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Reporting & Analytics for Sales
Discussion List
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How to create Action link (interaction) in Reports/Analysis to update opportunity recordSummary Action link (interaction) to update opportunity record from Oracle BI AnalysisContent Hi, I am trying to create an analysis/report for my business team that will… -
Best Practice - Providing Access to Sales UserContent Hi, What are the best practices we need to follow to provide access to Sales Users (Sales Rep & Sales Manager - Role) to create or update reports? Currently Sale… -
Performance tiles not calculating valuesContent Hi there, I have created some custom counts in an analysis and when I create a performance tile it isn't counting the values correctly. Essentially I have put a …
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Business Intelligence Publisher Bursting to Email upper ThresholdContent Business Intelligence Publisher Bursting to Email upper Threshold Requirement: 50000 Bursting records get selected and they need to be sent as Email Attachment i… -
Masking functionality in ReportsContent Masking functionality in Reports Do we have any functions in OTBI/OBIEE or in BI Publisher/Templates/XSL functions to perform a masking functionality for some cu…
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User - Role AssociationContent Hi, I am preparing the data model report to see the list of roles assigned to the user. Which table holds the role & user association detail? Do we have any stan…
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Tailoring infolet view to the target userSummary Alternatives to the employee party id filterContent Hi First time poster. We are currently building infolets to sit on the Newsfeed homepage. We are building fro…
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Related objects in CSASummary Related objects in CSAContent Hi, As per the following document, I should be able to add fields from related object (CSA creation train stop step3) if I create M… -
Trending # Opportunities and RevenueSummary Need to show trends over time what was open in terms of opportunities and RevenueContent Hello, I'm wondering if anyone has tried to do this yet with the Sales O… -
"Sales - CRM Opportunity Sales Stage Snapshot"Summary Details of # of Opportunities Fact in the SAContent Hello, Can anyone tell me what the # of Opportunities Fact in the "Sales - CRM Opportunity Sales Stage Snapsh…User_2025-01-22-20-09-02-352 42 views 3 comments 1 point Most recent by User_2025-01-22-20-09-02-352
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Combine Subject AreasSummary Trying to combine Snapshot SA with Pipeline SAContent Hello, I need to combine the Pipeline SA with the Snapshot SA. "Sales - CRM Pipeline" with "Sales - CRM Opp…User_2025-01-22-20-09-02-352 44 views 4 comments 1 point Most recent by Dimple-Nagesh-Support-Oracle
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subject area for hierarchySummary subject area for hierarchyContent Quick question - Is it possible to create a CSA for hierarchy in CX Sales? Version 20A
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subject area for householdSummary subject area for householdContent Quick question - Is there any OOTB subject area for Household? Thanks, Adam
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BICCC extract from multiple objectsSummary BICCC extract from multiple objectsContent Hi, In BICCC, can I create a data store with multiple objects? Here is our use case, We have 2 custom objects (A & B).…
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Last day of month...11 months agoContent I need to pull leads created 11 months ago in May 2019. The current month is April of 2020 so I need to pull leads created in May of 2019. The expression works b… -
Dashboard/Reports/KPI would be used by the executive via Sales VPSummary Dashboard/Reports/KPI would be used by the executive via Sales VPContent HiWhat Dashboard/Reports/KPI would be used by the executive via Sales VP. Can someone sh…
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Reporting on NotesSummary How can we report on notes created in Sales Cloud?Content Is it possible to report on the notes created against an opportunity or an account? Example attached Th…Cyrille Saulnier-Oracle 37 views 2 comments 1 point Most recent by Priscila Terazawa - Support-Oracle -
Export Option for OOB Dashboard / ReportsContent Is there a way to enable the export option for the OOB Dashboards / reports without cloning / creating new one? Thanks, Mohan
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Filter by Territory in Sales - OTBIContent Hi all, I have a couple of analysis for users with Sales Manager role. I need to add the "My Territory" filter to one of them and the filter "My Territory hierar… -
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…
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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…
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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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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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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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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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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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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…
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Merging multiple Rows in a ReportSummary In OSvC, how do merging of multiple Rows to One ?Content Hi, I have a requirement in Rightnow to merge multiple rows in a report to one by comma separated. Pleas… -
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 …