Opportunity Management
Discussion List
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Revenue Items Statuses not updating as expectedDescription: We noticed that in the Revenue Items entity the fields 'Revenue Status' and 'Revenue Status Category' are not always updated (with the expected values) when…Paraskevi Thanasi 1 view 1 comment 0 points Most recent by Kyler Thomas-Support-Oracle Reporting & Analytics for Sales -
How to optimize SQL query on MOO_OPTYSummary: A BI Report must extract daily a specific set of specific opportunities Content (please ensure you mask any confidential information): We want to query on MOO_O…Luca Angheben 31 views 3 comments 0 points Most recent by Prabha.R Oracle-Oracle Reporting & Analytics for Sales
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CX - Is venn diagram possible in OTBI?Total value of opportunities and Total number of opportunities should be displayed in the diagram along with the status. Is following design possible in OTBI?Nalsoft Pvt Ltd 31 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales
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Alternative Solution To Using User Organization Hierarchy Based LoginSummary Alternative Solution To Using User Organization Hierarchy Based LoginContent Hi, We're having issues with using User Organization Hierarchy Based Login filter in…User_2025-07-18-06-07-44-367 71 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales
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Configure option in Workspace Infolet MissingContent Hi, In DEV environment (Orange) I was able to see the Configure option, but in Production (Blue) there was no Configure option available for the infolets. How do…User_2025-07-18-06-07-44-367 37 views 2 comments 0 points Most recent by User_2025-07-18-06-07-44-367 Reporting & Analytics for Sales
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"Only quota contributing revenue is considered" - What does this mean?Summary "Only quota contributing revenue is considered" - What does this mean?Content Hi, I'm looking at the documentation of Pipeline Detail Facts and all metrics and m…User_2025-07-18-06-07-44-367 26 views 1 comment 0 points Most recent by Syed Misbauddin-Support-Oracle Reporting & Analytics for Sales
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How to extract Report from BI publisher Using BICC as a single CSV/zipSummary Not able to extract as a single CSV from a reports of multiple view objectsContent Hi Team, I have a report based on Lead, in which we have customer details, pro…
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Extend OTBI Agent Extract Maximum Rows for Excel FormatSummary Extend OTBI Agent Extract Maximum Rows for Excel FormatContent We recently implemented OTBI Agents that delivers extracts from an analysis that captures data wit…User_2025-02-07-20-17-33-726 238 views 7 comments 1 point Most recent by User_2025-02-07-20-17-33-726 Reporting & Analytics for Sales -
Territory Hierarchy ReportSummary Report that shows the Territory hierarchy and associated employeeContent Hi Community, Please advise if there are any Territory Hierarchy Reports available and d…Kunal Daya-175386 100 views 2 comments 0 points Most recent by Kunal Daya-175386 Reporting & Analytics for Sales
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Future Dated ActivitiesSummary Show Opportunities with Future Dated Activities tied to themContent Hello, Our Sales Leaders require our Seller's to have at least one future dated activity on e…User_2025-01-22-20-09-02-352 40 views 1 comment 1 point Most recent by FPAES Reporting & Analytics for Sales
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Reporting on Opportunity RelationshipsSummary Are there OTBI subject areas that contain the opportunity relationship data?Content When setting up an opportunity in Sales Cloud, an opportunity to opportunity …User_2025-07-18-10-09-20-236 68 views 0 comments 2 points Most recent by User_2025-07-18-10-09-20-236 Reporting & Analytics for Sales