This post shares Fusion CX Analytics sample content as part of Oracle Fusion Data Intelligence (FDI), a family of prebuilt, cloud-native analytics applications for Oracle Fusion Cloud Applications. These sample artifacts are intended to demonstrate potential use cases, accelerate implementation efforts, and provide examples of how customers can extend and customize FDI content to meet their business needs. To explore additional reusable sample content, visit the FDI Content Library.
Content Description:
Sales Pipeline Performance provides a comprehensive view of pipeline health, sales funnel effectiveness, and forecasted revenue potential. Users can analyze pipeline value, opportunity distribution, funnel leakage, and weighted pipeline trends to improve forecasting accuracy and conversion outcomes.
Application: CX
Fusion Module: Sales
Target Persona: Sales Operations, CRO
Subject Areas: CX- Opportunity Revenue Line
Business Use Case/Questions:
- What is the current open pipeline value?
- How many open opportunities are currently in the pipeline?
- Which sales stages contain the most pipeline revenue?
- Which opportunity owners have the largest pipeline?
- What is the current weighted pipeline value?
- Which stages contribute the most weighted pipeline revenue?
- At which sales stages are opportunities most frequently lost?
- How much revenue is lost at each stage of the sales funnel?
- Which opportunity owners have the highest number of open opportunities?
- Show me revenue line win and loss rate by sales product
- What are the top 10 products by revenue?
- What is the trend of opportunities in terms of revenue for this quarter, broken down by territory?
Pre-Requisites:
- 26.R2
- Sales functional area should be activated.
Download: Available in the FDI Content Library.
Best Practices:
- Use the Enterprise Year and Enterprise Quarter filters to focus your analysis on the
desired reporting period. - The AI Assistant does not currently take workbook filters into account when
generating responses. Include filter criteria in your prompt when needed.
Ending: We’d love to get your feedback and business use cases to help build a more sample FDI content.
