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
-
Rolling Last Day of each Month ReportingSummary End of Month ReporitngContent We have a requirement for an end of the month report. It should show all closed Opportunities and Revenue on a rolling month to mon… -
Pass Binding Parameter to Embedded OTBI Analysis on Fusion pageSummary Pass Binding Parameter to Embedded OTBI Analysis on Fusion pageContent Hi Experts, What is the exact method to pass a binding parameter available on Fusion Page … -
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 27 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…
-
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 42 views 6 comments 0 points Most recent by User_2025-02-04-17-55-40-189
-
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 … -
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…
-
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…
-
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 …
-
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… -
Issues with Kanban reportSummary For some of the Sales users the Kanban report is not displayed corrcetlyContent Hi, We have implemented the Sales rep Kanban report to show the Sales stages for …
-
Need OTBI RpdSummary Need OTBI RpdContent Hi , I believe if we install BI Apps (OBIA) we can get RPD which has OTBI subject areas. Can some share OBIA/OTBI Rpd. I am mainly looking f…
-
Sample report using Sales - CRM Historical Pipeline Subject AreaSummary Sample report using Sales - CRM Historical Pipeline Subject AreaContent Was trying to create a report using Sales - CRM Historical Pipeline Subject Area, without…
-
Drill to another Compound LayoutSummary How can I let users drill into a number that takes them to a 2nd compound layout on an analysis?Content Hello, I have an analysis that I plan on making into a da…
-
Column InteractionSummary Primary Interaction = None but hyperlink still showing in the valueContent Hello, I have a report where I've set the "Primary Interaction" on the 'Value' to "Non…