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Enable Territory Filter for Information Displayed in the Sales Dashboard

edited Apr 23, 2025 1:10PM in Reporting & Analytics for Sales 4 comments

Summary:

Present State OTBI prompts : use Territory prompts based on "Sales - CRM Opportunity Territory"."Territory Hierarchy" Subject Area

For Future State Prompts, OOTB Territory filter need to be based on "Sales - CRM Pipeline > Territory > Territory Hierarchy" column and this value appears as NULL in our POD

Issue: We are using "Sales - CRM Opportunity Territory"."Territory Hierarchy in OTBI filter and it doesnot match OOTB filter value.
Question: Refer: https://docs.oracle.com/en/cloud/saas/sales/fassd/add-global-filters-to-the-sales-dashboard-search-bar.html#Enable-Filters-in-the-OTBI-Analyses
Can we instead use this "Sales - CRM Opportunity Territory"."Territory Hierarchy” column value

Version (include the version you are using, if applicable): 25A

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