MarketingAnalytics 7.9.6 Product Guide PDF

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The following is intended to outline our general

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relied upon in making purchasing decisions.
The development, release, and timing of any
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Marketing Analytics 7.9.6 Product Guide
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
BI Apps are more than
Dashboards and Reports!
• Do not base your decisions and judgments on
capabilities of the BI Applications just on this content
alone
• The following slides provide a sample of the out of the
box BI Applications content – the BI Applications offer
much more
• The rich subject areas of the BI Applications enable
our customers to build thousands of additional reports
and dashboards very quickly with little incremental
effort
More than just dashboards and reports
Much more lies under the surface
DASHBOARDS&
REPORTS
• Prebuilt best
practice library
• “One size does
NOT fit all”
SUBJECT AREAS
• Many metrics and dimensional
attributes not surfaced by prebuilt
dashboards and reports
• Possibilities are endless
• Incremental work to build more
content from this foundation
Answers unlocks limitless combinations
• Oracle Answers together

with prebuilt Subject Areas
= unlimited analytical
possibilities
• Almost limitless
combinations of analysis
entities aligned with
business objectives
• Many metrics and
dimensional attributes not
surfaced by prebuilt
dashboards and reports but
in Subject Areas – simplified
views provided according to
usability best practices
One Subject Area, Unlimited Possibilities
• Marketing – CRM Campaigns Subject Area
• Same Subject Area, Different Analyses
Report showing Campaign Effectiveness, response to lead to order
How do different customer segments respond to a new product offer ?
Derived calculation in Oracle Answers
One Subject Area, Unlimited Possibilities
Derived calculations can be 99 standard ANSI

created in Oracle Answers with SQL functions can
simple expression builder be leveraged
Even more metric value under the surface
Not all measures in

Metrics used in presentation layer
Reports & used in reports &
Dashboards dashboards
Metrics in Subject Subset of logical measures are

Areas exposed in presentation layer
Metrics in Logical Aggregations, time series calculations and derived

Layer calculated measures extend physical measures
Measures from physical

Metrics in Physical columns in data
Warehouse warehouse
Typical Effort & Customization balance
Additional dashboards and

reports, guided and conditional
Dashboards & Reports Easy navigations, iBots, etc.
Additional derived metrics,

custom drill paths, exposing
OBIEE Metadata Moderate extensions in physical, logical and
presentation layer, etc.
Extension of DW Schema for

extension columns, additional
DW Schema Intermediate tables, external sources,
aggregates, indices, etc.
Extension of ETL for

ETL Involved extension columns,
descriptive flexfields,
additional tables, external
sources, etc.
Degree of Level of
Customization Effort
What’s in Marketing Analytics 7.9.6
• No. of dashboards 6
• No. of dashboard pages 31
• No. of reports 148
• No. of metrics 544
• Marketing Planning • Customer Insight (B2B) • Customer Insight (B2C)

• Marketing Executive • Value • Value
• Marketing Finance • Loyalty • Loyalty
• Marketing Director • Products • Products
• Sales Alignment • Interaction • Interaction
• Trends • Trends
• Performance • Profile • Profile
• Campaign Performance
• Campaign Tracking • Leads • Events
• Segments • Overview • Events Summary
• Offers • Lead Generation • Expenses
• Programs • Lead Status • Results
• Responses • Lead Conversion
• Opportunities
• Orders
Roles Benefiting from Marketing
Analytics
Customer Customer Events Marketing Performance Leads
Insight (B2B) Insight (B2C) Planning
Primary: Primary: Primary: Primary: Primary: Primary:
• Marketing • Marketing • Marketing • VP Finance • Marketing • Marketing
Managers Managers Event • VP Marketing Managers Managers
• Marketing Analyst • Marketing Analyst Managers • Marketing Analyst • Call Center • Sales
• Sales Operations • Call Center Operations Operations
Operations • Sales
Operations
Secondary: Secondary: Secondary: Secondary: Secondary: Secondary:

• VP Marketing • VP Marketing • Marketing • Marketing • Senior • VP Marketing
• VP Sales • VP Customer Managers Managers Management • VP Sales
Operations Service Operations
Marketing Planning Dashboard
The Marketing Planning Dashboard provides a comprehensive and actionable insight into the marketing
planning activities of an organization. It provides critical intelligence for marketing executives, directors as
well as marketing finance and sales alignment.
Marketing Executive Marketing Finance Marketing Director Sales Alignment
This dashboard page provides This dashboard page provides

marketing expenses insight such insight into sales effectiveness of
as expense analysis by time, marketing funds, sales lead
forecast & actual expenses by acceptance status, competitor
time, expense analysis by pipeline overview, competitive
expense type and status of revenue opportunity analysis.
marketing funds allocated and
spent.
This dashboard page provides This dashboard page provides

marketing performance insight such as insight such as summary of
executive scorecard report, marketing current tactics, as well as current
activities status report as well as year/quarter marketing expenses.
financial information on marketing
tactics.
Performance Dashboard
The Performance Dashboard provides a comprehensive and actionable insight into the marketing
campaign performance of an organization. It provides critical intelligence regarding campaign
performance, tracking, customer segments, marketing offers, programs and responses along with
opportunities and orders. This intelligence can be useful in managing marketing performance.
Campaign Performance Campaign Tracking Segments Offers Programs Responses Opportunities Orders
This dashboard page This dashboard page This dashboard This dashboard
provides comprehensive provides customer page provides page highlights
insight into campaign segments insight insight such opportunity metrics
performance like such as penetration marketing program by program,
campaign scorecard effectiveness, summary, opportunity revenue
report, customer segment campaign metrics as performance trend, by sales stage as
overview as well as well as performance response channel well as opportunity
campaign trends. split by offers. analysis. revenue by product.
This dashboard page provides This dashboard page This dashboard page This dashboard page
campaign tracking insight like highlights cumulative provides insight into provides insight into
campaign pipeline, execution revenue trend by offer demographics profile of program order metrics,
status, response status, lead as well as cross sell responders and non- monthly trend of product
quality, under/over performing analysis for given offer. responders of marketing orders and # of orders
agents. campaign. by product lines.
Customer Insight (B2B) Dashboard
The Customer Insight (B2B) Dashboard provides a comprehensive and actionable customer insight. It
provides critical intelligence such as customer accounts, accounts revenue, market basket analysis,
promotion frequency analysis, account attrition as well as account attributes. This intelligence can be
useful in managing customers in business to business context.
Value Loyalty Products Interaction Trends Profile
This dashboard page This dashboard page

This dashboard page
provides customer provides insight into
provides customer
products insight such trend such as # new
account insight such as
as next product accounts, account
account revenue and
purchased, product attrition and accounts
growth, account status,
propensity as well as responses and
type and industry.
market basket orders.
analysis.
This dashboard page This dashboard page highlights This dashboard page
provides customer account account specific insight such as over highlights account
insight such as account and under promoted accounts, attributes.
revenue and growth, promotion frequency analysis and
account status, type and campaigns that overlap other
industry. campaigns.
Customer Insight (B2C) Dashboard
The Customer Insight (B2C) Dashboard provides a comprehensive and actionable consumer insight. It
provides critical intelligence such as customer demographics, market basket analysis, promotion
frequency analysis, contact attrition as well as contact attributes. This intelligence can be useful in
managing customers in business to consumer context.
Value Loyalty Products Interaction Trends Profile
This dashboard page This dashboard page

This dashboard page
provides customer provides insight into
provides consumer
products insight such trend such as # new
demographic insight such
as next product contacts, contact
as income range,
purchased, product profile over time,
geography, age range,
propensity as well as contact attrition and
gender, martial status
market basket number of customer
and education.
analysis. interactions.
This dashboard page This dashboard page highlights This dashboard

provides consumer consumer specific insight such as page highlights
demographic insight such as customers in overlapping campaigns, contact attributes.
income range, geography, over and under promoted customers,
age range, gender, martial customer count by weeks between
status and education. promotions.
Events Dashboard
The Events Dashboard provides a comprehensive and actionable insight into the marketing events
performance of an organization. It provides critical intelligence regarding events effectiveness in terms of
its sales revenue generation, event scorecard as well as expenses related to events. This intelligence can
be useful in managing marketing events performance.
Events Summary Expenses Results
This dashboard page This dashboard page provides

provides comprehensive insight into marketing events
insight into marketing results such as event
events such as events by scorecard, events lead
region, by events type as generation, opportunity
well as events timeline revenue from events as well
with top events ranking. as partner revenue from
marketing events.
This dashboard page provides

marketing expenses insight
such as expenses by event type
and expenses category along
with budget history and forecast
vs. actual expenses.
Leads Dashboard
The Leads Dashboard provides a comprehensive and actionable insight into marketing lead generation,
different stages in the lead life cycle and lead conversion. It provides critical intelligence for marketing
managers and sales force to efficiently move the leads through different stages and to maximize the ROI.
Overview Lead Generation Lead Status Lead Conversion
This dashboard page analyzes This dashboard page provides

the effectiveness of different insight into the lead conversion
lead sources, current customer process. It also analyzes the
vs. prospects, and analysis on order revenue generated from
how different customer the leads
segments are showing interests
in a marketing activity.
This dashboard page provides insight This dashboard page provides insight
into the overall lead management. It into the progress in converting the lead to
shows main KPI s, YoY trend of opportunity within the sales organization
important metrics and measures the and across partners, analyzes why the
effectiveness of Lead to Order process sales force is rejecting and retiring the
cycle leads
Oracle Marketing Analytics
Example Marketing Analytics Metrics
Marketing Planning Performance Customer Insight (B2B) Events
Marketing Executive Campaign Performance Loyalty Events Summary
• Financial information on • Campaign Scorecard • Account revenue • Events by region
Marketing Tactics Report • Revenue Growth • Events by events type
• Executive Scorecard • Campaign Trends. • Account Status • Top events ranking
Report Campaign Tracking Products Expenses
Marketing Finance • Campaign Pipeline • Next Product • Expenses by event type
• Expense analysis by Offers Purchased • Expenses by category
time • Cross Sell Analysis • Market Basket Analysis • Expense budget history
• Forecast & actual • Cumulative Revenue Interaction • Forecast vs. actual
expenses by time. Trend • Over / Under Promoted expenses
Marketing Director Responses Customers Results
• current year/quarter • Demographics profile of Trends • Event scorecard
marketing expenses responders • # of New Accounts • Events lead generation
Sales Alignment Opportunities • Account Attrition • Opportunity revenue
• competitor pipeline • Opportunity revenue by Profile • Partner revenue
overview product • Account Attributes
Sample Pre-Built Dashboards

Marketing Executive Marketing Analytics User
• Marketing Finance • Interaction
• Sales Alignment • Responses
• Expenses • Campaign Performance
• Marketing Executive • Event Summary
Marketing Planning Reports
Executive Scorecard Report
• Purpose:
• Shows executive scorecard report.
• Shows metrics, forecasted and actual
marketing metrics values as well as
variance, providing useful insight in the
process of managing marketing spend.
• User Focus:
• Marketing Executive
• Location:
• Dashboard – Marketing Planning
• Page – Marketing Executive
• Source:
• Marketing –CRM Planning subject area
Marketing Activities Status Report
• Purpose:
• Shows marketing activities status report.
• Shows forecast, actual, committed and
invoiced amount by product category,
providing useful insight in the process of
managing marketing spend.
• User Focus:
• Marketing Executive, Marketing Analytics User
• Location:
• Source:
• Marketing - CRM Planning subject area
Financial Information on Tactics
• Purpose:
• Shows financial information on marketing tactics.
• Shows marketing plan budget assigned
as well as marketing cost (actual),
evaluating financial performance of
marketing tactics.
• User Focus:
• Location:
• Source:
• Marketing – CRM Planning subject area
Expense Analysis by Time
• Purpose:
• Shows marketing expense analysis by time.
• Shows actual and cumulative expenses
trend over time, providing useful insight in
the process of managing marketing
expenses.
• User Focus:
• Location:
• Page – Marketing Finance
• Source:
Forecast and Actual Expenses by Time
• Purpose:
• Shows forecast and actual expenses by time.
• Shows actual and forecast ed marketing
cost over time, providing useful insight in
the process of managing marketing cost.
• User Focus:
• Location:
• Source:
Expense Analysis by Expense Type
• Purpose:
• Shows expense analysis by expense type.
• Shows actual expenses by week for each
marketing cost purpose, providing useful
insight in the process of managing
marketing cost.
• User Focus:
• Location:
• Source:
Status of Marketing funds allocated and
spent
• Purpose:
• Shows status of marketing funds allocated and
spent.
• Shows total invoiced amount for each
marketing region, providing useful insight
in the process of managing marketing
cost.
• User Focus:
• Location:
• Source:
Summary of Current Tactics
• Purpose:
• Shows summary of current marketing tactics.
• Shows predicted goals and goal
achievement across each marketing
program name, providing useful insight in
the process of evaluating performance of
each marketing program.
• User Focus:
• Location:
• Page – Marketing Director
• Source:
Current Year Marketing Expenses
• Purpose:
• Shows current year marketing expenses.
• Shows current year marketing expenses
like advertising, Creative, direct mail, list
purchase, promotion, expenses etc,
evaluating marketing expenses.
• User Focus:
• Location:
• Source:
Current Quarter Marketing Expenses
• Purpose:
• Shows current quarter marketing expenses.
• Shows current year marketing expenses
like branding, list purchases, research,
displays etc, providing useful insight in the
process of evaluating marketing
expenses.
• User Focus:
• Location:
• Source:
Sales Effectiveness of Marketing Funding
• Purpose:
• Shows sales effectiveness of marketing funding.
• Shows budget assigned, actual expenses,
opportunity revenue and actual revenue
by marketing region, plan period and plan,
evaluating effectiveness of marketing
funds in generating sales revenue.
• User Focus:
• Location:
• Page – Sales Alignment
• Source:
Sales Lead Acceptance Status
• Purpose:
• Shows sales lead acceptance status.
• Shows sales lead status like accepted,
lost, pending, rejected and won as well as
corresponding # of accounts with that
lead, providing useful insight in the
process of marketing leads analysis.
• User Focus:
• Location:
• Source:
• Marketing – CRM Campaigns subject area
Pipeline Overview by Top 5 Competitors
• Purpose:
• Shows pipeline overview by top 5 competitors.
• Shows competitive opportunity revenue,
closed revenue, # of wins, lost revenue
and # of losses for each primary
competitor, providing useful insight in the
process of competitive marketing
analysis.
• User Focus:
• Location:
• Source:
• Marketing – CRM Customers subject area
Competitive Opportunity Revenue by Top
Competitors
• Purpose:
• Shows competitive opportunity revenue by top
competitors.
• Shows competitive opportunity revenue
by top competitors, providing useful
insight in the process of competitive
marketing analysis.
• User Focus:
• Marketing Executive, Marketing Analytics user
• Location:
• Source:
Top 10 Campaigns by ROI
• Purpose:
• Shows top 10 campaigns by ROI.
• Shows predicted ROI and current ROI for
each campaign name, providing useful
insight in the process of analyzing
marketing campaign returns.
• User Focus:
• Location:
• /shared/Marketing/Executive/Top 10 Campaigns
by ROI
• Source:
Overall Pipeline
• Purpose:
• Shows overall pipeline.
• Shows # of opportunities and opportunity
revenue for each month, providing useful
insight in the process of analyzing overall
opportunity pipeline.
• User Focus:
• Location:
• /shared/Marketing/Executive/Overall Pipeline
• Source:
Marketing Contribution to Overall Pipeline
• Purpose:
• Shows marketing contribution to overall pipeline.
• Shows # of leads and opportunity revenue
for each month, providing useful insight in
the process of analyzing marketing
contribution to overall pipeline.
• User Focus:
• Location:
• /shared/Marketing/Executive/Marketing
Contribution to Overall Pipeline
• Source:
Spending by Campaign Type
• Purpose:
• Shows spending by campaign type.
• Shows campaign budget requested,
budget assigned and marketing cost
(actual) for each campaign type, providing
useful insight in the process of analyzing
spending by marketing campaign type.
• User Focus:
• Location:
• /shared/Marketing/Executive/Spending by
Campaign Type
• Source:
Marketing Cost Distribution by Customer
Profile
• Purpose:
• Shows marketing cost distribution by customer
profile.
• Shows marketing cost distribution by
either marital status, age range or gender,
analyzing marketing cost distribution.
• User Focus:
• Location:
• /shared/Marketing/Executive/Marketing Cost
Distribution by Customer Profile
• Source:
• Marketing – CRM Consumers subject area
Total Marketing Spend per Region
• Purpose:
• Shows marketing cost distribution by customer
profile.
• Shows marketing cost distribution by
either marital status, age range or gender,
analyzing marketing cost distribution.
• User Focus:
• Location:
• /shared/Marketing/Executive/Total Marketing
Spend per Region
• Source:
Marketing Spend and Customer
Contribution by Customer Value
• Purpose:
• Shows marketing spend and customer contribution
by customer value.
• Shows total order revenue by contact
frequency category, contact recency
category and contact monetary category
for each customer, providing useful
marketing spend and customer
contribution.
• User Focus:
• Location:
• /shared/Marketing/Executive/Marketing Spend and
Customer Contribution by Customer Value
• Source:
Top 10 Product Lines
• Purpose:
• Shows top 10 product lines.
• Shows cumulative revenue earned and
cumulative units sold for each product line
over time, providing useful insight in the
process of analyzing top 10 product lines
in terms of revenue and units sold.
• User Focus:
• Location:
• /shared/Marketing/Executive/Top 10 Product Lines
• Source:
• Marketing – CRM Consumer subject area.
Pipeline Overview by Top 5 Competitors
• Purpose:
• Shows pipeline overview by top 5 competitors.
• Shows competitive opportunity revenue, closed revenue, # of wins, lost revenue and # of losses
for each primary competitor, providing useful insight in the process of analyzing competitive
landscape.
• User Focus:
• Location:
• /shared/Marketing/Executive/Pipeline Overview by Top 5 Competitors
• Source:
• Marketing – CRM Customers subject area.
Bottom 10 Programs
• Purpose:
• Shows bottom 10 programs.
• Shows total order revenue for each
marketing program, providing useful
insight in the process of evaluating
marketing program performance.
• User Focus:
• Location:
• /shared/Marketing/Executive/Bottom 10 Programs
• Source:
• Marketing – CRM Campaigns subject area.
Competitive Opportunity Revenue by Top
Competitors
• Purpose:
• Shows competitive opportunity revenue by top
competitors.
• Shows opportunity revenue by top
competitors, providing useful insight in the
process of analyzing competitive
landscape.
• User Focus:
• Location:
• /shared/Marketing/Executive/Competitive
Opportunity Revenue by Top Competitors
• Source:
• Marketing – CRM Customers subject area.
Performance Reports
Campaign Scorecard Report
• Purpose:
• Shows campaign scorecard report.
• Shows forecasted, achieved and variance
value for each metrics like customers
contacted, response rate, # of leads,
expenses, revenue and ROI for each
marketing campaign, providing useful
campaign performance.
• User Focus:
• Location:
• Dashboard – Performance
• Page – Campaign Performance
• Source:
• Marketing – CRM Planning subject area.
Campaign Execution Metrics
• Purpose:
• Shows campaign scorecard report.
• Shows forecasted, achieved and variance
value for each metrics like customers
contacted, response rate, # of leads,
expenses, revenue and ROI for each
marketing campaign, providing useful
campaign performance.
• User Focus:
• Location:
• Source:
• Marketing – CRM Planning subject area.
Monthly Trend of Product Orders for
selected Programs
• Purpose:
• Shows monthly trend of product orders for
selected programs.
• Shows monthly trend of product
orders for selected programs.
• User Focus:
• Location:
• Source:
Cross Sell Analysis for give Offer
• Purpose:
• Shows cross sell analysis for given offer.
• Shows total order revenue by channel
for each marketing offer, providing
useful insight in the process of
analyzing cross sell opportunities.
• User Focus:
• Location:
• Source:
Segment and Offer Overview
• Purpose:
• Shows segment and offer overview.
• Shows positive response rate for each
market segment, providing useful insight
in the process of analyzing segment offer.
• User Focus:
• Location:
• Source:
Campaign Trends
• Purpose:
• Shows marketing campaign trends.
• Shows marketing outbound activities trends by
week in terms of number targeted and
contacted by week. It also shows trends like #
of respondents, leads generated and orders by
week, providing useful insight in the process of
devising marketing strategy.
• User Focus:
• Location:
• Source:
• Marketing - CRM Campaigns subject area
Campaign Pipeline
• Purpose:
• Shows campaign pipeline.
• Shows # of individuals loaded, # of individuals
targeted, # responders, # of contacts with
leads, # of contacts with opportunities and # of
contacts with orders, providing useful insight in
the process of analyzing campaign pipeline
and campaign performance.
• User Focus:
• Location:
• Page – Campaign Tracking
• Source:
Campaign Execution Status
• Purpose:
• Shows campaign execution status.
• Shows # of individuals targeted and status like
busy, call completed, in progress etc, providing
campaign execution performance.
• User Focus:
• Location:
• Source:
Campaign Response Status
• Purpose:
• Shows campaign response status.
• Shows # of responders or contacts via direct
mail, Email, fax, phone etc, along with overall
response rate, providing useful insight in the
process of analyzing response method.
• User Focus:
• Location:
• Source:
Top 10 Lead Generating Agents
• Purpose:
• Shows Top 10 lead generating agents.
• Shows top 10 lead generating agents providing
marketing agent performance effectiveness.
• User Focus:
• Location:
• Source:
Underperforming Agents by Leads
generated
• Purpose:
• Shows Underperforming Agents by Leads generated.
• Shows Underperforming Agents by Leads
generated, providing useful insight in the
process of analyzing marketing agent
performance effectiveness.
• User Focus:
• Location:
• Source:
Number of Leads by Lead Quality and
Stage
• Purpose:
• Shows number of leads by lead quality and stage.
• Shows number of sales leads by lead quality
and stage, e.g. accepted, pending, won etc,
analyzing sales lead quality for each stage.
• User Focus:
• Location:
• Source:
Campaign Order Summary
• Purpose:
• Shows campaign order summary.
• Shows # of contacts with orders, # of orders,
total revenue and revenue per order, providing
campaign order performance.
• User Focus:
• Location:
• Source:
Campaign Order Trend
• Purpose:
• Shows campaign order trend.
• Shows analysis of campaign order trend by
time and products, providing useful insight in
the process of analyzing campaign order trend.
• User Focus:
• Location:
• Source:
Segment Penetration Effectiveness
• Purpose:
• Shows segment penetration effectiveness.
• Shows cumulative units sold, cumulative
revenue earned and revenue per order,
analyzing customer segment penetration
effectiveness.
• User Focus:
• Location:
• Page – Segments
• Source:
Segment and Campaign Metrics
• Purpose:
• Shows segment and campaign metrics.
• Shows # of responders (contacts) by various
offer channels like phone, email, web etc,
analyzing customer segment and campaign
metrics.
• User Focus:
• Location:
• Source:
Segment Performance Split by offers
• Purpose:
• Shows segment performance split by offers.
• Shows segment name, offer name and
response rate, providing useful insight in the
process of analyzing segment performance
split by offers.
• User Focus:
• Location:
• Source:
Cumulative Revenue Trend by Offer
• Purpose:
• Shows cumulative revenue trend by offer.
• Shows cumulative revenue earned, cumulative
units sold and cumulative # of respondents
(Unique) for an offer, providing useful insight in
the process of analyzing revenue trend by
offer.
• User Focus:
• Location:
• Page – Offers
• Source:
Cross Sell Analysis for given Offer
• Purpose:
• Shows cross sell analysis for given offer.
• Shows offer channel revenue and total order
revenue for each offer channel, providing
useful insight in the process of cross sell
analysis.
• User Focus:
• Location:
• Page – Offers
• Source:
Program Summary
• Purpose:
• Shows marketing program summary.
• Shows # of respondents, response rate,
response rate predicted, # of opportunities, #
of orders and total order revenue, providing
useful insight in the process of managing
marketing programs.
• User Focus:
• Location:
• Page – Programs
• Source:
Performance Trends
• Purpose:
• Shows marketing performance trends.
• Shows # of responses, # of opportunities and #
of orders, providing useful insight in the
process of managing marketing programs and
performance
• User Focus:
• Location:
• Source:
Responses by Response Type
• Purpose:
• Shows responses by response type.
• Shows # of responses for each response type,
managing marketing programs and
performance
• User Focus:
• Location:
• Source:
Responses Channel Analyses
• Purpose:
• Shows response channel analysis.
• Shows # of responses for each response type
for each offer channel, providing useful insight
in the process of managing marketing
programs and performance
• User Focus:
• Location:
• Source:
Demographic Profile of Non-Responders
• Purpose:
• Shows demographic profile for non-responders.
• Shows # of accounts targeted by annual
revenue category as well as account monetary
category, providing useful insight in the
process of using demographics for customer
segment targeting.
• User Focus:
• Location:
• Page – Responses
• Source:
Demographic Profile of Responders
• Purpose:
• Shows demographic profile for responders.
• Shows # positive respondents by annual
revenue category as well as account monetary
category, providing useful insight in the
process of using demographics for customer
segment targeting.
• User Focus:
• Location:
• Page – Responses
• Source:
Opportunity Metrics by Program
• Purpose:
• Shows sales opportunity metrics by marketing program.
• Shows # targeted, # of responses, # of
responders, # of opportunities, # of wins and
actual opportunity conversion ratio for each
marketing program, providing useful insight in
the process of analyzing marketing program
metrics.
• User Focus:
• Location:
• Page – Opportunities
• Source:
Opportunity Revenue by Sales Stage
selected for selected Program…..
• Purpose:
• Shows opportunity revenue by sales stage selected for
selected program and sales method.
• Shows sales stage, sales method and
opportunity revenue for each marketing
program name, providing useful insight in the
process of analyzing marketing program
metrics.
• User Focus:
• Location:
• Source:
Opportunity Expected Vs. Closed Revenue
for selected Program
• Purpose:
• Shows opportunity revenue and closed revenue for
selected marketing program.
• Shows opportunity revenue and closed
revenue for selected marketing program,
analyzing marketing program metrics.
• User Focus:
• Location:
• Source:
Opportunities by Product for selected
Program
• Purpose:
• Shows opportunities by product for selected program.
• Shows opportunities by product for selected
metrics.
• User Focus:
• Location:
• Source:
Program Order Metrics
• Purpose:
• Shows marketing program order metrics.
• Shows # targeted, # of accounts targeted, # of
responders, # accounts responded, response
rate, # of opportunities, # of accounts with
opportunities and # of orders for each
marketing program name, providing useful
insight in the process of analyzing marketing
program metrics.
• User Focus:
• Location:
• Page – Orders
• Source:
Total Order Revenue for selected Program
• Purpose:
• Shows total order revenue for selected marketing
program.
• Shows quantity requested and revenue for
selected marketing program, providing useful
program metrics.
• User Focus:
• Location:
• Page – Orders
• Source:
# of Orders by Product Line for selected
Program
• Purpose:
• Shows # of orders by product line for selected marketing
program.
• Shows # of orders by product line for selected
metrics.
• User Focus:
• Location:
• Page – Orders
• Source:
Monthly Trend of Product Orders for
selected Program
• Purpose:
• Shows monthly trend of product orders for selected
marketing program.
• Shows total order revenue over time for
selected marketing program, providing useful
program metrics.
• User Focus:
• Location:
• Page – Orders
• Source:
Customer Insight (B2B) Reports
Account Revenue
• Purpose:
• Shows account revenue.
• Shows total revenue by account revenue
category as well as total # of accounts in each
revenue category, providing useful insight in
the process of analyzing account revenue.
• User Focus:
• Location:
• Dashboard – Customer Insight (B2B)
• Page – Loyalty
• Source:
Revenue Growth
• Purpose:
• Shows account revenue growth.
• Shows # of accounts by revenue growth
category as well as total # of accounts in each
revenue growth category, providing useful
insight in the process of analyzing account
revenue growth.
• User Focus:
• Location:
• Source:
Account Status
• Purpose:
• Shows account status.
• Shows # of accounts for each type of account
of status like active, closed etc, providing
account.
• User Focus:
• Location:
• Source:
Account Geography
• Purpose:
• Shows account geography.
• Shows # of accounts for each country,
analyzing account.
• User Focus:
• Location:
• Source:
Account Industries
• Purpose:
• Shows account industries.
• Shows # of accounts for each industry,
analyzing account.
• User Focus:
• Location:
• Source:
Account Type
• Purpose:
• Shows account type.
• Shows # of accounts for each account type like
customer, retailer, business etc, providing
account.
• User Focus:
• Location:
• Page – Value
• Source:
Next Product Purchased
• Purpose:
• Shows next product purchased.
• Shows # purchasers selected product and #
purchasers of next product for each next
product, providing useful insight in the process
of analyzing market basket and purchasing
behavior.
• User Focus:
• Location:
• Page – Products
• Source:
Product propensity
• Purpose:
• Shows product propensity.
• Shows # of contacts with orders for each
product, providing useful insight in the process
of analyzing product propensity.
• User Focus:
• Location:
• Source:
Market Basket Analysis
• Purpose:
• Shows market basket analysis.
• Shows # of orders with market basket product
for each product, providing useful insight in the
process of analyzing market basket as part of
marketing targeting strategy.
• User Focus:
• Location:
• Source:
Over and Under Promoted Accounts
• Purpose:
• Shows over and under promoted accounts.
• Shows # of times promoted to each account,
analyzing marketing promotion planning and
execution.
• User Focus:
• Location:
• Page – Interaction
• Source:
Promotion Frequency Analysis of
Accounts
• Purpose:
• Shows promotion frequency analysis of accounts.
• Shows average weeks between promotions for
customers, providing useful insight in the
process of analyzing marketing promotion
planning and execution.
• User Focus:
• Location:
• Source:
Overlap of Campaigns with Other
Campaigns by Account
• Purpose:
• Shows customers in overlapping campaigns.
• Shows # of overlapping accounts by
campaigns by overlapping campaign name,
analyzing marketing campaign planning and
execution.
• User Focus:
• Location:
• Source:
# of New Accounts
• Purpose:
• Shows # of new accounts.
• Shows # of new accounts by open year,
managing accounts.
• User Focus:
• Location:
• Page – Trends
• Source:
Account Attrition
• Purpose:
• Shows account attrition.
• Shows % of account attrition by open year,
managing accounts.
• User Focus:
• Location:
• Page – Trends
• Source:
Account Responses and Orders
• Purpose:
• Shows account responses and orders.
• Shows # of accounts responded, # of accounts
with opportunities and # of accounts with
orders for each campaign name, providing
useful insight in the process of managing
marketing campaigns..
• User Focus:
• Location:
• Page – Trends
• Source:
Account Attributes
• Purpose:
• Shows account attributes.
• Shows account name, location, status, type,
revenue category, growth category, state,
country and industry name for each account,
managing accounts.
• User Focus:
• Location:
• Page – Profile
• Source:
• Customer Profile_segmentation subject area
Customer Insight (B2C) Reports
Income Range
• Purpose:
• Shows income range.
• Shows # of customers (contacts) for each
income range, providing useful insight in the
process of analyzing demographics for
targeting purposes.
• User Focus:
• Location:
• Dashboard – Customer Insight (B2C)
• Page – Value
• Source:
Geography
• Purpose:
• Shows customers geography.
geography, providing useful insight in the
targeting purposes.
• User Focus:
• Location:
• Page – Value
• Source:
Age Range
• Purpose:
• Shows customers age range.
• Shows # of customers (contacts) for each age
range, providing useful insight in the process
of analyzing demographics for targeting
purposes.
• User Focus:
• Location:
• Page – Value
• Source:
Gender
• Purpose:
• Shows customers gender.
gender, providing useful insight in the process
of analyzing demographics for targeting
purposes.
• User Focus:
• Location:
• Page – Value
• Source:
Education
• Purpose:
• Shows customers education.
• Shows # of customers (contacts) for different
education level, providing useful insight in the
targeting purposes.
• User Focus:
• Location:
• Page – Value
• Source:
Marital Status
• Purpose:
• Shows customers marital status.
• Shows # of customers (contacts) for different
marital status, providing useful insight in the
targeting purposes.
• User Focus:
• Location:
• Page – Value
• Source:
• Marketing – CRM Consumer subject area
Customers in Overlapping Campaigns
• Purpose:
• Shows customers in overlapping campaigns.
• Shows # of overlapping contacts in each
campaign, providing useful insight in the
process of analyzing customers in overlapping
campaigns.
• User Focus:
• Location:
• Source:
Customer Count By Weeks between
promotions
• Purpose:
• Shows customer count by weeks between promotions.
• Shows average weeks between promotions
for each customer or prospect id, providing
promotion plans.
• User Focus:
• Location:
• Source:
Over and Under Promoted Customers
• Purpose:
• Shows over and under promoted customers.
• Shows # of times promoted to customers,
analyzing promotion plans.
• User Focus:
• Location:
• Source:
Contact Profile over Time
• Purpose:
• Shows contact profile over time.
• Shows # of contacts, # or responses and # of
orders for each year, providing useful insight
in the process of analyzing contact profile.
• User Focus:
• Location:
• Page – Trends
• Source:
# of New Contacts
• Purpose:
• Shows # of new contacts.
• Shows # of new contacts by open year,
analyzing contacts.
• User Focus:
• Marketing Analytics User
• Location:
• Page – Trends
• Source:
Contact Attrition
• Purpose:
• Shows % of contact attrition.
• Shows % of contact attrition by open year,
analyzing contacts.
• User Focus:
• Marketing Analytics User
• Location:
• Page – Trends
• Source:
Number of Customer Interactions
• Purpose:
• Shows number of customer interactions.
• Shows # of inbound interaction activities and
# of outbound interaction activities, providing
customer interactions.
• User Focus:
• Location:
• Page – Trends
• Source:
Contact Attributes
• Purpose:
• Shows contact attributes.
• Shows last name, job title, email address,
work phone, street address, city, state and
country for each contact name, providing
contact attributes.
• User Focus:
• Location:
• Page – Profile
• Source:
• Customer Profile_segmentation subject area
Events Reports
Events by Region
• Purpose:
• Shows events by region.
• Shows number of events for each event plan
region, providing useful insight in the process
of analyzing marketing events.
• User Focus:
• Location:
• Dashboard – Events
• Page – Events Summary
• Source:
• Marketing - CRM Events subject area
Events by Type
• Purpose:
• Shows events by events type.
• Shows number of events plans for each event
plan type, providing useful insight in the
process of analyzing marketing events.
• User Focus:
• Location:
• Source:
Top Events
• Purpose:
• Shows top marketing events.
• Shows rank, # invited for each event plan
name, providing useful insight in the process
of analyzing marketing events.
• User Focus:
• Location:
• Source:
Event Timeline
• Purpose:
• Shows event timeline.
• Shows # of events for each event plan name
over time, providing useful insight in the
process of analyzing marketing events.
• User Focus:
• Location:
• Source:
Expenses by Event Type
• Purpose:
• Shows expenses by event type.
• Shows marketing cost (actual) for event type,
analyzing marketing events.
• User Focus:
• Location:
• Page – Expenses
• Source:
Budget History
• Purpose:
• Shows budget history.
• Shows budget assigned over time for each event plan type, providing
useful insight in the process of analyzing marketing event budgets.
• User Focus:
• Location:
• Source:
Forecast vs. Actual Expenses
• Purpose:
• Shows forecast vs. actual expenses.
• Shows marketing cost both forecasted and
actual for event plan region, providing useful
event budgets.
• User Focus:
• Location:
• Source:
Expense Breakdown
• Purpose:
• Shows expenses by category.
• Shows actual marketing cost by several
categories like advertising, creative etc,
analyzing marketing expenses
• User Focus:
• Location:
• Source:
Event Results Scorecard
• Purpose:
• Shows marketing event scorecard.
• Shows # of predicted leads, # of actual
opportunities, predicted revenue, opportunity
revenue and closed revenue for each event
plan type, providing useful insight in the
process of analyzing marketing events
performance.
• User Focus:
• Location:
• Page – Results
• Source:
Event Lead Generation
• Purpose:
• Shows marketing event lead generation.
• Shows closed and opportunity revenue for
each event plan type, providing useful insight
in the process of analyzing marketing events
performance.
• User Focus:
• Location:
• Source:
Opportunity Revenue from Events
• Purpose:
• Shows opportunity revenue from marketing events.
performance.
• User Focus:
• Location:
• Source:
Partner Revenue
• Purpose:
• Shows partner revenue.
• Shows closed and opportunity revenue, # of
wins and losses as well as win rate for each
event lead partner, providing useful insight in
the process of analyzing marketing events
performance.
• User Focus:
• Location:
• Source:
Drilldown Reports
Performance Trends
• Purpose:
• Shows performance trends.
• Shows launch date, # of responses, # of
orders and # of opportunities, providing useful
events performance.
• User Focus:
• Location:
• Drilldown from Performance Trend report using
Performance Trends Detail link.
• Source:
Program Detail Report
• Purpose:
• Shows program detail report.
• Shows # of responses, response rate, # of orders, # of opportunities, opportunity
revenue and total order revenue for each program, providing useful insight in the
process of analyzing marketing program performance.
• User Focus:
• Location:
• Drilldown from Program Summary report using Program Detail Report link.
• Source:
Opportunity Revenue from Events
• Purpose:
• Shows opportunity revenue from marketing events.
performance.
• User Focus:
• Location:
• Source:
Leads Reports
Lead KPI s
• Purpose:
• Shows the Key Performance Indicators in the entire
Lead Management process. Helps Marketing
executives and managers to analyze the health of the
business
• User Focus:
• Marketing Executive, Marketing Manager
• Location:
• Dashboard – Lead
• Page – Overview
• Source:
• Marketing - CRM Leads & Lead to Order subject areas
Lead Generation Trend
• Purpose:
• Displays number of leads generated
grouped by quality, over selected time
period. Guided navigation takes to more
details on lead generation
• User Focus:
• Location:
• Source:
• Marketing - CRM Leads
Lead Conversion Trend
• Purpose:
• Displays trending of lead conversion,
including #leads converted, Opportunity
revenue and order revenue. Guided
Navigation provides further details
• User Focus:
• Marketing Executive, Marketing Manager,
Sales Manager
• Location:
• Source:
• Marketing - CRM Lead to Order
Lead to Order
• Purpose:
• Analyzed the trend in number of leads,
opportunities, quotes and Orders from
Leads over selected time period and also
by Campaign
• User Focus:
Sales Manager
• Location:
• Source:
Cost & Revenue Trend
• Purpose:
• Analyzes the cost associated to lead
generation and revenue generated through
lead conversion, over the selected time
period
• User Focus:
Sales Manager
• Location:
• Source:
Lead Measures Year to Year
• Purpose:
• Displays the Year to Year comparison of
important measures in the entire lead
management process
• User Focus:
Sales Manager
• Location:
• Source:
Top 5 Marketing Sources
• Purpose:
• Displays top 5 marketing sources based on
number of leads, quality and conversion
rate. Marketing source analysis includes
campaign, program, and event
• User Focus:
• Location:
• Source:
Leads by Customer Segments
• Purpose:
• Analyzes the number of leads generated,
conversion rate, rejection rate, and
retirement rate by marketing segments
• User Focus:
• Location:
• Page – Lead Generation
• Source:
Product Leads
• Purpose:
• Analyzes the leads generated for a product,
how many of them are from prospects and
how many are from current customers
• User Focus:
• Location:
• Source:
Channel Effectiveness
• Purpose:
• Displays a comparison of total number of
leads generated through different marketing
channels
• User Focus:
• Location:
• Source:
Lead Status
• Purpose:
• Analyzed the lead funnel, what status/stage
the leads are in. This is a good analysis of
how effective the sales force is in
converting the leads.
• User Focus:
• Location:
• Source:
Leads – Prospects & Current Customers
• Purpose:
• Analyzes what percentage of the leads are
generated from current customers and
prospects, and aids in analysis of new
customer acquisitions
• User Focus:
• Location:
• Source:
Leads by Offer & Segment
• Purpose:
• Analyzes how effective different marketing
offers are and how different segments are
responding to marketing intiatives.
• User Focus:
• Location:
• Source:
Leads Influenced by Outbound Activities
• Purpose:
• Compares the leads generated through
outbound marketing activities versus others
• User Focus:
• Location:
• Source:
Leads Age Analysis
• Purpose:
• Analyzes how long it took for the leads to
reach their ultimate disposition. It also
measures the effectiveness of sales force in
converting the leads to opportunities
• User Focus:
• Marketing Manager, Sales Manager
• Location:
• Page – Lead Status
• Source:
Leads Rejected
• Purpose:
• Analyzes the reason that the leads are
getting rejected
• User Focus:
• Marketing Manager, Sales Manager
• Location:
• Source:
Leads Assigned to Partners
• Purpose:
• Analyzes how effective the partners are in
managing the leads
• User Focus:
• Location:
• Source:
Leads Retired
• Purpose:
• Analyzes the reason for retiring the leads
• User Focus:
Sales Manager
• Location:
• Source:
Leads Untouched
• Purpose:
• Analyzes if there are leads that no one is
working on - marketing created a lead, but
the partner hasn’t started working on yet.
• User Focus:
Sales Manager
• Location:
• Source:
Lead Quality & Conversion
• Purpose:
• Analyzes how different quality leads are
moving through its lifecycle.
• User Focus:
• Location:
• Page – Lead Conversion
• Source:
Lead to Order by Campaign Type
• Purpose:
• Analyzes the lead to Order process cycle,
grouped by campaign type. It is a one-stop-
view of how effective the company is in
acquiring new members, up-sell, cross-sell
etc., from a marketing perspective
• User Focus:
• Location:
• Source:
• Marketing - CRM
Lead to Order
Campaign Effectiveness
• Purpose:
• Analyzes the effectiveness of campaigns
based on opportunity revenue and order
revenue
• User Focus:
• Location:
• Source:
Top 10 Revenue Generating Campaigns
• Purpose:
• Ranks the campaigns based on actual
order revenue resulted from them and
displays Top 10 campaigns
• User Focus:
• Location:
• Source:

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1 The information contained in this document is subject to change without notice. This document is not warranted to be error free.

The following is intended to outline our general

Marketing Analytics 7.9.6 Product Guide

• Oracle Answers together

Report showing Campaign Effectiveness, response to lead to order

How do different customer segments respond to a new product offer ?

Derived calculations can be 99 standard ANSI

Not all measures in

Metrics in Subject Subset of logical measures are

Metrics in Logical Aggregations, time series calculations and derived

Measures from physical

Additional dashboards and

Additional derived metrics,

Extension of DW Schema for

Extension of ETL for

• Marketing Planning • Customer Insight (B2B) • Customer Insight (B2C)

Secondary: Secondary: Secondary: Secondary: Secondary: Secondary:

Marketing Executive Marketing Finance Marketing Director Sales Alignment

This dashboard page provides This dashboard page provides

This dashboard page provides This dashboard page provides

Value Loyalty Products Interaction Trends Profile

This dashboard page This dashboard page

Value Loyalty Products Interaction Trends Profile

This dashboard page This dashboard page

This dashboard page This dashboard page highlights This dashboard

Events Summary Expenses Results

This dashboard page This dashboard page provides

This dashboard page provides

Overview Lead Generation Lead Status Lead Conversion

This dashboard page analyzes This dashboard page provides

Sample Pre-Built Dashboards

Marketing Planning Reports

Customer Insight (B2B) Reports

Customer Insight (B2C) Reports

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