Sales Forecasting
Discussion List
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New Fiscal Year Sales Forecasting UpdatingSummary: January is our new Fiscal year and our forecasting period for 2024 has ended. What is the process for updating the forecast for a new fiscal year Content (pleas… -
Is it possible to synchronize dashboards so each analysis filter updates other dashboard analyses ?Is it possible to synchronize dashboards so that changing any analysis table prompt updates the other analyses based on the same criteria? ThanksHisham Habib 13 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales
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Forecast Options in Classic UIHi there, we are trying to set up the Forecasting in the Classic UI according to the requirements of our customer. The requirements are the following: Forecasts should b…
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Unable to query Product Group Hierarchy from ProductGroup Object using groovy.Summary: We are trying to display the product group hierarchy in a text field within the adaptive picker. While querying the data using groovy, we are unable to get the …
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Want to enable Sales Forecasting by Opportunity Revenue rolling up the Territory Hierarchy in 24C?Summary: Here are some tips and tricks on getting the Sales Forecasting in Redwood type, Forecasting by Opportunity Revenue rolling up the territory hierarchy working Co… -
Generate Sales Forecast Metrics ErrorSummary: I want to enable redwood sales forecasting, following the procedure mentioned in attached pdf, but i keep on getting scheduled process error on "Generate Sales …
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Forecast Territory in Revenue LinesSummary: No data shown in Redwood Sales Forecasting/ Forecast Territory in Revenue Lines Content (please ensure you mask any confidential information): We are tying to s…
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Opportunity page Lost/ Win field issueSummary: Hi, The issue described below. The status is wrongly updating. Kindly share the working solution for this. @madugulagopi Content (please ensure you mask any con…RamkumarKadhiravan 12 views 1 comment 0 points Most recent by Ravindra Sirigiri-Support-Oracle Sales -
API authentication Key for sales objectsWe are starting the process of integrating Fresh Marketing with OSC and ERP to OSC data updates, among other applications. Is it possible to share the API token to acces…
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Personalized Field is not workingSummary: Hi All, kindly help on below requirement. We are not able to configure the Personalized Name in My Client group —> Sales—> Opportunities. we can see the changes…RamkumarKadhiravan 31 views 10 comments 0 points Most recent by Madhuri Cheruku-Support-Oracle Sales
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Is the “Generate Sales Forecast Metrics” process error causing no forecasting data to appear?Summary: Following the documentation provided here, the scheduled process for “Generate Sales Forecast Metrics” is returning a status of “Error.” This issue is preventin…
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how to enable the field Forecast Category in Redwood Sales Opportunity?Summary: Content (please ensure you mask any confidential information): I want to add the field Forecast Category in Redwood Sales > Opportunity. What steps would I perf…
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In search can we restrict the account"Can we restrict the search to a specific account?"
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Sales Forecasting in Redwood - Using and Implementing VideosSummary: Collection of videos and resources to learn more about Sales Forecasting in Redwood. Content: Sales Forecasting in Redwood user experience allows sales managers…
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Video: Sales Forecasting Troubleshooting TipsSummary: Sales Forecasting troubleshooting tips. Content: The following video provides troubleshooting tips for Sales Forecasting in Redwood such as: Troubleshooting: Sa…
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In opportunity all Currencies dropdown is not showing.Summary: I have Enabled multiple currencies and the profile option MOO_REVN_ENABLE_MULTICURRENCY is set to YES. Also, Manage Daily Rates and they are showing the currenc…
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Sales Forecasting in Sales DashboardSummary: An overview of the Sales Forecasting BI based reports in the Sales Dashboard. Content: The following video provides an overview of Sales Forecasting BI reports …
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Opportunity Territory Assignment is not workingSummary: I have done these steps to enable the option the run assignment, but it does not work. 1. Create a new sandbox and activate it. 2. Set MOO_OPTY_ENABLE_AUTO_ASGN…
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Video: Sales Forecasting BI ReportsSummary: An overview of the Sales Forecasting BI reporting and subject areas for forecasting by opportunity. Content: The following video provides an overview of Sales F…
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Video: Extending Sales ForecastingSummary: An overview of extending Sales Forecasting. Content: The following video provides an overview of the available options for extending Sales Forecasting. This vid…
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Video: Sales Forecasting ProcessesSummary: An overview of the Sales Forecasting processes, the default schedule and additional processes to run after enabling Sales Forecasting. Content: The following vi…
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Video: Sales Forecasting Rollup by TerritorySummary: An overview of using Sales Forecasting by opportunity revenue rolling up the territory hierarchy. Content: The following video provides an overview of using Sal…
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Video: Sales Forecasting Tips and ConsiderationsSummary: Sales Forecasting tips and considerations Content: The following video provides tips and considerations on Sales Forecasting in Redwood such as: Using forecast …
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Redwood sales forecast is not loading.Summary: We are trying to enable the forecast in Redwood, but no content is being displayed. Content (please ensure you mask any confidential information): Version (incl…
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Video: Configure Forecasting by OpportunitySummary: A step by step guide to configuring Sales Forecasting in Redwood User Experience to forecast by opportunity. Content: Is your sales forecasting process based on…
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how to delete resource centric territorySummary: I have deleted the Resource-Centric Territory by these steps, In order to delete the resource-based territories from the Territories list, please resubmit the "…
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Sales Quota allocation by salesperson and productSummary: Idea is declined, with suggestion to look at EPM Quota Planning instead. Content (please ensure you mask any confidential information): Referring to suggestion …Chin Chi-Oracle 21 views 3 comments 1 point Most recent by Priscila Terazawa - Support-Oracle Incentive Compensation
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Sales Quota allocation by salesperson and productSummary: Idea is declined, with suggestion to look at EPM Quota Planning instead. Content (please ensure you mask any confidential information): Referring to suggestion …
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opportunity revenue typeSummary: How should I display data of upside, committed, committed at risk in forecast? Content (please ensure you mask any confidential information): Version (include t…
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what is process behind revenue, Gap and pipeline display in oracle cx salesSummary: how should revenue, Gap and pipeline data display in oracle cx sales. Content (please ensure you mask any confidential information): Version (include the versio…