To ensure that questions get required attention from community members and are NOT left unanswered, it’s important for the author to indicate (by selecting “Yes” or “No” when prompted) whether the question was answered. (newly added) Please note that it is also important to respond to EACH comment your question receives. Your Yes or No response ensures an accurate status for your question.
For more information, please refer to this announcement explaining best practices for getting answers to questions.
For more information, please refer to this announcement explaining best practices for getting answers to questions.
Reporting & Analytics for Sales
Discussion List
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Rel 13.20B User Adoption – Object Activity and Resource System UsageContent User Adoption metrics help CRM stakeholders continuously measure the success of their CRM implementation. Using these metrics, CRM business leaders can obtain cr… -
BIP BurstingSummary BIP BurstingContent Hi, I have a requirement to send report output to different owners with the email attribute in the table. Here is what I did, 1. Create a BIP… -
Fusion BIP 12cSummary Fusion BIP 12cContent I noticed that BIP in Fusion SaaS is still 11g instead of 12c. When do we plan to upgrade BIP to 12c? The reason I am asking this is that w…
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Setting Up "Act As" Function in Sales Cloud OBIEESummary Requirement for Sales Manager to "Act As" direct reports when pulling certain reports in OBIEEContent I have a request for Sales Managers to be able to log into …User_2025-01-25-04-04-14-363 31 views 2 comments 0 points Most recent by User_2025-01-25-04-04-14-363 -
R20 Direct Database Query decommisionSummary Create Data modelContent We have a Deal Registration analytics done via Data model due to the Submitted Date field SUBMITTED_DATE is formatted as DATE only. Whil…
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Opportunity Sales Stage NameSummary How to retreive previous "Sales Stage Names"?Content Hello, I have a requirement in which I need to highlight all "Sales Stage Names" that have been assigned to …User_2025-02-04-17-55-40-189 44 views 6 comments 0 points Most recent by User_2025-02-04-17-55-40-189
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Best Practice Resource Center for BI Reports and Analytics for CX SalesSummary Go to the BI Reports and Analytics Resource Centers to get Best Practice materials to help you create and manage reports.Content The BI Reports and Analytics Res… -
Report sent by emailSummary The links to the opportunity is not working on the email users receiveContent Hi We have created an agent to send users with a list of opportunities they need to… -
Import AnalyticsContent Hi, I have analytical reports which I would like to export from TEST and import to PROD instance. Kindly suggest me the steps Thanks -
Dividing MetricsSummary Trying to divide two metrics, not working!!Content I am trying to divide two metrics and am not getting the results I need. Can someone help? The number of Won O…User_2025-01-22-20-09-02-352 25 views 3 comments 1 point Most recent by User_2025-02-07-15-30-51-637
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Have a dynamic column headingSummary We would like to have a column heading as current month, next month etc.Content Hi Is it possible to have a column heading that displays the current month, next …
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Number of users - evolution month by monthSummary Identify how many users we have on the platform on month by month basisContent Hi We would like to monitor the evolution of the number of active users on a month…
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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…
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Send email reminders to inactive usersSummary We would like to send reminders by email to users if they do not login to Sales CloudContent Hi What would be the best way to automatically send an email to inac…
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Please Save BI Answers Direct Database Query SQL Definition before 19D UpgradeSummary Please Save BI Answers Direct Database Query SQL Definition before 19D UpgradeContent Please Note: This notice does not affect BI Publisher SQL data models and r…
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OTBI Customer SurveyContent Oracle BI development is planning OTBI feature improvements. To better understand SaaS customers’ reporting needs, usage and requirement gaps, we are conducting … -
Expected Close date as Quarter and YearSummary How can I show the Expected Close Date as a Quarter and Year?Content Hello, Our Opportunities have an expected close date. I want to convert that from MM/DD/YYY …
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Display Link as a ButtonSummary Link is looking different in OBI and Sales CloudContent Hi I have built a link in a dashboard using SectionButton as a custom CSS. It displays well when I test t…
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Drill Down to OpportunityContent Hi, I have created report for Opportunity and once drilled down I would like to open the Opportunity Page to view entire details of an Opportunity. How can this …
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Refresh Subject AreaContent Hi, I have created new custom fields on the existing custom objects but could not find them in the subject area created earlier. Please guide what need to be don…
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Any way to hide settings button on dashboards for employees?Summary Any way to hide settings button on dashboards for employees?Content Hi dears; Is there any way to hide settings button on dashboards for employees by role or som…Pablo Martinez de Villa De las Heras 31 views 2 comments 2 points Most recent by Pablo Martinez de Villa De las Heras -
System Usage By Resource HierarchySummary How to report on system usage by Resource Hierarchy in "Sales – CRM Resource System Usage" subject area.Content The technical white paper attached to this postin… -
Future Dated ActivitiesSummary Show me only the Opportunities that don't have a future dated activity addedContent Hello, I'm struggling to think through how to do this. Here is the business p…
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Create report with 2 data sourcesSummary report with 2 data sourcesContent Hi, We'd like to create a report with data from CX Sales database and data from Web Service. These two data sources will have a…
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Filter on blank and future datesSummary Create a filter using SQL expression to show just the null and future dated valuesContent Hello, I have a need to see only the null values and future dates. I'm …
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OTBI CX Reporting - Best PracticesSummary OTBI CX Reporting - Best PracticesCode Snippet OTBI CX Reporting - Best Practices
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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…
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Filter users based on roleSummary How to filter users based on roleContent I want to filter a list of users based on security roles, e.g. show all users who have the Sales Administrator role. Wha…
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What is the use of all these data sources in BISummary Use of data sourcesContent Multiple data sources are showing in BI while creating the data model, what is the use for each one? why we have multiple. And which o… -
Does any one know how to create dependent parameter LOV in ESS Job creation.Summary Does any one know how to create dependent parameter LOV in ESS Job creation.Content Hi Guys, If any one have experience in creating dependent LOV in ESS Job Crea…