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  • Harshavardhan Konathala
    Incentive compensation - Credit Category Summary Details4.7
    Topic posted May 29, 2018 by Harshavardhan KonathalaBlue Ribbon: 750+ Points, tagged Account, Activity, Assessment, Assets, BI Publisher, Business Plan, Business Plan Objective, Channel, Channel Account Manager, Channel Operations Manager, Channel Sales Manager, Chart, Competitors, Contact, Customer, Dashboard, Data Visualization, Deals, Employee, Enrollment, Forecast, Household, Infolets, Lead, Leads, Lightbox, MDF, Opportunity, Opportunity Management, Partner, Partner Announcements, Partner Program, Pipeline, Price Books, Product, Program Benefits, Program Tiers, Promotions, Quarter, Quota, Reporting and Analytics, Resource, Revenue, Sales, Sales Campaign, Sales Executive, Sales Manager, Sales Representative, Shared Reports, Status, Territory, Tile, Tip, Trends, User Adoption, Users, Year in Sales Cloud Report Sharing Center public
    Title:
    Incentive compensation - Credit Category Summary Details
    Summary:
    Credit Category places a crucial role in calculating Earnings, A detailed report shows earning on credit category
    Content:

    Business Use Case:

    Compensation Plans Ranking

    Subject Areas used – IC Earnings Real Time

    Who can use this report (Roles)? - Incentive Compensation Manager Incentive Compensation Manager/ Sales VP/ Analyst

    Credit Category places a crucial role in calculating Earnings, based on the weight% of credit category an earning can be decided. Hence one of the most desirable report to check earnings came out on credit categories.

    Being an incentive compensation analyst setting up credit category importance in earning calculations is crucial, the below report will give a detailed layout by Year – Quarter-wise on how much is the transaction amount and what are their respective earnings.

    Incentive compensation manager can validate the earnings paid out based on the credit category and can decide the weight% of credit category in earning calculations.

    Participant and Participant Manager want to find out the Credits from which an Earning was generated and if the Earning has been paid, then the details of the Payment Transaction.

    Earning Amount Status:

    The first bar chart gives you glance of earning amount status on credit category, i.e on a credit category in this Year – Quarter how much earning amount was ‘Calculated’ and ‘Reversed’.

    Credit, Transaction and Earning Amounts:

    The second bar visual gives an info about on a credit category in a particular Year – Quarter how much is the credit, transaction and earning amounts. We can do a comparison over the quarters.

    Note:

    All the below dashboards, reports are made based on the Oracle standard diction on formatting and layouts

    Users are allowed to download the .catlog file and make their own customizations.

    How to deploy:

    1. Un-archive “Earnings on Credit Category. Catalog” file using any of the user accounts which has the Un-archive privilege
    2. Ensure that you un-archive it under /shared/custom folder to retain the references that the dashboard has to those individual files (else you may correct those again in the dashboard)

    Implementation notes:

    1. The data fetched is for the selected Year (Mandatory Prompt), Quarter.
    2. On the visuals, you are allowed to see only one Year  Quarter values at a time. A detailed report which is displaying next to visuals will give complete information on the year.
    Image:
  • Harshavardhan Konathala
    Incentive compensation - Compensation Plans Ranking5.0
    Topic posted May 25, 2018 by Harshavardhan KonathalaBlue Ribbon: 750+ Points, tagged Account, Activity, Assessment, Assets, BI Publisher, Business Plan, Business Plan Objective, Channel, Channel Account Manager, Channel Operations Manager, Channel Sales Manager, Chart, Competitors, Contact, Customer, Dashboard, Data Visualization, Deals, Employee, Enrollment, Forecast, Household, Infolets, Lead, Leads, Lightbox, MDF, Opportunity, Opportunity Management, Partner, Partner Announcements, Partner Program, Pipeline, Price Books, Product, Program Benefits, Program Tiers, Promotions, Quarter, Quota, Reporting and Analytics, Resource, Revenue, Sales, Sales Campaign, Sales Executive, Sales Manager, Sales Representative, Shared Reports, Status, Territory, Tile, Tip, Trends, User Adoption, Users, Year in Sales Cloud Report Sharing Center public
    Title:
    Incentive compensation - Compensation Plans Ranking
    Summary:
    Compensation manager demanding report would be to Ranking “Compensation Plans” by Period based on their Attainments achieved against Targets in that period
    Content:

    Business Use Case:

    Compensation Plans Ranking

    Subject Areas used – IC Performance & Earning Summary

    Who can use this report (Roles)? - Incentive Compensation Manager/ Comp Plan Administrator  

    Compensation plan administrator basic responsibilities are to maintain compensation plans, assign the sales representatives to appropriate comp plans, also a major focus of the compensation admin will be setting attainment target for each comp plan.

    Hence demanding report would be to Ranking “Compensation Plans” by Period based on their Attainments achieved against Targets in that period. Based on the below ranking design over Attainment Vs Target he can take decisions advisably.

    Attainment Vs Target By Comp Plans:

    A bar visual gives you a detailed Attainment achieved per target over the year by compensation plan, users are allowed to choose Year and Comp plan to check the target vs attainment reached.

    Compensation Plans ranking over Attainment Achieved:

    The bubble view shows the rank of the compensation plan against Attainment achieved, Bigger the bubble listing Rank -1 and follows the shrinking size as the rank reduces.

    A detailed report next to the visuals gives you complete information of the report.

    How to deploy:

    1. Un-archive “Compensation Plans Ranking Details. catalog” file which has all the individual report, dashboard prompt, and the dashboard.
    2. Ensure that you un-archive it under /shared/custom folder to retain the references that the dashboard has to those individual files (else you may correct those again in the dashboard)

    Implementation notes:

    1. For the Visuals data fetched is for the selected Year, Period and Compensation Plan
    2. On the visuals, you are allowed to see only one year, Multiple Period values at a time. A detailed report which is displaying next to visuals will give information for the selected Year/Periods.
    Image:
  • Harshavardhan Konathala
    Incentive Compensation - Attainment Ranking & Summary...5.0
    Topic posted May 16, 2018 by Harshavardhan KonathalaBlue Ribbon: 750+ Points, tagged Account, Activity, Assessment, Assets, BI Publisher, Business Plan, Business Plan Objective, Channel, Channel Account Manager, Channel Operations Manager, Channel Sales Manager, Chart, Competitors, Contact, Customer, Dashboard, Data Visualization, Deals, Employee, Enrollment, Forecast, Household, Infolets, Lead, Leads, Lightbox, MDF, Opportunity, Opportunity Management, Partner, Partner Announcements, Partner Program, Pipeline, Price Books, Product, Program Benefits, Program Tiers, Promotions, Quarter, Quota, Reporting and Analytics, Resource, Revenue, Sales, Sales Campaign, Sales Executive, Sales Manager, Sales Representative, Shared Reports, Status, Territory, Tile, Tip, Trends, User Adoption, Users, Year in Sales Cloud Report Sharing Center public
    Title:
    Incentive Compensation - Attainment Ranking & Summary Details
    Summary:
    The most happening report, compensation managers looks to rank his associates by their Attainments, The report provides detailed information on Attainment achieved against target over the period
    Content:

    Business Use Case:

    Attainment Ranking & Summary

    Subject Areas used – IC Performance & Earning Summary

    Who can use this report (Roles) - Incentive Compensation Manager/ Analyst/ Sales Representative

    The most happening report, compensation managers looks to rank on all of his associates by their Attainment achieved, even if the sales representative wants to see their standing position. The report provides detailed information on attainment over years.

    A quick dashboard that when opens asking you to select the YEAR* - Period – Participant – Performance Year, with Year a mandatory prompt to see the whole report.

    The prompts also allow you to refine the data based on your selections with “Period and Participant”

    Attainment VS Target by performance measure:

    A WAVE view provides the attainment achieved by the participants against the target by a period of performance measure selection.

    Attainment Vs Target Over Periods:

    The second bar graph shows how much of attainment scored against targets set over the periods.

    Then the detailed report with the participant details and their attainment rank.

    How to deploy:

    1. Un-archive “Attainment Ranking & Summary Details.catalog” files which have all the individual report, dashboard prompt, and the dashboard.
    2. Ensure that you un-archive it under /shared/custom folder to retain the references that the dashboard has to those individual files (else you may correct those again in the dashboard)

    Implementation notes:

    1. The data fetched is for the selected Year, Period and Participant Name from the report prompt.
    2. From R13 onwards, you are allowed to select multiple values to check the results .E.g. You can submit one year and all the period/participant vales see how the responses compare on different parameters
    Image:
  • Hitesh Patel
    Sales Analysis Dashboard5.0
    Topic posted April 10, 2018 by Hitesh PatelSilver Medal: 2,000+ Points, tagged Account, Activity, Competitors, Customer, Dashboard, Employee, Forecast, Opportunity, Opportunity Management, Pipeline, Product, Quarter, Quota, Resource, Revenue, Sales, Sales Executive, Sales Manager, Sales Representative, Shared Reports, Territory, Tile, User Adoption, Users, Year in Sales Cloud Report Sharing Center public
    Title:
    Sales Analysis Dashboard
    Summary:
    One stop dashboard to get a comprehensive view of your CRM data
    Content:

    Business Use Case:

    The Sales Analysis Dashboard provides a comprehensive information for the CRM data like -

    1. Pipeline Information
    2. KPIs
    3. Top and Bottom data
    4. Top Accounts and Opportunities data
    5. Activity Data
    6. Product hierarchy and revenue contribution
    7. Competitor Analysis data

     

    Below are the different Dashboard pages and the brief of the reports embedded in those pages:

    1. Pipeline Analysis: Provides details on Pipeline for Current/Future Quarters and Top Opportunities for a selected Resource hierarchy
    2. Top Accounts and Opportunities: For a selected Time period/Resource/Sales Stage/Opportunity Status/Territory provides details on the Top Opportunities and Accounts
    3. Opportunity Details: For a selected Time period/Sales Method/Stage/Territory, provides details of the Opportunities
    4. Account Details: Provides Account details and search capabilities by Name/State/County/City Owner
    5. Pipeline by Industry OR Country: Provides details of Pipeline by Industry OR Country
    6. Executive Reports: For a given Resource hierarchy selected, provides details on the Customers and the Opportunities against them
    7. Competitor analysis: Provides details on Lost Opportunities and Revenue to different Competitors
    8. Additional Pipeline: For a selected Resource hierarchy, shows Pipeline and YoY Revenue comparison (aggregated and by Customers) and Company wide and Sales Rep wise 30-60-90 days Forecast
    9. Top and Bottom Metrics: Shows Top and Bottom Accounts, Products and Sales Representatives by Revenue
    10. Activity Analysis: Shows Sales Reps and their Activities summary and details, Last completed Activities, activities for a given time range and Activity age report
    11. KPIs: Provides details on Lead and Opportunity KPIs and Opportunity Detail Analysis
    12. Product Whitespace Analysis Provides details on Product Revenue mapping for Customers
    13. Product Hierarchy: Shows the Product Hierarchy and their Opportunity and Revenue contribution
    14. Activity Scorecard: For a selected Time period, shows Sales Representatives with Top Activities
    15. Sales Scorecard: For a selected Time period, shows Sales Representatives with highest Closed Revenue and overall attainment details
    16. Top X Opportunities: Shows the Top 'X' Opportunities in the system by Revenue
    17. User Login History: For a selected Time period, shows Login trend by Channel used, Active days by Employees and their Last Activity date (this report is available to BI admin or User with specific BI duty role; please refer the 'Managing Sales Cloud User Adoption Analytics' section in the documentation)

    How to deploy:

    1. Un-archive “Oracle CX Invest.catalog” file which has all the individual report, dashboard prompt and the dashboard.
    2. Ensure that you un-archive it under /shared/custom folder to retain the references that the dashboard has to those individual files (else you may correct those again in the dashboard)
    3. Refer the attachment for details on deployment

    Implementation notes:

    • If there are some reports or dashboard pages not applicable, please feel free to delete those
    • Customize the reports to suit your specific needs
    • Retain only those reports that are needed in the dashboard
    Image:
    Document:
  • Mitch Ostrenga
    Enabling Historical Snapshots - Does this cause performance...Answered15.0
    Topic posted February 14, 2018 by Mitch Ostrenga, tagged BI Publisher, Opportunity, Sales, Trends in Sales > Reporting and Analytics for Sales public
    Title:
    Enabling Historical Snapshots - Does this cause performance issues?
    Summary:
    Performance impact of enabling historical snapshots. Has anyone else encountered issues?
    Content:

    Hello,

    Our company is currently exploring enabling historical snapshots in Oracle Sales Cloud for reporting.

    For those who have enabled this feature, what performance impact has it caused, if any to the system?

     

    Thanks!

    Mitch

     

  • Manjunath Bangalore Subramanian
    Campaign-to-Order Data Visualization Content Pack5.0
    Topic posted February 1, 2018 by Manjunath Bangalore SubramanianBlue Ribbon: 750+ Points, tagged Dashboard, Data Visualization, Deals, Leads, Opportunity, Opportunity Management, Pipeline, Sales, Sales Campaign, Sales Executive, Sales Manager, Sales Representative, Shared Reports in Sales Cloud Report Sharing Center public
    Title:
    Campaign-to-Order Data Visualization Content Pack
    Summary:
    Campaign to Order content pack is a Data Visualization starter kit designed to provide insight into the whole business flow starting from campaigns to qualified leads, opportunities, quotes and orders
    Content:

    It contains a number of pre-built analysis and data flows with rich analytical content that produces data driven insights. Pre-built connectors to Oracle Sales Cloud and FSCM are included in the content pack thereby enabling analytics on actual data. Excel Samples are also provided for each analysis helping the user understand the analytics included in the content pack.

    This content pack answers the following business questions:

    Lead Generation & Qualification

    • How effective are different channels and campaigns in generating leads?
    • Are we generating high quality leads that are converted to valuable opportunities?

    Opportunity Management

    • Are we optimally running our sales cycle to minimize cost of sales and to maximize sales revenues?

    Configure, Price & Quote

    • Are we managing the “Quote-to-Cash” cycle effectively to ensure superior customer buying experience?
    • Are we pricing/discounting products effectively to maximize revenues?

    Order

    • Are we managing the cycle from customer order to fulfillment effectively?
    Image:
    Document:
  • Madhav Reddy
    Master Detail Report to show Account and their Opportunities5.0
    Topic posted January 5, 2018 by Madhav ReddyBlue Ribbon: 750+ Points, tagged Account, Activity, Opportunity, Sales Executive, Sales Manager, Shared Reports in Sales Cloud Report Sharing Center public
    Title:
    Master Detail Report to show Account and their Opportunities
    Summary:
    Shows the Master Detail report functionality by using Account and their Opportunities information
    Content:

    Business Use Case:

    Shows the Master Detail Report functionality displaying the Account and their Opportunity Details.

    Sales Manager/Representative needs to view

    1. The Account count and its details in the form of Master Detail report functionality for Current Quarter
    2. The Activity count and its details for Current Quarter
    3. The Opportunity count and its details for Current Quarter

    for all Accounts,Activities and Opportunities that are owned by him or by his subordinates. 

    Note -
    With the Master Detail functionality, the data in second table view i.e. list of Opportunities changes based on the Account name selected in the first table view. This makes it easier to see the data for different entities in the same report view.

    How to deploy:

    1. Un-archive “Master Detail Report by Account. Catalog” file which has all the individual report, dashboard prompt and the dashboard.
    2. Ensure that you un-archive it under /shared/custom folder to retain the references that the dashboard has to those individual files (else you may correct those again in the dashboard)
    3. Master Detail Report by Account Dashboard comprises 4 reports :
      1. Master Detail Report by Account : Shows the Account details in form of Master Detail functional format displayed in both Table and Pie Chart views
      2. Tile: No of Customers: Shows the Account count and its details on drill down
      3. Tile: No of Activities: Shows the Activity count and its details on drill down
      4. Tile: No of Opportunities: Shows the Opportunity count and its details on drill

    Implementation notes:

    • Shows the data for the logged in user or the subordinates reporting into him.
    • Current Time dimension is defaulted to Current Enterprise Quarter. Use Time Dimension filters as necessary
    • Please refer the Master detail documentation to understand how this works and to create new master detail report as per your requirement  
    Image:
  • Stephanie Gott
    Opportunity Owner Leader45.0
    Topic posted December 6, 2017 by Stephanie GottSilver Medal: 2,000+ Points, tagged Employee, Opportunity, Sales in Sales > Reporting and Analytics for Sales public
    Title:
    Opportunity Owner Leader
    Summary:
    Need to know who the leader of the owner is on the opportunity (not always same as creator).
    Content:

    Hello,

    I currently use the  Employee ‘Name’ from the “Employee” Subject area. I am able to pull in ‘Manager Name’ from there as well. Often times, the person who created the opportunity does not remain the owner of the opportunity. I also can pull in the ‘Owner’ from the “Opportunity” subject area.

    The “Employee” subject area is apparently tied to the creator of the opportunity.  

    I also need to see the Manager of the Opportunity “Owner” specifically. How can I do that? Any thoughts?

    See attached screen shots if necessary.

  • Madhav Reddy
    Top and Bottom 5 Reports5.0
    Topic posted November 1, 2017 by Madhav ReddyBlue Ribbon: 750+ Points, tagged Account, Assets, Channel Account Manager, Channel Sales Manager, Customer, Deals, Leads, MDF, Opportunity, Partner, Pipeline, Product, Revenue, Sales, Sales Executive, Sales Manager, Shared Reports, Territory in Sales Cloud Report Sharing Center public
    Title:
    Top and Bottom 5 Reports
    Summary:
    Top and Bottom 5 Reports for various sales metrics
    Content:

    Business Use Case:

    Sales Manager ->

    Sales Manager needs to view the Top and Bottom 5 data related to my Sales Representatives on various metrics, Products, Accounts,  Territories etc.

    Below are the reports included here:

    1. Top and Bottom 5 Accounts by Closed Revenue
    2. Top and Bottom 5 Accounts by Open Revenue
    3. Top and Bottom 5 Deal Registrations by Deal Size
    4. Top and Bottom 5 Lead Sources
    5. Top and Bottom 5 Open Opportunities by Revenue
    6. Top and Bottom 5 Partners by Closed Revenue
    7. Top and Bottom 5 Partners by Open Revenue
    8. Top and Bottom 5 Partners by Deals Submitted
    9. Top and Bottom 5 Partners by MDF Active Budget
    10. Top and Bottom 5 Partners by MDF Claims pending approval
    11. Top and Botom 5 Parnteres by MDF Requests pending approval
    12. Top and Bottom 5 Products by Asset Count
    13. Top and Bottom 5 Products by Closed Revenue
    14. Top and Bottom 5 Sales Reprensetative by Average Deal Size
    15. Top and Bottom 5 Sales Reprensetative by Closed Revenue
    16. Top and Bottom 5 Sales Reprensetative by Open Revenue
    17. Top and Bottom 5 Sales Reprensetative by Closed Opportunity Count
    18. Top and Bottom 5 Sales Reprensetative by Open Opportunity Count
    19. Top and Bottom 5 Sales Reprensetative by no. of Activities
    20. Top and Bottom 5 Sales Reprensetative by Sales Cycle
    21. Top and Bottom 5 Sales Reprensetative by Win Rate
    22. Top and Bototm 5 Territories by Closed Revenue
    23. Top and Bottom 5 Territories by Open Revenue

    How to deploy:

    1. Unarchive “Top and Bottom 5 Reports.catalog” file which has all the individual reports and the dashboard created using most of these reports.
    2. Ensure that you unarchive it under /shared/custom folder to retain the references that the dashboard has to those individual files (else you may correct those again in the dashboard).
    3. If you plan to use few of the reports directly, please delete other reports/dashboards to avoid confusion.

    Implementation notes:

    1. The data fetched is for the Current Enterprise Quarter. Please change the time value per your needs.
    2. The Resource Org hierarchy based login filter is used which shows the data for the current logged in user and the subordinates .
    Image:
  • Hitesh Patel
    Opportunity Dashboard5.0
    Topic posted October 6, 2017 by Hitesh PatelSilver Medal: 2,000+ Points, tagged Dashboard, Infolets, Opportunity, Shared Reports in Sales Cloud Report Sharing Center public
    Title:
    Opportunity Dashboard
    Summary:
    Shows the Opportunities KPIs (infolets), Status break up, Trend and detail report
    Content:

    Business Use Case:

    Sales Manager-

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

    1. Opportunity Infolets
    2. Opportunity Type breakup
    3. Opportunity Trend
    4. Opportunities by owners
    5. Opportunity detail report showing Account, Opportunity status and revenue information

    for all the Opportunities owned by him or his subordinates

    Sales Representative-

    Sales Representative needs to view the Opportunity Dashboard for his team for the current quarter that shows -

    1. Opportunity Infolets
    2. Opportunity Type breakup
    3. Opportunity Trend
    4. Opportunities by owners
    5. Opportunity detail report showing Account, Opportunity status and revenue information

    for all the Opportunities owned by him. 

    How to deploy:

    1. Unarchive the Opportunities 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 “Opportunities Dashboard” under /Shared/Custom/Customer Relationship Management
    3. This folder contains 5 reports and 1 dashboard

     

    Implementation notes:

    1. The dashboard and the reports shows the data for Opportunities that are owned by the logged in user or the subordinates reporting into him (if any)
    2. The report shows the data for Opportunities created in current quarter. Please change the time filter to suit your requirements
    Image: