Sales Forecasting
Discussion List
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How to enable pipeline management in sales cloud redwood UIWould like to know if the pipeline management that shows My pipeline/my pipeline by team member(shown in below screenshot) is available in sales module. if available, ho… -
Quota Attainment is not coming in Redwood ForecastingWe have complete setup for Territory,Quota and Redwood Forecast , still we can not see Quota Attainment under Redwood Forecast but we can see Quota Attainment correctly …
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Oracle is a Leader in the 2025 Gartner Magic Quadrant for Sales Force AutomationSummary: For the ninth year in a row, Gartner recognizes Oracle Sales as a Leader for sales force automation. Read the full report to find out why Oracle delivers one of…
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Sales Forecast Quotas - are Territory Quota and Sales Resource Quota still valid?Summary: Since Quota Management is being deprecated, are Territory and Resource Quota still valid? Content (please ensure you mask any confidential information): In Redw…
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Opportunity - remove mandatory product revenue when closed/lostHi, The revenue in opportunity in our CRM system was set as mandatory for all sales stages. We want to update the constraint so its not mandatory when sales stage is clo…
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How to configure auxiliary dimension for opportunity custom field for territory assignmentContent Hi All, Can anyone help me with steps or special configuration steps required to setup opportunity object custom field as auxiliary dimension. i was following or…
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Opportunity Product Currency Defaults to USD Instead of GHS Despite Multicurrency SetupWhen an opportunity is created and a product is selected, the currency on the revenue line defaults to USD instead of Ghana Cedis (GHS). We have already enabled the foll… -
Can we leverage custom fields for Sales Forecasting in Redwood?Summary: We have set up Sales Forecasting in Redwood on the basis of Organization Hierarchy. Territory Management has not been implemented on our project. With regards t… -
how to delete resource centric territorySummary: I have deleted the Resource-Centric Territory by these steps, In order to delete the resource-based territories from the Territories list, please resubmit the "…
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Connecting Activities to Business PlanSummary: Is it possible to connect an existing Activity to an existing Business Plan? I know you can connect existing Opportunities and Leads to Business plans, but for …Meheffler 22 views 3 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle Sales
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Sales Quota allocation by salesperson and productSummary: Idea is declined, with suggestion to look at EPM Quota Planning instead. Content (please ensure you mask any confidential information): Referring to suggestion …
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Tracking Trends and Changes in Your ForecastSummary: Tracking Trends and Changes in Your Forecast using the Changes Since filter Content: Please watch the following video for an overview of Sales Forecasting trend… -
Customer Data Migration from a Third-Party Application to Oracle Fusion Sales CloudI’m currently working on a project involving the migration of customer data from a third-party application into Oracle Fusion Sales Cloud, and I’d appreciate some guidan…
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Struggling with Pipeline & Forecasting? Here’s How Oracle Sales Can Help!Ever wondered how to turn your sales pipeline into a well-oiled machine and forecast with confidence? We just dropped a game-changing video demo showcasing the forecasti… -
How to set additional filters for sales forecast based on opportunity rollupSummary: How to set additional filters for sales forecast based on opportunity rollup Content (please ensure you mask any confidential information): Hi Team, We are tryi…
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The sales forecast based on opportunity rollup is not reflecting correctlyHi Team, When we adjusted the sales forecast committed value ,it is not reflecting on opportunity rollup . Also we are unable to understand why graph is displaying indiv…
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How to set the Revenue territory copying it from the related account?Summary: We would like to use redwood forecast based on territory and opportunity amount. Unluckily it is not possible, so as a workaround, we are developping a groovy s…
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Setting Up Sales ForecastingSummary: An overview of setting up Sales Forecasting in Redwood User Experience. Content: Please watch the following video for an overview of setting up sales forecastin…
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Prerequisites of Sales ForecastingSummary: A review of the key prerequisites of Sales Forecasting in Redwood User Experience Content: Please watch the following video for a review of the key prerequisite…
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Sales Forecasting OverviewSummary: An overview of Sales Forecasting in Redwood User Experience fundamentals Content: Please watch the following video for an overview and demonstration of the fund…
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Extending Sales ForecastingSummary: An overview of extending Sales Forecasting in Redwood User Experience. Content: Please watch the following video for an overview of extending sales forecasting …
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Setting Quota Targets for ProductsSummary: We would like to confirm if it is possible to set quota targets on products within the system. This is a key requirement for our client, and we need to understa…
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Forecast Options in Classic UIHi there, we are trying to set up the Forecasting in the Classic UI according to the requirements of our customer. The requirements are the following: Forecasts should b…
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New Fiscal Year Sales Forecasting UpdatingSummary: January is our new Fiscal year and our forecasting period for 2024 has ended. What is the process for updating the forecast for a new fiscal year Content (pleas…
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Is it possible to synchronize dashboards so each analysis filter updates other dashboard analyses ?Is it possible to synchronize dashboards so that changing any analysis table prompt updates the other analyses based on the same criteria? ThanksHisham Habib 21 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales
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Unable to query Product Group Hierarchy from ProductGroup Object using groovy.Summary: We are trying to display the product group hierarchy in a text field within the adaptive picker. While querying the data using groovy, we are unable to get the …
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Want to enable Sales Forecasting by Opportunity Revenue rolling up the Territory Hierarchy in 24C?Summary: Here are some tips and tricks on getting the Sales Forecasting in Redwood type, Forecasting by Opportunity Revenue rolling up the territory hierarchy working Co…
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Generate Sales Forecast Metrics ErrorSummary: I want to enable redwood sales forecasting, following the procedure mentioned in attached pdf, but i keep on getting scheduled process error on "Generate Sales …
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Forecast Territory in Revenue LinesSummary: No data shown in Redwood Sales Forecasting/ Forecast Territory in Revenue Lines Content (please ensure you mask any confidential information): We are tying to s…
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Opportunity page Lost/ Win field issueSummary: Hi, The issue described below. The status is wrongly updating. Kindly share the working solution for this. @madugulagopi Content (please ensure you mask any con…RamkumarKadhiravan 12 views 1 comment 0 points Most recent by Ravindra Sirigiri-Support-Oracle Sales