Posts

Posts

  • Harshavardhan Konathala
    Reporting using Cascading prompts – Attainment Summary35.0
    Topic posted March 22, 2019 by Harshavardhan KonathalaBlue Ribbon: 750+ Points, tagged Account, Activity, Assets, BI Publisher, Business Plan, Business Plan Objective, Channel Account Manager, Channel Sales Manager, Chart, Competitors, Contact, Customer, Dashboard, Data Visualization, Deals, Employee, Enrollment, Forecast, Household, Reporting and Analytics, Resource, Sales, Sales Campaign, Sales Executive, Sales Manager, Sales Representative, Shared Reports, Trends, Users, Year in Sales Cloud Report Sharing Center public
    Title:
    Reporting using Cascading prompts – Attainment Summary
    Summary:
    Cascading prompts is a feature that is liked by many customers because it allows them to have a preview of their data through prompts before actually seeing the data.
    Content:

    Business Use Case:

    Attainment Summary

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

    Cascading prompts is a feature that is liked by many customers because it allows them to have a preview of their data through prompts before actually seeing the data.

    Most of the times customers want to do themselves a cascading report, the below example will show how to do the cascading within the report and you can select only required values.

    Example: In the below report we have four prompts “Year”, “Participant”, “Unit of measure”, “Performance Measure”.

    Cascading prompts will work by showing the results of the second prompt followed by the values you selected in the first prompt and goes on.

    I.e. participant prompt values will show based on what year you selected, and performance measure will show values based on which participant and year we selected.

    We can do this by selecting whichever prompt values we wanted to cascade and then go to edit section selecting more options and choosing “limit Values By”.

    We can follow the same process for all the prompts which are needed to include as cascading.

    Year wise participant list:

    We have selected the year 2018 and all the participants involved in 2018 only will be listed.

    Year, Participant wise performance measure:

    We have selected the year 2016 and Participant as “Allison Flores” and only related performance measure values are showing up.

    Without this change, you will end up seeing all the participants’ data irrespective of year and seeing all performance values irrespective of year and participant selected.

    How to deploy:

    Un-archive “Attainment Summary.catalog” files which have all the individual report, dashboard prompt, and the dashboard.

    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, Participant Name, Unit of measure and Performance Measure.
    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 to see how the responses compare on different parameters
    Version:
    Oracle Business Intelligence 11.1.1.9.0
    Image:
  • Nawfal El Hannoun
    Automatical filtering a BI Report to the current Account...Answered95.0
    Topic posted March 18, 2019 by Nawfal El HannounRed Ribbon: 250+ Points, tagged Account, Opportunity, Pipeline, Sales, Sales Manager, Sales Representative, Shared Reports in Sales > Reporting and Analytics for Sales public
    Title:
    Automatical filtering a BI Report to the current Account selected
    Summary:
    Automatical filtering a BI Report to the current Account selected
    Content:

    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

     

    Version:
    Sales Cloud R13- 18C
  • Tiina Pajulampi
    Executive dashboard using Sales Page or OBIEE interactive...15.0
    Topic posted February 27, 2019 by Tiina PajulampiGreen Ribbon: 100+ Points, tagged Dashboard, Sales, Sales Executive in Sales > Reporting and Analytics for Sales public
    Title:
    Executive dashboard using Sales Page or OBIEE interactive dashboard?
    Summary:
    What would be the benefit of using the BI dashboard instead of sales page?
    Content:

    Hi,
    We want to create an executive dashboard, and can either do it in the OEC application dashboards/sales pages, or in OBIEE as interactive dashboards. I haven't found any information as to when to use one vs. the other. What would be the benefit of using the BI dashboard?

    Thank you,
    Tiina

    Version:
    OEC R18C OBIEE 11.1.1.9.0
  • Madhav Reddy
    Pipeline Team Dashboard5.0
    Topic posted February 6, 2019 by Madhav ReddyBlue Ribbon: 750+ Points, tagged Opportunity, Pipeline, Reporting and Analytics, Resource, Revenue, Sales, Sales Executive, Sales Manager, Sales Representative in Sales Cloud Report Sharing Center public
    Title:
    Pipeline Team Dashboard
    Summary:
    Monitor how my team is/was participating in closing deals,Status of opportunity, Channel contribution to closed deals by choosing year, quarter.
    Content:

    Business Use Case:

    Sales Manager:

    Sales Manager needs to view

    1. How my team is/was participating in closing deals.
    2. Status of opportunity. Channel contribution to closed deals by choosing year, quarter.
    3. How my people are/were distributed among the opportunity teams,  the roles they are/were playing and the deals they are/were working on.

     owned by him or by his subordinates for selected time period.

    Sales Representative:

    Sales Representative needs to view

    1. How my team is/was participating in closing deals.
    2. Status of opportunity. Channel contribution to closed deals by choosing year, quarter.
    3. How my people are/were distributed among the opportunity teams,  the roles they are/were playing and the deals they are/were working on.

     owned by him for selected time period.

    How to deploy:

    1. Un-archive “Pipeline Team Dashboard. 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. Pipeline Team Dashboard comprises 4 sub reports :
      1. Pipeline Team Report
      2. Opportunity Revenue Vs Function Name
      3. Pipeline Team Report summary
      4. Pipeline Opportunity Revenue by Function Name

    Implementation notes:

    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

     

    Image:
  • Shyam Singh Patel
    Create Direct Database Query Option Re-Enable in 19AAnswered65.0
    Topic posted February 5, 2019 by Shyam Singh PatelGold Trophy: 10,000+ Points, tagged Financials, HCM, Other, Procurement, Project Portfolio Management, Public Sector, Sales, SCM, Security, Tip in Applications Security public
    Title:
    Create Direct Database Query Option Re-Enable in 19A
    Summary:
    Create Direct Database Query Option Re-Enable in 19A
    Content:

    Hi All,

    we recently upgraded to 19A and no more able to see Create Direct Database Query Option. it this removed and Moved to other Place?

    Regards

    Shyam

    Image:
  • Madhav Reddy
    Lead - Opportunity Conversion Report15.0
    Topic posted January 30, 2019 by Madhav ReddyBlue Ribbon: 750+ Points, tagged Leads, Opportunity, Sales, Sales Executive, Sales Manager, Sales Representative, Tip in Sales Cloud Report Sharing Center public
    Title:
    Lead - Opportunity Conversion Report
    Summary:
    Monitor how leads are being converted to the opportunities and whether Contributions of lead to opportunity are evenly allocated among the leads.
    Content:

    Business Use Case:

    Sales Manager :

    Sales Manager needs to view

    1. Monitor how leads are being converted to the opportunities.
    2. Contributions of lead to opportunity are evenly allocated among the leads.
    3. Channel contribution to closed deals.

     owned by him or by his subordinates for selected time period.

    Sales Representative :

    Sales Representative needs to view

    1. Monitor how leads are being converted to the opportunities.
    2. Contributions of lead to opportunity are evenly allocated among the leads.
    3. Channel contribution to closed deals.

     owned by him for selected time period.

    How to deploy:

    1. Un-archive “Lead - Opportunity Conversion Report. 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. Lead - Opportunity Conversion Report comprises 3 sub reports :
      1. Detail Lead – Opportunity conversion report showing Allocation%, weighted amount Vs Opportunity revenue.
      2. Graph view of weighted amount across the channels.
      3. Summary report showing weighted amount with Allocation%.

    Implementation notes:

    1. 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

    Image:
  • Stephanie Gott
    Formulas aren't working25.0
    Topic posted January 14, 2019 by Stephanie GottSilver Medal: 2,000+ Points, tagged Activity, Opportunity, Pipeline, Reporting and Analytics, Sales in Sales > Reporting and Analytics for Sales public
    Title:
    Formulas aren't working
    Summary:
    Trying to do math to create a custom metric and formulas aren't working.
    Content:

    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

     

    Version:
    11.1.1.9.0
  • Harshavardhan Konathala
    Incentive Compensation - Compensation Manager Dashboard5.0
    Topic posted December 3, 2018 by Harshavardhan KonathalaBlue Ribbon: 750+ Points, tagged Account, Activity, Assets, Business Plan Objective, Channel Account Manager, Channel Sales Manager, Chart, Customer, Dashboard, Data Visualization, Partner, Partner Announcements, Reporting and Analytics, Sales, Sales Executive, Sales Manager, Sales Representative, Shared Reports, Users, Year in Sales Cloud Report Sharing Center public
    Title:
    Incentive Compensation - Compensation Manager Dashboard
    Summary:
    The following report is a managers view of his teams targets, earnings and attainments from Incentive Compensation
    Content:

    Business Use Case:

    Subject Areas used – IC - Earnings Real Time, IC - Credits Real Time, IC - Transactions Real Time

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

     

    The following report is a managers view of his team's targets, earnings, and attainments from Incentive Compensation

     

    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 “SPM AdminV2.catalog” file using any of the user accounts which has the Un-archive privilege

     

    Image:
    Document:
  • Mike Lairson
    Slice and Dice an Emailed Analysis45.0
    Topic posted July 12, 2018 by Mike LairsonRed Ribbon: 250+ Points, tagged Reporting and Analytics, Sales in Sales > Reporting and Analytics for Sales public
    Title:
    Slice and Dice an Emailed Analysis
    Summary:
    I am looking for a way to email (non users) rows from a report but only the rows pertaining to the recipient.
    Content:

    I have a need to parse a report that contains multiple rows of data for several hundred different people, sending only the relevant rows to each recipient.  Imagine a tabular report, where the first column contains an email address.  There are several thousand rows of data, but each person only needs to see the rows that contain their email address. With CRM OnDemand, we used a 3rd Party tool to accomplish this, but that tool does not work with Sales Cloud.

    Example:

    Recipient Email Recipient Name Data Data Data
    mike@example1.com Mike zzz zzz zzz
    mike@example1.com Mike yyy yyy yyy
    mike@example1.com Mike www www www
    susan@example2.com Susan aaa aaa aaa
    susan@example2.com Susan bbb bbb bbb
    rob@example3.com Rob sss sss sss
    rob@example3.com Rob ttt ttt ttt

    I would want Mike to receive an email with a report (excel) attached that includes:

    Recipient Email Recipient Name Data Data Data
    mike@example1.com Mike zzz zzz zzz
    mike@example1.com Mike yyy yyy yyy
    mike@example1.com Mike www www ww

    Susan would receive an email with a report including:

    Recipient Email Recipient Name Data Data Data
    susan@example2.com Susan aaa aaa aaa
    susan@example2.com Susan bbb bbb bbb

    etc.

    I know I can accomplish this using several hundred Agents and several hundred reports - an agent and report for each recipient, but that is clearly a ridiculous solution to a simple problem that I am not willing to entertain.

    Does anyone know of a solution?  I am open to considering a solution within Sales Cloud, a tool that integrates with Sales Cloud, a tool that will take a CSV or XML input and generate the emails outside of Sales Cloud, or a third party vendor with some other solution.

    Thank you!

    Mike Lairson

     

  • Harshavardhan Konathala
    Incentive compensation - Participant Transaction & Dispute...Answered25.0
    Topic posted June 15, 2018 by Harshavardhan KonathalaBlue Ribbon: 750+ Points, tagged Account, Activity, Assets, BI Publisher, Business Plan, Business Plan Objective, Channel Account Manager, Channel Sales Manager, Chart, Competitors, Contact, Customer, Dashboard, Data Visualization, Deals, Employee, Enrollment, Forecast, Household, Infolets, 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 - Participant Transaction & Dispute History
    Summary:
    Report which gives detailed information on how many disputes that a participant facing by year and by period and also listing what justification given for the same.
    Content:

    Business Use Case:

    Participant Transaction & Dispute History

    Subject Areas used – IC Dispute Real Time

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

    With the help of new subject area introduced in Incentive compensation area, it is so easy that we can take a count of transactions and count of disputes that a participant is holding

    Compensation manager and comp admin can take a decision based on their counts in the allocation of new compensation plans to them.

    An analyst and participants also can keep a track of their disputes and dispute status.

    No report was developed on these lines, the first report which gives detailed information on how many disputes that a participant facing by year and by period and also listing what justification given for the same.

    Count of Disputes Vs Transactions:

    A horizontally stacked bar chart showing the count of transactions and disputes by the participant.

    You are allowed o chose the particular participant if you are specific.

    A detailed report gives you complete information by year and participant wise.

    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 “Participant Transaction Dispute History. Catalog” files 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 each year and displaying the count of transaction and counts of disputes that are happened with the participant.
    2. On the other side a detailed report with all the justification given for the same dispute.

     

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