA4F_CX_SERVIC
E_REQUEST_MIL
ESTONE_ANALYSI
S_OAC_CONTENT
_DUTY
OA4F_CX_CAMPA
IGN_OPTY_REVE
NUE_ANALYSIS_D
UTY
OA4F_CX_CAMPA
IGN_OPTY_REVE
NUE_ANALYSIS_C
ONTENT_DUTY
OA4F_CX_CAMPA
IGN_OPTY_REVE
NUE_ANALYSIS_O
AC_CONTENT_DU
TY

Reference for Fusion CX Analytics

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 Chapter 8
Job-Specific Groups

Job-Specific Job-Specific Description Associated Functional Area

Group Code Group Name Application Roles
ORA_ZBS_SALES Sales Sales OA4F_CX_CAMPA CX Sales
_REPRESENTATIV Representative Representative Job IGN_MEMBERS_D
E_JOB Group UTY
OA4F_CX_CAMPA
IGN_OPTY_REVN
_DUTY
OA4F_CONTENT_
REPORTING_CON
FIG
OA4F_CX_SALES
_LEAD_ACTIVITY_
DUTY
OA4F_CX_LEADS
_DUTY
OA4F_CX_SALES
_LEAD_CUSTOM_
DATA
OA4F_CX_SALES
_LEADS_DATA
OA4F_CX_OPTY_
ANALYSIS_DUTY
OA4F_CX_SALES
_OPTY_CUSTOM_
DATA
OA4F_CX_SALES
_OPTY_DATA
OA4F_CX_REVN_
LINE_ANALYSIS_
DUTY
OA4F_CX_REVN_
LINE_SNP_ANALY
SIS_DUTY
OA4F_CX_OPTY_
SNP_ANALYSIS_D
UTY
OA4F_CX_OPTY_
PROG_ANALYSIS_
DUTY
OA4F_CX_SALES
_ACCNT_DATA
OA4F_CX_SALES
_ACTIVITY_DUTY
OA4F_CX_SALES
_ACTIVITY_ASSIG
NEE_DATA
OA4F_CX_SALES
_ACTIVITY_DELE
GATOR_DATA
OA4F_CX_SALES
_ACTIVITY_RES_
HIER_DATA

Reference for Fusion CX Analytics

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 Chapter 8
Job-Specific Groups

Job-Specific Job-Specific Description Associated Functional Area

Group Code Group Name Application Roles
OA4F_CX_SALES
_ACTIVITY_CUST
OM_DATA
OA4F_CX_SALES
_OPPORTUNITY_
ACTIVITY_DUTY
OA4F_CX_SALES
_OPTY_QUOTE_A
NALYSIS_DUTY
OA4F_CX_SALES
_OPTY_QUOTE_C
USTOM_DATA
OA4F_CX_SERVIC
E_REQUEST_ANA
LYSIS_DUTY
OA4F_CX_SERVIC
E_REQUEST_CUS
TOM_DATA
OA4F_CX_SERVIC
E_REQUEST_ALL
_DATA
OA4F_CX_SALES
_OPPTY_QUOTE_
LINE_ANALYSIS_
DUTY
OA4F_CX_CAMPA
IGN_MEMBERS_C
ONTENT_DUTY
OA4F_CX_SALES
_LEAD_ACTIVITY_
CONTENT_DUTY
OA4F_CX_LEADS
_CONTENT_DUTY
OA4F_CX_OPTY_
ANALYSIS_CONT
ENT_DUTY
OA4F_CX_REVN_
LINE_ANALYSIS_
CONTENT_DUTY
OA4F_CX_REVN_
LINE_SNP_ANALY
SIS_CONTENT_D
UTY
OA4F_CX_OPTY_
SNP_ANALYSIS_C
ONTENT_DUTY
OA4F_CX_OPTY_
PROG_ANALYSIS_
CONTENT_DUTY
OA4F_CX_SALES
_ACTIVITY_CONT
ENT_DUTY
OA4F_CX_SALES
_OPPORTUNITY_

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 Chapter 8
Job-Specific Groups

Job-Specific Job-Specific Description Associated Functional Area

Group Code Group Name Application Roles
ACTIVITY_CONTE
NT_DUTY
OA4F_CX_SALES
_OPTY_QUOTE_A
NALYSIS_CONTE
NT_DUTY
OA4F_CX_SERVIC
E_REQUEST_ANA
LYSIS_CONTENT_
DUTY
OA4F_CX_SALES
_OPPTY_QUOTE_
LINE_ANALYSIS_
CONTENT_DUTY
OA4F_CX_SERVIC
E_REQUEST_LIFE
CYCLE_ANALYSIS
_CONTENT_DUTY
OA4F_CX_SERVIC
E_REQUEST_MIL
ESTONE_ANALYSI
S_CONTENT_DUT
Y
OA4F_CX_SALES
_PIPELINE_OAC_
CONTENT_DUTY
OA4F_CX_WIN_L
OSS_OAC_CONT
ENT_DUTY
OA4F_CX_SALES
_ACTIVITY_OAC_
CONTENT_DUTY
OA4F_CX_LEADS
_OAC_CONTENT_
DUTY
OA4F_CX_CAMPA
IGN_EFFECTIVEN
ESS_OAC_CONTE
NT_DUTY
OA4F_CX_OPPOR
TUNITY_QUOTES
_OAC_CONTENT_
DUTY
OA4F_CX_SR_MA
NAGEMENT_OAC
_CONTENT_DUTY
OA4F_CX_RENE
WAL_SALES_OAC
_CONTENT_DUTY
OA4F_CX_LEAD_
CONVERSION_OA
C_CONTENT_DUT
Y
OA4F_CX_CAMPA
IGN_ACTIVITY_AN

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 Chapter 8
Job-Specific Groups

Job-Specific Job-Specific Description Associated Functional Area

Group Code Group Name Application Roles
ALYSIS_OAC_CO
NTENT_DUTY
OA4F_CX_CAMPA
IGN_MEMBERS_O
AC_CONTENT_DU
TY
OA4F_CX_SALES
_ACTIVITY_OAC_
CONTENT_DUTY
OA4F_CX_SALES
_LEAD_ACTIVITY_
OAC_CONTENT_D
UTY
OA4F_CX_SALES
_OPPORTUNITY_
ACTIVITY_OAC_C
ONTENT_DUTY
OA4F_CX_LEADS
_OAC_CONTENT_
DUTY
OA4F_CX_OPTY_
ANALYSIS_OAC_C
ONTENT_DUTY
OA4F_CX_REVN_
LINE_ANALYSIS_
OAC_CONTENT_D
UTY
OA4F_CX_OPTY_
SNP_ANALYSIS_O
AC_CONTENT_DU
TY
OA4F_CX_REVN_
LINE_SNP_ANALY
SIS_OAC_CONTE
NT_DUTY
OA4F_CX_OPTY_
PROG_ANALYSIS_
OAC_CONTENT_D
UTY
OA4F_CX_SALES
_OPTY_QUOTE_A
NALYSIS_OAC_C
ONTENT_DUTY
OA4F_CX_SALES
_OPPTY_QUOTE_
LINE_ANALYSIS_
OAC_CONTENT_D
UTY
OA4F_CX_SERVIC
E_REQUEST_ANA
LYSIS_OAC_CONT
ENT_DUTY
OA4F_CX_SERVIC
E_REQUEST_LIFE
CYCLE_ANALYSIS

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 Chapter 8
Job-Specific Groups

Job-Specific Job-Specific Description Associated Functional Area

Group Code Group Name Application Roles
_OAC_CONTENT_
DUTY
OA4F_CX_SERVIC
E_REQUEST_MIL
ESTONE_ANALYSI
S_OAC_CONTENT
_DUTY
OA4F_CX_CAMPA
IGN_OPTY_REVE
NUE_ANALYSIS_D
UTY
OA4F_CX_CAMPA
IGN_OPTY_REVE
NUE_ANALYSIS_C
ONTENT_DUTY
OA4F_CX_CAMPA
IGN_OPTY_REVE
NUE_ANALYSIS_O
AC_CONTENT_DU
TY

Reference for Fusion CX Analytics

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 Chapter 8
Job-Specific Groups

Job-Specific Job-Specific Description Associated Functional Area

Group Code Group Name Application Roles
ORA_SVC_CUST Customer Service Customer Service OA4F_CX_SERVIC CX Service
OMER_SERVICE_ Representative Representative Job E_REQUEST_ANA
REPRESENTATIVE Group LYSIS_DUTY
_JOB OA4F_CX_SERVIC
E_REQUEST_LIFE
CYCLE_ANALYSIS
_DUTY
OA4F_CX_SERVIC
E_REQUEST_MIL
ESTONE_ANALYSI
S_DUTY
OA4F_CX_SERVIC
E_REQUEST_ANA
LYSIS_CONTENT_
DUTY
OA4F_CX_SERVIC
E_REQUEST_LIFE
CYCLE_ANALYSIS
_CONTENT_DUTY
OA4F_CX_SERVIC
E_REQUEST_MIL
ESTONE_ANALYSI
S_CONTENT_DUT
Y
OA4F_CX_SR_MA
NAGEMENT_OAC
_CONTENT_DUTY
OA4F_CX_SERVIC
E_REQUEST_ANA
LYSIS_OAC_CONT
ENT_DUTY
OA4F_CX_SERVIC
E_REQUEST_LIFE
CYCLE_ANALYSIS
_OAC_CONTENT_
DUTY
OA4F_CX_SERVIC
E_REQUEST_MIL
ESTONE_ANALYSI
S_OAC_CONTENT
_DUTY

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 Chapter 8
Job-Specific Groups

Job-Specific Job-Specific Description Associated Functional Area

Group Code Group Name Application Roles
ORA_SVC_CUST Customer Service Customer Service OA4F_CX_SERVIC CX Service
OMER_SERVICE_ Manager Manager Job E_REQUEST_ANA
MANAGER_JOB Group LYSIS_DUTY
OA4F_CX_SERVIC
E_REQUEST_LIFE
CYCLE_ANALYSIS
_DUTY
OA4F_CX_SERVIC
E_REQUEST_MIL
ESTONE_ANALYSI
S_DUTY
OA4F_CX_SERVIC
E_REQUEST_ANA
LYSIS_CONTENT_
DUTY
OA4F_CX_SERVIC
E_REQUEST_LIFE
CYCLE_ANALYSIS
_CONTENT_DUTY
OA4F_CX_SERVIC
E_REQUEST_MIL
ESTONE_ANALYSI
S_CONTENT_DUT
Y
OA4F_CX_SR_MA
NAGEMENT_OAC
_CONTENT_DUTY
OA4F_CX_SERVIC
E_REQUEST_ANA
LYSIS_OAC_CONT
ENT_DUTY
OA4F_CX_SERVIC
E_REQUEST_LIFE
CYCLE_ANALYSIS
_OAC_CONTENT_
DUTY
OA4F_CX_SERVIC
E_REQUEST_MIL
ESTONE_ANALYSI
S_OAC_CONTENT
_DUTY

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 Chapter 8
Job-Specific Groups

Job-Specific Job-Specific Description Associated Functional Area

Group Code Group Name Application Roles
ORA_OSS_SUBS Subscription Subscription OA4F_CX_SUBCR CX Subscription
CRIPTION_SPECI Specialist Specialist Job IPTIONS_ANALYSI
ALIST_JOB Groups S_DUTY
OA4F_CX_SUBSC
RIPTION_CUSTO
M_DATA
OA4F_CX_SUBCR
IPTION_BILL_LINE
_ANALYSIS_DUTY
OA4F_CX_SUBCR
IPTION_HISTORIC
AL_TREND_ANAL
YSIS_DUTY
OA4F_CX_SUBCR
IPTIONS_ANALYSI
S_CONTENT_DUT
Y
OA4F_CX_SUBCR
IPTION_BILL_LINE
_ANALYSIS_CONT
ENT_DUTY
OA4F_CX_SUBCR
IPTION_HISTORIC
AL_TREND_ANAL
YSIS_CONTENT_
DUTY
OA4F_CX_SUBCR
IPTIONS_ANALYSI
S_OAC_CONTENT
_DUTY
OA4F_CX_SUBCR
IPTION_HISTORIC
AL_TREND_ANAL
YSIS_OAC_CONT
ENT_DUTY
OA4F_CX_SUBCR
IPTION_BILL_LINE
_ANALYSIS_OAC_
CONTENT_DUTY
OA4F_CX_SUBSC
RIPTION_CUSTO
M_DATA
OA4F_CX_SUBSC
RIPTION_BUSINE
SS_UNIT_DATA

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 Chapter 8
Job-Specific Groups

Job-Specific Job-Specific Description Associated Functional Area

Group Code Group Name Application Roles
ORA_ELQ_MARK CX Marketing User CX Marketing User OA4F_CX_CAMPA Marketing
ETING_USER_JO IGN_ACTIVITY_AN Campaign
B ALYSIS_DUTY Analytics
OA4F_CX_CAMPA
IGN_ACTIVITY_DE
TAIL_ANALYSIS_D
UTY
OA4F_CX_CAMPA
IGN_ACTIVITY_AN
ALYSIS_CONTENT
_DUTY
OA4F_CX_CAMPA
IGN_ACTIVITY_DE
TAIL_ANALYSIS_C
ONTENT_DUTY
OA4F_CX_CAMPA
IGN_ACTIVITY_AN
ALYSIS_OAC_CO
NTENT_DUTY
OA4F_CONTENT_
REPORTING_CON
FIG

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 Chapter 8
Job-Specific Groups

Job-Specific Job-Specific Description Associated Functional Area

Group Code Group Name Application Roles
ORA_SFA_SALES Salesforce Sales Salesforce Sales OA4F_SF_ACTIVIT Salesforce CRM
_USER_JOB User User Y_ANALYSIS_CON Pipeline
TENT_DUTY
OA4F_SF_ACTIVIT
Y_ANALYSIS_DUT
Y
OA4F_SF_ACTIVIT
Y_ANALYSIS_OAC
_CONTENT_DUTY
OA4F_SF_CAMPAI
GN_INFLUENCE_
ANALYSIS_CONT
ENT_DUTY
OA4F_SF_CAMPAI
GN_INFLUENCE_
ANALYSIS_DUTY
OA4F_SF_CAMPAI
GN_INFLUENCE_
ANALYSIS_OAC_C
ONTENT_DUTY
OA4F_SF_CAMPAI
GN_MEMBER_AN
ALYSIS_CONTENT
_DUTY
OA4F_SF_CAMPAI
GN_MEMBER_AN
ALYSIS_DUTY
OA4F_SF_CAMPAI
GN_MEMBER_AN
ALYSIS_OAC_CO
NTENT_DUTY
OA4F_SF_CAMPAI
GN_PRIMARY_INF
LUENCE_ANALYSI
S_CONTENT_DUT
Y
OA4F_SF_CAMPAI
GN_PRIMARY_INF
LUENCE_ANALYSI
S_DUTY
OA4F_SF_CAMPAI
GN_PRIMARY_INF
LUENCE_ANALYSI
S_OAC_CONTENT
_DUTY
OA4F_SF_LEADS
_ACTIVITY_ANALY
SIS_CONTENT_D
UTY
OA4F_SF_LEADS
_ACTIVITY_ANALY
SIS_DUTY
OA4F_SF_LEADS
_ACTIVITY_ANALY

Reference for Fusion CX Analytics

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 Chapter 8
Job-Specific Groups

Job-Specific Job-Specific Description Associated Functional Area

Group Code Group Name Application Roles
SIS_OAC_CONTE
NT_DUTY
OA4F_SF_LEADS
_ANALYSIS_CONT
ENT_DUTY
OA4F_SF_LEADS
_ANALYSIS_DUTY
OA4F_SF_LEADS
_ANALYSIS_OAC_
CONTENT_DUTY
OA4F_SF_OPPOR
TUNITY_ACTIVITY
_ANALYSIS_CONT
ENT_DUTY
OA4F_SF_OPPOR
TUNITY_ACTIVITY
_ANALYSIS_DUTY
OA4F_SF_OPPOR
TUNITY_ACTIVITY
_ANALYSIS_OAC_
CONTENT_DUTY
OA4F_SF_OPPOR
TUNITY_ANALYSI
S_CONTENT_DUT
Y
OA4F_SF_OPPOR
TUNITY_ANALYSI
S_DUTY
OA4F_SF_OPPOR
TUNITY_ANALYSI
S_OAC_CONTENT
_DUTY
OA4F_SF_OPPOR
TUNITY_HISTORI
CAL_TREND_ANA
LYSIS_CONTENT_
DUTY
OA4F_SF_OPPOR
TUNITY_HISTORI
CAL_TREND_ANA
LYSIS_DUTY
OA4F_SF_OPPOR
TUNITY_HISTORI
CAL_TREND_ANA
LYSIS_OAC_CONT
ENT_DUTY
OA4F_SF_OPPOR
TUNITY_LINE_ITE
M_ANALYSIS_CO
NTENT_DUTY
OA4F_SF_OPPOR
TUNITY_LINE_ITE
M_ANALYSIS_DUT
Y
OA4F_SF_OPPOR
TUNITY_LINE_ITE

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 Chapter 8
Data Roles

Job-Specific Job-Specific Description Associated Functional Area

Group Code Group Name Application Roles
M_ANALYSIS_OA
C_CONTENT_DUT
Y
OA4F_SF_OPPOR
TUNITY_STAGE_P
ROGRESSION_AN
ALYSIS_CONTENT
_DUTY
OA4F_SF_OPPOR
TUNITY_STAGE_P
ROGRESSION_AN
ALYSIS_DUTY
OA4F_SF_OPPOR
TUNITY_STAGE_P
ROGRESSION_AN
ALYSIS_OAC_CO
NTENT_DUTY
OA4F_CONTENT_
REPORTING_CON
FIG

Common Job-Specific Groups

The common job-specific groups are applicable across the analytics applications that are part
of Oracle Fusion Data Intelligence such as Oracle Fusion HCM Analytics and Oracle Fusion
ERP Analytics.

Job-Specific Job-Specific Description Associated Associated Functional

Group Code Group Name Application Application Area
Roles Role Names
ORA_FND_INT Integration Individual Author Not applicable Common
EGRATION_SP Specialist responsible for OA4F_COMMO
ECIALIST_JOB planning, N_DATA_ADMI
coordinating, N_ANALYSIS_
and supervising DUTY
all activities
related to the
integration of
enterprise
information
systems. Has
author
privileges.

Data Roles

Overview
This section provides data roles that can be used to secure access to the subject area.

Reference for Fusion CX Analytics

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 Chapter 8
Duty Roles

Data Role Code Data Role Name Description Functional Area

OA4F_CX_SALES_ACTI Sales Activity By Data security role to CX - Sales
VITY_ASSIGNEE_DATA Assignee Data Security access activity data by
Assignee.
OA4F_CX_SALES_ACTI Sales Activity By Data security role to CX - Sales
VITY_DELEGATOR_DA Delegator Data Security access Sales activity
TA data by Delegator.
OA4F_CX_SALES_ACTI Sales Activity By Data security role to CX - Sales
VITY_RES_HIER_DATA Resource Hierarchy access activity data by
Data Security Resource Hierarchy.
OA4F_CX_SALES_ACTI Sales Activity Custom Data security role to CX - Sales
VITY_CUSTOM_DATA and System Access access Activity data by
Group Data Security Activity Access Group
data.
OA4F_CX_SALES_LEA Lead Custom and Data security role to CX - Sales
D_CUSTOM_DATA System Access Group access Lead data by
Data Security Access Group data
OA4F_CX_SALES_LEA Lead Data Security Data security role to CX - Sales
DS_DATA access Lead data.
OA4F_CX_SALES_OPT Opportunity Custom and Data security role to CX - Sales
Y_CUSTOM_DATA System Access Group access Opportunity data
Data Security by Access Group data.
OA4F_CX_SALES_OPT Opportunity Data Data security role to CX - Sales
Y_DATA Security opportunity data.
OA4F_CX_SALES_ACC Sales Account Data Data security role to CX - Sales
NT_DATA Security access sales account
data.
OA4F_CX_SERVICE_R Service Request Custom Data security role to CX - Service
EQUEST_CUSTOM_DA and System Access access B2B Service
TA Group Data Security Request data by Activity
Access Group data.
OA4F_CX_SERVICE_R Service Request All Data security role to CX - Service
EQUEST_ALL_DATA Data Security allow acess to all
Service Request data.
OA4F_CX_SALES_OPT Opportunity Quote Data security role to CX - Sales
Y_QUOTE_CUSTOM_D Custom and System access Opportunity
ATA Access Group Data Quote data by Access
Security group data.
OA4F_CX_SUBSCRIPTI Subscription Business Data Security role to CX - Subscription
ON_BUSINESS_UNIT_ Unit Data Security access Subscription
DATA Business Unit based
data
OA4F_CX_SUBSCRIPTI Subscription Custom Data Security role to CX - Subscription
ON_CUSTOM_DATA and System Access access Subscription
Group Data Security data by Access group
data

Duty Roles

Reference for Fusion CX Analytics

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 Chapter 8
Duty Roles

Overview
This section provides subject area and content-related duty roles that you can use to secure
access to the subject areas and specific content. For each duty role in this section, links are
provided for detailed information about the job-specific groups, subject areas, and business
questions associated with the duty role.

Duty Role Code Duty Role Name Duty Role Functional Area Gets access to
Description Subject Area
Display Name OR
Associated Role
OA4F_CX_CAMPA Campaign Activity Controls CX - Marketing NA
IGN_ACTIVITY_AN Analysis Content presentation
ALYSIS_CONTENT Duty catalog access to
_DUTY DV projects and
business metrics
built against the CX
- Campaign Activity
Analysis subject
area.
OA4F_CX_CAMPA Campaign Activity Controls CX - Marketing CX - Campaign
IGN_ACTIVITY_AN Analysis Duty presentation Activity Analysis
ALYSIS_DUTY catalog access to
CX - Campaign
Activity Analysis
subject area.
OA4F_CX_CAMPA Campaign Activity Object security role CX - Marketing CX - Campaign
IGN_ACTIVITY_DE Detail Analysis to control Activity Detail
TAIL_ANALYSIS_D Duty presentation Analysis
UTY catalog access to
"CX - Campaign
Activity Detail
Analysis" subject
area.
OA4F_CX_CAMPA Campaign Activity Object security role CX - Marketing NA
IGN_ACTIVITY_DE Detail Analysis to control
TAIL_ANALYSIS_O OAC Content Duty presentation
AC_CONTENT_DU catalog access to
TY business metrics
and Overview
dashboards built
against the CX -
Campaign Activity
Detail Analysis
subject area.
OA4F_CX_CAMPA Campaign Activity Object security role CX - Marketing NA
IGN_ACTIVITY_DE Detail Analysis to control
TAIL_ANALYSIS_O OAC Content Duty presentation
AC_CONTENT_DU catalog access to
TY business metrics
and Overview
dashboards built
against the CX -
Campaign Activity
Detail Analysis
subject area.

Reference for Fusion CX Analytics

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 Chapter 8
Duty Roles

Duty Role Code Duty Role Name Duty Role Functional Area Gets access to
Description Subject Area
Display Name OR
Associated Role
OA4F_CX_CAMPA Campaign Member Controls CX - Sales NA
IGN_MEMBERS_C Analysis Content presentation
ONTENT_DUTY Duty catalog access to
DV projects and
business metrics
built against the CX
- Campaign
Members subject
area.
OA4F_CX_CAMPA Campaign Controls CX - Sales CX - Campaign
IGN_MEMBERS_D Members Analysis presentation Members
UTY Duty catalog access to
CX - Campaign
Members subject
area.
OA4F_CX_CAMPA Campaign Controls CX - Sales NA
IGN_OPTY_REVE Opportunity presentation
NUE_ANALYSIS_C Revenue Analysis catalog access to
ONTENT_DUTY Content Duty DV projects and
business metrics
built against the CX
- Campaign
Opportunity
Revenue subject
area.
OA4F_CX_CAMPA Campaign Controls CX - Sales CX - Campaign
IGN_OPTY_REVE Opportunity presentation Opportunity
NUE_ANALYSIS_D Revenue Analysis catalog access to Revenue
UTY Duty CX - Campaign
Opportunity
Revenue subject
area.
OA4F_CX_CAMPA Campaign Controls CX - Sales NA
IGN_OPTY_REVE Opportunity presentation
NUE_ANALYSIS_O Revenue Analysis catalog access to
AC_CONTENT_DU OAC Content Duty business metric
TY Overview
Dashboards built
against the CX -
Campaign
Opportunity
Revenue Analysis
subject area
OA4F_CX_CAMPA Campaign Controls CX - Sales NA
IGN_OPTY_REVN Opportunity presentation
_CONTENT_DUTY Revenue Line catalog access to
Analysis Content DV projects and
Duty business metrics
built against the CX
- Campaign
Opportunity
Revenue Line
subject area.

Reference for Fusion CX Analytics

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 Chapter 8
Duty Roles

Duty Role Code Duty Role Name Duty Role Functional Area Gets access to
Description Subject Area
Display Name OR
Associated Role
OA4F_CX_LEADS Lead Analysis Controls CX - Sales NA
_CONTENT_DUTY Content Duty presentation
catalog access to
DV projects and
business metrics
built against the CX
- Leads subject
area.
OA4F_CX_LEADS Lead Analysis Duty Controls CX - Sales CX - Leads
_DUTY presentation
catalog access to
CX - Leads subject
area.
OA4F_CX_OPTY_ Opportunity Controls CX - Sales NA
ANALYSIS_CONT Analysis Content presentation
ENT_DUTY Duty catalog access to
DV projects and
business metrics
built against the CX
- Opportunity
subject area.
OA4F_CX_OPTY_ Opportunity Controls CX - Sales CX - Opportunity
ANALYSIS_DUTY Analysis Duty presentation
catalog access to
CX - Opportunity
subject area.
OA4F_CX_OPTY_ Opportunity Stage Controls CX - Sales NA
PROG_ANALYSIS_ Progression presentation
CONTENT_DUTY Content Duty catalog access to
DV projects and
business metrics
built against the CX
- Opportunity Stage
Progression subject
area.
OA4F_CX_OPTY_ Opportunity Stage Controls CX - Sales CX - Opportunity
PROG_ANALYSIS_ Progression Duty presentation Stage Progression
DUTY catalog access to
CX - Opportunity
Stage Progression
subject area.
OA4F_CX_OPTY_ Opportunity Controls CX - Sales NA
SNP_ANALYSIS_C Snapshot Content presentation
ONTENT_DUTY Duty catalog access to
DV projects and
business metrics
built against the CX
- Opportunity
Snapshot subject
area.

Reference for Fusion CX Analytics

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 Chapter 8
Duty Roles

Duty Role Code Duty Role Name Duty Role Functional Area Gets access to
Description Subject Area
Display Name OR
Associated Role
OA4F_CX_OPTY_ Opportunity Controls CX - Sales CX - Opportunity
SNP_ANALYSIS_D Snapshot Duty presentation Snapshot
UTY catalog access to
CX - Opportunity
Revenue Line
subject area.
OA4F_CX_REVN_ Opportunity Controls CX - Sales NA
LINE_ANALYSIS_ Revenue Analysis presentation
CONTENT_DUTY Content Duty catalog access to
DV projects and
business metrics
built against the CX
- Opportunity
Revenue Line
subject area.
OA4F_CX_REVN_ Opportunity Controls CX - Sales CX - Opportunity
LINE_ANALYSIS_ Revenue Analysis presentation Revenue Line
DUTY Duty catalog access to
CX - Opportunity
Revenue Line
subject area.
OA4F_CX_REVN_ Opportunity Controls CX - Sales NA
LINE_SNP_ANALY Revenue Line presentation
SIS_CONTENT_D Snapshot Content catalog access to
UTY Duty DV projects and
business metrics
built against the CX
- Opportunity
Revenue Line
Snapshot subject
area.
OA4F_CX_REVN_ Opportunity Controls CX - Sales CX - Opportunity
LINE_SNP_ANALY Revenue Line presentation Revenue Line
SIS_DUTY Snapshot Duty catalog access to Snapshot
CX - Opportunity
Revenue Line
Snapshot subject
area.
OA4F_CX_SALES Sales Activity Controls CX - Sales NA
_ACTIVITY_CONT Analysis Content presentation
ENT_DUTY Duty catalog access to
DV projects and
business metrics
built against the CX
- Activity subject
area.
OA4F_CX_SALES Sales Activity Controls CX - Sales CX - Activity
_ACTIVITY_DUTY Analysis Duty presentation
catalog access to
CX - Activity
subject area.

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Duty Roles

Duty Role Code Duty Role Name Duty Role Functional Area Gets access to
Description Subject Area
Display Name OR
Associated Role
OA4F_CX_SALES Lead Activity Controls CX - Sales NA
_LEAD_ACTIVITY_ Analysis Content presentation
CONTENT_DUTY Duty catalog access to
DV projects and
business metrics
built against the CX
- Lead Activity
subject area.
OA4F_CX_SALES Lead Activity Controls CX - Sales CX - Lead Activity
_LEAD_ACTIVITY_ Analysis Duty presentation
DUTY catalog access to
CX - Lead Activity
subject area.
OA4F_CX_SALES Sales Opportunity Controls CX - Sales NA
_OPPORTUNITY_ Activity Analysis presentation
ACTIVITY_CONTE Content Duty catalog access to
NT_DUTY DV projects and
business metrics
built against the CX
- Opportunity
Activity subject
area.
OA4F_CX_SALES Sales Opportunity Controls CX - Sales CX - Opportunity
_OPPORTUNITY_ Activity Analysis presentation Activity
ACTIVITY_DUTY Duty catalog access to
CX - Opportunity
Activity subject
area.
OA4F_CX_SALES Opportunity Quote Controls CX - Sales NA
_OPPTY_QUOTE_ Line Analysis presentation
LINE_ANALYSIS_ Content Duty catalog access to
CONTENT_DUTY DV projects and
business metrics
built against the CX
- Opportunity
Quote Line subject
area.
OA4F_CX_SALES Opportunity Quote Controls CX - Sales NA
_OPTY_QUOTE_A Analysis Content presentation
NALYSIS_CONTE Duty catalog access to
NT_DUTY DV projects and
business metrics
built against the CX
- Opportunity
Quote subject area.
OA4F_CX_SALES Opportunity Quote Controls CX - Sales CX - Opportunity
_OPTY_QUOTE_A Analysis Duty presentation Quote
NALYSIS_DUTY catalog access to
CX - Opportunity
Quote subject area.

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Duty Roles

Duty Role Code Duty Role Name Duty Role Functional Area Gets access to
Description Subject Area
Display Name OR
Associated Role
OA4F_CX_SALES Opportunity Quote Controls CX - Sales CX - Opportunity
_OPTY_QUOTE_LI Line Analysis Duty presentation Quote Line
NE_ANALYSIS_DU catalog access to
TY CX - Opportunity
Quote Line subject
area.
OA4F_CX_SERVIC Service Request Controls CX - Sales NA
E_REQUEST_ANA Analysis Content presentation
LYSIS_CONTENT_ Duty catalog access to
DUTY DV projects and
business metrics
built against the CX
- Service Request
subject area.
OA4F_CX_SERVIC Service requests Controls CX - Service CX - Service
E_REQUEST_ANA Analysis Duty presentation Request
LYSIS_DUTY catalog access to
CX - B2B Service
Requests subject
area.
OA4F_CX_SERVIC Service Request Controls CX - Service NA
E_REQUEST_LIFE Lifecycle Analysis presentation
CYCLE_ANALYSIS Content Duty catalog access to
_CONTENT_DUTY DV projects and
business metrics
built against the CX
- Service Request
Lifecycle subject
area.
OA4F_CX_SERVIC Service Request Controls CX - Service NA
E_REQUEST_MIL Milestone Analysis presentation
ESTONE_ANALYSI Content Duty catalog access to
S_CONTENT_DUT DV projects and
Y business metrics
built against the CX
- Service Request
Milestone subject
area.
OA4F_CX_SUBCR Subscription Bill Controls CX - Subscription NA
IPTION_BILL_LINE Line Analysis presentation
_ANALYSIS_CONT Content Duty catalog access to
ENT_DUTY DV projects and
business metrics
built against the CX
- Subscription Bill
Line subject area.
OA4F_CX_SUBCR Subscription Bill Controls CX - Subscription CX - Subscription
IPTION_BILL_LINE Line Analysis Duty presentation Bill Line
_ANALYSIS_DUTY catalog access to
CX - Subscription
Bill Line subject
area.

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Duty Roles

Duty Role Code Duty Role Name Duty Role Functional Area Gets access to
Description Subject Area
Display Name OR
Associated Role
OA4F_CX_SUBCR Subscription Controls CX - Subscription NA
IPTION_HISTORIC Historical Trend presentation
AL_TREND_ANAL Analysis Content catalog access to
YSIS_CONTENT_ Duty DV projects and
DUTY business metrics
built against the CX
- Subscription
Historical Trend
subject area.
OA4F_CX_SUBCR Subscription Controls CX - Subscription CX - Subscription
IPTION_HISTORIC Historical Trend presentation Historical Trend
AL_TREND_ANAL Analysis Duty catalog access to
YSIS_DUTY CX - Subscription
Historical Trend
subject area.
OA4F_CX_SUBCR Subscription Controls CX - Subscription NA
IPTIONS_ANALYSI Analysis Content presentation
S_CONTENT_DUT Duty catalog access to
Y DV projects and
business metrics
built against the CX
- Subscriptions
subject area.
OA4F_CX_SUBCR Subscription Controls CX - Subscription CX - Subscription
IPTIONS_ANALYSI Analysis Duty presentation
S_DUTY catalog access to
CX - Subscriptions
subject area.
OA4F_SF_ACTIVIT Salesforce Activity Object security role Salesforce CRM NA
Y_ANALYSIS_CON Content Analysis to control Pipeline
TENT_DUTY Duty presentation
catalog access to
visualization
projects and
business metrics
built against the SF
- Activity subject
area.
OA4F_SF_ACTIVIT Salesforce Activity Object security role Salesforce CRM SF - Activity
Y_ANALYSIS_DUT Analysis Duty to control Pipeline
Y presentation
catalog access to
SF - Activity subject
area.
OA4F_SF_ACTIVIT Salesforce Activity Object security role Salesforce CRM SF - Activity
Y_ANALYSIS_DUT Analysis Duty to control Pipeline
Y presentation
catalog access to
SF - Activity subject
area.

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Duty Roles

Duty Role Code Duty Role Name Duty Role Functional Area Gets access to
Description Subject Area
Display Name OR
Associated Role
OA4F_SF_ACTIVIT Salesforce Activity Object security role Salesforce CRM NA
Y_ANALYSIS_OAC Analysis OAC to control Pipeline
_CONTENT_DUTY Content Duty presentation
catalog access to
business metrics
and Overview
dashboards built
against the SF -
Activity subject
area.
OA4F_SF_CAMPAI Salesforce Object security role Salesforce NA
GN_INFLUENCE_ Campaign to control Campaign Closed
ANALYSIS_CONT Influence Analysis presentation Loop Analytics
ENT_DUTY Content Duty catalog access to
visualization
projects and
business metrics
built against the SF
- Campaign
Influence subject
area.
OA4F_SF_CAMPAI Salesforce Object security role Salesforce SF - Campaign
GN_INFLUENCE_ Campaign to control Campaign Closed Influence
ANALYSIS_DUTY Influence Analysis presentation Loop Analytics
Duty catalog access to
SF - Campaign
Influence subject
area.
OA4F_SF_CAMPAI Salesforce Object security role Salesforce SF - Campaign
GN_INFLUENCE_ Campaign to control Campaign Closed Influence
ANALYSIS_DUTY Influence Analysis presentation Loop Analytics
Duty catalog access to
SF - Campaign
Influence subject
area.
OA4F_SF_CAMPAI Salesforce Object security role Salesforce NA
GN_INFLUENCE_ Campaign to control Campaign Closed
ANALYSIS_OAC_C Influence Analysis presentation Loop Analytics
ONTENT_DUTY OAC Content Duty catalog access to
business metrics
and Overview
dashboards built
against the SF -
Campaign
Influence subject
area.

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Duty Roles

Duty Role Code Duty Role Name Duty Role Functional Area Gets access to
Description Subject Area
Display Name OR
Associated Role
OA4F_SF_CAMPAI Salesforce Object security role Salesforce NA
GN_MEMBER_AN Campaign Member to control Campaign Closed
ALYSIS_CONTENT Analysis Contant presentation Loop Analytics
_DUTY Duty catalog access to
visualization
projects and
business metrics
built against the SF
- Campaign
Member subject
area.
OA4F_SF_CAMPAI Salesforce Object security role Salesforce SF - Campaign
GN_MEMBER_AN Campaign Member to control Campaign Closed Members
ALYSIS_DUTY Analysis Duty presentation Loop Analytics
catalog access to
SF - Campaign
Member subject
area.
OA4F_SF_CAMPAI Salesforce Object security role Salesforce SF - Campaign
GN_MEMBER_AN Campaign Member to control Campaign Closed Members
ALYSIS_DUTY Analysis Duty presentation Loop Analytics
catalog access to
SF - Campaign
Member subject
area.
OA4F_SF_CAMPAI Salesforce Object security role Salesforce NA
GN_MEMBER_AN Campaign Member to control Campaign Closed
ALYSIS_OAC_CO Analysis OAC presentation Loop Analytics
NTENT_DUTY Content Duty catalog access to
business metrics
and Overview
dashboards built
against the SF -
Campaign Member
subject area.
OA4F_SF_CAMPAI Salesforce Object security role Salesforce NA
GN_PRIMARY_INF Campaign Primary to control Campaign Closed
LUENCE_ANALYSI Influence Analysis presentation Loop Analytics
S_CONTENT_DUT Content Duty catalog access to
Y visualization
projects and
business metrics
built against the SF
- Campaign
Primary Influence
subject area.
OA4F_SF_CAMPAI Salesforce Primary Object security role Salesforce SF - Primary
GN_PRIMARY_INF Campaign to control Campaign Closed Campaign
LUENCE_ANALYSI Influence Analysis presentation Loop Analytics Influence
S_DUTY Duty catalog access to
SF - Primary
Campaign
Influence subject
area.

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 Chapter 8
Duty Roles

Duty Role Code Duty Role Name Duty Role Functional Area Gets access to
Description Subject Area
Display Name OR
Associated Role
OA4F_SF_CAMPAI Salesforce Primary Object security role Salesforce SF - Primary
GN_PRIMARY_INF Campaign to control Campaign Closed Campaign
LUENCE_ANALYSI Influence Analysis presentation Loop Analytics Influence
S_DUTY Duty catalog access to
SF - Primary
Campaign
Influence subject
area.
OA4F_SF_CAMPAI Salesforce Object security role Salesforce NA
GN_PRIMARY_INF Campaign Primary to control Campaign Closed
LUENCE_ANALYSI Influence Analysis presentation Loop Analytics
S_OAC_CONTENT OAC Content Duty catalog access to
_DUTY business metrics
and Overview
dashboards built
against the SF -
Campaign Primary
Influence subject
area.
OA4F_SF_LEADS Salesforce Lead Object security role Salesforce CRM NA
_ACTIVITY_ANALY Activity Analysis to control Pipeline
SIS_CONTENT_D Content Duty presentation
UTY catalog access to
visualization
projects and
business metrics
built against the SF
- Lead Activity
subject area.
OA4F_SF_LEADS Salesforce Lead Object security role Salesforce CRM SF - Lead Activity
_ACTIVITY_ANALY Activity Analysis to control Pipeline
SIS_DUTY Duty presentation
catalog access to
SF - Lead Activity
subject area.
OA4F_SF_LEADS Salesforce Lead Object security role Salesforce CRM SF - Lead Activity
_ACTIVITY_ANALY Activity Analysis to control Pipeline
SIS_DUTY Duty presentation
catalog access to
SF - Lead Activity
subject area.
OA4F_SF_LEADS Salesforce Lead Object security role Salesforce CRM NA
_ACTIVITY_ANALY Activity Analysis to control Pipeline
SIS_OAC_CONTE OAC Content Duty presentation
NT_DUTY catalog access to
business metrics
and Overview
dashboards built
against the SF -
Lead Activity
subject area.

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Duty Roles

Duty Role Code Duty Role Name Duty Role Functional Area Gets access to
Description Subject Area
Display Name OR
Associated Role
OA4F_SF_LEADS Salesforce Lead Object security role Salesforce CRM NA
_ANALYSIS_CONT Analysis Content to control Pipeline
ENT_DUTY Duty presentation
catalog access to
visualization
projects and
business metrics
built against the SF
- Lead subject
area.
OA4F_SF_LEADS Salesforce Lead Object security role Salesforce CRM NA
_ANALYSIS_CONT Analysis Content to control Pipeline
ENT_DUTY Duty presentation
catalog access to
visualization
projects and
business metrics
built against the SF
- Lead subject
area.
OA4F_SF_LEADS Salesforce Leads Object security role Salesforce CRM SF - Leads
_ANALYSIS_DUTY Analysis Duty to control Pipeline
presentation
catalog access to
SF - Leads subject
area.
OA4F_SF_LEADS Salesforce Leads Object security role Salesforce CRM SF - Leads
_ANALYSIS_DUTY Analysis Duty to control Pipeline
presentation
catalog access to
SF - Leads subject
area.
OA4F_SF_LEADS Salesforce Lead Object security role Salesforce CRM NA
_ANALYSIS_OAC_ Analysis OAC to control Pipeline
CONTENT_DUTY Content Duty presentation
catalog access to
business metrics
and Overview
dashboards built
against the SF -
Lead subject area.
OA4F_SF_OPPOR Salesforce Object security role Salesforce CRM NA
TUNITY_ACTIVITY Opportunity Activity to control Pipeline
_ANALYSIS_CONT Analysis Content presentation
ENT_DUTY Duty catalog access to
visualization
projects and
business metrics
built against the SF
- Opportunity
Activity subject
area.

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Duty Roles

Duty Role Code Duty Role Name Duty Role Functional Area Gets access to
Description Subject Area
Display Name OR
Associated Role
OA4F_SF_OPPOR Salesforce Object security role Salesforce CRM SF - Opportunity
TUNITY_ACTIVITY Opportunity Activity to control Pipeline Activity
_ANALYSIS_DUTY Analysis Duty presentation
catalog access to
SF - Opportunity
Activity subject
area.
OA4F_SF_OPPOR Salesforce Object security role Salesforce CRM NA
TUNITY_ACTIVITY Opportunity Activity to control Pipeline
_ANALYSIS_OAC_ Analysis OAC presentation
CONTENT_DUTY Content Duty catalog access to
business metrics
and Overview
dashboards built
against the SF -
Opportunity Activity
subject area.
OA4F_SF_OPPOR Salesforce Object security role Salesforce CRM SF - Opportunity
TUNITY_ANALYSI Opportunity to control Pipeline
S_DUTY Analysis Duty presentation
catalog access to
SF - Opportunity
subject area.
OA4F_SF_OPPOR Salesforce Object security role Salesforce CRM SF - Opportunity
TUNITY_ANALYSI Opportunity to control Pipeline
S_DUTY Analysis Duty presentation
catalog access to
SF - Opportunity
subject area.
OA4F_SF_OPPOR Salesforce Object security role Salesforce CRM SF - Opportunity
TUNITY_CONTEN Opportunity Activity to control Pipeline Activity
T_ANALYSIS_DUT Analysis Duty presentation
Y catalog access to
SF - Opportunity
Activity subject
area.
OA4F_SF_OPPOR Salesforce Object security role CX - Subscription NA
TUNITY_CONTEN Opportunity to control
T_ANALYSIS_DUT Content Analysis presentation
Y Duty catalog access to
visualization
projects and
business metrics
built against the SF
- Opportunity
subject area.
OA4F_SF_OPPOR Salesforce Object security role Salesforce CRM SF - Opportunity
TUNITY_HISTORI Opportunity to control Pipeline Historical Trend
CAL_TREND_ANA Historical Trend presentation
LYSIS_DUTY Analysis Duty catalog access to
SF - Opportunity
Historical Trend
subject area.

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Duty Roles

Duty Role Code Duty Role Name Duty Role Functional Area Gets access to
Description Subject Area
Display Name OR
Associated Role
OA4F_SF_OPPOR Salesforce Object security role Salesforce CRM SF - Opportunity
TUNITY_HISTORI Opportunity to control Pipeline Historical Trend
CAL_TREND_ANA Historical Trend presentation
LYSIS_DUTY Analysis Duty catalog access to
SF - Opportunity
Historical Trend
subject area.
OA4F_SF_OPPOR Salesforce Object security role Salesforce NA
TUNITY_HISTORI Opportunity to control Campaign Closed
CAL_TREND_ANA Historical Trend presentation Loop Analytics
LYSIS_OAC_CONT Analysis OAC catalog access to
ENT_DUTY Content Duty business metrics
and Overview
dashboards built
against the SF -
Opportunity
Historical Trend
subject area.
OA4F_SF_OPPOR Salesforce Object security role Salesforce NA
TUNITY_HISTORI Opportunity to control Campaign Closed
CAL_TREND_ANA Historical Trend presentation Loop Analytics
LYSIS_OAC_CONT Analysis OAC catalog access to
ENT_DUTY Content Duty business metrics
and Overview
dashboards built
against the SF -
Opportunity
Historical Trend
subject area.
OA4F_SF_OPPOR Salesforce Object security role Salesforce CRM NA
TUNITY_HISTORI Opportunity to control Pipeline
CAL_TREND_CON Historical Trend presentation
TENT_ANALYSIS_ Content Analysis catalog access to
DUTY Duty visualization
projects and
business metrics
built against the SF
- Opportunity
Historical Trend
subject area.
OA4F_SF_OPPOR Salesforce Object security role Salesforce CRM NA
TUNITY_HISTORI Opportunity to control Pipeline
CAL_TREND_CON Historical Trend presentation
TENT_ANALYSIS_ Content Analysis catalog access to
DUTY Duty visualization
projects and
business metrics
built against the SF
- Opportunity
Historical Trend
subject area.

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Duty Roles

Duty Role Code Duty Role Name Duty Role Functional Area Gets access to
Description Subject Area
Display Name OR
Associated Role
OA4F_SF_OPPOR Salesforce Object security role Salesforce CRM SF - Opportunity
TUNITY_LINE_ITE Opportunity Line to control Pipeline Line Item
M_ANALYSIS_DUT Item Analysis Duty presentation
Y catalog access to
SF - Opportunity
Line Item subject
area.
OA4F_SF_OPPOR Salesforce Object security role Salesforce CRM SF - Opportunity
TUNITY_LINE_ITE Opportunity Line to control Pipeline Line Item
M_ANALYSIS_DUT Item Analysis Duty presentation
Y catalog access to
SF - Opportunity
Line Item subject
area.
OA4F_SF_OPPOR Salesforce Object security role Salesforce CRM NA
TUNITY_LINE_ITE Opportunity Line to control Pipeline
M_CONTENT_AN Item Content presentation
ALYSIS_DUTY Analysis Duty catalog access to
visualization
projects and
business metrics
built against the SF
- Opportunity Line
Item subject area.
OA4F_SF_OPPOR Salesforce Object security role Salesforce CRM NA
TUNITY_LINE_ITE Opportunity Line to control Pipeline
M_CONTENT_AN Item Content presentation
ALYSIS_DUTY Analysis Duty catalog access to
visualization
projects and
business metrics
built against the SF
- Opportunity Line
Item subject area.
OA4F_SF_OPPOR Salesforce Object security role Salesforce CRM NA
TUNITY_LINE_ITE Opportunity Line to control Pipeline
M_OAC_CONTEN Item Analysis OAC presentation
T_ANALYSIS_DUT Content Duty catalog access to
Y business metrics
and Overview
dashboards built
against the SF -
Opportunity Line
Item subject area.
OA4F_SF_OPPOR Salesforce Object security role Salesforce CRM NA
TUNITY_LINE_ITE Opportunity Line to control Pipeline
M_OAC_CONTEN Item Analysis OAC presentation
T_ANALYSIS_DUT Content Duty catalog access to
Y business metrics
and Overview
dashboards built
against the SF -
Opportunity Line
Item subject area.

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 Chapter 8
Duty Roles

Duty Role Code Duty Role Name Duty Role Functional Area Gets access to
Description Subject Area
Display Name OR
Associated Role
OA4F_SF_OPPOR Salesforce Object security role Salesforce CRM SF - Opportunity
TUNITY_OAC_CO Opportunity to control Pipeline Stage Progression
NTENT_ANALYSIS Analysis OAC presentation
_DUTY Content Duty catalog access to
KPIs and Overview
dashboards built
against the SF -
Opportunity subject
area.
OA4F_SF_OPPOR Salesforce Object security role Salesforce CRM NA
TUNITY_OAC_CO Opportunity to control Pipeline
NTENT_ANALYSIS Analysis OAC presentation
_DUTY Content Duty catalog access to
business metrics
and Overview
dashboards built
against the SF -
Opportunity subject
area.
OA4F_SF_OPPOR Salesforce Object security role Salesforce CRM NA
TUNITY_STAGE_P Opportunity Stage to control Pipeline
ROGRESSION_AN Progression presentation
ALYSIS_CONTENT Content Analysis catalog access to
_DUTY Duty visualization
projects and
business metrics
built against the SF
- Opportunity Stage
Progression subject
area.
OA4F_SF_OPPOR Salesforce Object security role Salesforce CRM SF - Opportunity
TUNITY_STAGE_P Opportunity Stage to control Pipeline Stage Progression
ROGRESSION_AN Progression presentation
ALYSIS_DUTY Analysis Duty catalog access to
SF - Opportunity
Stage Progression
subject area.
OA4F_SF_OPPOR Salesforce Object security role Salesforce CRM SF - Opportunity
TUNITY_STAGE_P Opportunity Stage to control Pipeline Stage Progression
ROGRESSION_AN Progression presentation
ALYSIS_DUTY Analysis Duty catalog access to
SF - Opportunity
Stage Progression
subject area.

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 Chapter 8
Duty Roles

Duty Role Code Duty Role Name Duty Role Functional Area Gets access to
Description Subject Area
Display Name OR
Associated Role
OA4F_SF_OPPOR Salesforce Object security role Salesforce CRM NA
TUNITY_STAGE_P Opportunity Stage to control Pipeline
ROGRESSION_AN Progression presentation
ALYSIS_OAC_CO Analysis OAC catalog access to
NTENT_DUTY Content Duty business metrics
and Overview
dashboards built
against the SF -
Opportunity Stage
Progression subject
area.
OA4F_SF_OPPOR Salesforce Object security role Salesforce CRM NA
TUNITY_STAGE_P Opportunity Stage to control Pipeline
ROGRESSION_AN Progression presentation
ALYSIS_OAC_CO Analysis OAC catalog access to
NTENT_DUTY Content Duty business metrics
and Overview
dashboards built
against the SF -
Opportunity Stage
Progression subject
area.
OA4F_SF_OPPOR Salesforce Object security role Salesforce CRM NA
TUNITY_STAGE_P Opportunity Stage to control Pipeline
ROGRESSION_C Progression presentation
ONTENT_ANALYSI Content Analysis catalog access to
S_DUTY Duty DV projects and
KPIs built against
the SF -
Opportunity Stage
Progression subject
area.
OA4F_SF_OPPOR Salesforce Object security role Salesforce CRM NA
TUNITY_STAGE_P Opportunity Stage to control Pipeline
ROGRESSION_C Progression presentation
ONTENT_ANALYSI Content Analysis catalog access to
S_DUTY Duty visualization
projects and
business metrics
built against the SF
- Opportunity Stage
Progression subject
area.

Common Duty Roles

The common duty roles are applicable across the analytics applications that are part of the
application such as Oracle Fusion CX Analytics, Oracle Fusion HCM Analytics, and Oracle
Fusion ERP Analytics.

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 Chapter 8
Duty Roles

Duty Role Code Duty Role Name Details Functional Area Gets access to
Subject Area
Display Name OR
Associated Role
OA4F_COMMON_ Data Warehouse Object security role Common Common -
DATA_ADMIN_ANA Refresh and Usage to control access to Warehouse
LYSIS_DUTY Tracking Analysis Common - Refresh Statistics
Duty Warehouse
Refresh Statistics
subject area.
OA4F_COMMON_ Data Warehouse Object security role Common
DATA_ADMIN_ANA Refresh and Usage to control access to
LYSIS_CONTENT_ Tracking Analysis Warehouse
DUTY Content Duty Refresh Statistics
and Data Validation
workbooks.
OA4F_COMMON_ Usage Tracking Object security role Common Common - Usage
USAGE_TRACKIN Analysis Duty to control Tracking
G_DUTY presentation
catalog access to
Common - Usage
Tracking subject
area.
OA4F_COMMON_ Usage Tracking Object security role Common
USAGE_TRACKIN Analysis Content to control
G_CONTENT_DUT Duty presentation
Y catalog access to
Usage Tracking
workbook
OA4F_SECURITY_ Security Reporting Object security role Common Security
REPORTING_DUT Duty to control access to Assignment
Y Security Security Audit
Assignment and History
Security Audit
History subject
areas.
OA4F_SECURITY_ Security Reporting Object security role
REPORTING_CON Analysis Content to control
TENT_DUTY Duty presentation
catalog access to
Security Audit
workbook
OA4F_STORAGE_ Storage Usage Object security role Common
USAGE_TRACKIN Tracking Analysis to control access to
G_ANALYSIS_DUT Duty the Tenant Metrics
Y subject area
OA4F_STORAGE_ Storage Usage Object security role Common
USAGE_TRACKIN Tracking Analysis to control
G_ANALYSIS_CO Content Duty presentation
NTENT_DUTY catalog access to
Custom Data
Usage workbook
OA4F_CONTENT_ Content Explorer Object security role Common
EXPLORER_ANAL Analysis Duty to control access to
YSIS_DUTY the Content
Explorer subject
areas

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 Chapter 8
Subject Area Metric Details

Duty Role Code Duty Role Name Details Functional Area Gets access to
Subject Area
Display Name OR
Associated Role
OA4F_CONTENT_ Content Explorer Object security role Common
EXPLORER_ANAL Content Duty to control
YSIS_CONTENT_ presentation
DUTY catalog access to
the Content
Explorer - Fusion
Data Intelligence
workbook

Subject Area Metric Details

CX - Activity
This table describes the Activity Metrics.

Metric Metric Definition

# of Activities The total Activities
# of Appointments The total Appointments (Activity function = Appointments)
# of Call Reports The total Call Reports (Activity function = Call Reports)
# of Completed Activities The total Completed Activities (Status = Complete)
# of Expired Activities The total Expired Activities (Status not equal to Complete/
Cancelled & Current Date > Activity Due Date)
# of Open Activities The total Open Activities (Status not equal to Complete/
Cancelled)
# of Tasks The total Tasks (Activity function = Task)
Average Activity Duration For Completed Activities Average time to Complete the Activity
Average Number of Activities Per Team Member Average number of Activity per Team Member. This metric is
compurted as follows: # of Activities/# of Resources

CX - Campaign Activity Analysis

This table describes the Marketing (Eloqua) Campaign Activity Analysis metrics.

Metric Metric Definition

# of Bouncebacks The total Emails that returned a Bounceback (hard or soft)
# of Email Clickthroughs The total Email Clickthroughs. This includes multiple clicks by
the same recipient
# of Email Opens The total opens by email recipients (original recipients or
email forwards). An open is counted every time the email is
opened.
# of Emails Delivered The total Emails Delivered. This metric is computed as
follow: (# of Email Sent - # of Email Bounceback)
# of Emails Sent The total Emails Sent

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Subject Area Metric Details

Metric Metric Definition

# of Existing Visitor Clickthroughs Total Email Clickthroughs by returning visitors. A returning
visitor has an existing Oracle Eloqua cookie. The cookie is
unique to the browser and device.
# of Form Submissions The total Form submissions. This includes multiple
submissions by the same contact
# of Hard Bouncebacks The total Emails that returned a Hard Bounceback. A hard
bounce back is an Email that permanently couldn't be
delivered.
# of Landing Page Views The number of times the landing page was viewed. If a visitor
visits the page multiple times, all those views are counted.
# of New Contacts The total new Contacts. A contact is considered new if the
contact record was created as a result of a campaign
response. Your organization defines what a response is and
the priority of the response using response rules.
# of New Leads The total new leads generated by the campaign. A lead is
generated if a contact is newly acquired and responds to the
campaign. Contacts are considered leads only once, so
contacts are considered new leads only the first time they
respond to a campaign. For subsequent responses, the
contact is considered an existing lead. Your organization
defines what a response is and the priority of the response
using response rules.
# of New Visitor Clickthroughs Total email clickthroughs by new visitors. An new visitor does
not have an Oracle Eloqua cookie. The cookie is unique to
the browser and device.
# of Page Views The number of times that a page was viewed. A visitor might
view the page multiple times during a visit and this metric
counts each of those views. One page view is counted every
time the page is loaded.
# of Possible Forwarders The total original recipients that forwarded the email atleast
once
# of Responses The total response activity for the campaign. Your
organization defines what a response is and the priority of
the response using response rules. Although a campaign
member might respond in many ways to a campaign (for
example, clicking through an email or submitting a form),
Oracle Eloqua records only the response deemed by your
organization as the highest priority response. For example, a
form submit at your organization might be considered a
higher priority response than an email click-through. So, even
if a contact performed both of these responses, Oracle
Eloqua records the form submit as a response to the
campaign. Responses are captured for a campaign only after
the campaign's reporting start date.
# of Soft Bouncebacks The total Emails that returned a Soft Bounceback. A soft
bounce back is an Email that temporarily couldn't be
delivered.
# of Spam Unsubscribers by Email The total Email recipients that marked the email as Spam
# of Unsubscribes by Email The total Email recipients that Unsubscribed. (Globally or
Spam Unsubscribed)
# of Visitors The unique visitors to a web page. A visitor is identified by
the unique visitor identifier that is part of the Oracle Eloqua
cookie. The cookie is unique to the browser and device.

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Metric Metric Definition

Average Landing Page Time The average amount of time spent on a Landing page. This
metric is computed as follows: (Landing Page Time / Landing
Page Views)
Average Responses The average number of campaign responses (Total
Response / Campaign Count)
Bounceback Rates The Email Bounceback rate. This metric is computed as
follows: (Total Soft and Hard bouncebacks / Total Emails
sent) * 100
Clickthrough Rate (CTR) The Clickthrough Rate. This metric is computed as follows:
(Total Clickthroughs / Total Emails Delivered) * 100
Delivered Rate The email Delivered Rate. This metric is computed as
follows: (Total Emails delivered / Total Emails sent) * 100
Hard Bounceback Rate The Hard Bounceback rate. This metric is computed as
follows: (Total Hard bouncebacks / Total Emails sent) * 100
Landing Page Time The total amount of time visitors spent on a Landing Page in
seconds
Open Rate The Email Open Rate. This metric is computed as follows:
(Total Emails Opened / Total Emails Delivered) * 100
Possible Forward Rate The Possible Forward Rate. This metric is computed as
follows: (Total Possible Forwarders / Total Emails Delivered) *
100
Soft Bounceback Rate The Soft Bounceback rate. This metric is computed as
follows: (Total Soft bouncebacks/Total Emails sent) * 100
Unsubscribed Rate The Unsubscribe Rate. This metric is computed as follows:
(Total Unsubscribes / Total Emails Delivered) * 100
# of Outbound Activities The amount of Outbound Activity. Outbound activities include
emails sent, emails delivered, and surveys sent. This counts
all of the activity including multiple activities by the same
campaign member. An outbound activity can be generated
by a contact that was initially targeted by the campaign or by
a contact that performed an outbound activity (for example,
via a forwarded email).
# of Inbound Activities The amount of Inbound Activity. Inbound activities include
email opens, clickthroughs, form submissions, and so on.
This counts all of the activity including multiple activities by
the same campaign member. An inbound activity can be
generated by a contact that was initially targeted by the
campaign or by a contact that performed an inbound activity
(for example, via a forwarded email).
# of Marketing Activities Total number of activities (total outbound+inbound)
# of Campaign Members The total contacts that entered campaigns included in the
analysis. Campaign members could be contacts that were
initially targeted by the campaign, or contacts that performed
an inbound activity (for example, a contact that clicked
through an email that was forwarded to them).
# of Campaigns The total Campaigns included in the Analysis
# of External Activities The activity that occurred outside of Oracle Eloqua. For
example, attending a trade show, or interacting with an app
such as WeChat. Your organization defines external
activities.
Inbound Activity Rate The total inbound activities divided by the total Campaign
member (Total Inbound Activities/Campaign Members)*100
Response Rate The total campaign responses divided by the total campaign
member (Total Responses/Campaign Members)*100

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Metric Metric Definition

Cost/Inbound Activity The total Campaign Cost per Inbound Activity. This metric is
calculated as follows: Campaign Actual Cost/'# of Inbound
Activities
Cost/New Lead The total Campaign Cost per New Lead. This metric is
calculated as follows: Campaign Actual Cost/'# of New Leads
Cost/Response The total Campaign Cost per Response. This metric is
calculated as follows: Campaign Actual Cost/'# of Response
Average Responses The average number of campaign responses (Total
Response/Campaign Count)
Click to Open Rate The Click to Open Rate. It is the unique clickthroughs by the
original recipient divided by the unique opens by the original
recipient. This metric ignores possible forwards. This metric
is computed as follows: (Unique Clickthroughs/Unique
Opens) * 100
Form Conversion Rate from Email The total Form Submissions that can be attributed back to
the Email Sent is divided by the total Email Delivered. This
metric is computed as follows: (Total Form Submissions from
Emails Sent/Total Emails Delivered)

CX - Campaign Activity Detail Analysis

This table describes the Marketing (Eloqua) Campaign Activity Detail Analysis metrics for the
associated Contacts, Accounts, and Assets.

Metric Metric Definition

# of Email Sent The total Emails Sent
# of Emails Delivered The total Emails Delivered. This metric is computed as
follows: (# of Email Sent - # of Email Bounceback)
# of Email Opens The total opens by email recipients (original recipients or
email forwards). An open is counted every time the email is
opened.
# of Unique Opens The Unique Email Opens. One open is counted against each
recipient that opens the email.
# of Email Clickthroughs The total Email Clickthroughs. This includes multiple clicks by
the same recipient.
# of Unique Email Clickthroughs The total Unique Email Clickthroughs. This includes one click
per recipient.
# of Email Bounceback The total Emails that returned a Bounceback (hard or soft)
# of Hard Email Bounceback The total Emails that returned a Hard Bounceback. A hard
bounce back is an Email that permanently couldn't be
delivered.
# of Soft Email Bounceback The total Emails that returned a Soft Bounceback. A soft
bounce back is an Email that temporarily couldn't be
delivered.
# of Email Unsubscribes The total Email recipients that Unsubscribed. (Globally or
Spam Unsubscribed)
# of Form Submissions The total Form submissions. This includes multiple
submissions by the same contact.
# of External Activities The activity that occurred outside of Oracle Eloqua. For
example, attending a trade show, or interacting with an app
such as WeChat. Your organization defines external
activities.

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Metric Metric Definition

Bounceback Rates The Email Bounceback rate. This metric is computed as
follows: (Total Soft and Hard bouncebacks/Total Emails
sent)*100
Hard Bounceback Rate The Hard Bounceback rate. This metric is computed as
follows: (Total Hard bouncebacks/Total Emails sent)*100
Soft Bounceback Rate The Soft Bounceback rate. This metric is computed as
follows: (Total Soft bouncebacks/Total Emails sent)*100
Delivered Rate The email Delivered Rate. This metric is computed as
follows: (Total Emails delivered/Total Emails sent)*100
Open Rate The Email Open Rate. This metric is computed as follows:
(Total Emails Opened/Total Emails Delivered)*100
Unique Open Rate The Unique Email Open Rate. This metric is computed as
follows: (Total Unique Email Opened/Total Emails
Delivered)*100
# of Spam Unsubscribes by Email The total Email recipients that marked the email as Spam.
# of Email Auto Open The total Email opens are detected as being auto-generated
by scanning or privacy tools. These opens aren't included in
Total Opens or any associated open rates.
# of Email Auto Click The total Email clickthrough detected as being auto-
generated by scanning or privacy tools. These clickthroughs
aren't included in Total clickthroughs or any associated click
rates.
Unsubscribed Rate The Email Unsubscribed Rate. This metric is computed as
follows: (Total Unsubscribes / Total Delivered) * 100.
Clickthrough Rate The Email clickthrough Rate. This metric is computed as
follows: (Total Clickthroughs / Total Delivered) * 100.
Unique Clickthrough Rate The Email unique clickthrough Rate. This metric is computed
as follows: (Unique Clickthroughs / Total Delivered) * 100
Note: This metric calculation ignores possible forwards.
Campaign Actual Cost The Actual Cost of the Campaign
Campaign Budgeted Cost The Budgeted Cost of the Campaign

CX - Campaign Members
This table describes the Campaign Members metrics.
These metrics are used in the Analytics Currency (AC) and Document Currency (DC) fact
folder in the subject area. Document Currency is the currency used while entering the data.
Analytics Currency is the currency defined in the application. Analytics Currency and Exchange
Rate Type are configured during product implementation. The Exchange Rate date basis uses
the Campaign Creation Date to convert to analytics currency. Metrics in these folders show
amounts in their respective currencies.

Metric Metric Definition

# of Active CX Campaigns The total Active CX Campaigns
# of Contacts The total Contacts associated to CX Campaigns
# of CX Campaign Members The total CX Campaign Members
# of CX Campaign Owners The total CX Campaign Owners
# of CX Campaigns The total CX Campaigns
# of Leads The total Leads associated to CX Campaigns
# of Responses The total CX Campaign Responses

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Metric Metric Definition

Actual Cost The Actual Cost of the CX Campaign
Budgeted Cost The Budgeted Cost of the CX Campaign

CX - Campaign Opportunity Revenue

This table describes the Campaign Opportunity Revenue metrics.
These metrics are used in the Document Currency (DC), CX Currency (CC), and Analytics
Currency (AC) fact folders in the subject area. Document Currency is the currency used while
entering the data in the application. CX Currency is the currency defined in Oracle CRM.
Analytics Currency is the currency defined in Fusion CX Anaytics. Analytics Currency and
Exchange Rate Type are configured during product implementation. Exchange Rate date basis
uses the Opportunity Expected Close Date to convert to analytics currency. Metrics in these
folders show amounts in their respective currencies.

Metric Metric Definition

# of CX Campaigns The total CX Campaigns
# of CX Campaign Owners The total CX Campaign Owners
# CX Campaign Targeted Accounts The total Accounts associated to CX Campaigns (targeted by
CX Campaigns)
CX Campaign Budgeted Cost The Budgeted Cost of the CX Campaign
CX Campaign Actual Cost The Actual Cost of the CX Campaign
# of Opportunity Revenue Lines The total Opportunity Revenue Lines associated to CX
Campaigns
# of Open Opportunity Revenue Lines The total Open Opportunity Revenue Lines associated to CX
Campaigns
# of Won Opportunity Revenue Lines The total Won Opportunity Revenue Lines associated to CX
Campaigns
# of Lost Opportunity Revenue Lines The total lost Opportunity Revenue Lines associated to CX
Campaigns
# of No Sale Opportunity Revenue Lines The total No Sale Opportunity Revenue Lines associated to
CX Campaigns
# of Opportunities with Revenue Lines The total Opportunities with Revenue Lines
Revenue Line Loss Rate The CX Campaign Opportunity Revenue Line Won Rate.
This metric is computed as follows: 100 * # of Won Revenue
Lines/# of Won+Lost Revenue Lines
Revenue Line Won Rate The CX Campaign Opportunity Revenue Line Loss Rate.
This metric is computed as follows: 100 * # of Lost Revenue
Lines/# of Won+Lost Revenue Lines
CX Campaign Actual Vs Budgeted Cost (%) The ratio of CX Campaign Actual and Budgeted cost. This
metric is computed as follows: CX Campaign Actual Cost/CX
Campaign Budgeted Cost
Average Won Opportunity Line Revenue The average Won Opportunity Line Revenue. This metric is
computed as follows: Won Opportunity Line Revenue/# of
Won Opportunity Revenue Lines
CX Campaign Cost Per Opportunity Revenue Line The total CX Campaign Cost Per Opportunity Revenue Line.
This metric is calculated as follows: Total CX Campaign
Cost/# of Opportunity Revenue Lines.
CX Campaign Cost Per Won Opportunity Revenue Line The total CX Campaign Cost Per Won Opportunity Revenue
Line. This metric is calculated as follows: Total CX Campaign
Cost/# of Won Opportunity Revenue Lines.

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Metric Metric Definition

Raw Opportunity Line Revenue The total Opportunity Line Revenue (for Opportunities
associated to CX Campaigns). Note that for Opportunities
having multiple CX Campaigns, this value would be
repeated.
Open Opportunity Line Revenue (Linear Attribution) The total Open Opportunity Line Revenue (for Opportunities
associated to CX Campaigns) based on the Linear attribution
model.
Won Opportunity Line Revenue (Linear Attribution) The total Won Opportunity Line Revenue (for Opportunities
associated to CX Campaigns) based on the Linear attribution
model.
Lost Opportunity Line Revenue (Linear Attribution) The total Lost Opportunity Line Revenue (for Opportunities
associated to CX Campaigns) based on the Linear attribution
model.
No Sales Opportunity Line Revenue (Linear Attribution) The total No Sale Opportunity Line Revenue (for
Opportunities associated to CX Campaigns) based on the
Linear attribution model.
Average Won Opportunity Line Revenue (Linear Attribution) The average Won Opportunity Line Revenue. This metric is
computed as follows: Won Opportunity Line Revenue (Linear
Attribution)/# of Won Opportunity Revenue Lines
CX Campaign Attributed Pipeline Revenue (Linear The total Pipeline revenue attributable to the CX Campaign
Attribution) based on the Linear attribution model (Revenue divided
equally amongst all the CX Campaigns associated to the
Opportunity)
CX Campaign ROI (Linear Attribution) The ROI of the CX Campaign based on the Linear attribution
model. This metric is calculated as follows: (CX Campaign
Attributed Pipeline Revenue (Linear Attribution)- Actual
Cost ) / Actual Cost
CX Campaign Cost Per Attributed Revenue (Linear The total CX Campaign Cost Per Opportunity Attributed
Attribution) Revenue based on the Linear attribution model. This metric
is calculated as follows: Total CX Campaign Cost/CX
Campaign Attributed Pipeline Revenue (Linear Attribution)
CX Campaign Cost Per Won Line Revenue (Linear The total CX Campaign Cost Per Opportunity Attributed
Attribution) Revenue based on the Linear attribution model. This metric
is calculated as follows: Total CX Campaign Cost/CX
Campaign Attributed Pipeline Revenue for Won Revenue
Line (Linear Attribution)
Open Opportunity Line Revenue (First Touch Attribution) The total Open Opportunity Line Revenue (for Opportunities
associated to CX Campaigns) based on the First Touch
attribution model.
Won Opportunity Line Revenue (First Touch Attribution) The total Won Opportunity Line Revenue (for Opportunities
associated to CX Campaigns) based on the First Touch
attribution model.
Lost Opportunity Line Revenue (First Touch Attribution) The total Lost Opportunity Line Revenue (for Opportunities
associated to CX Campaigns) based on the First Touch
attribution model.
No Sales Opportunity Line Revenue (First Touch Attribution) The total No Sale Opportunity Line Revenue (for
Opportunities associated to CX Campaigns) based on the
First Touch attribution model.
Average Won Opportunity Line Revenue (First Touch The average Won Opportunity Line Revenue. This metric is
Attribution) computed as follows: Won Opportunity Line Revenue (First
Touch Attribution)/# of Won Opportunity Revenue Lines
CX Campaign Attributed Pipeline Revenue (First The total Pipeline revenue attributable to the CX Campaign
Touch Attribution) based on the First touch attribution model (Revenue divided
equally amongst all the CX Campaigns associated to the
Opportunity)

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Metric Metric Definition

CX Campaign ROI (First Touch Attribution) The ROI of the CX Campaign based on the First touch
attribution model. This metric is calculated as
follows: (CX Campaign Attributed Pipeline Revenue (First
touch Attribution)- Actual Cost ) / Actual Cost
CX Campaign Cost Per Attributed Revenue (First The total CX Campaign Cost Per Opportunity Attributed
Touch Attribution) Revenue based on the First touch attribution model. This
metric is calculated as follows: Total CX Campaign Cost/CX
Campaign Attributed Pipeline Revenue (First touch
Attribution)
CX Campaign Cost Per Won Line Revenue (First The total CX Campaign Cost Per Opportunity Attributed
Touch Attribution) Revenue based on the First touch attribution model. This
metric is calculated as follows: Total CX Campaign Cost/CX
Campaign Attributed Pipeline Revenue for Won Revenue
Line (First touch Attribution)
Open Opportunity Line Revenue (Last Touch Attribution) The total Open Opportunity Line Revenue (for Opportunities
associated to CX Campaigns) based on the Last Touch
attribution model.
Won Opportunity Line Revenue (Last Touch Attribution) The total Won Opportunity Line Revenue (for Opportunities
associated to CX Campaigns) based on the Last Touch
attribution model.
Lost Opportunity Line Revenue (Last Touch Attribution) The total Lost Opportunity Line Revenue (for Opportunities
associated to CX Campaigns) based on the Last Touch
attribution model.
No Sales Opportunity Line Revenue (Last Touch Attribution) The total No Sale Opportunity Line Revenue (for
Opportunities associated to CX Campaigns) based on the
Last Touch attribution model.
Average Won Opportunity Line Revenue (Last Touch The average Won Opportunity Line Revenue. This metric is
Attribution) computed as follows: Won Opportunity Line Revenue (Last
Touch Attribution)/# of Won Opportunity Revenue Lines
CX Campaign Attributed Pipeline Revenue The total Pipeline revenue attributable to the CX Campaign
(Last Touch Attribution) based on the Last touch attribution model (Revenue divided
equally amongst all the CX Campaigns associated to the
Opportunity)
CX Campaign ROI (Last Touch Attribution) The ROI of the CX Campaign based on the Last touch
attribution model. This metric is calculated as
follows: (CX Campaign Attributed Pipeline Revenue (Last
touch Attribution)- Actual Cost ) / Actual Cost
CX Campaign Cost Per Attributed Revenue (Last Touch The total CX Campaign Cost Per Opportunity Attributed
Attribution) Revenue based on the Last touch attribution model. This
metric is calculated as follows: Total CX Campaign Cost/CX
Campaign Attributed Pipeline Revenue (Last touch
Attribution)
CX Campaign Cost Per Won Line Revenue (Last Touch The total CX Campaign Cost Per Opportunity Attributed
Attribution) Revenue based on the Last touch attribution model. This
metric is calculated as follows: Total CX Campaign Cost/
Campaign Attributed Pipeline Revenue for Won Revenue
Line (Last touch Attribution)
Open Opportunity Line Revenue (U-Shaped Attribution) The total Open Opportunity Line Revenue (for Opportunities
associated to CX Campaigns) based on the U-
Shaped attribution model.
Won Opportunity Line Revenue (U-Shaped Attribution) The total Won Opportunity Line Revenue (for Opportunities
associated to CX Campaigns) based on the U-
Shaped attribution model.

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Metric Metric Definition

Lost Opportunity Line Revenue (U-Shaped Attribution) The total Lost Opportunity Line Revenue (for Opportunities
associated to CX Campaigns) based on the U-
Shaped attribution model.
No Sales Opportunity Line Revenue (U-Shaped Attribution) The total No Sale Opportunity Line Revenue (for
Opportunities associated to CX Campaigns) based on the U-
Shaped attribution model.
Average Won Opportunity Line Revenue (U- The average Won Opportunity Line Revenue. This metric is
Shaped Attribution) computed as follows: Won Opportunity Line Revenue (U-
Shaped Attribution)/# of Won Opportunity Revenue Lines
CX Campaign Attributed Pipeline Revenue (U-Shaped The total Pipeline revenue attributable to the campaign
Attribution) based on the U-Shaped attribution model (Revenue divided
equally amongst all the CX Campaigns associated to the
Opportunity)
CX Campaign ROI (U-Shaped Attribution) The ROI of the CX Campaign based on the U-Shaped
attribution model. This metric is calculated as
follows: (CX Campaign Attributed Pipeline Revenue (U-
Shaped attribution)- Actual Cost ) / Actual Cost
CX Campaign Cost Per Attributed Revenue (U-Shaped The total CX Campaign Cost Per Opportunity Attributed
Attribution) Revenue based on the U-Shaped attribution. This metric is
calculated as follows: Total CX Campaign Cost/CX Campaign
Attributed Pipeline Revenue (U-Shaped attribution)
CX Campaign Cost Per Won Line Revenue (U-Shaped The total CX Campaign Cost Per Opportunity Attributed
Attribution) Revenue based on the U-Shaped attribution model. This
metric is calculated as follows: Total CX Campaign Cost/CX
Campaign Attributed Pipeline Revenue for Won Revenue
Line (U-Shaped attribution)

CX - Lead Activity
This table describes the Lead Activity Metrics.

Metric Metric Definition

# of Completed Lead Activities The total Completed Activities associated to Leads (Activity
Status = Complete)
# of Expired Lead Activities The total Expired Activities associated to Leads (Activity
Status not equal to Complete/Cancelled & Current Date >
Activity Due Date)
# of Lead Activities The total Activities associated to Leads
# of Lead Activities for Highly Ranked Leads The total Activities for highly ranked Leads (Lead Rank =
Hot)
# of Lead Appointments The total Appointments associated to Leads (Activity function
= Appointments)
# of Lead Call Reports The total Call Reports associated to Leads (Activity function
= Call Reports)
# of Lead Tasks The total Tasks associated to Leads (Activity function = Task)
# of Open Lead Activities The total Open Activities associated to Leads (Activity Status
not equal to Complete/Cancelled)
Activity Rate - Converted Leads The rate of Activities for Converted Leads. This metric is
computed as follows: 100 * # of Activities for Converted
Leads/# of Converted Leads

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Metric Metric Definition

Activity Rate - Qualified Leads The rate of Activities for Qualified Leads. This metric is
computed as follows: 100 * # of Activities for Qualified
Leads/# of Qualified Leads
Activity Rate - Rejected Leads The rate of Activities for Rejected Leads. This metric is
computed as follows:100 * # of Activities for Rejected
Leads/# of Rejected Leads
Activity Rate - Retired Leads The rate of Activities for Retired Leads. This metric is
computed as follows: 100 * # of Activities for Retired Leads/#
of Retired Leads
Activity Rate - Unaccepted Leads The rate of Activities for Unaccepted Leads. This metric is
computed as follows: 100 * # of Activities for Unaccepted
Leads/# of Unaccepted Leads
Activity Rate - Unassigned Leads The rate of Activities for Unassigned Leads. This metric is
computed as follows: 100 * # of Activities for Unassigned
Leads/# of Unassigned Leads
Activity Rate - Unconverted Leads The rate of Activities for Unconverted Leads. This metric is
computed as follows: 100 * # of Activities for Unconverted
Leads/# of Unconverted Leads
Average Activity Duration For Completed Activities The average time taken to complete an activity. This metric is
computed as follows: Activity duration for completed activity/#
of Completed Activities
Average Number of Lead Activities Per Team Member The average number of Lead Activities per Team member.
Lead Activity Rate The rate of Activities for Leads. This metric is computed as
follows: 100 * # of Lead Activities/# of Leads
Lead First Response Time The time to respond to an assigned Lead. This metric is
computed as follows: Date of first Lead Activity - Lead
assigned date
Lead Idle Days The days since the last Lead Activity. This metric is
computed as follows: Current Date - Last Lead Activity Date

CX - Leads
This table describes the Lead metrics.
These metrics are used in the Document Currency (DC), CX Currency (CC), and Analytics
Currency (AC) fact folders in this subject area. Document Currency is the currency used while
entering the data in the application. CX Currency is the currency defined in Oracle CRM.
Analytics Currency is the currency defined in the application. Analytics Currency and Exchange
Rate Type are configured during product implementation. The Exchange Rate date basis uses
the Lead Creation Date to convert to the analytics currency. Metrics in these folders show
amounts in their respective currencies.

Metric Metric Definition

# of Accepted Leads The total Accepted Leads (Accepted Flag = Y)
# of Accounts Leads Converted The total Converted Leads from Account(Lead Status =
Converted, Sales Account Type = Customer)
# of Assigned Leads The total assigned leads (Assignment status = Assigned)
# of Contacts with Leads The total Contacts with Leads
# of highly Ranked Qualified Leads The total Qualified Hot Leads (Lead Status = Qualified, Rank
Name = Hot)
# of Leads The total number of Leads

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Metric Metric Definition

# of Leads Converted The total Converted Leads (Lead Status = Converted)
# of Leads from Account The total leads from Account (Sales Account Type =
Customer)
# of Leads from Prospect Account The total leads from Prospect (Sales Account Type =
Prospect)
# of Leads Generated from Marketing Source The total Leads generated from Marketing Source (Lead
Source = Marketing)
# of Leads Generated from Non Marketing Source The total Leads generated from Non- marketing Source
(Lead Source not equal to Marketing)
# of Low Ranked Qualified Leads The total Qualified Cool Leads (Lead Status = Qualified,
Rank Name = Cool)
# of Medium Ranked Qualified Leads The total Qualified Warm Leads (Lead Status = Qualified,
Rank Name = Warm)
# of Partner Assigned Leads The total leads assigned to a Partner
# of Prospect Leads Converted The total Converted Leads from Prospect(Lead Status =
Converted, Sales Account Type = Prospect)
# of Qualified Expired Leads The total Qualified Expired Leads (Lead Status = Qualified,
Current Date > Lead Expiry Date)
# of Qualified Leads The total Qualified Leads (Lead Status = Qualified)
# of Rejected Leads The total Rejected Leads (Assignment Status = Rejected)
# of Retired Leads The total Retired Leads (Lead Status = Retired)
# of Sales Accounts with Leads The total Accounts with Leads
# of Unaccepted Leads The total Unaccepted Leads (Accepted Flag = N)
# of Unassigned Leads The total Unassigned Leads. This metric is computed as
follows: # of Leads - # of Assigned Leads
# of Uncovered Leads The total Unconverted Leads. This metric is computed as
follows: # of Leads - # of Converted Leads
# of Unqualified Leads The total Unqualified leads (Lead Status = Unqualified)
Average Lead Age (Days) The average age of the Leads. This metric is computed as
follows: For Converted or Retired Leads, the day when it was
converted/Retired - Lead Created date. For others it is the
Current Date - the Lead created date
Average Number of Days Open for Unqualified Leads The Average number of days to Qualify a lead. This metric is
computed as follows: Total Lead Age of Unqualified leads/ #
of Unqualified Leads
Average Number of Days to Convert Leads The Average number of days to Convert a lead. This metric is
computed as follows: Total Lead Age of Converted leads/ # of
Converted Leads
Budget Amount The total Budget Amount
Lead Idle Days The total days the Active Lead is idle (Lead Status not equal
to Retired/Rejected). This metric is computed as follows:
Current Date - Last Activity Date
Lead Qualification Rate (%) Rate of Qualified Leads to the total Leads. This metric is
computed as follows: 100 * # of Qualified Leads/# of Leads
Lead Qualification to Conversion Velocity Rate of Converting the Qualified Leads. This metric is
computed as follows: Lead Converted Date - Lead Qualified
Date / # of Converted Leads
Lead Qualification Velocity Rate of Qualifying the Leads. This metric is computed as
follows: Lead Qualified Date - Lead Created Date/# of
Qualified Leads
Leads Conversion % (Across Levels in Lead Owner Lead to Opportunity Conversion % calculated at the total
Resource Hierarchy) level of lead owner hierarchy

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Metric Metric Definition

Leads Conversion % (Across Levels in Primary Partner Lead to Opportunity Conversion % calculated at the total
Hierarchy) level of primary partner hierarchy
Leads Conversion %(Across Levels in Sales Account Lead to Opportunity Conversion % calculated at the total
Hierarchy) level of sales account hierarchy
Leads to Opportunity Conversion (%) Rate of Converted Leads to the total Leads. This metric is
computed as follows: # of Converted Leads/# of Leads
Potential Revenue The total Lead Revenue
Ratio of Converted Leads to Qualified Leads Ratio of Converted Leads to Qualified Leads
Ratio of Highly Ranked Qualified Leads to Qualified Leads Ratio of Highly Ranked Qualified Leads to Qualified Leads
Ratio of Low Ranked Qualified Leads to Qualified Leads Ratio of Low Ranked Qualified Leads to Qualified Leads
Ratio of Medium Ranked Qualified Leads to Qualified Leads Ratio of Medium Ranked Qualified Leads to Qualified Leads
Ratio of Qualified Leads to Unqualified Leads Ratio of Qualified Leads to Unqualified Leads
Ratio of Retired Leads to Ratio of Unqualified Leads Ratio of Retired Leads to Unqualified Leads
Raw Lead Amount The total Raw Lead Amount
Rejected Leads (%) Rate of Rejected Leads to the total Leads. This metric is
computed as follows: # of Rejected Leads/# of Leads
Retired Leads (%) Rate of Retired Leads to the total Leads. This metric is
computed as follows: # of Retired Leads/# of Leads
Total Market Potential The total Lead Revenue for Qualified or Unqualified Leads

CX - Opportunity
This table describes the Opportunity Metrics.

Metric Metric Definition

# of Accounts with Won Opportunities The total Accounts with Won Opportunities
# of Competitive Lost Opportunities The total Lost Opportunities with atleast one Competitor
# of Competitive No Sale Opportunities The total No Sale Opportunities with atleast one Competitor
# of Competitive Open Opportunities The total Open Opportunities with atleast one Competitor
# of Competitive Opportunities The total Opportunities with atleast one Competitor
# of Competitive Won Opportunities The total Won Opportunities with atleast one Competitor
# of Converted Lost Opportunities The total Lost Opportunities which were created by
converting the Leads.
# of Converted Open Opportunities The total Open Opportunities which were created by
converting the Leads.
# of Converted Opportunities The total Opportunities which were created by converting the
Leads.
# of Converted Won Opportunities The total Won Opportunities which were created by
converting the Leads.
# of Expansion Opportunities The total Expansion Opportunities (Opportunity Type Code =
Expansion)
# of Expired Opportunities The total Expired Opportunities. This metric is computed as
follows: Opportunity Status = Open, Current Date >
Opportunity Expected Close Date
# of Lost Expansion Opportunities The total Lost Expansion Opportunities (Opportunity Status =
Lost and Opportunity Type Code = Expansion)
# of Lost New Opportunities The total Lost New Opportunities (Opportunity Status = Lost
and Opportunity Type Code = New)
# of Lost Opportunities The total Lost Opportunities (Opportunity Status = Lost)

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Metric Metric Definition

# of Lost Renewal Opportunities The total Lost Renewal Opportunities (Opportunity Status =
Lost and Opportunity Type Code = Renewal)
# of New Opportunities The total New Opportunities (Opportunity Type Code = New)
# of No Sale Expansion Opportunities The total No Sale Expansion Opportunities (Opportunity
Status = No Sale and Opportunity Type Code = Expansion)
# of No Sale Opportunities The total No Sale Opportunities (Opportunity Status = No
Sale)
# of No Sale Renewal Opportunities The total No Sale Renewal Opportunities (Opportunity Status
= No Sale and Opportunity Type Code = Renewal)
# of Open Expansion Opportunities The total Open Expansion Opportunities (Opportunity Status
= Open and Opportunity Type Code = Expansion)
# of Open New Opportunities The total Open New Opportunities (Opportunity Status =
Open and Opportunity Type Code = New)
# of Open Opportunities The total Open Opportunities (Opportunity Status = Open)
# of Open Renewal Opportunities The total Open Renewal Opportunities (Opportunity Status =
Open and Opportunity Type Code = Renewal)
# of Opportunities The total number of Opportunities
# of Renewal Opportunities The total Renewal Opportunities (Opportunity Type Code =
Renewal)
# of Unconverted Closed Opportunities The total Closed Opportunities which were not created by
converting the Leads.
# of Unconverted Opportunities The total Opportunities which were not created by converting
the Leads.
# of Unconverted Won Opportunities The total Won Opportunities which were not created by
converting the Leads.
# of Won Expansion Opportunities The total Won Expansion Opportunities (Opportunity Status
= Won and Opportunity Type Code = Expansion)
# of Won New Opportunities The total Won New Opportunities (Opportunity Status = Won
and Opportunity Type Code = New)
# of Won Opportunities The total Won Opportunities (Opportunity Status = Won)
# of Won Renewal Opportunities The total Won Renewal Opportunities (Opportunity Status =
Won and Opportunity Type Code = Renewal)
# of No Sale New Opportunities The total No Sale New Opportunities (Opportunity Status =
No Sale and Opportunity Type Code = New)
Average # of Days to Close Average number of days to Close an Opportunity. This metric
is computed as follows: Total days needed to close
Opportunities/# of Open Opportunities
Average # of Days to Open Average number of days the Opportunity is Open. This metric
is computed as follows: Total days the Opportunity is Open/#
of Open Opportunities
Average Age of Closed Opportunities Average Age of Closed Opportunities. This metric is
computed as follows: Total Closed Opportunities Age/# of
Closed Opportunities
Average Age of Converted Opportunity Average Age of Converted Opportunities. This metric is
computed as follows: sum(Opportunity Close Date -
Opportunity Creation Date)/# of Converted Closed
Opportunities
Average Age of Converted Won Opportunity Average Age of Converted Won Opportunities. This metric is
computed as follows: sum(Opportunity Close Date -
Opportunity Creation Date)/# of Converted Won
Opportunities

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Metric Metric Definition

Average Age of Lost Opportunities Average Age of Lost Opportunities. This metric is computed
as follows: Total Lost Opportunities Age/# of Lost
Opportunities
Average Age of No Sale Opportunities Average Age of No Sale Opportunities. This metric is
computed as follows: Total No Sale Opportunities Age/
number of No Sale Opportunities
Average Age of Unconverted Opportunity Average Age of Uncoverted Opportunities. This metric is
computed as follows: sum(Opportunity Close Date -
Opportunity Creation Date)/# of Unconverted Closed
Opportunities
Average Age of Unconverted Won Opportunity Average Age of Uncoverted Won Opportunities. This metric
is computed as follows: sum(Opportunity Close Date -
Opportunity Creation Date)/# of Unconverted Won
Opportunities
Average Age of Won Opportunities Average Age of Won Opportunities. This metric is computed
as follows: Total Won Opportunities Age/# of Won
Opportunities
Average Opportunity Win Probability Average probability to Win the Opportunity. This metric is
computed as follows: Total win probabilities/# of
Opportunities
Competitive Loss Rate Rate of Losing Competitive Opportunities. This metric is
computed as follows: 100 * Total Competitive Lost
Opportunities/Total Competitive Closed Opportunities
Competitor Conversion Rate Rate of Converting Competitive Opportunities. This metric is
computed as follows: 100 * Total Competitive Won
Opportunities/Total Competitive Opportunities
Competitor Win Rate Rate of Winning Competitive Opportunities. This metric is
computed as follows: 100 * Total Competitive Won
Opportunities/Total Competitive Won and Lost Opportunities
Conversion Rate Rate of Converting Opportunities. This metric is computed as
follows: 100 * Total Won Opportunities/Total Opportunities
Converted Lead Contribution to Closed Opportunities % The ratio of Converted Closed Opportunities (created from
Leads) in all the Closed Opportunities. This metric is
computed as follows: (#of Converted Closed Opportunities/#
of Closed Opportunities)*100
Converted Lead Contribution to Opportunities % The ratio of Converted Opportunities (created from Leads) in
all the Opportunities. This metric is computed as follows: (#of
Converted Opportunities/# of Opportunities)*100
Converted Lead Contribution to Won Opportunities % The ratio of Converted Won Opportunities (created from
Leads) in all the Won Opportunities. This metric is computed
as follows: (#of Converted Won Opportunities/# of Won
Opportunities)*100
Converted Lead Contribution to Lost Opportunities % The ratio of Converted Lost Opportunities (created from
Leads) in all the Lost Opportunities. This metric is computed
as follows: (#of Converted Lost Opportunities/# of Lost
Opportunities)*100
Expansion Opportunities Conversion Rate The Conversion rate of the Expansion Opportunities. This
metric is computed as follows: (# of Won Expansion
Opportunities/# of Expansion Opportunities)
Expansion Opportunities Loss Rate The Loss rate of the Expansion Opportunities. This metric is
computed as follows: (# of Lost Expansion Opportunities/# of
Won+Lost Expansion Opportunities)

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Metric Metric Definition

Expansion Opportunities Win Rate The Win Rate of the Expansion Opportunities. This metric is
computed as follows: (# of Won Expansion Opportunities/# of
Won+Lost Expansion Opportunities)
Loss Rate Rate of Losing Opportunities. This metric is computed as
follows: 100 * Total Lost Opportunities/Total Won and Lost
Opportunities
New Opportunities Conversion Rate The Conversion rate of the New Opportunities. This metric is
computed as follows: (# of Won New Opportunities/# of New
Opportunities)
New Opportunities Loss Rate The Loss rate of the New Opportunities. This metric is
computed as follows: (# of Lost New Opportunities/# of
Won+Lost New Opportunities)
New Opportunities Win Rate The Win Rate of the New Opportunities. This metric is
computed as follows: (# of Won New Opportunities/# of
Won+Lost New Opportunities)
Ratio of # of lost Opportunities (unconverted) to Converted The ratio of Uncoverted Lost Opportunities to Converted Lost
Lost Opportunities Opportunities. This metric is computed as follows: (# of Lost
Opportunities - # of Converted Lost Opportunities) /# of
Converted Lost Opportunities
Renewal Opportunities Conversion Rate The Conversion rate of the Renewal Opportunities. This
metric is computed as follows: (# of Won Renewal
Opportunities/# of renewal Opportunities)
Renewal Opportunities Loss Rate The Loss rate of the Renewal Opportunities. This metric is
computed as follows: (# of Lost Renewal Opportunities/# of
Won+Lost renewal Opportunities)
Renewal Opportunities Win Rate The Win Rate of the Renewal Opportunities. This metric is
computed as follows: (# of Won Renewal Opportunities/# of
Won+Lost renewal Opportunities)
Win Rate Rate of Winning Opportunities. This metric is computed as
follows: 100 * Total Won Opportunities/Total Won and Lost
Opportunities

CX - Opportunity Activity
This table describes the Opportunity Activity Metrics.

Metric Metric Definition

# of Completed Opportunity Activities The total Completed Activities associated Opportunities
(Activity Status = Complete)
# of Expired Opportunity Activities The total Expired Activities associated to Opportunities
(Activity Status not equal to Complete/Cancelled & Current
Date > Activity Due Date)
# of Open Opportunity Activities The total Open Activities associated to Opportunities (Activity
Status not equal to Complete/Cancelled)
# of Opportunity Activities The total Activities associated to Opportunities
# of Opportunity Appointments The total Tasks associated to Appointments (Activity function
= Appointments)
# of Opportunity Call Reports The total Tasks associated to Call Reports (Activity function =
Call Reports)
# of Opportunity Tasks The total Tasks associated to Opportunities (Activity function
= Task)

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Metric Metric Definition

Activity Rate - Lost Opportunities The rate of Activities for Lost Opportunities. This metric is
computed as follows: 100 * # of Activities for Lost
Opportunities/# of Lost Opportunities
Activity Rate - No Sale Opportunities The rate of Activities for No Sale Opportunities. This metric is
computed as follows: 100 * # of Activities for No Sale
Opportunities/# of No Sale Opportunities
Activity Rate - Open Opportunities The rate of Activities for Open Opportunities. This metric is
computed as follows: 100 * # of Activities for Open
Opportunities/# of Open Opportunities
Activity Rate - Opportunities The rate of Activities for Opportunities. This metric is
computed as follows: 100 * # of Opportunity Activities/# of
Opportunities
Activity Rate - Won Opportunities The rate of Activities for Won Opportunities. This metric is
computed as follows: 100 * # of Activities for Won
Opportunities/# of Won Opportunities
Appointment Rate - Lost Opportunities The rate of Appointments for Lost Opportunities. This metric
is computed as follows: 100 * # of Appointments for Lost
Opportunities/# of Lost Opportunities
Appointment Rate - No Sale Opportunities The rate of Appointments for No Sale Opportunities. This
metric is computed as follows: 100 * # of Appointments for
No Sale Opportunities/# of No Sale Opportunities
Appointment Rate - Open Opportunities The rate of Appointments for Open Opportunities. This metric
is computed as follows: 100 * # of Appointments for Open
Opportunities/# of Open Opportunities
Appointment Rate - Won Opportunities The rate of Appointments for Won Opportunities. This metric
is computed as follows: 100 * # of Appointments for Won
Opportunities/# of Won Opportunities
Average Activity Duration for Completed Activities The average time taken to complete an activity. This metric is
computed as follows: Activity duration for completed activity/#
of Completed Activities
Average Activity Duration For Open Activities The average time of an activity. This metric is computed as
follows: Activity duration for Activities not in Cancelled or
Complete status/# of Activities not in Cancelled or Complete
status
Average Number of Calls for Lost Opportunities The average number of Calls for Lost Opportunities. This
metric is computed as follows: # of Activities of type code =
Calls for Lost Opportunities/# of Lost Opportunities
Average Number of Calls for Won Opportunities The average number of Calls for Won Opportunities. This
metric is computed as follows: # of Activities of type code =
Calls for Won Opportunities/# of Won Opportunities
Average Number of Demos for Lost Opportunities The average number of Demos for Lost Opportunities. This
metric is computed as follows: # of Activities of type code =
Demos for Lost Opportunities/# of Lost Opportunities
Average Number of Demos for Won Opportunities The average number of Demos for Won Opportunities. This
metric is computed as follows: # of Activities of type code =
Demos for Won Opportunities/# of Won Opportunities
Average Number of Emails Sent for Lost Opportunities The average number of Emails sent for Lost Opportunities.
This metric is computed as follows: # of Activities of type
code = Email for Lost Opportunities/# of Lost Opportunities
Average Number of Emails Sent for Won Opportunities The average number of Emails sent for Won Opportunities.
This metric is computed as follows: # of Activities of type
code = Email for Won Opportunities/# of Won Opportunities

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Metric Metric Definition

Average Number of Meetings for Lost Opportunities The average number of Meetings for Lost Opportunities. This
metric is computed as follows: # of Activities of type code =
Meetings for Lost Opportunities/# of Lost Opportunities
Average Number of Meetings for Won Opportunities The average number of Meetings for Won Opportunities. This
metric is computed as follows: # of Activities of type code =
Meetings for Won Opportunities/# of Won Opportunities
Average Number of Opportunity Activities Per Team Member The average number of Opportunity Activities per Team
member
Call Report Rate - Lost Opportunities The rate of Call Reports for Lost Opportunities. This metric is
computed as follows: 100 * # of Call Reports for Lost
Opportunities/# of Lost Opportunities
Call Report Rate - No Sale Opportunities The rate of Call Reports for No Sale Opportunities. This
metric is computed as follows: 100 * # of Call Reports for No
Sale Opportunities/# of No Sale Opportunities
Call Report Rate - Open Opportunities The rate of Call Reports for Open Opportunities. This metric
is computed as follows: 100 * # of Call Reports for Open
Opportunities/# of Open Opportunities
Call Report Rate - Won Opportunities The rate of Call Reports for Won Opportunities. This metric is
computed as follows: 100 * # of Call Reports for Won
Opportunities/# of Won Opportunities
Task Rate - Lost Opportunities The rate of Tasks for Lost Opportunities. This metric is
computed as follows: 100 * # of Tasks for Lost
Opportunities/# of Lost Opportunities
Task Rate - No Sale Opportunities The rate of Tasks for No Sale Opportunities. This metric is
computed as follows: 100 * # of Tasks for No Sale
Opportunities/# of No Sale Opportunities
Task Rate - Open Opportunities The rate of Tasks for Open Opportunities. This metric is
computed as follows: 100 * # of Tasks for Open
Opportunities/# of Open Opportunities
Task Rate - Won Opportunities The rate of Tasks for Won Opportunities. This metric is
computed as follows: 100 * # of Tasks for Won
Opportunities/# of Won Opportunities

CX - Opportunity Quotes
This table describes the Opportunity Quotes metrics. Note that the Quotes that are available in
this subject area are the Opportunity Quotes only i.e. the Quotes that are associated to an
Opportunity.

Metric Metric Definition

# of Active Quotes The total number of Active Quotes
# of Active Quotes with Proposal The total number of Active Quotes with Proposal
# of Closed Active Quotes The total number of Active Quotes Closed (Won+Lost)
# of Expired Quotes The total number of Expired Quotes
# of In-Progress Active Quotes The total number of Active In-Progress Quotes
# of Lost Active Quotes The total number of Active Quotes Lost
# of Quotes The total number of Quotes
# of Unique Quotes The total number of Unique Quotes (based on External
Quote number, ignores Quotes versions and treats Quotes
with same Quote id as one)
# of Won Active Quotes The total number of Active Quotes Won

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Metric Metric Definition

Active Quote Conversion Rate The rate of converting the Active Quotes. This metric is
computed as follows: 100 * # of Closed Quotes/# of Active
Quotes
Active Quote Loss Rate The rate of losing Active Quotes. This metric is computed as
follows: 100 * # of Lost Quotes/# of Closed Quotes
Active Quote to Contract Start Time The time to start the Contract after the Quote is created. This
metric is computed as follows: (Contract Start Date - Quote
Creation Date)/# of Active Quotes
Active Quote To Lost Opportunity Time The average time between Lost Opportunity Close Date and
Quote creation date. This metric is computed as follows:
(Opportunity Close Date - Quote Creation Date)/# of Active
Quotes for Lost Opportunities
Active Quote To Won Opportunity Time The average time between Won Opportunity Close Date and
Quote creation date. This metric is computed as follows:
(Opportunity Close Date - Quote Creation Date)/# of Active
Quotes for Won Opportunities
Active Quote Win Rate The rate of winning Active Quotes. This metric is computed
as follows: 100 * # of Won Quotes/# of Closed Quotes
Average # of Quotes for Lost Opportunities The average number of Quotes for Lost Opportunities. This
metric is computed as follows: # of Quotes/# of Lost
Opportunities
Average # of Quotes for No-Sale Opportunities The average number of Quotes for No Sale Opportunities.
This metric is computed as follows: # of Quotes/# of No-Sale
Opportunities
Average # of Quotes for Open Opportunities The average number of Quotes for Open Opportunities. This
metric is computed as follows: # of Quotes/# of Open
Opportunities
Average # of Quotes for Won Opportunities The average number of Quotes for Won [Link]
metric is computed as follows: # of Quotes/# of Won
Opportunities
Average Active Quote Cycle Time The average Quote Cycle Time. This metric is computed as
follows: (Quote Order Placed on Date - Quote Creation
Date)/# of Active Quotes
Average Contract Value (Active Quotes) The average Contract value per Active Quote. This metric is
computed as follows: Total Contract Value/# of Active Quotes
Average Length of Contract (Active Quote) The average Length of the Contract. This metric is computed
as follows: (Contract End Date - Contract Start Date)/# of
Active Quotes
Average Non Recurring Revenue (Active Quotes) The average Non-Recurring Revenue Amount from Active
Quotes. This metric is computed as follows: Total Non-
Recurring Revenue Amount/# of Active Quotes
Average Number of Active Quote Iterations The average number of Quotes created per Active Quote.
This metric is computed as follows: # of Quotes/# of Active
Quotes
Average Opportunity to Current Active Quote Time The average time between Opportunity and Quote creation
date. This metric is computed as follows: (Quote Creation
Date - Opportunity Creation Date)/# of Active Quotes
Average Recurring Revenue (Active Quotes) The average Recurring Revenue Amount from Active Quotes.
This metric is computed as follows: Total Recurring Revenue
Amount/# of Active Quotes
Average Usage Revenue (Active Quotes) The average Usage Revenue Amount from Active Quotes.
This metric is computed as follows: Total Usage Revenue
Amount/# of Active Quotes
Contract Value (Active Quotes) The total Quote Contract value in Active Quotes

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Metric Metric Definition

Non Recurring Revenue Amount (Active Quotes) The total Non-Recurring Revenue Amount from Active
Quotes
Raw Contract Value The total Quote Contract value in all Quotes
Raw Non Recurring Revenue Amount The total Non-Recurring Revenue Amount from all Quotes
Raw Recurring Revenue Amount The total Recurring Revenue Amount from all Quotes
Raw Usage Revenue Amount The total Usage Revenue Amount from all Quotes
Recurring Revenue Amount (Active Quotes) The total Recurring Revenue Amount from Active Quotes
Usage Revenue Amount (Active Quotes) The total Usage Revenue Amount from Active Quotes

CX - Opportunity Quote Line

This table describes the Opportunity Quote Line Metrics. Note that the Quote Lines that are
available in this subject area are the Opportunity Quote Lines only i.e. the Quotes and the lines
that are associated to an Opportunity and Revenue Lines respectively

Metric Metric Definition

# of Active Quotes with Lines The total Active Quotes with atleast one Quote Line
# of Closed Lines for Active Quotes The total Closed (Won+Lost) Quote Lines from Active
Quotes
# of In-Progress Lines for Active Quotes The total In-Progress Quote Lines from Active Quotes
# of Lines for Active Quotes The total Quote Lines from Active Quotes
# of Lost Lines for Active Quotes The total Lost Quote Lines from Active Quotes
# of Quotes with Lines The total Quotes with atleast one Quote Line
# of Unique Quotes with Lines The Unique Quotes with atleast one Quote Line
# of Won Lines for Active Quotes The total Won Quote Lines from Active Quotes
Average Contract Line Value for Active Quotes The Average Contract Value (Total Contract Value / # of
Quote Lines)
Average Length of the Contract for Active Quote Lines The average Length of the Contract. This metric is computed
as follows: (Quote Line Contract Start Date - Quote Line
Contract End Date) / (# of Lines for Active Quotes)
Average Line Cycle Time for Active Quotes The average Quote Line Cycle Time. This metric is computed
as follows: (Quote Order Placed on Date - Quote Creation
Date)/(# of Lines for Active Quotes)
Average Non-Recurring Line Revenue for Active Quotes The Average Non-Recurring Revenue (Total Non-Recurring
Revenue Amount / # of Quote Lines)
Average Recurring Line Revenue for Active Quotes The Average Recurring Revenue (Total Recurring Revenue
Amount / # of Quote Lines)
Average Usage Line Revenue for Active Quotes The Average Usage Revenue Amount (Total Usage
REvenue/ # of Quote Lines)
Contract Line Value for Active Quotes The total Contract value (Sum of Recurring Revenue, Non-
Recurring Revenue and Usage Revenue) of Qutoe Lines
from Active Quotes
Line Conversion Rate for Active Quotes The Quote Line Conversion Rate (# of Won Lines for Active
Quotes / # of Lines for Active Quotes *100)
Line Loss Rate for Active Quotes The Quote Line Loss Rate (# of Lost Lines for Active
Quotes) / ( # of Closed Lines for Active Quotes) *100
Line Win Rate for Active Quotes The Quote Line Win Rate (# of Won Lines for Active
Quotes) /( # of Closed Lines for Active Quotes) *100
Non-Recurring Line Revenue for Active Quotes The total Non-Recurring Revenue of a Quote Line from
Active Quotes

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Metric Metric Definition

Raw Quote Line Non-Recurring Revenue Total Non Recurring Revenue amount of Quote Lines
Raw Quote Line Recurring Revenue Total Recurring Revenue amount of Quote Lines
Raw Quote Line Usage Revenue Total Usage Revenue amount of Quote Lines
Raw Quote Line Contract Value Total Contract Value of Quote Lines
Recurring Line Revenue for Active Quotes The total Recurring Revenue of a Quote Line from Active
Quotes
Usage Line Revenue for Active Quotes The total Usage Revenue of a Quote Line from Active
Quotes
Average Quote Line Discount % The Average Quote Line Discount Percentage.

CX - Opportunity Revenue Line

This table describes the Opportunity Revenue Line metrics.
These metrics are used in the Document Currency (DC), CX Currency (CC), and Analytics
Currency (AC) fact folders in this subject area. Document Currency is the currency used while
entering the data in the application. CX Currency is the currency defined in Oracle CRM.
Analytics Currency is the currency defined in the application. Analytics Currency and Exchange
Rate Type are configured during product implementation. The Exchange Rate date basis uses
the Opportunity Expected Close Date to convert to the analytics currency. Metrics in these
folders show amounts in their respective currencies.

Metric Metric Definition

# of Competitive Opportunity Revenue Lines The total Opportunity Revenue Lines with atleast one
Competitor
# of Expansion Opportunity Revenue Lines The total Expansion Opportunity Revenue Lines
# of Expired Opportunity Revenue Lines The total Expired Opportunity Revenue Lines with atleast
one Competitor
# of Lost Competitive Opportunity Revenue Lines The total Lost Opportunity Revenue Lines with atleast one
Competitor
# of Lost Opportunity Revenue Lines The total Lost Opportunity Revenue Lines (Revenue Status =
Lost)
# of New Opportunity Revenue Lines The total New Opportunity Revenue Lines
# of No Sale Competitive Opportunity Revenue Lines The total No Sale Opportunity Revenue Lines with atleast
one Competitor
# of No Sale Opportunity Revenue Lines The total No Sale Opportunity Revenue Lines (Revenue
Status = No Sale)
# of Open Competitive Opportunity Revenue Lines The total Open Opportunity Revenue Lines with atleast one
Competitor
# of Open Opportunity Revenue Lines The total Open Opportunity Revenue Lines (Revenue Status
= Open)
# of Opportunity Revenue Lines The total Opportunity Revenue Lines
# of Raw Opportunity Revenue Lines The total Raw Opportunity Revenue Lines
# of Won Competitive Opportunity Revenue Lines The total Won Opportunity Revenue Lines with atleast one
Competitor
# of Won Opportunity Revenue Lines The total Won Opportunity Revenue Lines (Revenue Status =
Won)
# of Renewal Opportunity Revenue Lines The total Renewal Opportunity Revenue Lines
% Change Average Won Opportunity Line Revenue Same The % change in Average Won Opportunity Line Revenue
Time Last Period compared to the Last Period, at this time

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Metric Metric Definition

% Change Average Won Opportunity Line Revenue Same The % change in Average Won Opportunity Line Revenue
Time Last Quarter compared to the Last Quarter, at this time
% Change Average Won Opportunity Line Revenue Same The % change in Average Won Opportunity Line Revenue
Time Last Year compared to the Last Year, at this time
% Change Lost Opportunity Line Revenue Same Time Last The % change in Lost Opportunity Line Revenue compared
Period to the Last Period, at this time
% Change Lost Opportunity Line Revenue Same Time Last The % change in Lost Opportunity Line Revenue compared
Quarter to the Last Quarter, at this time
% Change Lost Opportunity Line Revenue Same Time Last The % change in Lost Opportunity Line Revenue compared
Year to the Last Year, at this time
% Change No Sale Opportunity Line Revenue Same Time The % change in No Sale Opportunity Line Revenue
Last Period compared to the Last Period, at this time
% Change No Sale Opportunity Line Revenue Same Time The % change in No Sale Opportunity Line Revenue
Last Quarter compared to the Last Quarter, at this time
% Change No Sale Opportunity Line Revenue Same Time The % change in No Sale Opportunity Line Revenue
Last Year compared to the Last Year, at this time
% Change Open Opportunity Line Revenue Same Time Last The % change in Open Opportunity Line Revenue compared
Period to the Last Period, at this time
% Change Open Opportunity Line Revenue Same Time Last The % change in Open Opportunity Line Revenue compared
Quarter to the Last Quarter, at this time
% Change Open Opportunity Line Revenue Same Time Last The % change in Open Opportunity Line Revenue compared
Year to the Last Year, at this time
% Change Weighted Open Opportunity Line Revenue Same The % change in Weighted Open Opportunity Line Revenue
Time Last Period compared to the Last Period, at this time
% Change Weighted Open Opportunity Line Revenue Same The % change in Weighted Open Opportunity Line Revenue
Time Last Quarter compared to the Last Quarter, at this time
% Change Weighted Open Opportunity Line Revenue Same The % change in Weighted Open Opportunity Line Revenue
Time Last Year compared to the Last Year, at this time
% Change Won Opportunity Line Revenue Same Time Last The % change in Won Opportunity Line Revenue compared
Period to the Last Period, at this time
% Change Won Opportunity Line Revenue Same Time Last The % change in Won Opportunity Line Revenue compared
Quarter to the Last Quarter, at this time
% Change Won Opportunity Line Revenue Same Time Last The % change in Won Opportunity Line Revenue compared
Year to the Last Year, at this time
% Renewal Lost Opportunity Line Revenue The % of Renewal Lost Opportunity Line Revenue of the total
Lost Opportunity Line Revenue. This metric is computed as
follows: (Renewal Lost Opportunity Line Revenue / Lost
Opportunity Line Revenue)
% Renewal Open Opportunity Line Revenue The % of Renewal Open Opportunity Line Revenue of the
total Open Opportunity Line Revenue. This metric is
computed as follows: (Renewal Open Opportunity Line
Revenue / Open Opportunity Line Revenue)
% Renewal Opportunity Line Revenue The % of Renewal Opportunity Line Revenue of the total
Opportunity Line Revenue. This metric is computed as
follows: (Renewal Opportunity Line Revenue / Opportunity
Line Revenue)
% Renewal Won Opportunity Line Revenue The % of Renewal Won Opportunity Line Revenue of the
total Won Opportunity Line Revenue. This metric is
computed as follows: (Renewal Won Opportunity Line
Revenue / Won Opportunity Line Revenue)

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Metric Metric Definition

Average # of Days Open The average number of days an Opportunity Revenue Line is
Open. This metric is computed as follows: (Current Date -
Open Opportunity Revenue Line Creation Date)/# of Open
Opportunity Revenue Lines
Average Age of Lost Opportunity Revenue Lines The average age of the Lost Opportunity Revenue Lines.
This metric is computed as follows: sum(Lost Revenue Line
Close Date - Lost Revenue Line Created Date))/# of Lost
Opportunity Revenue Lines
Average Age of No Sale Opportunity Revenue Lines The average age of the No Sale Opportunity Revenue Lines.
This metric is computed as follows: sum(No Sale Revenue
Line Close Date - No Sale Revenue Line Created Date))/# of
No Sale Opportunity Revenue Lines
Average Age of Opportunity Revenue Lines The average age of the Opportunity Revenue Lines. This
metric is computed as follows: sum(Won/Lost/No Sale
Revenue Line Close Date - Won/Lost/No Sale Revenue Line
Created Date))/# of Won+Lost+No Sale Opportunity
Revenue Lines
Average Age of Won Opportunity Revenue Lines The average age of the Won Opportunity Revenue Lines.
This metric is computed as follows: sum(Won Revenue Line
Close Date - Won Revenue Line Created Date))/# of Won
Opportunity Revenue Lines
Average Won Opportunity Line Revenue The average Won Opportunity Line Revenue. This metric is
computed as follows: Won Opportunity Line Revenue/# of
Won Opportunity Revenue Lines
Competitive Opportunity Line Revenue The total Opportunity Line Revenue with atleast one
competitor
Expansion Lost Opportunity Line Revenue The total Lost Expansion Opportunity Line Revenue
(Revenue Type = Expansion and Revenue Status = Lost)
Expansion No Sale Opportunity Line Revenue The total No Sale Expansion Opportunity Line Revenue
(Revenue Type = Expansion and Revenue Status = No Sale)
Expansion Open Opportunity Line Revenue The total Open Expansion Opportunity Line Revenue
(Revenue Type = Expansion and Revenue Status = Open)
Expansion Opportunity Line Revenue The total Expansion Opportunity Line Revenue (Revenue
Type = Expansion)
Expansion Won Opportunity Line Revenue The total Won Expansion Opportunity Line Revenue
(Revenue Type = Expansion and Revenue Status = Won)
Expected Opportunity Line Revenue The total Expected Opportunity Line Revenue
Expired Opportunity Line Revenue The total Expired Opportunity Line Revenue (status = Open
and Current Date > Expected Close date for Revenue Line)
Lost Competitive Opportunity Line Revenue The total Lost Opportunity Line Revenue with atleast one
competitor
Lost Opportunity Line Non-Recurring Revenue The total Lost Opportunity Line Non-Recurring Revenue
(Revenue Status = Lost)
Lost Opportunity Line Recurring Revenue The total Lost Opportunity Line Recurring Revenue (Revenue
Status = Lost)
Lost Opportunity Line Revenue The total Lost Opportunity Line Revenue (Revenue Status =
Lost)
Lost Opportunity Line Usage Revenue The total Lost Opportunity Line Usage Revenue (Revenue
Status = Lost)
New Lost Opportunity Line Revenue The total Lost New Opportunity Line Revenue (Revenue Type
= New and Revenue Status = Lost)
New No Sale Opportunity Line Revenue The total No Sale New Opportunity Line Revenue (Revenue
Type = New and Revenue Status = No Sale)

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Metric Metric Definition

New Open Opportunity Line Revenue The total Open New Opportunity Line Revenue (Revenue
Type = New and Revenue Status = Open)
New Opportunity Line Revenue The total New Opportunity Line Revenue (Revenue Type =
New)
New Won Opportunity Line Revenue The total Won New Opportunity Line Revenue (Revenue
Type = New and Revenue Status = Won)
No Sale Competitive Opportunity Line Revenue The total No Sale Opportunity Line Revenue with atleast one
competitor
No Sale Opportunity Line Non-Recurring Revenue The total No Sale Opportunity Line Non-Recurring Revenue
(Revenue Status = No Sale)
No Sale Opportunity Line Recurring Revenue The total No Sale Opportunity Line Recurring Revenue
(Revenue Status = No Sale)
No Sale Opportunity Line Revenue The total No Sale Opportunity Line Revenue (Revenue
Status = No Sale)
No Sale Opportunity Line Usage Revenue The total No Sale Opportunity Line Usage Revenue
(Revenue Status = No Sale)
Non-Renewal Lost Opportunity Line Revenue The total Lost Non-Renewal Opportunity Line Revenue
(Revenue Type = Do not Renew and Revenue Status = Lost)
Non-Renewal No Sale Opportunity Line Revenue The total No Sale Non-Renewal Opportunity Line Revenue
(Revenue Type = Do not Renew and Revenue Status = No
Sale)
Non-Renewal Open Opportunity Line Revenue The total Open Non-Renewal Opportunity Line Revenue
(Revenue Type = Do not Renew and Revenue Status =
Open)
Non-Renewal Opportunity Line Revenue The total Non-Renewal Opportunity Line Revenue (Revenue
Type = Do not Renew)
Non-Renewal Won Opportunity Line Revenue The total Won Non-Renewal Opportunity Line Revenue
(Revenue Type = Do not Renew and Revenue Status = Won)
Open Competitive Opportunity Line Revenue The total Open Opportunity Line Revenue with atleast one
competitor
Open Opportunity Line Non-Recurring Revenue The total Open Opportunity Line Non-Recurring Revenue
(Revenue Status = Open)
Open Opportunity Line Recurring Revenue The total Open Opportunity Line Recurring Revenue
(Revenue Status = Open)
Open Opportunity Line Revenue The total Open Opportunity Line Revenue (Revenue Status =
Open)
Open Opportunity Line Usage Revenue The total Open Opportunity Line Usage Revenue (Revenue
Status = Open)
Opportunity Line Non-Recurring Revenue The total Opportunity Line Non-Recurring Revenue
Opportunity Line Recurring Revenue The total Opportunity Line Recurring Revenue
Opportunity Line Revenue The total Opportunity Line Revenue
Opportunity Line Split Revenue The total Opportunity Line Split Revenue
Opportunity Line Usage Revenue The total Opportunity Line Usage Revenue
Raw Opportunity Line Revenue The total Raw Opportunity Line Revenue
Renewal Lost Opportunity Line Revenue The total Lost Renewal Opportunity Line Revenue (Revenue
Type = Renew and Revenue Status = Lost)
Renewal No Sale Opportunity Line Revenue The total No Sale Renewal Opportunity Line Revenue
(Revenue Type = Renew and Revenue Status = No Sale)
Renewal Open Opportunity Line Revenue The total Open Renewal Opportunity Line Revenue
(Revenue Type = Renew and Revenue Status = Open)

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Metric Metric Definition

Renewal Opportunity Line Revenue The total Renewal Opportunity Line Revenue (Revenue Type
= Renew)
Renewal Won Opportunity Line Revenue The total Won Renewal Opportunity Line Revenue (Revenue
Type = Renew and Revenue Status = Won)
Revenue Line Competitive Conversion Rate The Competitive Revenue Line conversion rate. This metric is
computed as follows: 100 * # of Won Competitive Revenue
Lines/# of Competitive Opportunity Revenue Lines
Revenue Line Competitive Loss Rate The Competitive Revenue Line Loss rate. This metric is
computed as follows: 100 * # of Lost competitive Revenue
Lines/# of Won+Lost Competitive Revenue Lines
Revenue Line Competitive Won Rate The Competitive Revenue Line Win rate. This metric is
computed as follows: 100 * # of Won Competitive Revenue
Lines/# of Won+Lost Competitive Revenue Lines
Revenue Line Conversion Rate The Revenue Line conversion rate. This metric is computed
as follows: 100 * # of Won Opportunity Revenue Lines/# of
Opportunity Revenue Lines
Revenue Line Loss Rate The Revenue Line Loss rate. This metric is computed as
follows: 100 * # of Lost Opportunity Revenue Lines/# of
Won+Lost Opportunity Revenue Lines
Revenue Line Won Rate The Revenue Line Win rate. This metric is computed as
follows: 100 * # of Won Opportunity Revenue Lines/# of
Won+Lost Opportunity Revenue Lines
Weighted Open Opportunity Line Revenue The total Weighted Opportunity Line Revenue. This metric is
computed as follows: Open Opportunity Revenue * Win
Probability
Won Competitive Opportunity Line Revenue The total Won Opportunity Line Revenue with atleast one
competitor
Won Opportunity Line Non-Recurring Revenue The total Won Opportunity Line Non-Recurring Revenue
(Revenue Status = Won)
Won Opportunity Line Recurring Revenue The total Won Opportunity Line Recurring Revenue
(Revenue Status = Won)
Won Opportunity Line Revenue The total Won Opportunity Line Revenue (Revenue Status =
Won)
Won Opportunity Line Usage Revenue The total Won Opportunity Line Usage Revenue (Revenue
Status = Won)
Average Revenue Line Discount % The Average Revenue Line Discount Percentage.

CX - Opportunity Revenue Line Snapshot

This table describes the Opportunity Revenue Line Snapshot metrics.
These metrics are used in the Document Currency (DC), CX Currency (CC), and Analytics
Currency (AC) fact folders in this subject area. Document Currency is the currency used while
entering the data in the application. CX Currency is the currency defined in Oracle CRM.
Analytics Currency is the currency defined in the application. Analytics Currency and Exchange
Rate Type are configured during product implementation. The Exchange Rate date basis uses
the Opportunity Expected Close Date to convert to analytics currency. Metrics in these folders
show amounts in their respective currencies.

Metric Metric Definition

# of Competitive Opportunity Revenue Lines The total Opportunity Revenue Lines with atleast one
Competitor

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# of Expired Opportunity Revenue Lines The total Expired Opportunity Revenue Lines with atleast
one Competitor
# of Lost Competitive Opportunity Revenue Lines The total Lost Opportunity Revenue Lines with atleast one
Competitor
# of Lost Opportunity Revenue Lines The total Lost Opportunity Revenue Lines (Revenue Status =
Lost)
# of No Sale Competitive Opportunity Revenue Lines The total No Sale Opportunity Revenue Lines with atleast
one Competitor
# of No Sale Opportunity Revenue Lines The total No Sale Opportunity Revenue Lines (Revenue
Status = No Sale)
# of Open Competitive Opportunity Revenue Lines The total Open Opportunity Revenue Lines with atleast one
Competitor
# of Open Opportunity Revenue Lines The total Open Opportunity Revenue Lines (Revenue Status
= Open)
# of Opportunity Revenue Lines The total Opportunity Revenue Lines
# of Raw Opportunity Revenue Lines The total Raw Opportunity Revenue Lines
# of Won Competitive Opportunity Revenue Lines The total Won Opportunity Revenue Lines with atleast one
Competitor
# of Won Opportunity Revenue Lines The total Won Opportunity Revenue Lines (Revenue Status =
Won)
% Change Average Won Opportunity Line Revenue Same The % change in Average Won Opportunity Line Revenue
Time Last Period compared to the Last Period, at this time
% Change Average Won Opportunity Line Revenue Same The % change in Average Won Opportunity Line Revenue
Time Last Quarter compared to the Last Quarter, at this time
% Change Average Won Opportunity Line Revenue Same The % change in Average Won Opportunity Line Revenue
Time Last Year compared to the Last Year, at this time
% Change Lost Opportunity Line Revenue Same Time Last The % change in Lost Opportunity Line Revenue compared
Period to the Last Period, at this time
% Change Lost Opportunity Line Revenue Same Time Last The % change in Lost Opportunity Line Revenue compared
Quarter to the Last Quarter, at this time
% Change Lost Opportunity Line Revenue Same Time Last The % change in Lost Opportunity Line Revenue compared
Year to the Last Year, at this time
% Change No Sale Opportunity Line Revenue Same Time The % change in No Sale Opportunity Line Revenue
Last Period compared to the Last Period, at this time
% Change No Sale Opportunity Line Revenue Same Time The % change in No Sale Opportunity Line Revenue
Last Quarter compared to the Last Quarter, at this time
% Change No Sale Opportunity Line Revenue Same Time The % change in No Sale Opportunity Line Revenue
Last Year compared to the Last Year, at this time
% Change Open Opportunity Line Revenue Same Time Last The % change in Open Opportunity Line Revenue compared
Period to the Last Period, at this time
% Change Open Opportunity Line Revenue Same Time Last The % change in Open Opportunity Line Revenue compared
Quarter to the Last Quarter, at this time
% Change Open Opportunity Line Revenue Same Time Last The % change in Open Opportunity Line Revenue compared
Year to the Last Year, at this time
% Change Weighted Open Opportunity Line Revenue Same The % change in Weighted Open Opportunity Line Revenue
Time Last Period compared to the Last Period, at this time
% Change Weighted Open Opportunity Line Revenue Same The % change in Weighted Open Opportunity Line Revenue
Time Last Quarter compared to the Last Quarter, at this time
% Change Weighted Open Opportunity Line Revenue Same The % change in Weighted Open Opportunity Line Revenue
Time Last Year compared to the Last Year, at this time
% Change Won Opportunity Line Revenue Same Time Last The % change in Won Opportunity Line Revenue compared
Period to the Last Period, at this time

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Metric Metric Definition

% Change Won Opportunity Line Revenue Same Time Last The % change in Won Opportunity Line Revenue compared
Quarter to the Last Quarter, at this time
% Change Won Opportunity Line Revenue Same Time Last The % change in Won Opportunity Line Revenue compared
Year to the Last Year, at this time
Average # of Days Open The average number of days an Opportunity Revenue Line is
Open. This metric is computed as follows: (Current Date -
Open Opportunity Revenue Line Creation Date)/# of Open
Opportunity Revenue Lines)
Average Age of Lost Opportunity Revenue Lines The average age of the Lost Opportunity Revenue Lines.
This metric is computed as follows: sum(Lost Revenue Line
Close Date - Lost Revenue Line Created Date))/# of Lost
Opportunity Revenue Lines
Average Age of No Sale Opportunity Revenue Lines The average age of the No Sale Opportunity Revenue Lines
(sum(No Sale Revenue Line Close Date - No Sale Revenue
Line Created Date))/# of No Sale Opportunity Revenue Lines
Average Age of Opportunity Revenue Lines The average age of the Opportunity Revenue Lines. This
metric is computed as follows: sum(Won/Lost/No Sale
Revenue Line Close Date - Won/Lost/No Sale Revenue Line
Created Date))/# of Won+Lost+No Sale Opportunity
Revenue Lines
Average Age of Won Opportunity Revenue Lines The average age of the Won Opportunity Revenue Lines.
This metric is computed as follows: sum(Won Revenue Line
Close Date - Won Revenue Line Created Date))/# of Won
Opportunity Revenue Lines
Average Won Opportunity Line Revenue The average Won Opportunity Line Revenue. This metric is
computed as follows: Won Opportunity Line Revenue/# of
Won Opportunity Revenue Lines
Competitive Opportunity Line Revenue The total Opportunity Line Revenue with atleast one
competitor
Expected Opportunity Line Revenue The total Expected Opportunity Line Revenue
Expired Opportunity Line Revenue The total Expired Opportunity Line Revenue (status = Open
and Current Date > Expected Close date for Revenue Line)
Lost Competitive Opportunity Line Revenue The total Lost Opportunity Line Revenue with atleast one
competitor
Lost Opportunity Line Revenue The total Lost Opportunity Line Revenue (Revenue Status =
Lost)
No Sale Competitive Opportunity Line Revenue The total No Sale Opportunity Line Revenue with atleast one
competitor
No Sale Opportunity Line Revenue The total No Sale Opportunity Line Revenue (Revenue
Status = No Sale)
Open Competitive Opportunity Line Revenue The total Open Opportunity Line Revenue with atleast one
competitor
Open Opportunity Line Revenue The total Open Opportunity Line Revenue (Revenue Status =
Open)
Opportunity Line Revenue The total Opportunity Line Revenue
Opportunity Line Split Revenue The total Opportunity Line Split Revenue
Raw Opportunity Line Revenue The total Raw Opportunity Line Revenue
Revenue Line Competitive Conversion Rate The Competitive Revenue Line conversion rate. This metric is
computed as follows: 100 * # of Won Competitive Revenue
Lines/# of Competitive Opportunity Revenue Lines
Revenue Line Competitive Loss Rate The Competitive Revenue Line Loss rate. This metric is
computed as follows: 100 * # of Lost competitive Revenue
Lines/# of Won+Lost Competitive Revenue Lines

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Revenue Line Competitive Won Rate The Competitive Revenue Line Win rate. This metric is
computed as follows: 100 * # of Won Competitive Revenue
Lines/# of Competitive Won+Lost Opportunity Revenue Lines
Revenue Line Conversion Rate The Revenue Line conversion rate. This metric is computed
as follows: 100 * # of Won Opportunity Revenue Lines/# of
Opportunity Revenue Lines
Revenue Line Loss Rate The Revenue Line Loss rate. This metric is computed as
follows: 100 * # of Lost Opportunity Revenue Lines/# of
Won+Lost Opportunity Revenue Lines
Revenue Line Won Rate The Revenue Line Win rate. This metric is computed as
follows: 100 * # of Won Opportunity Revenue Lines/# of
Won+Lost Opportunity Revenue Lines
Weighted Open Opportunity Line Revenue The total Weighted Opportunity Line Revenue. This metric is
computed as follows: Open Opportunity Revenue * Win
Probability
Won Competitive Opportunity Line Revenue The total Won Opportunity Line Revenue with atleast one
competitor
Won Opportunity Line Revenue The total Won Opportunity Line Revenue (Revenue Status =
Won)
# of Changes to Expected Enterprise Line Close Date The total number of times the Revenue Line Expected Close
Date has been changed in its lifecycle till the end of the
selected snapshot period. e.g. If Q2 is the snapshot quarter
selected, and if the date has been changed 10 times in total
during the lifetime of the Revenue Line, and 2 times in Q2,
then this will show 10 and not the count of date changes in
the chosen snapshot period. (Note - This metric depends on
the snapshot frequency e.g. if the snapshot frequency is
weekly, and there are multiple changes done before the
weekly snapshot is taken, those cannot be captured).
# of Changes to Expected Enterprise Line Close Period The total number of times the Revenue Line Expected Close
Period has been changed in its lifecycle till the end of the
selected snapshot period. e.g. If Q2 is the snapshot quarter
selected, and if the period has been changed 10 times in
total during the lifetime of the Revenue Line, and 2 times in
Q2, then this will show 10 and not the count of period
changes in the chosen snapshot period. (Note - this depends
on the snapshot frequency e.g. If the snapshot frequency is
weekly, and there are multiple changes done before the
weekly snapshot is taken, those cannot be captured).
# of Changes to Expected Enterprise Line Close Quarter The total number of times the Revenue Line Expected Close
Quarter has been changed in its lifecycle till the end of the
selected snapshot period. e.g. If Q2 is the snapshot quarter
selected, and if the quarter has been changed 10 times in
total during the lifetime of the Revenue Line, and 2 times in
Q2, then this will show 10 and not the count of quarter
changes in the chosen snapshot period. (Note - this depends
on the snapshot frequency e.g. If the snapshot frequency is
weekly, and there are multiple changes done before the
weekly snapshot is taken, those cannot be captured).

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# of Changes to Expected Enterprise Line Close Year The total number of times the Revenue Line Expected Close
Year has been changed in its lifecycle till the end of the
selected snapshot period. e.g. If Q2 is the snapshot quarter
selected, and if the year has been changed 10 times in total
during the lifetime of the Revenue Line, and 2 times in Q2,
then this will show 10 and not the count of year changes in
the chosen snapshot period. (Note - this depends on the
snapshot frequency e.g. If the snapshot frequency is weekly,
and there are multiple changes done before the weekly
snapshot is taken, those cannot be captured).
# of Revenue Lines moved out in the selected snapshot The total Revenue Lines moved out of the selected snapshot
period period. Note: This data is for the selected snapshot period.
e.g. If Q1 is the snapshot quarter chosen, only those revenue
lines that were moved out in Q1 will be shown.
# of Revenue Lines moved out by 1 period in the selected The total Revenue Lines moved out by 1 period from the
snapshot period selected snapshot period. Note: This data is for the selected
snapshot period. e.g. If Q1 is the snapshot quarter chosen,
only those revenue lines that were moved out in Q1 to Q2 will
be shown.
# of Revenue Lines moved out by 2 periods in the selected The total Revenue Lines moved out by 2 periods from the
snapshot period selected snapshot period. Note: This data is for the selected
snapshot period. e.g. If Q1 is the snapshot quarter chosen,
only those revenue lines that were moved out in Q1 to Q3 will
be shown.
# of Revenue Lines moved out by 3 periods in the selected The total Revenue Lines moved out by 3 periods from the
snapshot period selected snapshot period. Note: This data is for the selected
snapshot period. e.g. If Q1 is the snapshot quarter chosen,
only those revenue lines that were moved out in Q1 to Q4 will
be shown.
# of New Revenue Lines added in the selected snapshot The total New Revenue Lines added to selected time period
period when the snapshot was taken. Note: This data is for the
selected snapshot period. e.g. If Q2 is the snapshot quarter
chosen, the revenue lines newly added in Q2 will be shown.
(Note: When a snapshot is scheduled newly, all the
Opportunities would show up as New Opportunities for the
first snapshot)
# of Existing Revenue Lines added in the selected snapshot The total Existing Revenue Lines added to the selected time
period period when the snapshot was taken. Note: This data is for
the selected snapshot period. e.g. If Q2 is the snapshot
quarter chosen, the existing revenue lines added in Q2 will
be shown.
# of Revenue Lines added in the selected snapshot period The total Revenue Lines added to the selected time period
when the snapshot was taken. Note: This data is for the
selected snapshot period. e.g. If Q2 is the snapshot quarter
chosen, the total revenue lines added in Q2 will be shown.
# of times Revenue Line Amount Changed The total number of times the Revenue Line Expected
Amount has been changed till the end of the selected
snapshot period. e.g. If Q2 is the snapshot quarter selected,
and if the revenue amount has been changed 10 times in
total during the lifetime of the Revenue Line, and 2 times in
Q2, then this will show 10 and not the count of date changes
in the chosen snapshot period.

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# of times Revenue Line Amount Increased The total number of times the Revenue Line Expected
Amount has been increased till the end of the selected
snapshot period. e.g. If Q2 is the snapshot quarter selected,
and if the revenue amount has been increased 10 times in
total during the lifetime of the Revenue Line, and 2 times in
Q2, then this will show 10 and not the count of amount
increases in the chosen snapshot period.
# of times Revenue Line Amount Decreased The total number of times the Revenue Line Expected
Amount has been decreased till the end of the selected
snapshot period. e.g. If Q2 is the snapshot quarter selected,
and if the revenue amount has been decreased 10 times in
total during the lifetime of the Revenue Line, and 2 times in
Q2, then this will show 10 and not the count of amount
decreases in the chosen snapshot period.

CX - Opportunity Snapshot
This table describes the Opportunity Snapshot Metrics.

Metric Metric Definition

# of Accounts with Won Opportunities The total Accounts with Won Opportunities
# of Competitive Lost Opportunities The total Lost Opportunities with atleast one Competitor
# of Competitive No Sale Opportunities The total No Sale Opportunities with atleast one Competitor
# of Competitive Open Opportunities The total Open Opportunities with atleast one Competitor
# of Competitive Opportunities The total Opportunities with atleast one Competitor
# of Competitive Won Opportunities The total Won Opportunities with atleast one Competitor
# of Expired Opportunities The total Expired Opportunities (Opportunity Status = Open,
Current Date > Opportunity Expected Close Date)
# of Lost Opportunities The total Lost Opportunities in the system (Opportunity
Status = Lost)
# of No Sale Opportunities The total No Sale Opportunities in the system (Opportunity
Status = No Sale)
# of Open Opportunities The total Open Opportunities in the system (Opportunity
Status = Open)
# of Opportunities The total Opportunities
# of Won Opportunities The total Won Opportunities in the system (Opportunity
Status = Won)
Average # of Days Open Average number of days the Opportunity is Open. This metric
is computed as follows: Total days the Opportunity is Open/#
of Open Opportunities
Average # of Days to Close Average number of days to Close an Opportunity. This metric
is computed as follows: Total days needed to close
Opportunities/# of closed Opportunities
Average Age of Closed Opportunities Average Age of Closed Opportunities. This metric is
computed as follows: Total Closed Opportunities Age/# of
Closed Opportunities
Average Age of Lost Opportunities Average Age of Lost Opportunities. This metric is computed
as follows: Total Lost Opportunities Age/# of Lost
Opportunities
Average Age of No Sale Opportunities Average Age of No Sale Opportunities. This metric is
computed as follows: Total No Sale Opportunities Age/
number of No Sale Opportunities

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Average Age of Won Opportunities Average Age of Won Opportunities. This metric is computed
as follows: Total Won Opportunities Age/# of Won
Opportunities
Average Opportunity Win Probability Average probability to Win the Opportunity. This metric is
computed as follows: Total win probabilities/# of
Opportunities
Competitive Loss Rate Rate of Losing Competitive Opportunities. This metric is
computed as follows: 100 * Total Competitive Lost
Opportunities/Total Competitive Closed Opportunities
Competitor Conversion Rate Rate of Converting Competitive Opportunities. This metric is
computed as follows: 100 * Total Competitive Won
Opportunities/Total Competitive Opportunities
Competitor Win Rate Rate of Winning Competitive Opportunities. This metric is
computed as follows: 100 * Total Competitive Won
Opportunities/Total Competitive Won and Lost Opportunities
Conversion Rate Rate of Converting Opportunities. This metric is computed as
follows: 100 * Total Won Opportunities/Total Opportunities
Loss Rate Rate of Losing Opportunities. This metric is computed as
follows: 100 * Total Lost Opportunities/Total Won and Lost
Opportunities
Win Rate Rate of Winning Opportunities. This metric is computed as
follows: 100 * Total Won Opportunities/Total Won and Lost
Opportunities
# of Changes to Expected Enterprise Close Date The total number of times the Opportunity Expected Close
Date has been changed in its lifecycle till the end of the
selected snapshot period. e.g. If Q2 is the snapshot quarter
selected, and if the Date has been changed 10 times in total
during the lifetime of the Opportunity, and 2 times in Q2, then
this will show 10 and not the count of Date changes only in
the chosen snapshot period. (Note - this depends on the
snapshot frequency e.g. If the snapshot frequency is weekly,
and there are multiple changes done before the weekly
snapshot is taken, those cannot be captured)
# of Changes to Expected Enterprise Close Period The total number of times the Opportunity Expected Close
Period has been changed in its lifecycle till the end of the
selected snapshot period. e.g. If Q2 is the snapshot quarter
selected, and if the Period has been changed 10 times in
total during the lifetime of the Opportunity, and 2 times in Q2,
then this will show 10 and not the count of Period changes
only in the chosen snapshot period. (Note - this depends on
the snapshot frequency e.g. If the snapshot frequency is
weekly, and there are multiple changes done before the
weekly snapshot is taken, those cannot be captured)
# of Changes to Expected Enterprise Close Quarter The total number of times the Opportunity Expected Close
Quarter has been changed in its lifecycle till the end of the
selected snapshot period. e.g. If Q2 is the snapshot quarter
selected, and if the Quarter has been changed 10 times in
total during the lifetime of the Opportunity, and 2 times in Q2,
then this will show 10 and not the count of Quarter changes
only in the chosen snapshot period. (Note - this depends on
the snapshot frequency e.g. If the snapshot frequency is
weekly, and there are multiple changes done before the
weekly snapshot is taken, those cannot be captured)

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# of Changes to Expected Enterprise Close Year The total number of times the Opportunity Expected Close
Year has been changed in its lifecycle till the end of the
selected snapshot period. e.g. If Q2 is the snapshot quarter
selected, and if the Year has been changed 10 times in total
during the lifetime of the Opportunity, and 2 times in Q2, then
this will show 10 and not the count of Year changes only in
the chosen snapshot period. (Note - this depends on the
snapshot frequency e.g. If the snapshot frequency is weekly,
and there are multiple changes done before the weekly
snapshot is taken, those cannot be captured)
# of Opportunities moved out in the selected snapshot period The total Opportunities moved out of the selected snapshot
period. Note: This data is for the selected snapshot period.
e.g. If Q1 is the snapshot quarter chosen, only those revenue
lines that were moved out in Q1 will be shown.
# of Opportunities moved out by 1 period in the selected The total Opportunities moved out by 1 period from the
snapshot period selected snapshot period. Note: This data is for the selected
snapshot period. e.g. If Q1 is the snapshot quarter chosen,
only those revenue lines that were moved out in Q1 to Q2 will
be shown.
# of Opportunities moved out by 2 periods in the selected The total Opportunities moved out by 2 periods from the
snapshot period selected snapshot period. Note: This data is for the selected
snapshot period. e.g. If Q1 is the snapshot quarter chosen,
only those revenue lines that were moved out in Q1 to Q3 will
be shown.
# of Opportunities moved out by 3 periods in the selected The total Opportunities moved out by 3 periods from the
snapshot period selected snapshot period. Note: This data is for the selected
snapshot period. e.g. If Q1 is the snapshot quarter chosen,
only those revenue lines that were moved out in Q1 to Q4 will
be shown.
# of Opportunities added in the selected snapshot period The total Opportunities added in the selected snapshot
period. Note: This data is for the selected snapshot period.
e.g. If Q1 is the snapshot quarter chosen, only those
Opportunities that were added in Q1 will be shown.
# of New Opportunities added in the selected snapshot The total New Opportunities added in the selected snapshot
period period. Note: This data is for the selected snapshot period.
e.g. If Q1 is the snapshot quarter chosen, only those New
Opportunities that were added in Q1 will be shown. (When a
snapshot is scheduled newly, all the Opportunities would
show up as New Opportunities for the first snapshot)
# of Existing Opportunities added in the selected snapshot The total Existing Opportunities added in the selected
period snapshot period. Note: This data is for the selected snapshot
period. e.g. If Q1 is the snapshot quarter chosen, only those
Existing Opportunities from other quarters and added in Q1
will be shown. Any new Opportunities created during Q1
period will not be included here.

CX - Opportunity Stage Progression

This table describes the Opportunity Stage Progression Metrics.

Metric Metric Definition

# of Opportunities The total Opportunities
# of Opportunities Across Stages The total Opportunities across Stages
# of Progressed Opportunities The total Progressed Opportunities

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% Opportunities by Stage The % of Opportunities in a stage of the total Opportunities
% Progressed The Progressed Opportunity Percentage. This metric is
computed as follows: # of Progressed Opportunities/# of
Opportunities Across Stages
Average # of Days in Stage The average number of days in a Sales stage. This metric is
computed as follows: sum of days in stage/# of Opportunities
Average # of Days Stalled in Stage The average number of stalled days in a Sales stage. This
metric is computed as follows: sum of stalled days/# of
Opportunities
Conversion Rate The rate of converting [Link] metric is computed
as follows: 100 * # of Won Opportunities/# of Opportunities
Loss Rate The rate of losing [Link] metric is computed as
follows: 100 * # of Lost opportunities/# of Won+Lost
Opportunities
Win Rate The rate of winning Opportunities. This metric is computed
as follows: 100 * # of Won opportunities/# of Won+Lost
Opportunities

CX - Service Request
This table describes the Service Request Metrics.

Metric Metric Definition

# of Closed Critical SRs The total number of Critical SRs that are in Closed status
(status = Closed)
# of Closed SRs The total number of Closed SRs (status = Closed)
# of Critical SRs The total number of Critical SRs
# of High Severity SRs The total number of High severity SRs (severity = High)
# of In Progress Critical SRs The total number of Critical SRs that are In Progress status
# of In Progress SRs The total number of in progress SRs (status = In Progress)
# of Initial Resource Assigned SRs The total number of assigned SRs
# of Internal Resolved Closed SRs The total number of SRs with Resolved or Closed status
# of Low Severity SRs The total number of Low severity SRs (severity = Low)
# of Medium Severity SRs The total number of Medium severity SRs (severity =
Medium)
# of New Critical SRs The total number of Critical SRs that are in New status
# of New SRs The total number of new SRs (status = New)
# of Open Critical SRs The total number of Critical SRs that are Open (status = In
Progress, New and Waiting)
# of Open High Severity Critical SRs The total number of Critical SRs that are High severity and
Open (status = In Progress, New and Waiting)
# of Open SRs The total number of Open SRs (status = In Progress, New
and Waiting)
# of Raw SRs The total SRs in the sytem including the deleted ones (delete
flag = Y)
# of Reopened SRs The total number of SRs that are Reopened
# of Resolved Critical SRs The total number of Critical SRs that are Resolved (status =
Resolved)
# of Resolved SRs The total number of SRs that are Resolved (status =
Resolved)

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Metric Metric Definition

# of SRs The total number of SRs
# of SRs Pending Agent Action The total number of SRs assigned to an Agent having status
as In Progress or New
# of SRs Resolved in 24-48 hrs The total number of SRs that were resolved in between
24-48 hours after they were opened
# of SRs Resolved in under 24 hrs The total number of SRs that were resolved in under 24
hours after they were opened
# of SRs Transferred Number of SR's that were transferred
# of Transfers Number of times the SR's were transferred
# of Unassigned SRs The total number of SRs that have not been assigned
# of Waiting Critical SRs The total number of Critical SRs that are in Queue and
waiting to be assigned (status = Waiting)
# of Waiting SRs The total number of SRs that are in Queue and waiting to be
assigned (status = Waiting)
% Reopened SRs The % of now Closed SRs that were Reopened in SR
lifecycle. This metric is computed as follows: (# of Reopened
SRs that are in Closed state/# of Closed SRs)*100
% SRs Transferred The total percentage of SR's that were transferred. This
metric is computed as follows: 100*(# of SRs Transferred/# of
SRs)
Average # of Transfers The average number of times SR's were transferred. This
metric is computed as follows: (# of Transfers/# of SRs
Transferred)
Average Open SR Age (Days) The average number of days a SRs is Open
Average Time to Assign to Resource(Days) The average number of days to assign a resource to the SRs
Average Time to Assign to Resource(Hours) The average number of hours to assign a resource to the
SRs
Average Time to Assign to Resource(Mins) The average number of minutes to assign a resource to the
SRs
Average Time to Close (Days) The average days to close the SRs
Average Time to Close (Hours) The average hours to close the SRs
Average Time to Close (Mins) The average minutes to close the SRs
Average Time to Resolve (Days) The average days to resolve the SRs
Average Time to Resolve (Hours) The average hours to resolve the SRs
Average Time to Resolve (Mins) The average minutes to resolve the SRs
Open SR Age (Days) # of days since the SR was reported (doesn't apply for
Closed/Resolved SRs)
SR Resolution Rate The SRs Resolution rate. This metric is computed as follows:
100 * # of Resolved + Closed SRs/# of SRs
Total Time to Assign to Queue (Days) The total number of days to assign a SRs to a Queue
Total Time to Assign to Queue (Hours) The total number of hours to assign a SRs to a Queue
Total Time to Assign to Queue (Mins) The total number of minutes to assign a SRs to a Queue
Total Time to Assign to Resource(Days) The total number of days to assign a resource to SRs
Total Time to Assign to Resource(Hours) The total number of hours to assign a resource to SRs
Total Time to Assign to Resource(Mins) The total number of minutes to assign a resource to SRs
Total Time to Close (Days) The total number of days to close the SRs
Total Time to Close (Hours) The total number of hours to close the SRs
Total Time to Close (Mins) The total number of minutes to close the SRs
Total Time to Resolve (Days) The total number of days to resolve a SRs

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Metric Metric Definition

Total Time to Resolve (Hours) The total number of hours to resolve a SRs
Total Time to Resolve (Mins) The total number of minutes to resolve a SRs

CX - Service Request Lifecycle

This table describes the B2B Service Request Lifecycle metrics.

Metric Metric Definition

# of Distinct SR Assignees The number of distinct resources an SR has been assigned
to.
# of Distinct SR Queues Assigned The number of distinct Queues the SR has been assigned to.
(The initial Queue assignment is also counted).
# of Raw SRs (Lifecycle) The total number of SRs tracked for Lifecycle changes,
including the deleted SRs..
# of SR Lifecycle Changes The total updates made to the SR (changes to Status,
Severity, Queue assignment, and Resource Assignment).
# of SR Queue Assignments The number of Queues the SR has been assigned to. (The
initial Queue assignment and multiple assignments to the
same queue is counted ).
# of SR Reopen Events The number of times an SR has been reopened (after being
resolved).
# of SR Resource Assignments The number of resources an SR has been assigned to
(multiple assignations to the same resource are counted).
# of SR Status Change Events The number of times (occurrences) the SR status changes..
# of SRs (Lifecycle) The total number of SRs tracked for Lifecycle changes.
Average # of Distinct SR Assignees The average number of distinct SR Assignees. This metric is
calculated as follows: # of Distinct SR Assignees / # of SRs
with at least one assignee.
Average # of Distinct SR Queues Assigned The average number of distinct SR Queues. This metric is
calculated as follows: # of Distinct SR Queues Assigned / #
of SRs with Queue.
Average # of SR Queue Assignments The average number of SR Queues. This metric is calculated
as follows: # of SR Queues Assigned / # of SRs with Queue.
Average # of SR Resource Assignments The average number of SR Resource Assignments. This
metric is calculated as follows: # of SR Resource
Assignments / # of SRs with at least one assignee.
Average Duration as High Severity SR (Days) The total Duration as High Severity SR (Days) averaged over
# of High Severity SRs. This metric is calculated as
follows: Total Duration as High Severity SR (Days) / # of High
Severity SRs.
Average Duration as High Severity SR (Hours) The total Duration as High Severity SR (Hours) averaged
over # of High Severity SRs. This metric is calculated as
follows: Total Duration as High Severity SR (Hours) / # of
High Severity SRs.
Average Duration as High Severity SR (Minutes) The total Duration as High Severity SR (Minutes) averaged
over # of High Severity SRs. This metric is calculated as
follows: Total Duration as High Severity SR (Minutes) / # of
High Severity SRs.
Average Duration as In Progress SR (Days) The total Duration as In Progress SR (Days) averaged over #
of In Progress SRs. This metric is calculated as
follows: Total Duration as In Progress SR (Days) / # of In
Progress SRs.

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Metric Metric Definition

Average Duration as In Progress SR (Hours) The total Duration as In Progress SR (Hours) averaged over
# of In Progress SRs. This metric is calculated as
follows: Total Duration as In Progress SR (Hours) / # of In
Progress SRs.
Average Duration as In Progress SR (Minutes) The total Duration as In Progress SR (Minutes) averaged
over # of In Progress SRs. This metric is calculated as
follows: Total Duration as In Progress SR (Minutes) / # of In
Progress SRs.
Average Duration as Low Severity SR (Days) The total Duration as Low Severity SR (Days) averaged over
# of Low Severity SRs. This metric is calculated as
follows: Total Duration as Low Severity SR (Days) / # of Low
Severity SRs.
Average Duration as Low Severity SR (Hours) The total Duration as Low Severity SR (Hours) averaged over
# of Low Severity SRs. This metric is calculated as
follows: Total Duration as Low Severity SR (Hours) / # of Low
Severity SRs.
Average Duration as Low Severity SR (Minutes) The total Duration as Low Severity SR (Minutes) averaged
over # of Low Severity SRs. This metric is calculated as
follows: Total Duration as Low Severity SR (Minutes) / # of
Low Severity SRs.
Average Duration as Medium Severity SR (Days) The total Duration as Medium Severity SR (Days) averaged
over # of Medium Severity SRs. This metric is calculated as
follows: Total Duration as Medium Severity SR (Days) / # of
Medium Severity SRs.
Average Duration as Medium Severity SR (Hours) The total Duration as Medium Severity SR (Hours) averaged
over # of Medium Severity SRs. This metric is calculated as
follows: Total Duration as Medium Severity SR (Hours) / # of
Medium Severity SRs.
Average Duration as Medium Severity SR (Minutes) The total Duration as Medium Severity SR (Minutes)
averaged over # of Medium Severity SRs. This metric is
calculated as follows: Total Duration as Medium Severity SR
(Minutes) / # of Medium Severity SRs.
Average Duration as New SR (Days) The total Duration as New SR (Days) averaged over # of
New SRs. This metric is calculated as follows: Total Duration
as New SR (Days) / # of New SRs.
Average Duration as New SR (Hours) The total Duration as New SR (Hours) averaged over # of
New SRs. This metric is calculated as follows: Total Duration
as New SR (Hours) / # of New SRs.
Average Duration as New SR (Minutes) The total Duration as New SR (Minutes) averaged over # of
New SRs. This metric is calculated as follows: Total Duration
as New SR (Minutes) / # of New SRs.
Average Duration as Resolved SR until Reopen (Days) The total Duration as Resolved SR until Reopen (Days)
averaged over # of re - opened SRs. This metric is calculated
as follows: Total Duration as Resolved SR until Reopen
(Days) / # of Resolved SR until Reopen.
Average Duration as Resolved SR until Reopen (Hours) The total Duration as Resolved SR until Reopen (Hours)
averaged over # of re - opened SRs. This metric is calculated
as follows: Total Duration as Resolved SR until Reopen
(Hours) / # of Resolved SR until Reopen.
Average Duration as Resolved SR until Reopen (Minutes) The total Duration as Resolved SR until Reopen (Minutes)
averaged over # of re - opened SRs. This metric is calculated
as follows: Total Duration as Resolved SR until Reopen
(Minutes) / # of Resolved SR until Reopen.

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Metric Metric Definition

Average Duration as Waiting SR (Days) The total Duration as Waiting SR (Days) averaged over #
of Waiting SRs. This metric is calculated as follows: Total
Duration as Waiting SR (Days) / # of Waiting SRs.
Average Duration as Waiting SR (Hours) The total Duration as Waiting SR (Hours) averaged over # of
Waiting SRs.. This metric is calculated as follows: Total
Duration as Waiting SR (Hours) / # of Waiting SRs.
Average Duration as Waiting SR (Minutes) The total Duration as Waiting SR (Minutes) averaged over #
of Waiting SRs. This metric is calculated as follows: Total
Duration as Waiting SR (Minutes) / # of Waiting SRs.
Average Duration in SR Queue (Days) The total Duration in SR Queue (Days) averaged over # of
SRs that have traversed that queue. This metric is calculated
as follows: Total Duration in SR Queue (Days) / # of SRs in
Queue .
Average Duration in SR Queue (Hours) The total Duration in SR Queue (Hours) averaged over # of
SRs that have traversed that queue. This metric is calculated
as follows: Total Duration in SR Queue (Hours) / # of SRs in
Queue .
Average Duration in SR Queue (Minutes) The total Duration in SR Queue (Days) averaged over # of
SRs that have traversed that queue. This metric is calculated
as follows: Total Duration in SR Queue (Minutes) / # of SRs
in Queue .
Average Duration of SR Lifecycle Change (Days) The average duration in days that an SR is with a particular
status / severity / queue / resource. The metric assumes
meaning seen in context of one of status, severity, queue or
resource. This metric is calculated as follows: Total Duration
of SR Lifecycle Change (Days) / # of SRs tracked for
Lifecycle changes.
Average Duration of SR Lifecycle Change (Hours) The average duration in hours that an SR is with a particular
status / severity / queue / resource. The metric assumes
meaning seen in context of one of status, severity, queue or
resource. This metric is calculated as follows: Total Duration
of SR Lifecycle Change (Hours) / # of SRs tracked for
Lifecycle changes.
Average Duration of SR Lifecycle Change (Minutes) The average duration in minutes that an SR is with a
particular status / severity / queue / resource. The metric
assumes meaning seen in context of one of status, severity,
queue or resource. This metric is calculated as follows: Total
Duration of SR Lifecycle Change (Minutes) / # of SRs tracked
for Lifecycle changes.
Average Duration SR Unassigned to Assignee (Days) The total duration an SR is Unassigned to any Assignee
(Days). This metric is calculated as follows: Total Duration
SR Unassigned to Assignee (Days) / # of SRs not assigned
to an Assignee (SRs where the Assignee field is blank).
Average Duration SR Unassigned to Assignee (Hours) The total duration an SR is Unassigned to any Assignee
(Hours). This metric is calculated as follows: Total Duration
SR Unassigned to Assignee (Hours) / # of SRs not assigned
to an Assignee (SRs where the Assignee field is blank).
Average Duration SR Unassigned to Assignee (Minutes) The total duration an SR is Unassigned to any Assignee
(Minutes). This metric is calculated as follows: Total Duration
SR Unassigned to Assignee (Minutes) / # of SRs not
assigned to an Assignee (SRs where the Assignee field is
blank).
Average Duration SR Unassigned to Queue (Days) The total duration an SR is Unassigned to any Queue (Days).
This metric is calculated as follows: Total Duration SR
Unassigned to Queue (Days) / # of SRs not assigned to a
Queue (SRs where the Queue field is blank).

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Metric Metric Definition

Average Duration SR Unassigned to Queue (Hours) The total duration an SR is Unassigned to any Queue
(Hours). This metric is calculated as follows: Total Duration
SR Unassigned to Queue (Hours) / # of SRs not assigned to
a Queue (SRs where the Queue field is blank).
Average Duration SR Unassigned to Queue (Minutes) The total duration an SR is Unassigned to any Queue
(Minutes). This metric is calculated as follows: Total Duration
SR Unassigned to Queue (Minutes) / # of SRs not assigned
to a Queue (SRs where the Queue field is blank).
Average Duration with SR Assignee (Days) The total Duration with SR Assignee (Days) averaged over #
of SRs assigned to the resource at least once. This metric is
calculated as follows: Total Duration with SR Assignee
(Days) / # of SRs with Assignees.
Average Duration with SR Assignee (Hours) The total Duration with SR Assignee (Hours) averaged over #
of SRs assigned to the resource at least once. This metric is
calculated as follows: Total Duration with SR Assignee
(Hours) / # of SRs with Assignees.
Average Duration with SR Assignee (Minutes) The total Duration with SR Assignee (Minutes) averaged over
# of SRs assigned to the resource at least once. This metric
is calculated as follows: Total Duration with SR Assignee
(Minutes) / # of SRs with Assignees.
Maximum Change End Date The End time of association of an SR with a tracked attribute
such as Assignee, Queue, Severity, Status or Status Type..
Minimum Change Start Date The Start time of association of an SR with a tracked
attribute such as Assignee, Queue, Severity, Status or Status
Type..
Total Duration as High Severity SR (Days) The total duration in days that SR Severity is High (Sev Code
= ORA_SVC_SEV1).
Total Duration as High Severity SR (Hours) The total duration in hours that SR Severity is High (Sev
Code = ORA_SVC_SEV1).
Total Duration as High Severity SR (Minutes) The total duration in minutes that SR Severity is High (Sev
Code = ORA_SVC_SEV1).
Total Duration as In Progress SR (Days) The total duration in days that an SR is in any status that
belongs to 'In Progress' Status Type..
Total Duration as In Progress SR (Hours) The total duration in hours that an SR is in any status that
belongs to 'In Progress' Status Type..
Total Duration as In Progress SR (Minutes) The total duration in minutes that an SR is in any status that
belongs to 'In Progress' Status Type..
Total Duration as Low Severity SR (Days) The total duration in days that SR Severity is Low (Sev Code
= ORA_SVC_SEV3).
Total Duration as Low Severity SR (Hours) The total duration in hours that SR Severity is Low (Sev Code
= ORA_SVC_SEV3).
Total Duration as Low Severity SR (Minutes) The total duration in minutes that SR Severity is Low (Sev
Code = ORA_SVC_SEV3).
Total Duration as Medium Severity SR (Days) The total duration in days that SR Severity is Medium (Sev
Code = ORA_SVC_SEV2).
Total Duration as Medium Severity SR (Hours) The total duration in hours that SR Severity is Medium (Sev
Code = ORA_SVC_SEV2).
Total Duration as Medium Severity SR (Minutes) The total duration in minutes that SR Severity is Medium
(Sev Code = ORA_SVC_SEV2).
Total Duration as New SR (Days) The total duration in days that an SR is in any status that
belongs to 'New' Status Type..
Total Duration as New SR (Hours) The total duration in hours that an SR is in any status that
belongs to 'New' Status Type..

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Metric Metric Definition

Total Duration as New SR (Minutes) The total duration in minutes that an SR is in any status that
belongs to 'New' Status Type..
Total Duration as Resolved SR until Reopen (Days) The total duration in days that an SR is in any status that
belongs to 'Resolved' Status type until it was reopened.
(applicable only for a reopened SR).
Total Duration as Resolved SR until Reopen (Hours) The total duration in hours that an SR is in any status that
belongs to 'Resolved' Status type until it was reopened.
(applicable only for a reopened SR).
Total Duration as Resolved SR until Reopen (Minutes) The total duration in minutes that an SR is in any status that
belongs to 'Resolved' Status type until it was reopened.
(applicable only for a reopened SR).
Total Duration as Waiting SR (Days) The total duration in days that an SR is in any status that
belongs to 'Waiting' Status Type..
Total Duration as Waiting SR (Hours) The total duration in hours that an SR is in any status that
belongs to 'Waiting' Status Type..
Total Duration as Waiting SR (Minutes) The total duration in minutes that an SR is in any status that
belongs to 'Waiting' Status Type..
Total Duration in SR Queue (Days) The total duration in days that an SR stays in any specific
queue.
Total Duration in SR Queue (Hours) The total duration in hours that an SR stays in any specific
queue.
Total Duration in SR Queue (Minutes) The total duration in minutes that an SR stays in any specific
queue.
Total Duration of SR Lifecycle Change (Days) The total duration in days that an SR is resident in a specific
status / severity / queue / resource. The metric assumes
meaning seen in context of one of status, severity, queue or
resource..
Total Duration of SR Lifecycle Change (Hours) The total duration in hours that an SR is resident in a specific
status / severity / queue / resource. The metric assumes
meaning seen in context of one of status, severity, queue or
resource..
Total Duration of SR Lifecycle Change (Minutes) The total duration in minutes that an SR is resident in a
specific status / severity / queue / resource. The metric
assumes meaning seen in context of one of status, severity,
queue or resource..
Total Duration SR Unassigned to Assignee (Days) The total duration in days that an SR is not assigned to any
resource. (Assignee field is blank).
Total Duration SR Unassigned to Assignee (Hours) The total duration in hours that an SR is not assigned to any
resource. (Assignee field is blank).
Total Duration SR Unassigned to Assignee (Minutes) The total duration in hours that an SR is not assigned to any
resource. (Assignee field is blank).
Total Duration SR Unassigned to Queue (Days) The total duration in days that an SR is not assigned to any
Queue. (Queue field is blank).
Total Duration SR Unassigned to Queue (Hours) The total duration in hours that an SR is not assigned to any
Queue. (Queue field is blank).
Total Duration SR Unassigned to Queue (Minutes) The total duration in minutes that an SR is not assigned to
any Queue. (Queue field is blank).
Total Duration with SR Assignee (Days) The total duration in days that an SR stays with any specific
resource / assignee.
Total Duration with SR Assignee (Hours) The total duration in hours that an SR stays with any specific
resource / assignee.
Total Duration with SR Assignee (Minutes) The total duration in minutes that an SR stays with any
specific resource / assignee.

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Metric Metric Definition

Average Duration of SR Lifecycle Change (Minutes) The average duration in minutes that an SR is with a
particular status / severity / queue / resource. The metric
assumes meaning seen in context of one of status, severity,
queue or resource. This metric is calculated as follows: Total
Duration of SR Lifecycle Change (Minutes) / # of SRs tracked
for Lifecycle changes.
Minimum Change Start Date The Start time of association of an SR with a tracked
attribute such as Assignee, Queue, Severity, Status or Status
Type.
Maximum Change End Date The End time of association of an SR with a tracked attribute
such as Assignee, Queue, Severity, Status or Status Type.
# of Raw SRs (Lifecycle) The total number of SRs tracked for Lifecycle changes,
including the deleted SRs.

CX - Service Request Milestone

This table describes the B2B Service Request Milestone metrics.

Metric Metric Definition

# of Active Milestones The total SR Active Milestones (does not include the
Milestones in Cancelled status)
# of Cancelled Milestones The total SR Milestones that are in Cancelled status.
(Milestone status = Cancelled)
# of Completed Compliant Milestones The total Milestones that have been Completed and are
Compliant (Milestone status = Complete and Compliance
Flag = Y)
# of Completed Expired Milestones The total Milestones that have been completed and Expired
(Milestone status = Complete and Compliance Flag = N)
# of Completed Milestones The total Milestones that have been completed (Milestone
status = Complete)
# of Compliant Milestones The total Compliant Milestones (Milestone Status not equal
to Cancelled and Compliance Flag not equal to N)
# of Expired Milestones The total Expired Milestones (Milestone Status not equal to
Cancelled and Compliance Flag = N)
# of Milestones The total SR Milestones including the Milestones in
Cancelled status
# of Overdue Time Milestones The total non-compliant/Overdue Milestones. (Compliance
Flag = N). Canceled Milestones are also included in this
metric.
# of Raw SRs (Milestone) The total number of SRs with Milestones including the
deleted SRs.
# of SRs The total number of SRs with Milestones
% Completed Compliant Milestones The percentage of Completed Compliant milestones. This
metric is calculated as follows: 100*(# of Completed
Compliant Milestones/# of Completed Milestones)
% Completed Expired Milestones The percentage of Completed Expired Milestones. This
metric is calculated as follows: 100*(# of Completed Expired
Milestones/# of Completed Milestones)
% Completed Milestones The percentage of Completed Milestones. This metric is
calculated as follows: 100*(# of Completed Milestones/# of
Active Milestones)

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Metric Metric Definition

% Compliant Milestones The percentage of Compliant Milestones. This metric is
calculated as follows: 100*(# of Compliant Milestones/# of
Active Milestones)
% Expired Milestones The percentage of Expired Milestones. This metric is
calculated as follows: 100*(# of Expired Milestones/# of
Active Milestones)
Average of Overdue Time (Minutes) The total time elapsed in minutes since the SR Milestone
was due averaged over a number of overdue time
Milestones. Applies for non-compliant milestones.
Overdue Time (Minutes) The total time elapsed in minutes since the SR Milestone
was due. Applies for non-compliant milestones.
# of First Response Compliant SRs The total SRs that have the compliant first response
milestone i.e. whose First Response milestone has been
met.
# of Resolution Compliant SRs The total Resolved Compliant SRs i.e. whose Resolution
milestone has been met.
# of SRs with First response Violations The total SRs with first-response violations i.e. whose First
Response milestone has not been met.
# of SRs with Resolution Violations The total SRs with Resolution violations i.e. whose
Resolution milestone has not been met.
% First Response Compliant SRs The percentage of the first response SRs that are
compliant. This metric is calculated as follows: 100*(# of First
Response Compliant SRs/(# of First Response Compliant
SRs + # of SRs with First Response Violations)
% Resolution Compliant SRs The percentage of the Resolution SRs that are
compliant. This metric is calculated as follows: 100*(# of
Resolution Compliant SRs/(# of Resolution Compliant SRs +
# of SRs with Resolution Violations )
% SRs with First Response Violations The percentage of the SRs with first-response
violations. This metric is calculated as follows: 100*(# of SRs
with First response Violations / (# of First Response
Compliant SRs + # of SRs with First Response Violations)
% SRs with Resolution Violations The percentage of the SRs with Resolution violations. This
metric is calculated as follows: 100*(# of SRs with Resolution
Violations/(# of Resolution Compliant SRs + # of SRs with
Resolution Violations)

CX - Subscription Bill Line

This table describes the Subscription Bill Line metrics. These metrics are used in the
Document Currency (DC) and Analytics Currency (AC) fact folders in this subject area.
Document Currency is the currency used while entering the data in the application. Analytics
Currency is the currency defined in the application. Analytics Currency and Exchange Rate
Type are configured during product implementation. The Exchange Rate date basis uses the
Subscription Start Date to convert to the analytics currency. Metrics in these folders show
amounts in their respective currencies.

Metric Metric Definition

Subscription Bill Amount The total Subscription Bill Amount
Subscription Invoiced Amount with Tax The total Subscription Invoiced Amount with Tax
Subscription Invoiced Bill Amount The total Subscription Invoiced Bill Amount

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Metric Metric Definition

Subscription Invoiced Onetime Charges The total Subscription Invoiced Onetime Charges
Subscription Invoiced Recurring Charges The total Subscription Invoiced Recurring Charges
Subscription Invoiced Usage Amount The total Subscription Invoiced Usage Amount
Subscription Invoiced Usage Quantity The total Subscription Invoiced Usage Quantity
Subscription Onetime Charges The total Subscription Onetime Charges
Subscription Recurring Charges The total Subscription Recurring Charges
Subscription Usage Amount The total Subscription Usage Amount
Subscription Usage Quantity The total Subscription Usage Quantity

CX - Subscription Historical Trend

This table describes the Subscription Historical Trend metrics. These metrics are used in the
Document Currency (DC) and Analytics Currency (AC) fact folders in this subject area.
Document Currency is the currency used while entering the data in the application. Analytics
Currency is the currency defined in the application. Analytics Currency and Exchange Rate
Type are configured during product implementation. The Exchange Rate date basis uses the
Subscription Start Date to convert to the analytics currency. Metrics in these folders show
amounts in their respective currencies.

Metric Metric Definition

# of Active Customers - Period Start The total Active customers at the start of a period
(Customers with an active subscription in a given period)
# of Active Subscriptions - Period Start The total number of Active Subscriptions at the start of a
period
Active MRR - Period Start The total monthly recurring revenue of all Active
Subscriptions at the start of a period
Average Revenue per Customer - Period Start The total Average Revenue per Customer (ARPU) at the start
of a period. This metric is computed as follows: Total Active
MRR/Total number of Active Customers
Product Net Price (TCV) - Period Start The total Product Net Price of Active Subscriptions at the
start of a period
# of Active Customers - Period End The total Active customers at the end of a period (Customers
with an active subscription in a given period)
# of Active Subscriptions - Period End The total number of Active Subscriptions at the end of a
period
Active MRR - Period End The total Monthly Recurring Revenue of all Active
Subscriptions at the end of a period
Average Revenue per Customer - Period End The total Average Revenue per Customer (ARPU) at the end
of a period. This metric is computed as follows: Total Active
MRR/Total number of Active Customers
Product Net Price (TCV) - Period End The total Product Net Price of Active Subscriptions at the end
of a period
# of New Active Subscriptions The number of New Subscriptions started in a period.
(Started in a period and which aren't a result of an
amendment, suspension, or renewal of existing
subscriptions)
# of Renewed Active Subscriptions The number of Subscriptions Renewed in a period. (Number
of active subscriptions that are renewed from existing
subscriptions)

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Metric Metric Definition

# of Terminated Subscriptions The number of Subscriptions Terminated in a period.
(Number of active subscriptions that are terminated in a
period. This metric doesn't include closed subscriptions due
to the amendment or suspension of existing subscriptions)
# of Due for Renewal Subscriptions The number of Subscriptions that are due for Renewal in a
period.
# of Expansion Subscriptions The total Expansion Subscriptions (Target subscription MRR
greater than Source Subscription MRR).
# of Contraction Subscriptions The total number of Expansion Subscriptions (Target
subscription MRR less than Source Subscription MRR).
# of Churned Renewal Subscription The total Churned Renewal Subscriptions in a period.
(Subscriptions that were Renewed from existing
Subscriptions but Canceled in the given period)
# of Lapsed Renewal Subscriptions The total Lapsed Renewal Subscriptions in a period. (Active
subscriptions that expired in a period without being
renewed).
New Active MRR The total new MRR of Active subscriptions added in a period.
(Started in a period and which aren't a result of an
amendment, suspension, or renewal of existing
subscriptions)
Activated Renewal MRR The total Activated Renewal MRR in a period. (Active
Subscriptions that were renewed from existing subscriptions)
Termination MRR The total Termination MRR in a period. (Active subscriptions
that are closed in a period, not due to the amendment or
suspension of existing subscriptions)
MRR Due for Renewal The total MRR of Subscriptions that are due for Renewal in a
period
Expansion MRR The total Expansion MRR in a period. (The difference in
MRR between a target and source of an amendment
relationship where the target MRR > Source MRR and the
target start date falls within this period and not in Draft)
Contraction MRR The total Contraction MRR in a period. (The difference in
MRR between a target and source of an amendment
relationship where the target MRR < Source MRR and the
target start date falls within this period and not in Draft)
Churned Renewal MRR The total Churned Renewal MRR in a period. (Subscriptions
that were Renewed from existing Subscriptions but Canceled
in the given period)
Lapsed Renewal MRR The total Lapsed Renewal MRR in a period. (Active
subscriptions that expired in a period without being renewed)
Product Net Price (TCV) - Contraction Subscriptions The Product Net Price (TCV) due to Contraction in a period
(The difference in Product Net Price (TCV) between a target
and source of an amendment relationship where the target
TCV less than Source TCV and the target start date falls
within this period and not in Draft).
Product Net Price (TCV) - Expansion Subscriptions The Product Net Price (TCV) due to Expansion in a period
(The difference in Product Net Price (TCV) between a target
and source of an amendment relationship where the target
TCV greater than Source TCV and the target start date falls
within this period and not in Draft).
Product Net Price (TCV) - New Active Subscriptions The total Product Net Price of the New Subscriptions started
in a period (started in a period and which aren't a result of an
amendment, suspension, or renewal of existing
subscriptions).

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Metric Metric Definition

Product Net Price (TCV) - Renewed Active Subscriptions The total Product Net Price of the Renewed Subscriptions in
a period (number of active subscriptions that are renewed
from existing subscriptions).
Product Net Price (TCV) - Terminated Subscriptions The total Product Net Price of the Subscriptions Terminated
in a period (number of active subscriptions that are
terminated in a period). This metric does not include TCV of
the closed subscriptions due to the amendment or
suspension of existing subscriptions.
Product Net Price (TCV) - Due for Renewal The total Product Net Price of Subscriptions that are due for
Renewal in a period.
Product Net Price (TCV) - Churned Renewal Subscriptions The total Product Net Price of the Churned Renewal
Subscriptions in a period (Subscriptions that were Renewed
from existing Subscriptions but Canceled in the given period).
Product Net Price (TCV) - Lapsed Renewal Subscriptions The total Product Net Price of the Lapsed Renewal
Subscriptions in a period(Active subscriptions that expired in
a period without being renewed).
Absolute MRR Churn The Absolute MRR Churn. This metric is calculated as
follows: (Lapsed Renewal MRR + Termination MRR +
Churned Renewal MRR)
# of New Customers The number of New Customers added in a period.
(Customers who started an active subscription in a given
period)
# of Churned Customers The number of Customers Churned in a period (Customers
whose active subscriptions were all terminated or expired
without renewal in a given period)
New Customer MRR The total MRR of a new Customer added in a period (started
in a period and which aren't a result of an amendment,
suspension, or renewal of existing subscriptions).
Product Net Price (TCV) - New Customers The total Product Net Price of the New Customers added in a
period (Customers who started an active subscription in a
given period)
Change in # of Active Customers The change in the number of Active Customers in a given
period. This metric is calculated as follows: # of Active
Customers (Period End) - # of Active Customers (Period
start)
Change in # of Active Subscriptions The change in the Number of Subscriptions in a given period.
This metric is calculated as follows: Number of active
subscriptions (Period End) - Number of active subscriptions
(Period Start)
Change in Active MRR The change in Active MRR in a given period. This metric is
calculated as follows: Active MRR (Period End) - Active MRR
(Period Start)
Change in Average Revenue per Customer The change in Average Revenue per Customer in a given
Period. This metric is calculated as follows: Average Revenue
per customer (Period End) - Average Revenue per customer
(Period Start)
Change in Product Net Price The change in the Product Net Price in a given period. This
metric is calculated as follows: Product Net Price (Period
End) - Product Net Price (Period Start)
Customers Churn Rate % The Customer Churn Rate. This metric is calculated as
follows: # of Churned Customers /# of Active Customers
(period start)

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Metric Metric Definition

MRR Churn Rate % The MRR Churn Rate. This metric is calculated as follows:
100 * (Lapsed Renewal MRR + Termination MRR + Churned
Renewal MRR) / Active MRR (Period Start)
MRR Lapsed Renewal % The MRR Lapsed Renewal Rate. This metric is calculated as
follows: 100*Lapsed Renewal MRR/MRR Due for Renewal
MRR Renewal Rate % The MRR Renewal Rate. This metric is calculated as follows:
100 * Activated Renewal MRR / MRR due for Renewal
(Period End)
Net Revenue Retention Rate % The Net Revenue Retention Rate. This metric is calculated
as follows: 100 * Active MRR (Period End) / Active MRR
(Period Start)
# of Expired Subscriptions The total number of Subscriptions Expired in a period
(Started as Active while entering in the Period, and Expired
without being Renewed by the end of the Period, and also
includes the Subscriptions marked as 'Do Not Renew')

CX - Subscriptions
This table describes the Subscription Metrics.

Metric Metric Definition

# of Active Subscription Downgrades The total Downgraded Subscriptions (amend reason =
ORA_DOWNGRADE) that are Active
# of Active Subscription Upgrades The total Upgraded Subscriptions (amend reason =
ORA_UPGRADE) that are Active
# of Active Subscriptions The total Active Subscriptions
# of Active Subscriptions Added - Last 30 days The total Subscriptions Added in the last 30 days that are
Active
# of Active Subscriptions Expiring - Next 30 days The total Active Subscriptions Expiring in the next 30 days
# of Customers The total Customers
# of Customers with Active Subscriptions The total customers with at least one Active Subscription
# of Evergreen Subscriptions The total Evergreen Subscriptions (no end date)
# of Expansion Active Subscriptions The total Expansion Subscriptions (Target subscription MRR
> Source Subscription MRR) that are Active
# of Expansion Subscriptions The total Expansion Subscriptions (Target subscription MRR
> Source Subscription MRR)
# of Expired Subscriptions The total Expired Subscriptions
# of New Active Subscriptions The total new Subscriptions that are Active (started in a
period and which aren't a result of an amendment,
suspension, or renewal of existing subscriptions)
# of Products The total Products
# of Products with Active Subscriptions The total Products that have Active Subscriptions
# of Subscription Downgrades The total Downgraded Subscriptions (amend reason =
ORA_DOWNGRADE)
# of Subscription Upgrades The total Upgraded Subscriptions (amend reason =
ORA_UPGRADE)
# of Subscriptions The total Subscriptions
# of Subscriptions Expired - Last 30 days The total Subscriptions Expired in the last 30 days
# of Terminated Subscriptions The total terminated subscriptions
# Renewed Active Subscriptions The total Renewed Subscriptions that are Active

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Metric Metric Definition

# Renewed Subscriptions The total Renewed Subscriptions
Activated Renewal MRR The total Activated Renewal MRR (Active Subscriptions that
were renewed from existing subscriptions)
Active Subscription MRR The total Monthly Recurring Revenue for Active Subscription
Average Revenue per Customer (ARPU) The Total Average Revenue per Customer (ARPU). This
metric is computed as follows: Total Active MRR/Total
number of Active Customers
Contraction Active MRR The total Contraction MRR for Active Subscription(The
difference in MRR between a target and source of an
amendment relationship where the target MRR < Source
MRR and the target start date falls within this period and not
in Draft/Cancelled)
Early Termination Fee Early Termination Fee
Expansion Active MRR The total Expansion MRR for Active Subscriptions (The
difference in MRR between a target and source of an
amendment relationship where the target MRR > Source
MRR and the target start date falls within this period and not
in Draft/Cancelled)
First Active MRR The total new MRR of Active subscriptions (which aren't a
result of an amendment, suspension, or renewal of existing
subscriptions)
Subscription Cancelled Amount The total Subscription Cancelled Amount
Subscription Closed Amount The total Subscription Closed Amount
Subscription Credited Amount The total Subscription Credited Amount
Subscription Invoiced Amount The total Subscription Invoiced Amount
Subscription MRR The total Monthly Recurring Revenue
Subscription Total Contract Value (TCV) The total Subscription Contract Value

SF - Activity
This table describes the Activity metrics.

Metric Metric Definition

# of Activities The total number of Activities (includes Tasks and Events
together)
# of Activity Events The total number of Activity Events
# of Activity Group Events The total number of Group Activity Events
# of Activity Public Events The total number of Public Activity Events
# of Activity Tasks The total number of Activity Tasks
# of Closed Activity Events The total number of Completed Activity Events. This is
calculated as follows: If Event Activity End Date < Current
Date, then it is considered as Closed
# of Closed Activity Tasks The total number of Closed (Completed) Activity Tasks
# of Completed Activities The total number of Completed Activities (includes
Completed Tasks and Completed Events together). Note: For
Events, if the Event Activity End Date < Current Date, then it
is considered as Closed
# of Open Activities The total number of Open Activities (includes Open Tasks
and Open Events together). Note: For Events, if the Event
Activity End Date >= Current Date, then it is considered as
Open

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Metric Metric Definition

# of Open Activity Events The total number of Open Activity Events. This is calculated
as follows: If Event Activity End Date >= Current Date, then it
is considered as Open
# of Open Activity Tasks The total number of Open Activity Tasks
# of Recurring Activity Events The total number of Recurring Activity Events
Activity Event Duration (hours) The total Activity Events duration in Hours
Activity Event Duration (minutes) The total Activity Events duration in minutes
Average Activity Event Duration (hours) The Average Activity Events duration in hours. This is
calculated as follows: Total Activity Event Duration (Hours) / #
of Activity Events
Average Activity Event Duration (minutes) The Average Activity Events duration in minutes. This is
calculated as follows: Total Activity Event Duration (minutes) /
# of Activity Events

SF - Campaign Influence
This table describes Salesforce Campaign Influence metrics.
These metrics are used in the Document Currency (DC) and Corporate Currency (CC) fact
folders in the subject area. Document Currency is the currency used while entering the data in
the application. Corporate Currency is the currency defined in Salesforce CRM. Metrics in
these folders show amounts in their respective currencies.

Metric Metric Definition

# of Campaigns with Influence The total number of Campaigns that Influenced the
Opportunities
# of Influenced Opportunities The total number of Opportunities influenced by Campaigns
# of Influenced Won Opportunities The total number of Won Opportunities influenced by
Campaigns
Average Campaign Cost per Influenced Revenue The total Campaign Cost per Influenced Revenue. This
metric is calculated as follows: SF Campaign Actual Cost /
Influenced Opportunity Revenue
Average Campaign Cost per Opportunity The total Campaign Cost per Opportunity. This metric is
calculated as follows: SF Campaign Actual Cost / # of
Influenced Opportunities
Average Campaign Cost per Won Opportunity The total Campaign Cost per Won Opportunity. This metric is
calculated as follows: SF Campaign Actual Cost / # of
Influenced Won Opportunities
Average Campaign Influenced Won Revenue The average Won Opportunity Revenue. This metric is
calculated as follows: Influenced Won Opportunity Revenue /
# of Influenced Won Opportunities
Average Influenced Opportunity Percentage Share The percentage of the associated Opportunity’s Amount field
attributed to the associated Campaign
Campaign Actual Cost The total Campaign Cost
Campaign Expected Revenue The total Campaign Opportunity Expected Revenue
Campaign ROI The Campaign ROI is based on the Campaign Influence
Model. This metric is calculated as follows: (Influenced
Opportunity Revenue - SF Campaign Actual Cost) / SF
Campaign Actual Cost
Influenced Opportunity Revenue The total Campaign Influenced Opportunity Revenue
Influenced Won Opportunity Revenue The total Campaign Influenced Won Opportunity Revenue

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Metric Metric Definition

Opportunity Amount The total Opportunity Amount

SF - Campaign Members
This table describes the Salesforce Campaign Member metrics.

Metric Metric Definition

# of Accounts targeted The total Accounts targeted as part of the Campaign
# of Active Campaigns with Members The total number of Active Campaigns with Campaign
Members
# of Campaign Members targeted The total Campaign Members targeted as part of the
Campaign
# of Campaign Responses The total Responses
# of Campaigns with Members The total number of Campaigns with Campaign Members
# of Contacts targeted The total Contacts targeted as part of the Campaign
# of Leads targeted The total Leads targeted as part of the Campaign
# of Leads targeted that got Converted The total targeted Leads as part of the Campaign that got
Converted
# Sent in Campaigns The total Email Sent in Campaign
Campaign Actual Cost The total Campaign Actual Cost
Campaign Budgeted Cost The total Campaign Budgeted Cost
Campaign Expected Revenue The total Campaign Expected Revenue

SF - Lead Activity
This table describes the Salesforce Lead Activity metrics.

Metric Metric Definition

# of Converted Lead Activities The total number of Activities for Converted Leads
# of Lead Activities The total number of Activities associated with Leads
(Includes Task and Events). These are the Activities created
for Leads
# of Lead Closed Activities The total number of Completed activities associated with
Leads (Includes Completed Task and Completed Events)
Note: For Events, if the Event Activity End Date < Current
Date, then it is considered as Closed.
# of Lead Closed Activity Events The total number of Lead Activity Events that are Closed.
Note: For Events, if the Event Activity End Date < Current
Date, then it is considered as Closed
# of Lead Closed Activity Tasks The total number of Lead Activity Tasks that are Closed
# of Lead Events The total number of Lead Activity Events. These are the
Events created for Leads
# of Lead Open Activities The total number of Open Activities associated with Leads
(Includes Open Task and Open Events) Note: For Events, if
the Event Activity End Date >= Current Date, then it is
considered as Open.
# of Lead Open Activity Events The total number of Lead Activity Events that are Open.
Note: For Events, if the Event Activity End Date >= Current
Date, then it is considered as Open

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Metric Metric Definition

# of Lead Open Activity Tasks The total number of Lead Activity Tasks that are Open
# of Lead Tasks The total number of Lead Activity Tasks. These are the Tasks
created for Leads
Activity Rate - Converted Leads The rate of Activities for Converted Leads. This metric is
computed as follows: 1 * # of # of Converted Lead Activities /
# of Converted Leads with Activities
Activity Rate - Leads The rate of Activities for Leads. This metric is computed as
follows: 1 * # of Lead Activities / # of Leads with Activities
Average Lead Activity Event Duration (hours) for Closed The Average Lead Activity Events duration in hours for
Activities Closed Activities. This is calculated as follows: Total Lead
Activity Event Duration (hours) for Closed Activities / # of
Lead Closed Activity Events
Average Lead Activity Event Duration (hours) for Open The Average Lead Activity Events duration in hours for Open
Activities Activities. This is calculated as follows: Total Lead Activity
Event Duration (hours) for Open Activities / # of Lead Open
Activity Events
Average Lead Activity Event Duration (minutes) for Closed The Average Lead Activity Events duration in minutes for
Activities Closed Activities. This is calculated as follows: Total Lead
Activity Event Duration (minutes) for Closed Activities / # of
Lead Closed Activity Events
Average Lead Activity Event Duration (minutes) for Open The Average Lead Activity Events duration in minutes for
Activities Open Activities. This is calculated as follows: Total Lead
Activity Event Duration (minutes) for Open Activities / # of
Lead Open Activity Events
Lead Activity Event Duration (hours) The total Lead Activity Event duration in hours
Lead Activity Event Duration (minutes) The total Lead Activity Eventduration in minutes

SF - Leads
This table describes the Salesforce Lead metrics.

Metric Metric Definition

# of Converted Leads The total number of Converted Leads
# of Leads The total number of Leads
# of Leads Converted to Opportunity The total number of Leads converted to Opportunity
Lead Conversion (%) Ratio of Converted Leads to the Total Leads. This metric is
computed as follows: # of Converted Leads / # of Leads
Lead to Opportunity Conversion (%) Ratio of Leads Converted to Opportunity to the Total Leads.
This metric is computed as follows: # of Converted Leads to
Opportunity / # of Leads

SF - Opportunity
This table describes the Opportunity metrics.
These metrics are used in the Document Currency (DC) and Corporate Currency (CC) fact
folder in this subject area. Document Currency is the currency used while entering the data in
the application. Corporate Currency is the currency defined in Salesforce CRM. Metrics in
these folders show amounts in their respective currencies.

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Metric Metric Definition

# of Closed Opportunities The total number of Closed Opportunities (SF Opportunity Is
Closed = True)
# of Lost Opportunities The total number of Lost Opportunities (SF Opportunity Is
Won = False, SF Opportunity Is Closed = True)
# of Open Opportunities The total number of Open Opportunities (SF Opportunity Is
Closed = False)
# of Opportunities The total number of Active Opportunities
# of Opportunities with Products The total number of Opportunities with Product Lines (SF
Opportunity Has Products Flag = True)
# of Opportunity Splits The total number of Splits of the Opportunities. Note: This
would count splits across split types e.g. Revenue, Overlay
etc.
# of Raw Opportunities The total number of Opportunities including the deleted
Opportunities
# of Split Opportunities The total number of Split Opportunities (Opportunity IsSplit is
True)
# of Won Opportunities The total number of Won Opportunities (SF Opportunity Is
Won = True)
Average # of Days Open The average number of days the Opportunity is Open
Average # of Days to Close The average number of days to Close the Opportunity
Average Age of Closed Opportunities The average Age of the Closed Opportunities
Average Age of Lost Opportunities The average Age of the Lost Opportunities
Average Age of Opportunities The average Age of the Opportunities
Average Age of Won Opportunities The average Age of the Won Opportunities
Average Days Since Last Activity The average number of days since the last completed event
or task for the record. This metric is calculated as follows:
(Days Since Last Activity / # of Opportunities) Note: Days
Since Last Activity = Current date minus the Last Activity
Date
Average Lost Opportunity Amount The average Lost Opportunity Amount. This metric is
calculated as: Lost Opportunity Amount/# of Lost
Opportunities
Average Open Opportunity Amount The average Open Opportunity Amount. This metric is
calculated as: Open Opportunity Amount/# of Open
Opportunities
Average Opportunity Amount The average Opportunity Amount. This metric is calculated
as: Opportunity
Average Won Opportunity Amount The average Won Opportunity Amount. This metric is
calculated as: Won Opportunity Amount/# of Won
Opportunities
Closed Opportunity Amount The total Closed Opportunity Amount (SF Opportunity Is
Closed = True)
Closed Opportunity Split Amount The total Closed Opportunity Split Amount on the Closed
Opportunity ( SF Opportunity Is Closed = True )
Conversion Rate Rate of Converting Opportunities. This metric is computed as
follows: 100 * Total Won Opportunities / Total Opportunities
Loss Rate Rate of Losing Opportunities. This metric is computed as
follows: 100 * Total Lost Opportunities / Total Won + Lost
Opportunities
Lost Opportunity Amount The total Lost Opportunity Amount (SF Opportunity Is Won =
False, SF Opportunity Is Closed = True)

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Metric Metric Definition

Lost Opportunity Split Amount The total Lost Opportunity Split Amount on the Lost
Opportunity ( SF Opportunity Is Won = False, SF Opportunity
Is Closed = True )
Open Opportunity Amount The total Open Opportunity Amount (SF Opportunity Is
Closed = False)
Open Opportunity Split Amount The total Open Opportunity Split Amount on the Open
Opportunity ( SF Opportunity Is Closed = False )
Opportunity Amount The total Opportunity Amount
Opportunity Expected Amount The total Opportunity Expected Amount (Opportunity Amount
* SF Opportunity Probability (%))
Opportunity Split Amount The total Opportunity Split Amount. Note: This would count
splits across split types e.g. Revenue, Overlay etc.
Opportunity Split Expected Amount The total Opportunity Split Expected Revenue ( Opportunity
Split Amount * SF Opportunity Probability (%) ). Note: This
would count splits across split types e.g. Revenue, Overlay
etc.
Raw Opportunity Amount The total Opportunity Amount including the deleted
Opportunities
Win Rate Rate of Winning Opportunities. This metric is computed as
follows: 100 * Total Won Opportunities / Total Won + Lost
Opportunities
Won Opportunity Amount The total Won Opportunity Amount (SF Opportunity Is Won =
True)
Won Opportunity Split Amount The total Won Opportunity Split Amount on the Won
Opportunity ( SF Opportunity Is Won = True )

SF - Opportunity Activity
This table describes the Salesforce Opportunity Activity metrics.

Metric Metric Definition

# of Opportunity Activities The total number of Activities associated with Opportunities
(Includes Task and Events). These are the Activities created
for Opportunity
# of Opportunity Open Activities The total number of Open Activities associated with
Opportunities (Includes Open Task and Open Events). Note:
For Events, if the Event Activity End Date >= Current Date,
then it is considered as Open
# of Opportunity Closed Activities The total number of Completed activities associated with
Opportunities (Includes Completed Task and Completed
Events). Note: For Events, if the Event Activity End Date <
Current Date, then it is considered as Closed
Activity Rate - Opportunities The rate of Activities for Opportunities. This metric is
computed as follows: 1 * # of Opportunity Activities / # of
Opportunities with Activities
Activity Rate - Open Opportunities The rate of Activities for Open Opportunities. This metric is
computed as follows: 1 * # of Activities for Open
Opportunities / # of Open Opportunities with Activities
Activity Rate - Won Opportunities The rate of Activities for Won Opportunities. This metric is
computed as follows: 1 * # of Activities for Won
Opportunities / # of Won Opportunities with Activities

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Metric Metric Definition

# of Opportunity Activity Tasks The total number of Opportunity Activity Tasks. These are the
Tasks created for Opportunity
# of Opportunity Open Activity Tasks The total number of Opportunity Activity Tasks that are Open
# of Opportunity Closed Activity Tasks The total number of Opportunity Activity Tasks that are
Closed
# of Opportunity Activity Events The total number of Opportunity Activity Events. These are
the Events created for Opportunity
# of Opportunity Open Activity Events The total number of Opportunity Activity Events that are
Open Note: For Events, if the Event Activity End Date >=
Current Date, then it is considered as Open.
# of Opportunity Closed Activity Events The total number of Opportunity Activity Events that are
Closed Note: For Events, if the Event Activity End Date <
Current Date, then it is considered as Closed.
Opportunity Activity Event Duration (minutes) The total Opportunity Activity Events duration in minutes
Opportunity Activity Event Duration (hours) The total Opportunity Activity Events duration in Hours
Average Opportunity Activity Event Duration (minutes) for The Average Opportunity Activity Events duration in minutes
Closed Activities for Closed Activities. This is calculated as follows: Total
Opportunity Activity Event Duration (minutes) for Closed
Activities / # of Opportunity Closed Activity Events
Average Opportunity Activity Event Duration (hours) for The Average Opportunity Activity Events duration in hours for
Closed Activities Closed Activities. This is calculated as follows: Total
Opportunity Activity Event Duration (hours) for Closed
Activities / # of Opportunity Closed Activity Events
Average Opportunity Activity Event Duration (minutes) for The Average Opportunity Activity Events duration in minutes
Open Activities for Open Activities. This is calculated as follows: Total
Opportunity Activity Event Duration (minutes) for Open
Activities / # of Opportunity Open Activity Events
Average Opportunity Activity Event Duration (hours) for Open The Average Opportunity Activity Events duration in hours for
Activities Open Activities. This is calculated as follows: Total
Opportunity Activity Event Duration (hours) for Open
Activities / # of Opportunity Open Activity Events

SF - Opportunity Historical Trend

This table describes the Salesforce Opportunity Historical Trend metrics.
These metrics are used in the Document Currency (DC) and Corporate Currency (CC) fact
folders in the subject area. Document Currency is the currency used while entering the data in
the application. Corporate Currency is the currency defined in Salesforce CRM. Metrics in
these folders show amounts in their respective currencies.

Metric Metric Definition

# of Changes to Close Date The total number of times the Opportunity Close Date has
been changed in its lifecycle till the end of the selected
snapshot day/period/quarter/year. e.g. If Q2 is the snapshot
quarter selected, and if the Date has been changed 10 times
in total during the lifetime of the Opportunity, and 2 times in
Q2, then this will show 10 and not the count of Date changes
only in the chosen snapshot period i.e Q2. Note: If multiple
changes are done daily, it will be counted as 1.

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Metric Metric Definition

# of Changes to Fiscal Close Period The total number of times the Opportunity Fiscal Close
Period has been changed in its lifecycle till the end of the
selected snapshot day/period/quarter/year. e.g. If Q2 is the
snapshot quarter selected, and if the Period has been
changed 10 times in total during the lifetime of the
Opportunity, and 2 times in Q2, then this will show 10 and not
the count of Period changes only in the chosen snapshot
period i.e Q2. Note: If multiple changes are done daily, it will
be counted as 1.
# of Changes to Fiscal Close Quarter The total number of times the Opportunity Fiscal Close
Quarter has been changed in its lifecycle till the end of the
selected snapshot day/period/quarter/year. e.g. If Q2 is the
snapshot quarter selected, and if the Quarter has been
changed 10 times in total during the lifetime of the
Opportunity, and 2 times in Q2, then this will show 10 and not
the count of Quarter changes only in the chosen snapshot
period i.e Q2. Note: If multiple changes are done daily, it will
be counted as 1.
# of Changes to Fiscal Close Year The total number of times the Opportunity Fiscal Close Year
has been changed in its lifecycle till the end of the selected
snapshot day/period/quarter/year. e.g. If Q2 is the snapshot
quarter selected, and if the Year has been changed 10 times
in total during the lifetime of the Opportunity, and 2 times in
Q2, then this will show 10 and not the count of Year changes
only in the chosen snapshot period i.e Q2. Note: If multiple
changes are done daily, it will be counted as 1.
# of Closed Opportunities The total number of Closed Opportunitiesat the end of the
selected snapshot day/period/quarter/year (SF Opportunity Is
Closed = True)
# of Lost Opportunities The total number of Lost Opportunities at the end of the
selected day/period/quarter/year (SF Opportunity Is Won =
False, SF Opportunity Is Closed = True)
# of Open Opportunities The total number of Open Opportunitiesat the end of the
selected snapshot day/period/quarter/year (SF Opportunity Is
Closed = False)
# of Opportunities The total number of Opportunities at the end of the selected
snapshot day/period/quarter/year
# of Opportunities with Products The total number of Opportunities with Product Lines at the
end of the selected snapshot day/period/quarter/year (SF
Opportunity Has Products Flag = True)
# of Raw Opportunities The total number of Opportunities including the deleted
Opportunities at the end of the selected snapshot day/period/
quarter/year
# of Split Opportunities The total number of Split Opportunities at the end of the
selected snapshot day/period/quarter/year (Opportunity
IsSplit is True)
# of times Opportunity Amount Changed The total number of times the Opportunity Amount has been
changed till the end of the selected snapshot day/period/
quarter/year. e.g. If Q2 is the snapshot quarter selected, and
if the revenue amount has been changed 10 times in total
during the lifetime of the Revenue Line, and 2 times in Q2,
then this will show 10 and not the count of date changes in
the chosen snapshot period i.e Q2. Note: If multiple changes
are done daily, it will be counted as 1.

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Subject Area Metric Details

Metric Metric Definition

# of times Opportunity Amount Decreased The total number of times the Opportunity Amount has been
decreased till the end of the selected snapshot day/period/
quarter/year. e.g. If Q2 is the snapshot quarter selected, and
if the revenue amount has been decreased 10 times in total
during the lifetime of the Revenue Line, and 2 times in Q2,
then this will show 10 and not the count of amount decreases
in the chosen snapshot period i.e Q2. Note: If multiple
changes are done daily, it will be counted as 1.
# of times Opportunity Amount Increased The total number of times the Opportunity Amount has been
increased till the end of the selected snapshot day/period/
quarter/year. e.g. If Q2 is the snapshot quarter selected, and
if the revenue amount has been increased 10 times in total
during the lifetime of the Revenue Line, and 2 times in Q2,
then this will show 10 and not the count of amount increases
in the chosen snapshot period i.e Q2. Note: If multiple
changes are done daily, it will be counted as 1.
# of Won Opportunities The total number of Won Opportunities at the end of the
selected snapshot day/period/quarter/year (SF Opportunity Is
Won = True)
Average # of Days Open The total number of days the Opportunity is Open at the end
of the selected snapshot day/period/quarter/year
Average # of Days to Close The total number of days to Close the Opportunity at the end
of the selected snapshot day/period/quarter/year
Average Age of Closed Opportunities The Average Age of the Closed Opportunities at the end of
the selected snapshot day/period/quarter/year
Average Age of Lost Opportunities The Average Age of the Lost Opportunities at the end of the
selected snapshot day/period/quarter/year
Average Age of Opportunities The Average Age of the Opportunities at the end of the
selected snapshot day/period/quarter/year
Average Age of Won Opportunities The Average Age of the Won Opportunities at the end of the
selected snapshot day/period/quarter/year
Average Opportunity Amount The Average Opportunity Amount. This is calculated as
follow: Opportunity Amount / # of Opportunities
Average Won Opportunity Amount The Average Won Opportunity Amount. This is calculated as
follow: Won Opportunity Amount / # of Won Opportunities
Closed Opportunity Amount The total Closed Opportunity Amount at the end of the
selected snapshot day/period/quarter/year (SF Opportunity Is
Closed = True)
Conversion Rate Rate of Converting Opportunities at the end of the selected
snapshot period. This metric is computed as follows: 100 *
Total Won Opportunities / Total Opportunities. Note: The
Conversion Rate calculation considers all the won
opportunities at the end of the selected period (and not
during the selected snapshot period).
Loss Rate Rate of Losing Opportunities at the end of the selected
snapshot period. This metric is computed as follows: 100 *
Total Lost Opportunities / Total Won+Lost Opportunities.
Note: The Loss rate calculation considers all the won
opportunities at the end of the selected period (and not
during the selected snapshot period).
Lost Opportunity Amount The total Lost Opportunity Amount at the end of the selected
snapshot day/period/quarter/year (SF Opportunity Is Won =
False, SF Opportunity Is Closed = True)

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Metric Metric Definition

Open Opportunity Amount The total Open Opportunity Amountat the end of the selected
snapshot day/period/quarter/year (SF Opportunity Is Closed
= False)
Opportunity Amount The total Opportunity Amount at the end of the selected
snapshot day/period/quarter/year
Opportunity Expected Amount The total Opportunity Expected Amount at the end of the
selected snapshotday/period/quarter/year (Opportunity
Amount * SF Opportunity Probability (%))
Raw Opportunity Amount The total Opportunity Amount including the deleted
Opportunities at the end of the selected snapshot day/period/
quarter/year
Win Rate Rate of Winning Opportunities at the end of the period. This
metric is computed as follows: 100 * Total Won
Opportunities / Total Won+Lost Opportunities. Note: The Win
Rate calculation considers all the won opportunities at the
end of the selected snapshot period (and not during the
selected snapshot period).
Won Opportunity Amount The total Won Opportunity Amount at the end of the selected
snapshot day/period/quarter/year (SF Opportunity Is Won =
True)

SF - Opportunity Line Item

This table describes the Opportunity Revenue Line metrics.
These metrics are used in the Document Currency (DC) and Corporate Currency (CC) fact
folder in this subject area. Document Currency is the currency used while entering the data in
the application. Corporate Currency is the currency defined in Salesforce CRM. Metrics in
these folders show amounts in their respective currencies.

Metric Metric Definition

# of Closed Opportunity Line Items The total number of Opportunity [Link] Items for Closed
Opportunities ( SF Opportunity Is Closed = True )
# of Lost Opportunity Line Items The total number of Opportunity Line Items for Lost
Opportunities ( SF Opportunity Is Won = False, SF
Opportunity Is Closed = True )
# of Open Opportunity Line Items The total number of Opportunity Line Items for Open
Opportunities ( SF Opportunity Is Closed = False )
# of Opportunity Line Items The total number of Opportunity Line Items
# of Raw Opportunity Line Items The total number of Opportunity Line Items including the
deleted Line Items
# of Won Opportunity Line Items The total number of Opportunity Line Items for Won
Opportunities ( SF Opportunity Is Won = True )
Average Days Until Schedule Date The average number of days until the Scheduled date. This is
calculated as follows: When the Current date is < Schedule
date then ( Schedule date - current date in days ) else null
Closed Line Item Amount The total Line Item Amount on the Closed Opportunity Line
Item
Closed Line Item Split Amount The total Line Item Split Amount on the Closed Opportunity
Line Item
Expected Line Item Amount The Expected Line Item Amount (This metric is calculated as
Line Item Amount * Probability % / 100 )

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Metric Metric Definition

Expected Line Item Schedule Amount The total expected Line Item Schedule Amount
Expected Line Item Split Amount The expected Line Item Split Amount Note: This would count
splits across split types e.g. Revenue, Overlay etc.
Line Item Amount The total Amount on the Opportunity Line Item
Line Item Schedule Amount The total Line Item Schedule Amount
Line Item Split Amount The total Line Item Split Amount. Note: This would count
splits across split types e.g. Revenue, Overlay etc.
Lost Line Item Amount The total Line Item Amount on the Lost Opportunity Line Item
Lost Line Item Split Amount The total Line Item Split Amount on the Lost Opportunity Line
Item
Open Line Item Amount The total Line Item Amount on the Open Opportunity Line
Item
Open Line Item Split Amount The total Line Item Split Amount on the Open Opportunity
Line Item
Opportunity Amount The total Opportunity (header) Amount
Opportunity Line Item Discount (%) The total Line Item Discount on the Opportunity Line Item
Raw Line Item Amount The total Amount on the Opportunity Line Item including the
deleted Line Items
Won Line Item Amount The total Line Item Amount on the Won Opportunity Line
Item
Won Line Item Split Amount The total Line Item Split Amount on the Won Opportunity
Line Item

SF - Opportunity Stage Progression

This table describes the Salesforce Opportunity Stage Progression metrics.

Metric Metric Definition

# of Opportunities The total number of Opportunities
# of Progressed Opportunities The total number of Opportunities progressed to a different
stage
% Opportunities by Stage The percentage of Opportunities in a stage. This metric is
calculated as follows: # of Opportunities / # of Opportunities
Across Stages
% Progressed The total % of Opportunities that moved stages. This metric
is calculated as follows: # of Progressed Opportunities / # of
Opportunities
Average # of Days in Stage The average number of days an opportunity spent in a
particular sales stage. This metric is calculated as follows:
Sum of days in stage / # of Opportunities
Average # of days Stalled in Stage The average number of stalled days in a Sales Stage. This
metric is computed as follows: Sum of stalled days / # of
Opportunities
Conversion Rate The rate of converting [Link] metric is computed
as follows: 100 * # of Won Opportunities / # of Opportunities
Loss Rate The rate of losing [Link] metric is computed as
follows: 100 * # of Lost opportunities / # of Won+Lost
Opportunities
Win Rate The rate of winning Opportunities. This metric is computed
as follows: 100 * # of Won opportunities / # of Won+Lost
Opportunities

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SF - Primary Campaign Influence

This table describes Salesforce Primary Campaign Influence metrics.
These metrics are used in the Document Currency (DC) and Corporate Currency (CC) fact
folders in the subject area. Document Currency is the currency used while entering the data in
the application. Corporate Currency is the currency defined in Salesforce CRM. Metrics in
these folders show amounts in their respective currencies.

Metric Metric Definition

# of Campaigns with Influence The total number of Campaigns that Influenced the
Opportunities
# of Influenced Opportunities The total number of Opportunities influenced by Campaigns
# of Influenced Won Opportunities The total number of Won Opportunities influenced by
Campaigns
Average Primary Campaign Cost per Attributed Revenue The total Campaign Cost per Attributed Revenue. This metric
is calculated as follows: SF Campaign Actual Cost / SF
Primary Campaign Influenced Opportunity Revenue
Average Primary Campaign Cost per Opportunity The total Campaign Cost per Opportunity. This metric is
calculated as follows: SF Campaign Actual Cost / # of
Opportunities
Average Primary Campaign Cost per Won Opportunity The total Campaign Cost per Won Opportunity. This metric is
calculated as follows: SF Campaign Actual Cost / # of Won
Opportunities
Average Primary Campaign Won Revenue The average Won Opportunity Revenue. This metric is
calculated as follows: SF Primary Campaign Influenced Won
Opportunity Revenue / # of Won Opportunities
Opportunity Amount The total Opportunity Amount
Primary Campaign Actual Cost The total Campaign Cost
Primary Campaign Expected Revenue The total Campaign Opportunity Expected Revenue
Primary Campaign Influenced Opportunity Revenue The total Primary Campaign Influenced Opportunity Revenue
Primary Campaign Influenced Won Opportunity Revenue The total Primary Campaign Influenced Won Opportunity
Revenue
Primary Campaign ROI The Campaign ROI using the Primary Campaign attribution
model. This metric is calculated as follows: (Attributed
Opportunities Revenue - SF Campaign Actual Cost) / SF
Campaign Actual Cost

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9
Prebuilt

Overview
This chapter provides information on all the prebuilt business metrics, dashboards, and
analyses that are shipped as the standard offering along with the product.

Prebuilt Analyses
Prebuilt Analyses are the functional analysis defined using Oracle Data Visualizer on Oracle
Analytics Cloud. Only analytic currency metrics are used in these analyses. These tables show
the summary of predefined analyses available for each module.
To access prebuilt data visualizations, go to Shared Folders, click Oracle, click Fusion CX,
and then click Detail Dashboards.

Common
Prebuilt Analyses

Analyses Detail Analyses Description Related Subject Areas

Data Augmentation Summary Provides an overview of created data Common - Data Augmentation
augmentations, including warehouse
and semantic components.
Warehouse Refresh Statistics Provides insights into pipeline activity Common - Warehouse Refresh
and performance. Statistics
Data Validation Provides results of data validations Common - Data Validation
between Fusion Data Intelligence and
Fusion Applications.
Custom Data Usage Provides daily and monthly views of Common - Custom Data Usage Metrics
custom data storage usage.
Security Audit Provides current and historical security Security Assignment
assignments and security contexts. Security Audit History
Usage Tracking Provide insights into system usage by Common Usage Tracking
analyzing user activities, and query
performance.
Content Explorer - Fusion Data Provides a view of business content,
Intelligence including subject areas, metrics, key
metrics, and workbooks across the
Fusion Data Intelligence analytics
applications.

Activity Management

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Prebuilt Analyses

Analyses Detail Analyses Description Related Subject Areas

New Activities Shows the number of activities created CX - Activity
in the last 7 days, and provides a
breakdown by different parameters such
as creation date, activity type, and
owner.
Number of Activities Shows the number of activities CX - Activity
performed by sales resources based on
activity date, activity status, and activity
type.
Activity Duration for Completed Shows how long it takes for a sales CX - Activity
Activities resource to complete an activity and
provides a breakdown based on activity
type. Summaries are included to show
the metric based on activity owner,
number of activities completed, activity
type, date, and status.
Team Member Activities Rate Provides useful insights into the average CX - Activity
number of activities being performed by
a team member, and includes a
breakdown based on different activity
types.
Lead Activities Rate Shows the number of activities CX - Lead Activity
performed on leads, and provides a
breakdown based on leads status and
activity date.
Opportunities Activities Rate Shows the number of activities CX - Opportunity Activity
performed on opportunities and
provides a breakdown by opportunity
outcome and status.
Activity Rate - Won Opportunities Provides insights on the number of CX - Opportunity Activity
activities performed on opportunities
that go on to win. This information helps
businesses users understand the
average number of activities needed to
win an opportunity.
Task Rate - Won Opportunities Provides insights on the number of CX - Opportunity Activity
tasks performed on opportunities that
go on to win. This information helps
businesses users understand how many
tasks and which types of tasks
contribute to an opportunity win.

Customer Relationship Management

Analyses Detail Analyses Description Related Subject Areas

SF Average Deal Size Provides a breakdown of average deal SF - Opportunity, SF - Opportunity Line
size by sales stage, Opportunity owner, Item
Territory owner, and product/group.
SF Average Deal Size - Trend Analysis Shows the trend of Average deal size by SF - Opportunity Historical Trend
Territory and by Product, and how the
metric has evolved historically.

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Prebuilt Analyses

Analyses Detail Analyses Description Related Subject Areas

SF Lost Sales Shows lost Opportunities by Amount SF - Opportunity Historical Trend, SF -
and by lost quarter. It also includes key Opportunity
conversion metrics such as revenue
loss rate percentage.
SF Sales Cycle Analysis Provides insights into bottle necks in SF - Opportunity Stage Progression
the sales cycle, and in which stages
Opportunities are spending the most
amount of time.
SF Sales Funnel Leakage Shows the stage from which SF - Opportunity
Opportunities are moving to closed from
lost and how they compare to those that
are moving from closed to won.
SF Sales Pipeline - Pipeline Shape Provides a visual breakdown of Open SF - Opportunity Historical Trend
Opportunity pipeline revenue by
different stages and trend of the Open
Opportunity pipeline revenue from last
six Fiscal periods.
SF Sales Pipeline - Pipeline Trend YoY Shows historical trends of Open SF - Opportunity Historical Trend
Opportunity revenue based on historical
snapshots.
SF Sales Pipeline - Sales Review Provides a visual summary of Open SF - Opportunity
Opportunities and their revenue
numbers by close date and stage.
SF Sales Pipeline Velocity Shows the Sales Pipeline Velocity for SF - Opportunity Historical Trend,
different quarters and the number of
days spent in stage by Opportunities
broken down by Opportunity status and
Opportunity owner.
SF Sales Stage Progression Shows the movement of Opportunities SF - Opportunity Stage Progression, SF
through the stages in terms of total - Opportunity Historical Trend
amounts and percentages.
SF Sales Stage Velocity Provides insights into how quickly SF - Opportunity Stage Progression
Opportunities are moving through the
sales funnel, as well as insights relative
to their outcomes (won or lost).
SF Stalled Opportunities Provides a list of stalled Opportunities in SF - Opportunity Stage Progression
the system broken down by stage. Only
those Opportunities with a more than
50% win probability are considered in
the visualization.
SF Team All - Stars Lists Sales resources or Opportunity SF - Opportunity
owners with the highest number of wins
and deal sizes.
SF Top 20 Accounts Shows the top 20 Accounts based on SF - Opportunity
open and won revenue It also provides
a breakdown of won revenue by
Account and product, as well as
Account and territory.
SF Top Deals At Risk Provides an overview of top SF - Opportunity
Opportunities (in terms of revenue and
win probability > 50%) that are at risk of
not closing.
SF Weighted Pipeline - Detail Compares the open pipeline with the SF - Opportunity
weighted pipeline by sales stage and
closing quarter.

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Prebuilt Analyses

Analyses Detail Analyses Description Related Subject Areas

SF Weighted Pipeline - Trend Shows trends of the weighted pipeline SF - Opportunity
based on the snapshot period, and also
a projection over the next 3 months.
SF Win - Loss Analysis Shows won and lost Revenue by SF - Opportunity Historical Trend, SF -
different quarters and a historical trend Opportunity, SF - Opportunity Line Item
over the last 6 quarters. It also shows
the won revenue by top 10 territories
and products.
SF Win Rate and Conversion Rate Shows the Win rate and Conversion rate SF - Opportunity
Analysis percentages and sales stage.
SF Win Rate and Conversion Rate Shows the historical trend of Win rate SF - Opportunity
Trend and Conversion rate by Opportunity
stage.
SF Won Sales Shows key metrics related to won sales SF - Opportunity Historical Trend, SF -
such as Won Opportunity Amount and Opportunity
Number of Won Opportunities, win rate,
and conversion rate. It also shows how
won Opportunities compares to open
and lost Opportunities during the same
time period.

Lead Management

Analyses Detail Analyses Description Related Subject Areas

New Leads Shows the number of leads created in CX - Leads
the last seven days, and provides a
break down by different parameters
such as creation date, origin, product,
and account type.
Number of Leads Shows the number of leads by creation CX - Leads
date, status, product, account, and other
lead-related attributes.
Average Lead Age Shows the average lead age by lead CX - Leads
status and lead creation period for the
current quarter.
Lead Qualification Rate Shows qualified leads for the current CX - Leads
quarter, and shows a break down of
converted leads by different lead
attributes such as status, lead creation
date, age, and by lead qualification
velocity.
Lead Conversion Rate Shows lead conversions for the current CX - Leads
quarter, and shows a break down of
converted leads by different lead
attributes such as lead channel and
sales account.
Won Revenue by Lead Channel Provides insight on which lead channels CX - Leads
contribute to the highest won revenue.
Lead to Opportunity Velocity Shows insights on how quickly leads are CX - Leads
converting to opportunities, and allows
comparison of this metric with other
velocity metrics such as lead
qualification to conversion velocity.

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Prebuilt Analyses

Analyses Detail Analyses Description Related Subject Areas

Accounts - Leads Lists sales resources or credit recovers CX - Leads
with the highest number of wins and
deal sizes.
Lead Conversion Overview Shows the summary of lead conversion CX - Leads
and how it trends over time.

Marketing Campaigns

Analyses Detail Analyses Description Related Subject Areas

Campaign Activity Overview Shows the Campaign Activity Summary CX - Campaign Activity Analysis
and details of some of the key activities
like Email, Form, Web, Landing Page,
and External.

Opportunity Management

Analyses Detail Analyses Description Related Subject Areas

Sales Pipeline - Pipeline Shape Provides a visual breakdown of open CX - Opportunity Revenue Line
opportunity pipeline revenue by different Snapshot
sales stages and trend of the open
opportunity pipeline revenue from last
six enterprise periods.
Sales Pipeline - Pipeline Review Provides a visual summary of open CX - Opportunity Revenue Line
opportunities and their revenue
numbers by close date and sales stage.
Sales Pipeline - Pipeline Trend YoY Shows historical trends of open CX - Opportunity Revenue Line
opportunity revenue based on historical Snapshot
snapshots.
Sales Pipeline Velocity Shows the sales pipeline velocity for CX - Opportunity Revenue Line
different quarters and the number of Snapshot, CX - Opportunity Stage
days spent in stage by opportunities, Progression
broken down by opportunity status and
opportunity owner.
Sales Stage Progression Shows the movement of opportunities CX - Opportunity Stage Progression
through the sales stages in terms of
total amounts and percentages.
Sales Cycle Analysis Provides insights into bottle necks in the CX - Opportunity Stage Progression
sales cycle, and in which stages
opportunities are spending the most
amount of time.
Stalled Opportunities Provides a list of stalled opportunities in CX - Opportunity Stage Progression
the system broken down by sales stage.
Only those opportunities with a more
than 50% win probability are considered
in the visualization.
Sales Stage Velocity Provides insights into how quickly CX - Opportunity Stage Progression
opportunities are moving through the
sales funnel, as well as insights relative
to their outcomes (won or lost).

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Prebuilt Analyses

Analyses Detail Analyses Description Related Subject Areas

Sales Funnel Leakage Shows the sales stage from which CX - Opportunity Revenue Line
opportunities are moving to closed from
lost and how they compare to those that
are moving from closed to won.
Top Deals At Risk Provides an overview of top CX - Opportunity Revenue Line
opportunities (in terms of revenue and
win probability > 50%) that are at risk of
not closing.
Weighted Pipeline - Detail Compares the open pipeline with the CX - Opportunity Revenue Line
weighted pipeline by sales stage and
closing quarter.
Weighted Pipeline - Trend Shows trends of the weighted pipeline CX - Opportunity Revenue Line
based on the snapshot period, and also
a projection over the next 3 months.
Won Sales Shows key metrics related to won sales CX - Opportunity Revenue Line
such as won opportunity line revenue Snapshot, CX - Opportunity Revenue
and number of won opportunity revenue Line
lines, win rate, and conversion rate. It
also shows how won opportunities
compares to open and lost opportunities
during the same time period.
Win - Loss Analysis Shows won and lost revenue by different CX - Opportunity Revenue Line
quarters and a historical trend over the Snapshot, CX - Opportunity Revenue
last 6 quarters. It alsoo shows the won Line
revenue by top 10 territories and
products.
Lost Sales Shows lost opportunity revenue lines by CX - Opportunity Revenue Line
amount and by lost quarter. It also Snapshot, CX - Opportunity Revenue
includes key conversion metrics such as Line
revenue line loss rate percentage.
Average Deal Size Provides a breakdown of average deal CX - Opportunity Revenue Line
size by sales stage, opportunity owner,
territory owner, and product/group.
Average Deal Size - Trend Analysis Shows the trend of average deal size by CX - Opportunity Revenue Line
territory and by product, and how the Snapshot
metric has evolved historically.
Win Rate and Conversion Rate Analysis Shows the revenue line win rate and CX - Opportunity Revenue Line
conversion rate percentages and sales
stage.
Win Rate and Conversion Rate Trend Shows the historical trend of revenue CX - Opportunity Revenue Line
line win rate and conversion rate by Snapshot
sales stage.
Top 20 Accounts Shows the top 20 accounts based on CX - Opportunity Revenue Line
open and won revenue It also provides
a breakdown of won revenue by account
and product, as well as account and
territory.
Team All - Stars Lists sales resources or credit recovers CX - Opportunity Revenue Line
with the highest number of wins and
deal sizes.
Converted Opportunity Pipeline Shows a summary of the converted CX - Opportunity Revenue Line
opportunities (converted from leads)
such as converted opportunity line
revenue, average won line revenue, and
converted revenue over time.

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Prebuilt Analyses

Analyses Detail Analyses Description Related Subject Areas

Opportunity Days to Close Shows how long it takes to close CX - Opportunity
opportunities, and compares them with
the converted opportunities closure time
and rates.
Converted Opportunity Revenue Shows the pipeline contributed by CX - Opportunity
converted opportunities.
Opportunity Stage Progression Shows the details on the stages that CX-Opportunity Stage Progression
Opportunities have progressed through.
Renewal Sales Dashboard Shows the summary of opportunities CX - Opportunity Revenue Line
created as part of the renewal selling.

Quote and Order Capture

Analyses Detail Analyses Description Related Subject Areas

Opportunity Quotes Shows the summary of the opportunity CX - Opportunity Quote
quotes raised, statuses by their owners,
quotes raised over time period, etc.
Quote Cycle Time Provides insight into the time it takes CX - Opportunity Quote
when an opportunity moves to quote,
quote to order placed, and contract start
time.
Quote Contract Value Shows a summary of the quote contract CX - Opportunity Quote
value and details such as contract value
by owner, by opportunity name, etc.
Quote Revenue Shows the summary of the quote CX - Opportunity Quote
revenue and how it's split into recurring,
non-recurring, usage based revenue,
and related details.
Opportunity Quote Lines Shows the summary of opportunity CX - Opportunity Quote Line
quote lines, the contract value, and the
discount offered.
Opportunity Quotes - Trends Shows the trend of quote generation, CX - Opportunity Quote
won quote line, discount percentage,
and the cycle time.

Service Request Management

Prebuilt Analyses

Analyses Detail Analyses Description Related Subject Areas

SR Overview Shows a summary of service requests CX - Service Request
such as total SRs, critical SRs, SRs
pending agent action, SRs by time, etc.
Critical SRs Shows the summary information for CX - Service Request
critical SRs such as critical SRs in
various statuses, by assignee and
customers, etc.
Critical SR Details Provides details of critical SRs by sales CX - Service Request
account and related details.

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Prebuilt Analyses

Analyses Detail Analyses Description Related Subject Areas

Agent Performance Details Provides insights into how the service CX - Service Request
agents performance is, such as the
resolved SRs, average time to resolve,
etc.
SR Resolution Shows a summary of resolved SRs, the CX - Service Request
time it took to resolve them by month
and by severity, etc.
SRs by Channel Shows a summary of SRs by different CX - Service Request
channels that were used for the SRs.
SRs by Service Category Shows a summary of SRs by service CX - Service Request
category for which the SRs were raised.

Subscription Management

Analyses Detail Analyses Description Related Subject Areas

Subscription Overview Shows the summary of the existing CX - Subscriptions
Subscription metrics (Active MRR,
Active Customers, ARPU, Active TCV
etc.) and shows Renewals, Upgrades,
Downgrades over a period of time.
Subscription Trends Shows the trend of Active MRR, Active CX - Subscription Historical Trend
Customer, Active TCV, ARPU, Churn
Rate, Renewal Rate, etc. over a period
of time.
Subscription AR Overview Summarizes the Subscription AR Financials - AR Revenue* * This report
transactions, and shows the overdue is enabled for customers using CX+ERP
invoices and the credit memos raised for sku
Subscription invoices.

Marketing Campaigns

Analyses Detail Analyses Description Related Subject Areas

Campaign Attributed Leads Shows the number of leads generated CX - Campaign Members
from each campaign that was created in
the current quarter.
Campaign Attributed Opportunities Shows the number of opportunities CX - Campaign Opportunity Revenue
generated from each campaign that was
created in the current quarter. This
analysis uses the last touch attribution
model.
Campaign Attributed Pipeline Shows the pipeline contribution from the CX - Campaign Opportunity Revenue
opportunities attributable to the
campaign.
Campaign ROI Shows the ROI from each campaign CX - Campaign Opportunity Revenue
and the attributable won revenue.
Cost Per Opportunity Revenue Line Provides insight on the average CX - Campaign Opportunity Revenue
campaign cost incurred on generating a
single opportunity revenue line. It also
provides a comparison based on
different campaigns.

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Prebuilt Business Metrics

Analyses Detail Analyses Description Related Subject Areas

Cost Per Won Revenue Shows the average campaign cost for CX - Campaign Opportunity Revenue
every earning. It also provides a
comparison of this metric with different
campaigns and products.
Top Campaigns Shows the best performing campaigns CX - Campaign Opportunity Revenue
based on different parameters such as
ROI, number of wins, revenue
generated, etc.
Campaign Targeted Accounts Shows which accounts were targeted by CX - Campaign Opportunity Revenue
different campaigns and the result
based on ROI, opportunity outcome,
and revenue generated.

Prebuilt Business Metrics

Overview
These are measurements that define and track specific business goals and objectives that
often roll up into larger organizational strategies that require monitoring, improvement, and
evaluation.
Predefined business metrics allow a user to view business performance and drill into the
details to understand why a value may be off the target. Only Analytic Currency metrics are
used in the predefined content.

Note
Key metrics have replaced key performance indicators (KPIs) in release 24R1.

Activity Management

Business Metric Name Business Metric Description Related Subject Areas

Number of Activities Shows the number of activities. CX - Activity
New Activities Shows activities created in the last CX - Activity
seven days.
Activity Rate - Won Opportunities Shows the average number of activities CX - Opportunity Activity
for won opportunities.
Task Rate - Won Opportunities Shows the average number of tasks CX - Opportunity Activity
created for won opportunities.
Appointment Rate - Won Opportunities Shows the average number of CX - Opportunity Activity
appointments created for won
opportunities.
Meeting Rate for Won Opportunities Shows the average number of CX - Opportunity Activity
meetings for won opportunities
Demo Rate Won Opportunities Shows the average number of demos CX - Opportunity Activity
for won opportunities.

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Prebuilt Business Metrics

Business Metric Name Business Metric Description Related Subject Areas

Average Number of Activities Per Team Shows the average number of activities CX - Opportunity Activity
Member For Won Opportunities per team member for won opportunities.
Average Number of Activities Per Team Shows the average number of activities CX - Opportunity Activity
Member For Lost Opportunities per team member for lost opportunities.
Activity Rate for Open Opportunities Shows the average number of activities CX - Opportunity Activity
for currently open opportunities.
Number of Customer-facing Tasks for Shows the number of tasks by type (call, CX - Opportunity Activity
Won Opportunities chat, demo, meeting, or email) for won
opportunities.
Number of Customer facing tasks for Shows the number of tasks by type (call, CX - Opportunity Activity
Lost Opportunities chat, demo, meeting, or email) for lost
opportunities.
Activity Duration For Completed Shows the average activity duration for CX - Activity
Activities completed activities.
Opportunity Activities Rate Shows the average number of complete CX - Opportunity Activity
activities per opportunity.
Lead Activities Rate Shows the average number of CX - Lead Activity
completed activities per lead.
Team Member Activity Rate Shows the average number of activities CX - Activity
per team member.

Customer Relationship Management

Business Metric Name Business Metric Description Related Subject Areas

Average Deal Size Describes the closed opportunity line SF - Opportunity
revenue.
Deals At Risk Describes the top 'N' open opportunities SF - Opportunity
(by revenue) with a win probablity of <=
50%.
Lost Sales Describes the total sales revenue for the SF - Opportunity
period where opportunity status =
closed / lost.
Open Pipeline Describes the total revenue of SF - Opportunity
opportunity revenue lines with an open
status category.
Opportunity Progression Shows how quickly opportunities are SF - Opportunity Stage Progression
moving through the sales stages.
Revenue from Accounts Lists the top accounts by won revenue SF - Opportunity
for the reporting period.
Sales Funnel Leakage Also known as stage drop off rates, the SF - Opportunity
sales funnel leakage tells you where
prospects drop out of your funnel at the
greatest rates.
Sales Pipeline Velocity Shows how quickly deals move through SF - Opportunity Stage Progression
the pipeline and generate revenue.
Stage to Close Velocity Shows the average time spent in a SF - Opportunity Stage Progression
stage before opportunities move to
closed - won or closed - lost.
Team All-Stars Displays details of Opportunity Owners SF - Opportunity
with the top 10 wins by revenue for the
time period.

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Prebuilt Business Metrics

Business Metric Name Business Metric Description Related Subject Areas

Weighted Pipeline Describes the weighted pipeline SF - Opportunity
measures sales revenue based on the
opportunity win probablity percentages
assigned to the open opportunities in
the current pipeline.
Win Rate (%) Describes the rate in which opportunity SF - Opportunity
is being closed - won.
Won Sales Describes the total sales revenue for the SF - Opportunity
period where opportunity status =
closed / won.

Lead Management

Business Metric Name Business Metric Description Related Subject Areas

Number of Leads Shows the number of leads created in CX - Leads
the reporting period.
Lead Qualification Rate (%) Shows the number of leads qualified, CX - Leads
expressed as a percentage of the total
number of leads created.
Lead Conversion Rate (%) Shows the number of leads converted, CX - Leads
expressed as a percentage of the total
number of leads created.
Lead Rejection Rate (%) Shows the number of leads rejected, CX - Leads
expressed as a percentage of the total
number of leads created.
Average Lead Age Shows the average number of days the CX - Leads
lead is open before it's converted,
rejected or retired.
Lead Qualification to Conversion Shows the average number of days CX - Leads
Velocity before the qualified lead is converted.
Number of Qualified Expired Leads Shows the number of qualified expired CX - Leads
leads.
Won Revenue By Lead Channel Shows the won opportunity revenue CX - Leads
generated from leads based on their
lead channel.
Accounts - Leads Shows the accounts with the highest CX - Leads
number of open leads.
Opportunity Pipeline Split - Sales vs Shows the number of open CX - Leads
Marketing opportunities by sales stage for
opportunities generated from sales vs
marketing.
New Leads Shows new leads created based on the CX - Leads
lead creation date.
Lead to Opportunity Velocity Shows the average number of days a CX - Leads
lead has taken from the day the lead is
created to the day its converted.

Marketing Campaigns

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Prebuilt Business Metrics

Business Metric Name Business Metric Description Related Subject Areas

Campaign Attributed Leads Shows the number of leads generated CX - Campaign Members
from marketing campaigns.
Campaign Attributed Opportunities Shows the number of opportunities CX - Campaign Opportunity Revenue
generated from marketing campaigns
(using the last touch model).
Campaign Attributed Pipeline Shows pipeline revenue contributions CX - Campaign Opportunity Revenue
from campaign-attributable opportunities
(using the last touch model).
Campaign Attributed Won Revenue Shows the total revenue attributed to a CX - Campaign Opportunity Revenue
campaign for all opportunities with a
closed-won status.
Campaign ROI Shows a campaign return on investment CX - Campaign Opportunity Revenue
based on campaign actual cost and
campaign attributable revenue.
Campaign Responses Shows the number of responses for CX - Campaign Opportunity Revenue
each campaign.
Campaign Actual Vs Budgeted Cost Shows the ratio of actual cost / CX - Campaign Opportunity Revenue
budgeted cost for every campaign.
Campaign Attributed Won Opportunity Shows the number of won opportunity CX - Campaign Opportunity Revenue
Revenue Lines revenue lines from opportunities
attributable to a campaign.
Campaign Attributed Lost Opportunity Shows the number of lost opportunity CX - Campaign Opportunity Revenue
Revenue Lines revenue lines from opportunities
attributable to a campaign.
Campaign Attributed Open Opportunity Shows the number of open opportunity CX - Campaign Opportunity Revenue
Revenue Lines revenue lines from opportunities
attributable to a campaign.
Cost Per Opportunity Revenue Line Shows the ratio of campaign actual cost CX - Campaign Opportunity Revenue
and the number of opportunity revenue
lines.
Cost Per Won Opportunity Revenue Shows the ratio of campaign actual cost CX - Campaign Opportunity Revenue
Line and the number of won opportunity
revenue lines.
Cost Per Won Revenue Shows the ratio of campaign actual cost CX - Campaign Opportunity Revenue
and won opportunity line revenue.
Cost Per Attributed Revenue Shows the ratio of campaign actual cost CX - Campaign Opportunity Revenue
and total attributable opportunity line
revenue.
Top Campaigns Shows the top campaigns with the CX - Campaign Opportunity Revenue
highest won revenue.
Campaign Engaged Contacts Shows the number of contacts targeted CX - Campaign Opportunity Revenue
by campaigns.
Campaign Targeted Accounts Shows the number of accounts targeted CX - Campaign Opportunity Revenue
by campaigns.

Opportunity Management

Business Metric Name Business Metric Description Related Subject Areas

Won Sales Describes the total sales revenue for the CX - Opportunity Revenue Line
period where opportunity status
category = won.

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Prebuilt Business Metrics

Business Metric Name Business Metric Description Related Subject Areas

Lost Sales Describes the total sales revenue for the CX - Opportunity Revenue Line
period where opportunity status
category = lost.
Sales Pipeline Describes the total revenue of CX - Opportunity Revenue Line
opportunity revenue lines with an open
status category.
Weighted Pipeline Describes the weighted pipeline CX - Opportunity Revenue Line
measures sales revenue based on the
opportunity win probablity percentages
assigned to the open opportunities in
the current pipeline.
Sales Pipeline Velocity Shows how quickly deals move through CX - Opportunity Stage Progression
the pipeline and generate revenue.
Sales Stage Velocity Shows the average time spent in a CX - Opportunity Stage Progression
stage before opportunities move to
closed - won or closed - lost.
Sales Funnel Leakage Also known as stage drop off rates, the CX - Opportunity Revenue Line
sales funnel leakage tells you where
prospects drop out of your funnel at the
greatest rates.
Sales Stage Progression Shows how quickly opportunities are CX - Opportunity Stage Progression
moving through the sales stages.
Average Deal Size Describes the closed opportunity line CX - Opportunity Revenue Line
revenue averaged over the number of
revenue lines.
Win Rate % Describes the rate in which opportunity CX - Opportunity Revenue Line
revenue lines are being closed - won.
Deals At Risk Describes the top 'N' open opportunities CX - Opportunity Revenue Line
(by revenue) with a win probablity of <=
50%.
Revenue From Accounts Lists the top accounts by won revenue CX - Opportunity Revenue Line
for the reporting period.
Team All-Stars Displays details of primary resources CX - Opportunity Revenue Line
with the top 10 wins by revenue for the
time period.
Opportunity Line Type Shows opportunity revenue lines by CX - Opportunity Revenue Line
type.
Revenue Type Shows renewal revenue by type CX - Opportunity Revenue Line
(recurring, non-recurring, or usage).
Renewal Pipeline Shows all of the open renewal CX - Opportunity Revenue Line
opportunities.
Renewal Revenue Shows the renewal pipeline amount. CX - Opportunity Revenue Line
Renewal Pipeline % Shows the renewal pipeline revenue of CX - Opportunity Revenue Line
the total opportunity revenue.
Won Renewal Revenue Shows the won renewal pipeline CX - Opportunity Revenue Line
revenue.
Renewal Opportunities Win Rate Shows the rate of winning renewal CX - Opportunity Revenue Line
opportunities.
Lost Renewal Revenue Shows the renewal pipeline revenue that CX - Opportunity Revenue Line
is lost.
Lead Conversion Shows the number of won and lost CX - Opportunity
opportunities from converted leads.

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Prebuilt Business Metrics

Business Metric Name Business Metric Description Related Subject Areas

Opportunities from Leads (%) Shows the percentage of opportunities CX - Opportunity
of the total number of converted leads.
Average Converted Opportunity Line Shows the average opportunity line CX - Opportunity Revenue Line
Revenue revenue of the opportunities converted
from leads.
Line Revenue from Converted Leads Shows the open opportunities line CX - Opportunity Revenue Line
revenue from converted leads.
Lead Generated Pipeline Shows the number of open CX - Opportunity
opportunities by sales stage for
opportunities generated from leads vs
from non-leads.
Days to Close Converted Leads Shows the average of (opportunity close CX - Opportunity
date - opportunity creation date) for
opportunities converted from leads.

Subscription Management

Business Metric Name Business Metric Description Related Subject Areas

Monthly Recurring Revenue (MRR) Shows the total MRR for subscription CX - Subscription Historical Trend
lines
Product Net price (TCV) Shows the total Subscription Net CX - Subscription Historical Trend
Amount
Active Customers Shows the total number of customers CX - Subscription Historical Trend
with an active subscription at the start or
end of a given period
Average Revenue per User (ARPU) Shows the total MRR divided by the CX - Subscription Historical Trend
total number of active customers at the
start or end of a given period
Churned Customers Shows the total number of customers CX - Subscription Historical Trend
churned in a given period
MRR Churn Rate Shows the rate at which MRR is lost CX - Subscription Historical Trend
from churned subscriptions.
Customer Churn Rate Shows the proportion of active CX - Subscription Historical Trend
customers that became inactive during
the given period. A customer is active if
they have a currently active subscription
MRR Renewal Rate Shows the rate of MRR renewal CX - Subscription Historical Trend
calculated as activated renewal MRR
divided by the MRR due for renewal in a
given period.

Quote and Order Capture

Business Metric Name Business Metric Description Related Subject Areas

Active Quotes Shows the number of active quotes CX - Opportunity Quote
created.
Average Quotes for Won Opportunities Shows the average number of quotes CX - Opportunity Quote
for won opportunities.

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Prebuilt Dashboards

Business Metric Name Business Metric Description Related Subject Areas

Quote Cycle Time Shows the total elapsed time from CX - Opportunity Quote
quote-to-order.
Quote Conversion Rate Shows the number of closed quotes as CX - Opportunity Quote
a percentage of active quotes.
Average Contract Value Shows the average contract value. CX - Opportunity Quote
Opportunity to Quote Velocity Shows the opportunity to quote cycle CX - Opportunity Quote
time.
Average Recurring Revenue Shows the average recurring revenue. CX - Opportunity Quote
Active Quote Win Rate Shows the number of won quotes as a CX - Opportunity Quote
percentage of closed quotes.
Number of Quotes Lines Shows the number of quote lines CX - Opportunity Quote Line
created.
Number of Active Quotes with Lines Shows the number of active quotes with CX - Opportunity Quote Line
quote lines.
Contract Line Value Shows the total contract line value for CX - Opportunity Quote Line
active quotes.
Average Contract Line Value Shows the average contract quote line CX - Opportunity Quote Line
value.
Quote Line Conversion Rate Shows the number of quote lines CX - Opportunity Quote Line
converted.
Average Quote Line Cycle Time Shows the average elapsed time from CX - Opportunity Quote Line
quote line to order.
Number of Quoted Opportunities Shows the number of quoted CX - Opportunity
opportunities.

Service Request Management

Business Metric Name Business Metric Description Related Subject Areas

Service Requests by Status Shows the number of CX service CX - Service Request
requests by their status.
SR Backlog Rate (%) Shows the percentage of open SRs CX - Service Request
relative to the total SRs by age category.
Escalation (Critical SR's) Shows the number of SRs that are CX - Service Request
marked critical.
SR Resolution (%) Shows the number of SRs in resolved CX - Service Request
status.
Agent Performance Shows the average time (days) to CX - Service Request
resolve issues by service agents.
SRs by Service Category Shows the number of open SRs by CX - Service Request
service category.
SRs by Channel Shows the number of open SRs by CX - Service Request
channel.
Top 10 Customers (With Active SRs) Shows the top 10 customers with the CX - Service Request
most active open SRs.

Prebuilt Dashboards

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Prebuilt Dashboards

Overview
A dashboard is an object that provides a series of overview or detailed business metrics
Overview Dashboards
An overview dashboard is a top-level object containing multiple business metrics.
Each dashboard typically contains as many as 8 composite visualizations. These present an
aggregated value for the business metric, a supplemental visualization and with a drill down
capability to Data Visualization content found in detail dashboards.
To access prebuilt data visualizations, go to Shared Folders, click Oracle, click Fusion CX,
and then click Overview Dashboards. All prebuilt decks are migrated to workbooks in Oracle
Analytics Cloud, and you can find these in the Detail Dashboards folder, located within the
parent application folder.
Detail Dashboards
Detail dashboards typically contain more in-depth analyses along with filters focused on a
specific topic. These workbooks can be launched directly or starting from an overview
dashboard.
To access prebuilt data visualizations, go to Shared Folders, click Oracle, click Fusion CX,
and then click Detail Dashboards.

Note
Workbooks have replaced decks and visualizations have replaced cards in release
24R1.

Prebuilt Dashboards

Dashboard Name Dashboard Description

Campaign Effectiveness Includes Business Metrics that help marketing and sales
users measure campaign ROI metrics, and important
conversion metrics as part of the campaign to opportunity
process flow.
Lead Conversion Includes Business Metrics that provide insight into the leads
that are getting converted to opportunities, the rate of
conversion, their contribution to overall opportunities, and
their performance in terms of revenue closure and time to
close the opportunities.
Leads Provides Business Metrics for tracking important lead metrics
including those related to lead conversions and lead
qualifications.
Opportunity Quotes Includes Business Metrics that help sales users gain insight
into the quotes created in the system, and the contract value
and cycle times associated with those quotes.
Renewal Sales Includes Business Metrics that provide insights and metrics
on the renewal opportunity pipeline, the related revenue
figures, and their won rate.

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Prebuilt Dashboards

Dashboard Name Dashboard Description

Sales Activity Includes Business Metrics that provides insights on sales
activities performed in the current quarter and how they
relate to opportunity outcomes (won and lost).
Sales Pipeline Includes Business Metrics for measuring the overall health of
the sales pipeline.
SF Sales Pipeline Includes Business Metrics for measuring the overall health of
the Sales Pipeline.
SF Win-Loss Analysis Includes Business Metrics that provide insights and metrics
on Opportunity outcomes (won and lost) and the related
Opportunity Amount figures.
SR Management Includes Business Metrics to help service managers and
reps to get an overview of the SRs raised in the system, and
what's the rate, escalations, and how they're being handled
by the agents.
Subscriptions Includes Business Metrics that provide insight and metrics on
Subscription MRR and TCV, along with additional details
about Customers and their Churn.
Win-Loss Analysis Includes Business Metrics that provide insights and metrics
on opportunity outcomes (won and lost) and the related
opportunity revenue figures.

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A
Report Authoring Tips
This section provides tips and guidelines for creating effective and timely reports.

Topics
• Common Report Authoring Tips
• Report Authoring Tips for Oracle Fusion CX Analytics

Common Report Authoring Tips

Improve all of your Oracle Fusion Data Intelligence reports with these recommendations and
answers to frequently asked questions regarding reporting. The information isn’t exhaustive
and is updated regularly with additional information and authoring tips.

Tips for Filters

When applying filters to reports, follow these guidelines:
• Use dashboard filters instead of workbook or canvas filters for user interactions in
analyses.
• Use workbook filters for hidden and non-interaction filters.
• To improve the performance of prompts, set the Limit by Values to None in System
Settings so that it's applied to all workbooks by default. You can change this setting in
specific workbook filters if needed, however the default value of None should remain.
• When applying a filter on an attribute, use a Code column (when available) instead of a
Name or Description column.
• Always apply the necessary filters first before you start building visualizations to ensure
optimal queries are created when you add the metrics required in the visualization.

Tips for Brushing

Disable brushing to improve report performance. See Update Canvas Properties.

Tips for Working with Currency

To display the currency format for currency amounts, set the number format in each
visualization as a custom currency. Then in the subject area folder, select the currency column.
See Set Currency Symbols for Visualizations.

Tips for Reporting on Attributes Across Multiple Dimensions

When reporting on attributes against multiple dimensions, always use a measure in the report.
In subject areas with more than one fact, the measure sets the correct context in the query,
builds an accurate navigational path, and returns the expected results. If you don’t want the
measure to show in the report, hide it. See Hide or Delete a Column.

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Report Authoring Tips for Oracle Fusion CX Analytics

Tips for Presentation Hierarchies

To improve performance, use presentation columns instead of presentation hierarchies. See
Work with Presentation Tables and Columns.

Report Authoring Tips for Oracle Fusion CX Analytics

Improve your Oracle Fusion CX Analytics reports with these recommendations and answers to
frequently asked questions regarding reporting. The information isn’t exhaustive and is
updated regularly with additional information and authoring tips.

Tips on Reporting on Historical Snapshot Subject Areas

Oracle Fusion CX Analytics provides two subject areas on historical snapshot data, namely CX
- Opportunity Snapshot and CX - Opportunity Revenue Line Snapshot. When reporting by
snapshot data, always include snapshot date as part of the grain of the report. Follow these
guidelines:
• When filtering by snapshot date, clearly filter or anchor reports to one or multiple
snapshots of your choice.
• Show data by snapshot date to prevent the amounts from different snapshots being
aggregated together which results in double-counting.
• Apply additional filters such as expected close date to improve functionality.
Example
For the pipeline of a quarter, such as 2021Q3, create a report that shows the historical open
revenue amount by snapshots periods, such as 07-21 and 08-21.
• The report has a dashboard filter Revenue Line Snapshot Enterprise Period that anchors
to two snapshots of 07-21 and 80-21 of the user’s choice.
• The report shows the Revenue Line Snapshot Enterprise Period in the table so that
amounts from each snapshot appear separately.
• The dashboard filter Opportunity Expected Close Enterprise Quarter generates the
intended opportunity data.

Tips on Reporting Pipeline Historical Changes

Oracle Fusion CX Analytics provides the ability to report pipeline historical changes. In the
subject area CX - Opportunity Snapshot, change metrics are grouped under the presentation
table Facts - Opportunity Changes. In the subject area CX - Opportunity Revenue Line
Snapshot, change metrics are grouped under three presentation tables for the three currencies
supported, namely Facts - Revenue Line Changes - Document Currency, Facts - Revenue Line
Changes - CX Currency, and Facts - Revenue Line Changes - Analytics Currency. In general,
change metrics can be classified into two types.
• Changes in lifecycle. Examples are:
– Number of Changes to Expected Enterprise Line Close Period. It aggregates the total
number of times the Revenue Line Expected Close Period has been changed in its
lifecycle until the end of the selected snapshot period.
– Number of times Revenue Line Amount Increased. It aggregates the total number of
times the Revenue Line Expected Amount has been increased until the end of the
selected snapshot period.

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Report Authoring Tips for Oracle Fusion CX Analytics

• Changes within the snapshot reporting period. Examples are:o # of Revenue Lines Moved
Out by 1 Period in The Selected Snapshot Period. It counts the number of Revenue Lines
moved out by 1 period from the selected snapshot period.o # of New Revenue Lines
Added in The Selected Snapshot Period. It counts New Revenue Lines added to selected
snapshot period.
To build reports on historical changes with good query performance, need to follow the
following guidelines.
• Filter the set of opportunities or opportunity revenue lines to report. For example, filter by
the current Opportunity Revenue Line Expected Close Enterprise Quarter = “Q2 2024”.
Without a proper filter on the set of opportunities of interest, filtering by snapshot period
only isn't enough, which results in scanning all the opportunities in the snapshots and
slows down query performance.
• “Changes in lifecycle” will sum up the changes across snapshots in life cycle till the end of
snapshoot period. To reduce and snapshots involved in a query for better performance,
limit the query to one snapshot quarter or less. For example, filter by Opportunity Revenue
Line Snapshot Enterprise Quarter = “Q1 2024”.
• For the two types of change metrics mentioned above, try not to mix them in one query.
The two types of change metrics follow different ways to aggregate data. Create two
visualizations for the two types in one workbook, so that two separate queries are issued
without overlapping.

Recommended Filters
Items with an asterisk (*) are required.

Subject Area Presentation Table (Recommended Filter)

CX - Activity Filter by at least one of the dates below.
• Activity Actual Start Date
• *Activity Created Date
• Activity Actual End Date
CX - Campaign Activity Analysis To build a meaningful report on Campaign, need to
filter by one or more campaigns.
• *Campaign
• Campaign End Date
• Campaign Start Date
• Campaign Created Date
CX - Campaign Activity Detail Analysis To build a meaningful report on Campaign, need to
filter by one or more campaigns.
• Campaign
• *Campaign Activity Date
• Campaign End Date
• Campaign Start Date
• Campaign Created Date
CX - Campaign Members To build a meaningful report on Campaign, need to
filter by one or more campaigns.
• *Campaign
CX - Campaign Opportunity Revenue To build a meaningful report on Campaign, need to
filter by one or more campaigns.
• *Campaign

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Subject Area Presentation Table (Recommended Filter)

CX - Lead Activity Filter by at least one of the dates below.
• Activity Actual Start Date
• *Activity Created Date
• Activity Actual End Date
• *Lead Created Date
• Lead Qualified Date
• Lead Converted Date
• Lead Retired Date
CX - Leads Filter by at least one of the dates below
• *Lead Created Date
• Lead Qualified Date
• Lead Converted Date
• Lead Qualified Date
CX - Opportunity Filter by at least one of the dates below
• *Opportunity Expected Close Date
• Opportunity Actual Close Date
• Opportunity Created Date
• *Sales Stage
CX - Opportunity Activity Filter by at least one of the dates below.
• Activity Actual Start Date
• *Activity Created Date
• Activity Actual End Date
• *Opportunity Expected Close Date
• Opportunity Actual Close Date
• Opportunity Created Date
• *Sales Stage
CX - Opportunity Quote Filter by at least one of the dates below
• *Opportunity Expected Close Date
• Opportunity Actual Close Date
• *Quote Creation Date
• Quote Contract Start Date
• Quote Contract End Date
• Quote Expiration Date
• Order Placed On Date'
CX - Opportunity Quote Line Filter by at least one of the dates below
• *Quote Line Creation Date
• Quote Line Contract Start Date
• Quote Line Contract End Date
• Quote Creation Date
• Quote Line Order Date
• Quote Line Request Date

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Report Authoring Tips for Oracle Fusion CX Analytics

Subject Area Presentation Table (Recommended Filter)

CX - Opportunity Revenue Line Filter by at least one of the dates below along with
Sales Stage
• Opportunity Revenue Line Created Date
• Opportunity Revenue Line Expected Close
Date
• Opportunity Revenue Line Actual Close Date
• Opportunity Created Date
• Opportunity Expected Close Date
• Opportunity Actual Close Date
• *Sales Stage
CX - Opportunity Revenue Line Snapshot Reference how to build report using historical
snapshot above.
• *Opportunity Revenue Line Snapshot Date
• *Opportunity Revenue Line Expected Close
Date
• Opportunity Revenue Line Actual Close Date
• *Historical Sales Stage
CX - Opportunity Snapshot Reference how to build report using historical
snapshot above.
• *Opportunity Snapshot Date
• *Opportunity Expected Close Date
• Opportunity Actual Close Date
• Opportunity Created Date
• *Historical Sales Stage
CX - Opportunity Stage Progression Filter by at least one of the dates below.
• *Opportunity Expected Close Date
• Stage Enter Date
• Stage Exit Date
• *Historical Sales Stage
CX - Service Request Filter by at least one of the dates below.
• *Service Request Open Date
• Service Request Resolution Date
• Service Request Close Date
• Service Request Last Reopen Date
• Service Request Last Transfer Date
CX - Service Request Lifecycle Filter by at least one of the dates below.
• *Service Request Open Date
• Service Request Resolution Date
• Service Request Close Date
• Service Request Change Start Date
• Service Request Change End Date
CX - Service Request Milestone Filter by at least one of the dates below.
• *Service Request Open Date
• Service Request Resolution Date
• Service Request Close Date
• Service Request Milestone Due Date
• Service Request Milestone Completion Date
• Service Request Milestone Warning Date
• Service Request Last Transfer Date
• Service Request Last Reopen Date

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Report Authoring Tips for Oracle Fusion CX Analytics

Subject Area Presentation Table (Recommended Filter)

CX – Subscription Bill Line Filter by at least one of the dimensions below.
• *Sold-to Customer
• *Subscription Product Type
• *Inventory Item
• Business Unit
• Subscription Bill Line Invoice Date
• Subscription Bill Line Interface Date
CX – Subscription Historical Trend Filter by at least one of the dimensions below.
• *Sold-to Customer
• *Subscription Product Type
• *Inventory Item
• Business Unit
• Subscription Aggregate Date
CX - Subscriptions Filter by at least one of the dimensions below.
• *Sold-to Customer
• *Subscription Product Type
• *Inventory Item
• Business Unit
• Subscription Start Date
SF - Activity • * SF Activity Created Date
• SF Activity Start Date
• SF Activity End Date
SF - Campaign Members • * SF Campaign
SF - Lead Activity • * SF Activity Created Date
• SF Activity Date
• SF Activity Start Date
• SF Activity End Date
• SF Lead Created Date
• SF Lead Converted Date
SF - Leads • * SF Lead Created Date
• SF Lead Converted Date
SF - Opportunity • SF Opportunity Close Date
• * SF Opportunity Created Date
SF - Opportunity Activity • * SF Activity Created Date
• SF Activity Date
• SF Activity Start Date
• SF Activity End Date
• SF Opportunity Close Date
• SF Opportunity Created Date
SF - Opportunity Historical Trend • * SF Opportunity Historical Date
• SF Opportunity Close Date
• * SF Opportunity Created Date
SF - Opportunity Line Item • SF Opportunity Close Date
• * SF Opportunity Created Date
• SF Line Item Created Date
• SF Line Item Product Date
• SF Line Item Schedule Date
SF - Opportunity Stage Progression • *SF Stage Enter Date
• *SF Stage Exit Date
• SF Opportunity Close Date

Reference for Fusion CX Analytics

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Copyright © 2022, 2025, Oracle and/or its affiliates. Appendix A-6 of A-7
 Appendix A
Report Authoring Tips for Oracle Fusion CX Analytics

Subject Area Presentation Table (Recommended Filter)

SF - Primary Campaign Influence • *SF Campaign
• SF Opportunity Created Date
• SF Opportunity Close Date
Subject Area: SF - Campaign Influence • * SF Campaign

Reference for Fusion CX Analytics

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Copyright © 2022, 2025, Oracle and/or its affiliates. Appendix A-7 of A-7
B
Frequently Asked Questions
The Oracle Fusion CX AnalyticsFrequently Asked Questions (FAQs) provide answers to the
most commonly asked questions about provide solutions to improve your analytics experience.

Topics:
• How do I synchronize data security from Oracle Fusion Cloud Applications (Cloud CX) with
Fusion Data Intelligence?
• Why do I not see data for a few metrics such as Facts - Conversion or Facts - Renewal?
• Which functional area do I need to enable to see data in all the visualizations?
• Why do I not see the data for Resource Hierarchy, that is all the owner-related dimensions
(Opportunity Owner, Activity Owner, Lead Owner, etc.)?
• Why do the count of Eloqua activities show minor differences from what I see in Eloqua
Insight?
• Why do I not see some Salesforce campaigns in the Campaign Influence Report?
• Why am I not able to extract all the historical data from Eloqua?
• I want to perform data augmentation for Eloqua. In the source table, I see entities listed
with and without the FDI prefix. Which one do I use?
• Why don't I see updated hierarchy details for Territory, Product, Account, Etc.?

How do I synchronize data security from Fusion Sales Cloud (Cloud CX) with Fusion
Data Intelligence?
To synchronize data security, you must create a pipeline for the "Security Configuration Option"
functional area in the "Customer Experience Security Configurations" offering. This pipeline
enables Fusion Data Intelligence to extract the access group-based security details from
Oracle Fusion Cloud Applications (Cloud CX) and load it into Fusion Data Intelligence. Based
on the access group-based security setup in Oracle Fusion Cloud Applications (Cloud CX), the
synchronization process brings the access group-based rules and assigns to the appropriate
users based on the data role assignment to the users in Fusion Data Intelligence.
This pipeline brings data from these Oracle Fusion Cloud Applications (Cloud CX) objects and
populates these tables in Fusion Data Intelligence:

Oracle Fusion Cloud Applications Object Corresponding Fusion Data Intelligence Table
Account Access DW_CXS_SALES_ACCOUNT_ACCESS_D
Opportunity Access DW_CXS_OPPORTUNITY_ACCESS_D
Lead Access DW_CXS_LEAD_ACCESS_D
Access Group Members DW_CXS_ACCESS_GROUP_MEMBERS_D
Object Share DW_CXS_OBJECT_SHARE_D
Access Group DW_CXS_ACCESS_GROUP_RF_DN_DH

To ensure that synchronization happens frequently, you must schedule the incremental
refreshes. See Set Up the Pipeline Parameters.

Reference for Fusion CX Analytics

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Copyright © 2022, 2025, Oracle and/or its affiliates. Appendix B-1 of B-4
 Appendix B

1. Sign in to your service.

2. In Fusion Data Intelligence, click the Navigator.
3. In the Navigator menu, click Console.
4. On the Console, click Data Configuration under Application Administration.
5. On the Data Configuration page, click Customer Experience.
6. On the service page, click Create, select Customer Experience Security Configurations
in Offering, select Security Configuration Option in Functional Area, and then click
Next.

7. Review the parameters and click one of the options:

• Cancel: To cancel the data pipeline for the functional area.
• Save: To save the data pipeline for the functional area but not activate it.
• Activate: To schedule when to run the data pipeline for the functional area. See
Activate a Data Pipeline for a Functional Area.
8. To ensure access group based security works properly, perform these steps:
• Create a pipeline for the Security Configuration Option functional area and perform a
data load.
• Ensure users mapped to groups in Oracle Fusion Cloud Applications (Cloud CX) are
mapped to the associated roles in Fusion Data Intelligence. See Manage Users,
Groups, Application Roles, and Data Access.
• Ensure custom security roles created in Oracle Fusion Cloud Applications (Cloud CX)
appear in the Fusion Data Intelligence IDCS instance, and that users are appropriately
mapped to security roles, data roles, and duty roles. See Data Roles and Data Roles.

Why do I not see data for a few metrics such as Facts - Conversion or Facts - Renewal?
Oracle Fusion CX Analytics has comprehensive metrics pre-calculated for various scenarios.
For example, if your organization has a process to convert a Lead into an Opportunity, you'll
see the metrics under the Facts - Conversion folder in the CX -Opportunity subject area.
Similarly, various other metrics which are grouped under one or more folders are dependent on
the data being available, which depends on whether that feature is enabled or used in the
Oracle Fusion Cloud Applications CX source system.
For example:
• Facts Renewal shows data when there's an Opportunity Renewal process configured and
used.

Reference for Fusion CX Analytics

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Copyright © 2022, 2025, Oracle and/or its affiliates. Appendix B-2 of B-4
 Appendix B

• Facts Conversion shows data when Leads are converted into Opportunities.
• Facts Competitive shows data if there are one or more competitors associated with the
Opportunities.

Which functional area do I need to enable to see data in all the visualizations?
Oracle Fusion CX Analytics has multiple functional areas, and these are based on the various
applications that your organization uses (such as Oracle Fusion Cloud Sales Automation,
Oracle Configure, Price, Quote, etc.). It's a good practice to enable only those functional areas
that are applicable to your organization. The Offerings and Functional Areas section provides
the mapping details of functional areas, the source they belong to, and which subject areas are
enabled as a result of those functional areas. Depending on which functional areas are
enabled, the related subject areas and dashboards or visualizations are available.

Note
Users with FAW Service Administrator privileges can see all the visualizations
regardless of whether they're available to your organization because this user has
privileges to see all the content even if all content isn't available ot specific users.

Why do I not see the data for Resource Hierarchy, that is all the owner-related
dimensions (Opportunity Owner, Activity Owner, Lead Owner, etc.)?
The hierarchy data is generated in the Oracle Fusion Sales application and is then loaded in
Oracle Fusion CX Analytics. You need to first check whether the data exists in Oracle Fusion
Sales application; the required job might not have run in Oracle Fusion Sales application.
Follow the steps in How do I get started with Oracle Sales in the Redwood User Experience?.

Why do the count of Eloqua activities show minor differences from what I see in Eloqua
Insight?
The Campaign and the activities (mail Opens, Email Sent, Form Submitted etc.) are stored in
the Eastern Time Zone (EST) in Eloqua. Therefore, the report that you see in Eloqua Insight is
shown in the EST time. When the data is extracted in the Oracle Fusion Data Intelligence
warehouse, it's converted to Coordinated Universal Time (UTC) because all the other data in
Oracle Fusion Data Intelligence is in UTC. Therefore, combining Eloqua data in UTC with
Sales/CPQ data in UTC gives the correct results. The different in the Activity count is on
account of the conversion of the timezone from EST to UTC.

Why do I not see some Salesforce campaigns in the Campaign Influence Report?
When a campaign that's part of the Campaign influence records is deleted, the Campaign
Influence records still persist in the Salesforce application. Therefore the records also show in
the SF Campaign Influence subject areas in Oracle Fusion CX Analytics.
For example:
• The Campaign Influence fact shows metrics such as number of Campaigns with Influence
as, for example, 3.
• If one of these Campaigns is deleted in source, as soon as the Campaign Name from the
SF Campaign dimension loads, the report shows only 2 rows because the one row
pertaining to the deleted Salesforce campaign is dropped.
There's no workaround for this issue because it's expected behavior.

Reference for Fusion CX Analytics

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Copyright © 2022, 2025, Oracle and/or its affiliates. Appendix B-3 of B-4
 Appendix B

Why am I not able to extract all the historical data from Eloqua?
Oracle Fusion CX Analytics uses Eloqua reporting APIs to extract the data from Eloqua.
Eloqua reporting APIs allow historical data extraction of upto 25 months only. Hence,Oracle
Fusion CX Analytics Eloqua subject areas will show last 25 months of data only.
See Getting started with the reporting API in the Eloqua Developer Help Center for more
information.

I want to perform data augmentation for Eloqua. In the source table, I see entities listed
with and without the FDI prefix. Which one do I use?
When performing data augmentation for Eloqua, be sure to use the entities that are prefixed
with FDI. For example FDI_Account, FDI_AccountCampaignScore, etc.

Why don't I see updated hierarchy details for Territory, Product, Account, Etc.?
Many organizations restructure their territories after the financial year. They may also change
the hierarchy for Product and other hierarchical entities.
In such cases where the hierarchy levels have changed, reload the data pipeline. See Reload
Data for a Data Pipeline.

Reference for Fusion CX Analytics

G37068-01 August 19, 2025
Copyright © 2022, 2025, Oracle and/or its affiliates. Appendix B-4 of B-4