Sales Forecasting
Discussion List
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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… -
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… -
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…
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Can we setup Territories for Opportunities without product line/ Revenue lines setup?Summary: Opportunity Territory set up without Revenue lines and Product Line configuration Content (please ensure you mask any confidential information): Hello, Can we c…
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Sales Insights AI feature Opportunity effectiveness data is not getting updated properlySummary: Sales Insights AI feature Opportunity effectiveness data is not getting updated properly Content (please ensure you mask any confidential information): Sales In…
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Process to view All Accounts/OpportunitiesHi, Application Name: Oracle Fusion CX Sales Cloud Service Users are able to see only the Accounts/Opportunities which they have created. To give them access to view all…
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Where is opportunity custom sub-tab data storedSummary: I have created a custom sub-tab on the opportunity screen, which is a table of new custom data rows. I need to query this data joined to the opportunity. Does a…
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Users are getting the error "The value of the attribute team member isn't valid"Users are getting the error "The value of the attribute team member isn't valid" while creating Accounts in the Oracle Fusion CX Sales Cloud Service application. Please …
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Facing error in viewing the My Forecast Overview report in redwood sales.Forecast Overview report
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Why is my team's forecast not displaying, and why can't the salesperson see their forecast?Summary: Please help, I have to show this to my manager on Wed Content (please ensure you mask any confidential information): Version (include the version you are using,…
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How to get/enable Oracle Sales Cloud Sales Predictor in CX Sales ?Summary: We would like to use the Oracle Sales Cloud Sales Predictor in our CX Sales instance to get the top recommendations (Product recommendations for the customers) … -
Reports from external data sources such as analytics cloud to be support to appear in InfoletsSummary Reports from external data sources such as analytics cloud to be support to appear in InfoletsContent The CX Sales Development team indicates that reports appear… -
How can we display the foract vs qouta graph by the quantity not by the amount if there is any abiliSummary please it's important to know if there is ability to do that or not and how and we do not need any doc we just need explanation here -
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How to configure auxiliary dimension for opportunity custom field for territory assignmentContent Hi All, Can anyone help me with steps or special configuration steps required to setup opportunity object custom field as auxiliary dimension. i was following or…
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How can I see the Territory that was created from my Resource Hierarchy?Summary: How can I see the Territory that was created by the Refresh Territories from Resources process and that is said to mirror my resource hierarchy Content (please … -
Territory assignment when the territories are based on the Resource Hierarchy.Summary: I want to do Opportunity Territory assignment when the territories are based on the Resource Hierarchy. My Resource Hierarchy is built, and My territories are g…
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Territory re assignment to opportynitiesSummary Territory re assignment or re allignment when the primary partner changes in opportunityContent Hi All, We have territory assignment to opportunities with both p…
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New on-demand webinar series: Transform revenue operationsWatch these on-demand webinars to uncover how you can drive connected processes for improved business outcomes. Learn how AI and other powerful capabilities within Oracl…Elise Hymes - Oracle CX-Oracle 41 views 0 comments 0 points Started by Elise Hymes - Oracle CX-Oracle Sales -
Can the close date field on opportunities be left blank during opportunity creation?Summary: As it stands now, when an opportunity is created, the close date automatically populates. This makes it so opportunities often times opportunity close dates com…