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Quotes and Quote Line - Sample Reports

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edited Oct 4, 2021 7:44PM in Reporting & Analytics for Sales

Oracle CX Sales has proactively provided pre-configured quote and quote line reports and dashboards in OTBI, referencing Sales - CRM Quote Lines subject area. A set of pre-configured reports and dashboards is available for the 21C release. To acquire these reports, please download the attached .catalog file and then upload it to your OTBI implementation. Reports cover insights for sales rep/sales manager user persona. 

Report 1: Annual Revenue Details

Report 2: Sales Quote Revenue Report

eport 3: Active Quote Details Report

Report 4: Quotes Versioning 

Report 5: Quote Line Details and Active/Inactive Metrics

This set of pre-configured reports and dashboards enables you to get key insights quickly across the spectrum of OTBI/Quote Line subject area supported in 21C. They also serve as a launching board, or as templates, to start from to build other customize reports, without having to begin building the report from scratch. These reports can also be studied as examples to understand how this subject area can be used.

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