Reporting and Analytics for Sales

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    Hitesh Patel
    Posting Report/Analytic Content on Customer Connect
    Topic posted October 12, 2017 by Hitesh PatelSilver Medal: 2,000+ Points, last edited October 17, 2017 by Binh Le, tagged Tip 
    157 Views
    Title:
    Posting Report/Analytic Content on Customer Connect
    Summary:
    Posting Report/Analytic Content on Customer Connect
    Content:

    We encourage our customers and partners, to share reports and analytics that support your business goals and processes.  The instructions below are to make the process easier for you to post your reports.  Remember also  that you now get badge credits when you post reports that are accepted into one of the Report Sharing Centers.

    Prepare the following before posting your content:

    • If your content contains custom fields, like flex fields, make a copy of it and remove them otherwise the report will fail when others try and use it because they don’t have those custom fields
    • Prompts may be modified or deleted if they contain values specific to your company data.
    • Avoid uploading reports with executable scripting component, such as HTML/JS. But if it does, please provide an explanation of the code.
    • A description of the content, what is the business case for specific personas, what does the report include, how to deploy and implementation notes that specifies the filters used, things to be changed to meet specific cases etc.
    • A screenshot of the output – Obviously, do not include any data that is sensitive, it is better to not include a screenshot than to publish sensitive data
    • The report definition itself.  There are three types of report definition and none of them contain any of your data, they only contain the definition of the report itself.  They are:
      • An archived catalog.  Archive a catalog by selecting an analysis or folder and then using the archive action in the BI Catalog.  This is typically used for posting BI Publisher reports (because you must post the data model and the report) or when you post more than one answers object, like a dashboard of reports or a summary report with a drill to detail report;
      • The XML from the advanced tab of Oracle Business Intelligence Answers. Save the XML in a text file.  This is typically used when you only have one report to deliver, however, you can document more than one XML file if you like.

    The process to post content is as follows:

    1. Login to Customer Connect and Click the “Post a New Topic” button
    2. Title: Enter a title for your post that describes the report you are posting
    3. Summary: Enter a summary if you are posting more than one report or object, for example if you are posting a summary report with a drill or if you are posting a dashboard of reports or a BI Publisher data model and report
    4. Content: Enter the text below into content (obviously update/delete as appropriate, I’m just trying to make this as easy as possible)
    5. If you have an image of your content (do not publish sensitive data), then upload it in the “Image” section of the posting
    6. Upload your content using the “Document” section of the posting
    7. Check the appropriate tags, ensuring that “Sample Reports” is checked
    8. Click on “Post Topic” at the bottom of the page

    POST CONTENT:

    Below template can be used to post content to the forum.


    Provide a description/Business use case that is being addressed by the report

    e.g. This dashboard is used within YOUR COMPANY NAME to address the following Business Use cases 

    Business Use Case:

    Sales Manager-

    Sales Manager needs to view the Lead summary Dashboard for his team for the current quarter that shows -

    1. Infolets for number of Leads created, Converted, Qualified and the % conversion by his team
    2. Lead Trends for the months in the current quarter showing Leads created and Converted
    3. Leads split by statuses
    4. Leads Owned and number of Leads converted by his team members
    5. Detailed report on Leads that shows Lead Name, Creation date, Status, Lead Owner and Account

    for all the Opportunities owned by him or his subordinates

    Sales Representative-

    Sales Representative needs to view the Lead summary Dashboard for the current quarter that shows -

    1. Infolets for number of Leads created, Converted, Qualified and the % conversion
    2. Lead Trends for the months in the current quarter showing Leads created and Converted
    3. Leads split by statuses
    4. Leads Owned and number of Leads converted by him
    5. Detailed report on Leads that shows Lead Name, Creation date, Status, Lead Owner and Account

    for all the Leads owned by him 

    How to deploy:

    1. Unarchive the Lead Dashboard.catalog file (attached with this post) in /Shared/Custom/Customer Relationship Management folder of your BI Catalog
      1. It is important that the above folder path is used to ensure that the dashboard and the content it refers is not broken
    2. This will create a new folder called “Lead Dashboard” under /Shared/Custom/Customer Relationship Management
    3. This folder contains 6 reports and 1 dashboard

     

    Implementation notes:

    1. The dashboard and the reports that has been archived shows the data for Leads owned by the sales representative
    2. In case of a Sales Manager, it shows the data for all the team members reporting into him
    3. The data shows up only for the Current Enterprise Quarter. Please update this time filter to suit your requirements

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