Sales Planning
Discussion List
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Does Sales planning enables various growth percentages to different resourcesWe have a requirement where the client wants to allocate specific growth percentages to different resources, rather than applying an overall year-over-year growth rate t… -
EPM Agent Integration from Sales Fusion to EPM.We have gone through the following documnetation for EPM Agent Integration. https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/diepm/epm_agen…
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Creating a Custom target ApplicationSummary: I want to create a custom application in my FCCS application from data exchange, is there a way to do so? -
data is not picking up from local folder by epm integration agentwe are following below documentation https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/diepm/epm_agent_tile_104x84710842.html trying to load… -
Period Granularity to Dates.We currently have period granularity set at the Year Total level, which drills down to quarters (Q1, Q2, Q3, Q4) and then to months (April, May, June). We would like to …
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Converting Forms to Reports:Similar to Dashboard ConversionSummary: We have a requirement to view forms as reports. We've noticed an option to convert forms to dashboards, and we would like a similar functionality. This would al…
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Integration between Fusion Sales Cloud to EPMSummary: Integrating Oracle Fusion Sales with an Enterprise Performance Management (EPM) application for data loading involves and considerations to ensure that the data…
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Integrating Target Quota from Quota Planning to advanced sales forecastingWe have set the target quota for the top-down allocation approach in quota planning and enabled the "Target Quota from Quota Planning" option in the integration section …
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In Advanced Sales Forecasting, the source type is set to "Default."We have enabled the features of the Advanced Sales Forecasting module with Predictive Planning selected. However, when we try to import the Actual CY Bookings into the a…
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The Allocated Target Quota is not appearing in Top-Down Planning.Summary: We have loaded the budget (Last Year Bookings) into the system and set the target, adjusting it by product. However, when using the Top-Down Allocation business…
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Custom hierarchy in dimension is not working.Summary: To address the budget rollup visibility in the hierarchical structure, we'll need to evaluate the data and the hierarchy approach you've tried so far. Based on …
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How to import data into Target Quota measure directly in sales planningWe wanted to see the target quota in the sales planning instead of actuals.I am trying to load the Target Quota data into OQP_Target Quota Measure .To load this data wha…
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Sales Module to Redwood SalesGood day, We are looking into the differences between Sales and Redwood Sales to relay this to our end users. We have enabled Redwood sales in our lower instance however…
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How can we restrict data to the logged-in user?We aim to display data in web forms based on the logged-in user. We have created "Users," grouped them, and assigned application roles such as Data Integration - Drill T…
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"In order to restructure database OEP_GREP all data must first be cleared."Snapshot Import : We have downloaded the backup of the application along with its snapshots, ready for upload into the Planning Migrate Application. When attempting to m…
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Integration of data between cubes.When integrating Quota Planning with Advanced Sales Forecasting to transfer the target value from the OEP_QTP cube to the OEP_GSP cube, we execute the "Push Data" rule f…
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Base Forecast Push FailedAfter Finalizing the Target from quota planning we wanted to push it to advanced sales forecasting So we followed the below steps : When the quota plan is complete, an a…
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How to disable/ remove delete action from CX activity calendarHow to disable/ remove delete action from CX activity calendar
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Planning Provider Error occurance when linking Custom Measure and standard measure in Measure DmHi Oracle Support, We created a custom measure called "Current Target" under the Measure Dimension for sales planning. Our goal was to reference this standard measure us…
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Planning Provider Error occurance when linking Custom Measure and standarHi Oracle Support, We created a custom measure called "Current Target" under the Measure Dimension for sales planning. Our goal was to reference this standard measure us…
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TrainingSummary: What are some of the recommended training partners in Canada or online self learning sites for Oracle Sales? Training for someone new to Oracle Sales
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Sales Products Setup, does it require Inventory Management setup or it is only PIMSummary: Implementing Sales Cloud and it requires Product hierarchy setup. Do we need Inventory Management setup, as we have multiple Orgs and we do not use the Oracle f…
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Wanted to check is there a limit on number of rows we can add to a custom object??Summary: Wanted to check is there a limit on number of rows we can add to a custom object?? We have close to 1.5 Lakhs records ,with 3 columns which we want to store in …
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How to use the Resource hierarchy loaded in dimension to the data access in applicationThe application's dimension now contains a loaded resource hierarchy. Our goal is to utilize this hierarchy for accessing data within the application.How can we do it.Pl…
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Booking & Target Attribution for Manager/Parent Member in Resource Planning Model in Sales PlanningSummary: We are using Resource Planning Model; the Resource dimension follows the hierarchy outlined below: All Resources Chief Commercial Officer General Manager Sales …
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The members within the member selection feature are not appearing on the sales representative login.After creating an application and importing historical data into the system, I was able to view the data as a service admin. Subsequently, I established user groups and …
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can we have child member name similar to parent member name.We want to see data rolledup with parentSummary: We have created Sales planning by Resource model and loaded data for Resource dimension with below hierarchy All Resources -Head of National sales (Parent) -500…
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how to create custom tabs in the sales planning reportSummary: I have created a custom form to view in the report but I was not able to view it.Please provide any documentation if avialable. Content (please ensure you mask …
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Requesting more information on the AI Lead ScoreSummary: I'm currently working on enabling the Lead (Artificial intelligence) score in the EXOT environment. I have been able to follow the steps and set up the lead sco…