Search Results sales_cycle

Overview

The view BIL_SUMV_SREP_PERF belongs to the Oracle EBS Sales Intelligence (BIL) module and exposes a quantitative measure related to reporting on salesforce performance. It functions as a reporting-oriented summary object that consolidates periodic sales performance metrics for individual sales representatives, including revenue, cost of goods sold, margin, opportunity counts, sales cycle duration, units sold, and compensation amounts. The "SUMV" naming convention indicates that this is a summary view, designed to serve as a pre-aggregated data source for Sales Intelligence dashboards and analytical reports rather than as a transactional interface.

The view is documented within ETRM as not implemented in the standard database. This means it is not created by the base EBS installation and is relevant only in environments where Sales Intelligence performance reporting has been configured to materialize these summary constructs. Organizations evaluating whether this object exists in their instance should verify its presence directly against the data dictionary.

Underlying Base Objects

Per the ETRM metadata, no base objects are formally documented for this view beyond the view text. The defining SQL joins two objects: BIL_SREP_PERF_SUMM (aliased as BSP) and BIL_DIMV_SALESFORCE (aliased as BDS). The join condition equates BSP.SALESREP_ID with BDS.SALESFORCE_PK. Consequently, BIL_SREP_PERF_SUMM supplies nearly all measurable performance columns—including UNITS_SOLD, INVOICED_AMOUNT, MARGIN, and COMP_AMT—while BIL_DIMV_SALESFORCE contributes descriptive salesforce attributes such as FULL_NAME (exposed as SALESREP_NAME) and JOB_FK (exposed as JOB_ID). This structure makes BIL_SUMV_SREP_PERF a denormalized combination of a fact-like summary table and a dimension view.

Key Columns

• SALESREP_ID / SALESREP_NAME — Identifies the sales representative and provides the resolved full name from the salesforce dimension.
• SALES_GROUP_ID, TERRITORY_ID, SALES_CHANNEL_ID — Attribution dimensions for organizing performance by group, territory, and channel.
• PERIOD_NAME, START_DATE, END_DATE — The reporting period and its boundaries, enabling time-based analysis.
• INVOICED_AMOUNT, COGS_AMOUNT, MARGIN, REVENUE_CREDITS — Financial performance measures including revenue, cost, margin, and credit allocation.
• UNITS_SOLD — The quantity of units sold, the specific column matching the search term "units_sold."
• NO_OF_WON_OPTY, NO_OF_CLOSED_OPTY — Opportunity counts for won and closed deals, supporting win-rate analysis.
• SALES_CYCLE — The average duration associated with the sales cycle for the represented period.
• COMP_AMT, COMP_PLAN_ID — Compensation amount and the associated compensation plan.
• REQUEST_ID, PROGRAM_ID, CREATION_DATE, LAST_UPDATE_DATE — Standard concurrent program and audit columns identifying how and when the summary rows were generated.

Common Use Cases and Queries

Typical uses include salesforce performance scorecards, quota-versus-compensation analysis, territory and channel comparisons, and trend reporting across periods. The following sample retrieves units sold and financial measures for a given period:

SELECT SALESREP_NAME,
       PERIOD_NAME,
       UNITS_SOLD,
       INVOICED_AMOUNT,
       MARGIN,
       COMP_AMT
FROM   BIL_SUMV_SREP_PERF
WHERE  PERIOD_NAME = :period_name
ORDER  BY UNITS_SOLD DESC;

Aggregating by territory supports regional performance reporting:

SELECT TERRITORY_ID,
       SUM(UNITS_SOLD)      AS total_units,
       SUM(INVOICED_AMOUNT) AS total_revenue,
       SUM(MARGIN)          AS total_margin
FROM   BIL_SUMV_SREP_PERF
GROUP  BY TERRITORY_ID;

Because the view is not implemented by default, deployments must confirm its existence before use. Where it is absent, equivalent reporting can be constructed directly from BIL_SREP_PERF_SUMM joined to BIL_DIMV_SALESFORCE.