Building analytics for a Siebel CRM deployment often requires teams to prepare data models, ETL processes, subject areas, and dashboards before they can begin reporting on Sales, Service, and Marketing activity. For developers and system administrators, this setup work can delay access to a usable analytics environment and add effort to ongoing data-refresh operations.
The Siebel Pre-Built Analytics Sample Application provides a starting point for deploying Siebel CRM analytics. It includes pre-built artifacts for extracting and loading transactional data into an analytical data warehouse, then making that curated data available to reporting and dashboard layers. It provides out-of-the-box analytical capabilities for Siebel CRM environments, helping organizations gain actionable insights across key business functions such as Sales, Service, and Marketing.
Artifacts delivered
- Pre-built analytical artifacts include predefined data models, ETL (extract, transform, and load) mappings and workflows, metadata repositories, KPIs, reports, and sample dashboards for Siebel CRM functional areas.
- Pre-built data integration adapters use Oracle Data Integrator (ODI) to extract transactional data from the Siebel OLTP database and load it into predefined target schemas in the analytical data warehouse environment.
- Sample dashboards and reports provide business users with visibility into operational and strategic metrics and illustrate the delivered analytics content.
Pre-built subject areas
The sample application includes 35 pre-built subject areas: eight for Marketing, 17 for Sales, and 10 for Service.
| Marketing | Sales | Service |
| CRM B2B Customers | CRM Opportunity Contact | CRM Agreements |
| CRM B2C Customers | CRM Quotes | CRM Assets |
| CRM Campaign Launch | CRM User Adoption and Alignment Current | CRM Orders |
| CRM Campaign Performance | CRM Siebel Forecasting | CRM Contract and Service Invoice |
| CRM Events | CRM Opportunity Sales Stage Snapshot | CRM Email Response |
| CRM Lead to Order | CRM Customer Overview | CRM Customer Satisfaction |
| CRM Leads | CRM User Adoption and Alignment Summary | CX Service Requests |
| CRM Planning | CRM Sales Activity | CRM Activities |
| CRM Customer Data Quality | CRM Products | |
| CRM Pipeline | CRM Service Requests | |
| CRM Historical Pipeline | ||
| CRM Quota Management | ||
| CRM Orders | ||
| CRM Price | ||
| CRM Price Waterfall | ||
| CRM Price Waterfall – Quotes | ||
| CRM Price Waterfall – Orders |
Sample dashboard
The sample dashboard illustrates the pre-built analytics content.
How to deploy the sample application
You can deploy the Siebel Analytics Sample Application in stages, allowing teams to use the pre-built analytics content and extend it for their business requirements.
- Import pre-built ETL components – Import the pre-built Oracle Data Integrator (ODI) repository containing ETL mappings, packages, and load plans. The sample application includes predefined load plans for Sales, Marketing, and Service, allowing teams to run individual subject-area loads or combined data-refresh processes based on deployment requirements.
- Configure source and target connections – Configure the connections between the Siebel transactional (OLTP) database, the analytical data warehouse, and Oracle Analytics Cloud. These connections allow the semantic model to access curated warehouse data while the ETL processes support ongoing data refreshes.
- Deploy the pre-built semantic model – Import the pre-built semantic model into Oracle Analytics Cloud. The semantic model maps the physical data warehouse schema to business-friendly, logical entities and presentation objects. When deployed, it exposes the 35 delivered subject areas summarized in the table above.
- Load sample analytics content – Import the pre-built workbooks and dashboards included with the sample application. They provide immediate visibility into key business metrics and give teams a starting point for analytics design without extensive report development.
- Customize analytics and dashboards – Use the Oracle Analytics Cloud drag-and-drop interface to create reports and dashboards with the delivered subject areas. Business users and analysts can extend the pre-built content by selecting measures, dimensions, and visualizations that address organization-specific reporting requirements.
- Use Oracle Analytics Cloud AI capabilities where available – If available in the Oracle Analytics Cloud deployment, its built-in AI capabilities can help accelerate dashboard creation, provide visualization recommendations, and simplify data exploration. These Oracle Analytics Cloud capabilities complement the sample application; they are not artifacts delivered by the sample application itself.
- Extend the delivered data models – Organizations that need to include custom tables and fields for analytics requirements can extend the delivered data models, ETL logic, dashboards, and reporting layers to align with their business processes and enterprise reporting standards. This flexibility supports tailored analytics solutions while retaining the pre-built framework as a foundation.
- Operationalize enterprise analytics – Schedule ETL load plans to perform regular data refreshes and publish dashboards to business users across the organization. The deployed solution provides a scalable analytics platform that supports ongoing monitoring of Sales, Service, and Marketing performance while enabling continuous enhancement through additional subject areas, custom KPIs, and advanced analytics.
Key benefits
- Use the pre-built artifacts, including ETL scripts, data warehouse schemas, and sample dashboards, to accelerate analytics adoption.
- Predefined subject areas across Sales, Service, and Marketing help teams build dashboards and analytics with minimal additional setup.
- Technical white papers for environment setup and developer use provide step-by-step guidance for ingesting the artifacts into Oracle Data Integrator, Oracle Analytics Cloud, or Oracle Analytics Server to build analytics and dashboards.
Getting started
To access the Siebel Analytics Sample Application, log a Service Request in My Oracle Support (MOS) under Siebel CRM and reference 28841956 in the SR summary. The patch includes sample artifacts and technical documentation to help teams set up the environment and import the artifacts to build dashboards.