Reporting & Analytics for Sales
Discussion List
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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… -
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… -
Contract ExpiryContent Hi, I would like to have analytical report which should display contract expiring in 6 months. Please let me know what is the expression should I use in the filt… -
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… -
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…
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"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…
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Close QuarterContent Hi, As per the post https://cloudcustomerconnect.oracle.com/posts/3414912e89 I can see the opportunity break down shown Q1 and Q2 revenue. But for me the report …
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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…
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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… -
BI Publisher bar graph: change series sort order but keep the order of series colorsSummary Looking for a way to change the sort order of series without changing the color order.Content Hello! First time on this forum, and hoping someone can help me out… -
Report to pull Accounts that doesnt have any associated opportunitiesSummary Report to pull Accounts that doesn't have any associated opportunitiesContent HI team, we are in the process of cleaning our Accounts module in Sales cloud, so i…
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OTBI CX Reporting - Best PracticesSummary OTBI CX Reporting - Best PracticesCode Snippet OTBI CX Reporting - Best Practices
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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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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… -
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
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BIP report csv exportSummary BIP report csv exportContent The problem is that BIP report will export to csv with all columns from data model in random order even if I only select 1 column fr…
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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 -
R13.18A OTBI BI Catalog LockdownSummary With 13.18A release customers will no longer be able to modify the shipped BI catalog content.Content R13.18A OTBI Product Alert This product alert is published … -
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 … -
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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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… -
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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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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Rel 13.19B User Adoption Object ActivitySummary With Rel 13. 19B Users will be able to report on User Adoption for object activityContent User Adoption CRM – An Overview User Adoption Metrics helps CRM Stakeho…
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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 …
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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… -
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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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
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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…