Sales Cloud Report Sharing Center

Sales Cloud Shared Reports

Topic

    Manjunath Bangalore Subramanian
    Oracle Data Visualization - Sales VP Content Pack (Sales...
    Topic posted March 30, 2017 by Manjunath Bangalore SubramanianBlue Ribbon: 750+ Points, last edited September 14, 2018 by Hemal KapasiBronze Trophy: 5,000+ Points, tagged Shared Reports 
    937 Views, 6 Comments
    Title:
    Oracle Data Visualization - Sales VP Content Pack (Sales Cloud)
    Summary:
    Pre-built data visualization content targeted for consumption by Sales VP's, empowering them to perform self-service data analytics for generating insights and for promoting faster decision making
    Content:

     

    Introducing - Sales VP Content Pack

    The Sales VP Content pack is a Data Visualization starter kit designed for use by a Sales VP or a Sales exec, enabling the user to perform self-service analytics on critical sales data. It contains a number of pre-built analysis templates and OTBI reports with rich analytical content that generates insights and also uncovers hidden data patterns. Pre-built connectors to Oracle Sales are included in the content pack thereby enabling analytics on actual data. Finally, excel Samples are provided for each analysis for illustration purposes to provide a user with a quick of the analytics included in the content pack.

    The following analysis templates are included in the content pack -

    • Sales Review - Monitor and Assess closed opportunity line revenue against Quota and adjusted forecast in a given quarter
    • Pipeline Review - Proactively monitor open opportunity revenue for the remaining weeks in the current quarter
    • Product line Review - View product line revenue for the remaining weeks in the current quarter and compare historical trends
    • Competitor Analysis - Perform analysis on top competitors and win/loss details
    • Top deals in Play - Understand the opportunity progression for top deals based on Snapshot of the week & year
    • Quarterly Business Review - Supporting analysis templates for running a quarterly business review meeting
    Image:
    Document:

    Comment

     

    • Chow Li Tan

      This is superb! Looking forward for more DV content pack on CX! enlightened

    • zahraa jamal

      is this available in release 11 ?

      • Manjunath Bangalore Subramanian

        Hi Zahraa,

        Yes, the content pack should work against R11 sales cloud as well. Please ensure to extract the OTBI reports in the correct location as documented in the user guide. Let me know if you have any further questions.

        Thanks.

         

    • Anu Kommamuri

      Is there a way to embed DV content within Fusion Application, much like how one would embed BI reports, for instance in a side-tab? If yes, can someone please share any documentation on how this can be achieved? Thanks!

      • Manjunath Bangalore Subramanian

        Yes. Assuming you have a DVCS environment, the steps are similar to embedding BI reports in a sidetab.

        At a high level, here’s what you do - Create a new BI dashboard. Embed the full URL to the DV project (from your DVCS repository) inside this dashboard. Configure the side tab to show the dashboard/DVCS project.

        There are a couple of minor configuration steps that you may have to do additionally to get this working.

        Do send me a note and I’ll be happy to walk you thru it.

    • Jairo Rojas Mendez

      Is there a way to embed DV content within Fusion Application, much like how one would embed BI reports, for instance in a side-tab? If yes, can someone please share any documentation on how this can be achieved? Thanks!