Get Started with the Sales Dashboard in 5 Minutes

You can get up and running with the Sales Dashboard in just a few minutes by importing three prebuilt files into your environment. This quick start is designed for Sales Users, customers, and partners who want to see value immediately without building dashboards from scratch.

Once the imports are complete, the Sales Dashboard is ready to use and can be further extended as needed.

What You Need Before You Start

• Access to your Oracle Sales environment
• Permission to import content in:
  • Oracle Transactional Business Intelligence (OTBI)
  • Visualization Configuration via Import Management
  • Visual Builder Studio
• The three files attached to this post, one for each step below