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Creating a Business Unit-Specific Lead and Opportunity Dashboard in Oracle Fusion

edited Aug 5, 2024 6:53PM in Reporting & Analytics for Sales 5 comments

Hi Community,

I'm working on creating a dashboard in Oracle Fusion CX Sales to provide insights into lead and opportunity performance for specific business units. My goal is to display the number of leads and opportunities generated for each business unit, as well as account managers under the BU head.

So far, I've managed to create a report using the "Marketing-CRM Leads and Opportunities" subject area as shown in the attached image. I've included columns for Lead Name, Lead Status, Opportunity Status Name, Lead Creation Date, Expected Close Date, Sales Stage , and Opportunity Revenue.

However, I'm facing a challenge in filtering the data to display information for a single business unit. I haven't been able to locate a "Business Unit" field within the available columns.

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