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:
This agentic dashboard leverages OAC AI capabilities to proactively analyze opportunity win rates, closure timelines, and conversion trends, helping sales teams identify bottlenecks and accelerate deal closure.
Application: CX
Fusion Module: Sales
Target Persona: Sales Operations, CRO
Subject Areas: CX- Opportunity
Business Use Case/Questions:
- Show the opportunities based on sales status.
- How many closed opportunities do we have?
- Show me opportunity volume based on expected closed year.
- How many sales accounts have at least one won opportunity?
- What is our overall win rate, loss rate, and conversion rate?
- How does the conversion rate vary by sales owner, business unit, customer, and sales stage?
- Show me the opportunity conversion rate by year.
- How many opportunities are competitive?
- List competitive open opportunities by competitors
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.
We’d love to get your feedback and business use cases to help build a more sample FDI content.
