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 OracleFusion 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 Library.
Content Description: An analytics assistant that helps you understand opportunity-to-quote performance by analyzing quotes, contract values, conversion, win and loss rates, trends, and other key metrics. Ask natural-language questions to explore dashboard data and uncover AI-generated insights.
Application: Fusion CX Analytics
Fusion Module: Fusion CPQ Integrated Quotes
Target Persona: Sales Manager, Sales representative, Sales operations
Subject Areas: CX - Opportunity Quotes
Business Use Case / Questions: This workbook helps answer:
- What is the total number of quotes?
- What is the total value of open quotes?
- What is the total quote amount by owner?
- What is the quote win rate for each owner?
- Which owners have the most open quotes?
- Which opportunities have the highest quote value?
- Which sales accounts have the most quotes?
- How many quotes does each owner manage?
- Show active quotes by opportunity owner and sales account.
- Which owner has the largest open opportunity?
- What are the top opportunities with quotes?
- Which sales accounts have open opportunities?
Pre-requisites: Enable functional area FA - CPQ (Integrated Quotes)
Download: Available in the FDI Content Library
Best Practices:
- Start with high-level opportunity or quote before drilling into individual records.
- Specify the time period when requesting for time-based insights
- Treat unexpected values, such as negative amounts or inconsistent percentages, as potential data-quality issues; the AI Agent reports available data without silently correcting it.
- Use AI-generated insights alongside dashboard visualizations and underlying opportunity and quote records to validate important decisions
We’d love to get your feedback and business use cases to help build a more sample FDI content
