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Which subject area in Oracle BI can help to retrieve Lead to Opportunity conversion data

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3293966
3293966 Rank 1 - Community Starter
edited Aug 13, 2024 6:08PM in Oracle Analytics Cloud and Server

Which subject area in Oracle BI can help to retrieve Lead to Opportunity conversion data for eg, Opportunity revenue of all the converted opportunities, # open opportunities converted from lead etc. I tried Sales-CRM Pipeline SA but it doesn't yield the opportunity related data. It however does give data for fields, # of leads converted, Lead revenue.

Also tried adding other SA's like Marketing-CRM leads and opportunities real time and others but no success.

Please suggest.

Thank you.

Answers

  • [Deleted User]
    [Deleted User] Rank 2 - Community Beginner

    Check in the ETL and the RPD from source to target. Take your desired source table, follow it through the ETL, then the RPD from physical to presentation layer and you have it.

  • Thomas Dodds
    Thomas Dodds Rank 8 - Analytics Strategist

    What version of apps?

    Independent of that ... you might have to build your own Subject Area using the pre-built logical layer or you might have to customize both logical and physical layers to get what you want if you can't find pre-built.  Be prepared!