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Reporting & Analytics for Sales
Discussion List
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Map-based visualizations in OTBIWe are currently working on Sales Reports in OTBI within the Redwood UX environment, and the customer has requested the ability to include interactive maps within the re… -
セールスクラウドでBIエージェントを実行できる権限を付与したいセールスクラウドでBIエージェントを実行できる権限を付与したいです。 BIの編集はできないようにしてほしいです。 どうやって制御したらいいですか？ -
OTBI report with export where it shows only 2 Lakh 50 thousand records in export at maximumCX Sales: In OTBI Analytics, there is currently a record extraction limit of 250,000 records. This restriction is not meeting our reporting requirements in certain cases…
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BIのサブジェクトエリアSales CRM LeadResourceでリードのチームメンバーを取得したいサブジェクトエリアSales CRM LeadResourceでリードのチームメンバー全員を取得したいです。 方法を教えてください。
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Which Data Store should be used to get Lookup information from BICC?Summary: Hi, We're using BICC to export data from Sales, however the lookup columns doesn't show the meaning, only the the codes. For example, "BR" instead of "Brazil" o… -
Revenue Items Statuses not updating as expectedDescription: We noticed that in the Revenue Items entity the fields 'Revenue Status' and 'Revenue Status Category' are not always updated (with the expected values) when…
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Tracking User Role Assignments in Oracle Fusion: Standard Reports and Audit Log CapabilitiesSummary: In Oracle Fusion Applications (not limited to Sales Cloud), is there a standard way or report available to retrieve a list of all users along with their assigne… -
Contact Report PromptsSummary: Criteria When a user launches the Contact Report the default Contact Owner should be based on the user's role (AM see their contacts) When the Regional Manager …
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BIのサブジェクトエリアSales CRM LeadResourceでリードの所有者を取得したいBIのサブジェクトエリアSales CRM LeadResourceで分析を作成しています。 リードのチームメンバーと所有者を取得したいのですが、所有者が上手く取得できません。 方法を教えてくだ…
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I want to assign the lead's team members as recipients for the BI agent.I want to retrieve the recipients of BI agents from the analysis. Can I specify the email addresses of the lead's team members? Please tell me how.
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How can we disable the option "Export to Excel" and Export to CSV" on the Express reports page?We would like to disable the action to "Export to Excel" and Export to CSV" from this Express reports page. We have checked in Visual Builder studio and also roles and a…
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How to retrieve full update history for a specific Opportunity via OTBIThe business requirement is to retrieve all records/updates (audit history) related to a specific Opportunity in Oracle Sales Cloud, using OTBI. Required fields to be re…
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Announcing: Oracle CX Partner Enablement Training Series (Sep 8 - Oct 2)We’re excited to invite all Oracle implementation partners to join our upcoming Oracle CX Partner Enablement Training Series, starting September 8 and running through Oc… -
BICC Manage Jobs to DatabricksSummary: Since we will be using managed jobs, and scheduling each job in Databricks by its job ID to invoke, upload, or export files from UCM, should we anticipate any i…
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Looking for a way to limit/disable the use of the refresh button on the BIPublisher rep executionMy client has a report that runs based on a date range. However, after running the report, when they immediately click the Refresh button, it triggers the data extractio…
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25B Sales Dashboards ConfigurationSummary: We went through one of your demos in below link for 25B. https://community.oracle.com/customerconnect/events/606473-cx-sales-oracle-sales-25b-roadmap-update We …
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Marketing - CRM B2B Customers Subject AreaSummary: Marketing - CRM B2B Customers Subject Area Content (please ensure you mask any confidential information): Hi Team, I am looking for details on "Marketing - CRM …
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I have created an OTBI report in which customer name is promptSummary: I have created an OTBI report in which customer name is prompt but the LOV contains all the parties instead of customer only How to restrict that LOV? Content (…
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Unable to Use Dynamic URL with EL Bindings in Action and Links (Application Composer)We are trying to implement a dynamic BI Publisher report URL in a Sales Opportunity page. The goal is to pass parameters dynamically using EL expressions (e.g., #{bindin…
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Not able to add Metric card to sales dashboardSummary: While personalizing the Redwood Sales Dashboard, there is option to add KPI metric card when trying to add the metric the metric card is not getting added. Afte…
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User Login ReportHi, we have received a request from the customer who needs a report listing all users who have not accessed Oracle Fusion for more than one month. We have written the fo…
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August 6th webinar: Build Exceptional AI-Driven Customer ExperiencesCX expectations are higher than ever, with 24/7, first-time resolutions now the baseline. But with digital engagement outpacing human capacity, how can you keep up? Orac…
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We are unable to restrict the Users Bi report access for Fixed AssetsSo the requirement we are looking at is to extract the FA_books related information on base of Security roles for an user at BU or org . We are unable to restrict the Us…
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"Redwood Reports Showing Partial Quota Data – Need Full Quarterly & Annual View"We have uploaded the Quota data for all four quarters in Redwood. However, when we try to fetch the reports, we are only able to access the data for the current quarter …
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How to enable Support Incremental Checkbox on a PVO on BICCSummary: How to enable Support Incremental Checkbox on a PVO on BICC? We currently do not have the option to enable this. Content (please ensure you mask any confidentia…
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How to check if there is a scheduled refresh on PVO in BICC?Summary: We need to check if there is a scheduled job that runs for a PVO to Full Refresh. Content (please ensure you mask any confidential information): Version (includ…
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Customer wants to have email and in-app notifications for Sales reports to be sent to team membersCustomer wants to have email and in-app notifications for Sales reports to be sent to team members. How can this be achieved?
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Usage of FND_TERRITORIES_B to get Currency linked to a CountrySummary: We're using a BICC Extract calling FND_TERRITORIES_B to get the default currencies mapped to Country in Oracle Fusion. This will be used in cross functional rea…
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Email option in DashboardsHi All, We have developed couple of dashboards and we have scenario to share it across with some users through emails on demand. We are trying to look for enabling the '…
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Query for Account Profile DataNeed support to get the information in the screenshoot… CRM Account Profile. thanks