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Hello,
Our Sales Leaders require our Seller's to have at least one future dated activity on each opportunity.
Business problem we are trying to solve:
“Show me all of the opportunities that don’t have any future dated activities tied to them”.
I created a report and am using this Case When Statement to show all of the future dated activities on an opportunity.
CASE WHEN "Activity"."Due Date"> Current_Date then "Sales - CRM Pipeline"."Pipeline Facts"."# of Opportunities" else 0 end
The problem I'm running into is this: If I filter on just the zeroes, that would make it seem like Michael Johnson doesn’t have any future dated activities at all (see attached example). But he does. Any ideas on how I can show only the opportunities that only have zeroes and don’t have any 1’s?
If anybody has a better way to get at this information, I'm open to alternatives. If anybody has ideas about how to fix my current solution, I am open to those as well.
Thanks,
Stephanie
To implement this requirement we have to make a couple of table joins from FA side which was not implemented as of now.
Customers which are importing sales data into IC and creating reports from them we have to provide a solution with FA database tables join like below:
Need to consider the participant's data directly from the database, so that we can cross-compare the same when implemented in OTBI.
SALES DATA with PARTYID as main columns followed by all the main dimensions columns BASE ID values, FOR IC data, we have participant ID for the equivalent PARTYID columns followed by all the base dimensions columns BASE ID values. Please refer to attached Mockups
Points to note - We have to make the join between PARTID from sales and PARTYID from IC.
Mandatory Join, We have to join ORDER_ID from sales and TRANSACTION_ID from IC. Because functionally OREDR_ID = TRANSACTION_ID. I.E. SALES REPS who are making orders, only those are considered as TRANSACTIONS in IC. Hence we have to consider this joins for PROPER reporting data.
REPORT WITH BOTH SALES AND IC ATTRIBUTES -
Final Dashboard - Entire Prototype built on Oracle Data visualization Desktop Tool.
1) Credit AMOUNT calculated based on the SPLIT PCT for each transaction handled by the participant.
2) SPLIT PCT was given if two participants involved in one single transaction.
3) Earning AMOUNT will be 5% of the credit amount.
4) Transactions with status "CREDITED" are only considered for credit amount calculations
5) Similarly credits with status "Credited" are only considered for earning calculations.
Hello,
we are looking for the concrete SQL statements, which are used for getting the data of an datastore. Especially we need to know how multiple database tables are joined (inner/outer joins?).
For example the datastore Opportunity (CrmAnalyticsAM.OpportunityAM.Opportunity) uses multiple tables like MOO_OPTY, MOO_REVN, HZ_PARTIES, ... This information can be found in the mapping spreadsheet R13.19A CX OTBI Subject Area Database Mapping.xlsx, which was posted by Ling Xiang (https://cloudcustomerconnect.oracle.com/posts/38c32f731c). What are the concrete SQL statements for getting the data from these tables for the datastore?
Is there any documentation which provides this kind of information for datastores?
Thanks,
Yannik
Attainment Ranking & Summary
Subject Areas used – IC Performance & Earning Summary
Who can use this report (Roles) - Incentive Compensation Manager/ Analyst/ Sales Representative
The below dashboard is a sample implementation that shows how the Performance and Earnings Summary Subject area can be used to report metrics related to payment recovery.
This report is designed for the benefit of an Incentive Compensation Manager and/or an Incentive Compensation Analyst to help them understand the advance amount recovered and also the advance to be recovered based on ITD and PTD calculations so that the payments can be adjusted as required. Further, the Subject Area has been enhanced to support reporting of comp plan assignment types (Direct/Role-based) and also whether the participant’s incentive has been customized at a comp plan level.
All these enhancements are available from 19D onwards.
Quarterly Recovery Amounts by Participant:
A WAVE view provides info about all the recovery amounts by the participants against the target by Quarter.
You can move to each quarter by the using slider to move between quarters.
Period wise Recovery Amounts by Participant:
A bar chart provides info about all the recovery amounts by the participants against the target by each period. You can move to each quarter by the using slider to move between quarters.
Hi,
We have implemented the Sales rep Kanban report to show the Sales stages for various opportuntines. For some of the users its displayed fine where as for some of the users the top section is missing.
Do we need any setup for this Kanban report to display correctly
Thanks,
Prakash
Hi,
We have implemented the Sales rep Kanban report to show the Sales stages for various opportuntines. For some of the users its displayed fine where as for some of the users the top section is missing.
Do we need any setup for this Kanban report to display correctly
Thanks,
Prakash
Hi Community,
i need your help please on a BI-Reporting subject within Sales Cloud R13-18C.
Here is the scenario: i created a report based on Accounts and their opportunities, which are showing basically 2 axes (X= Opportunity Status which may be Lost, Won or Open), then Y= Expected revenue, which is the expected volume by Opportunity)
The report will be embedded as Mqshup content link within a sub-Tab in the Accounts (means within an account, you have several sub-Tabs, like contacts, opportunities, relationships etc...and i added another sub-tab called analysis, which will open this BI report.
All this works perfectly fine, but the rerport shows all volumes bases on the 3 statuses (open/lost/won) and is not filtered on the current account. Can somebody please help on how to go about it?
I need the report to trim values and show only those related to opportunities of the current account, where i've the sub-tab opened. When i select another one, it should be showing values of the second one..etc.
Manny thanks in advance and best regards
Nawfal El Hannoun
Sales Manager:
Sales Manager needs to view
owned by him or by his subordinates for selected time period.
Sales Representative:
Sales Representative needs to view
owned by him for selected time period.
Shows the data for Pipeline Team Dashboard with details in tabular form and also the graphs that give Status of opportunity, Channel contribution to closed deals that are owned by the logged in user or the subordinates reporting into him.
Note : Use Time Dimension filters as necessary
Sales Manager :
Sales Manager needs to view
owned by him or by his subordinates for selected time period.
Sales Representative :
Sales Representative needs to view
owned by him for selected time period.
Shows the data for Lead - Opportunity Conversion Report with details in tabular form and also the graphs that give my overview about the conversion, such as the channel contribution to closed deals that are owned by the logged in user or the subordinates reporting into him
Note : Use Time Dimension filters as necessary
Hello,
I'm trying to calculate the percentage of future dated activities on an opportunity. First, I need to calculate that using this: CASE WHEN "Activity"."Due Date"> Current_Date then COUNT(DISTINCT "Sales - CRM Pipeline"."Pipeline Facts"."# of Opportunities") else 0 end. This formula works and returns results.
Then, I'm doing this: 100*SUM(CASE WHEN "Activity"."Due Date"> Current_Date then COUNT(DISTINCT "Sales - CRM Pipeline"."Pipeline Facts"."# of Opportunities") else 0 end)/SUM("Sales - CRM Pipeline"."Pipeline Facts"."# of Open Opportunities"). This is not erroring out but it's also returning '0' as the results.
I've attached screen shots where I would expect to see a result of 9%. Any thoughts? I'm really hoping someone out here familiar with the OTBI for Sales Cloud has some information.
Thanks,
Stephanie
Please find the complete observations and current standings –
The entire idea of building this prototype is to provide a reporting solution which has both SALES and IC metrics.
The current model doesn’t support continuous reporting from sales to IC, hence to achieve this we want to integrate common dimensions shared across both the pillars i.e. joining both the pillars data using employee resource hierarchy from sales and participant hierarchy from IC. Similar to the partner dimension project.
By considering the above assumption we have started building the prototype by using SALES mockup (The one used for all the SALES POCS) and IC mockup(One we built completely new).
Sales mockup flow “Campaign-Lead-Opty-Order”, IC mockup flow “Transaction-Credit_earning-Payment”.
Joins established to build the prototype are SALES.PartyID = IC.PartyID and SALES.OrderID = IC.TransactionID.
Pointes to Note:
Entire data model and dashboard was completed by considering above joins.
Current joining flow is “IC → Resource Hierarchy → SALES”, from the current FA model we were able to identify the joins to link IC facts to resource hierarchy dimensions(PFA FA tables screenshot).
Whereas we are encountering trouble finding the joins to resource hierarchy → sales facts. Because in the current model Order details are coming from ORDER management and SALES data ending with Opportunity data.
using Order_num from transactions table we can join IC data with Order management data but later from order management to SALES Oppty, we don't have proper joins to establish.
There are no proper joins to get SALES Oppty data and SALES facts to build the solution at RPD level.