Posts

Posts

  • Sudharshanan K B
    Rel 13.19B User Adoption Object Activity15.0
    Topic posted April 15, 2019 by Sudharshanan K BGreen Ribbon: 100+ Points, tagged Reporting and Analytics, Sales, User Adoption in Engagement Cloud > Reporting and Analytics for Engagement Cloud public
    Title:
    Rel 13.19B User Adoption Object Activity
    Summary:
    With Rel 13. 19B Users will be able to report on User Adoption for object activity
    Content:

    User Adoption CRM – An Overview

    User Adoption Metrics helps CRM Stakeholders continuously measure the success of their CRM implementation. Using these metrics, CRM business leaders can obtain critical insights on how well users are using the application, if their needs are being met and whether their actions are resulting in the desired business outcome. 
    One critical area of measurement is correlating usage metrics with object activity metrics to understand patterns and trends on how users are creating/updating and managing the business objects in the application.  
    The dashboard and reports shared here is a sample implementation that uses the OTBI subject areas designed specifically for user adoption to show how sales organizations can report usage metrics and object activity metrics. 
     

    User Adoption - Object Activity addresses the below business needs:

     User Login Reporting:
    · Report User Logins by channels (Web, Mobile, and Mail (Office 365))
    · Get insight on adoption and usage from different channels, compare trends and help improve adoption across channels.
    Active / Inactive Users:
    · Report Top Active users across teams, Job roles, Channels over a period of time.
    Object Activity Details:
    · Report Usage across Object Types by Users.
    · Identify Sales Objects Usage (most used / least used)
    · Report count of Sales Objects Created/Updated, by Object Type, over a period of time.
    Analyze Team Usage:
    · Analyze User Adoption and Object Activity across teams within the organization.
     
     
     
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  • 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

     

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    Document:
  • 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
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  • 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
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  • Harshavardhan Konathala
    Incentive Compensation - Peer - Peer Manager Ranking By...5.0
    Topic posted June 5, 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 - Peer - Peer Manager Ranking By Transaction Amount Summary
    Summary:
    A manager he himself wants to compare his performance among peers and checks out the outcome. It helps in corrections and taking advisable decisions.
    Content:

    Business Use Case:

    Subject Areas used – IC Credits Real Time

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

    Most desirable report for a Sales VP, Performance measure always takes a lead in business development.

    A manager he himself wants to compare his performance among peers and checks out the outcome. It helps in corrections and taking advisable decisions.

    Below report gives a peer-peer ranking among the managers based on their performance on making Transaction Amount.

    Ranking has been given Year, Period wise. A compensation manager can himself compare his rank over the periods along with his peers rank.

    Bubble Chart:

    The below bubble chart gives a pictorial info on manager made transaction amount in that period and his rank. Bigger the bubble size (transaction amount) ranks first.

    Detailed reports given next to the visuals show more info on his transaction items.

    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 “Manager Ranking by Transaction Amount. 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 by a period. The ranking is given by Period.
    2. On the visuals, you are allowed to see only one year values at a time. A detailed report which is displaying next to visuals will give information for all the Years and Period based on the prompt values selected.
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  • 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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  • 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:
  • Bharath Danda
    Remove Sandbox Publish Capability for a specific role14.7
    Topic posted July 19, 2017 by Bharath DandaGreen Ribbon: 100+ Points, tagged HCM, Sales in Applications Security public
    Title:
    Remove Sandbox Publish Capability for a specific role
    Summary:
    We are trying to streamline the customization process using Sandboxes in Sales Cloud
    Content:

    We are trying to streamline the customization process using Sandboxes in Sales Cloud and we are thinking of giving publish rights to an admin person instead of all the developers/configurators. We created a copy for Application Developer and trying to figure out which function security policy I can remove to take away the publish capability for sandboxes.

    Is there a particular function security policy I can remove from the Application Developer Custom Role to achieve this?

  • Bradley Hughes
    Release 12 - Security Console Challenges and Colleague...14.3
    Topic posted April 26, 2017 by Bradley HughesBronze Trophy: 5,000+ Points, tagged Financials, HCM, Other, Procurement, Project Portfolio Management, Sales, SCM, Security, Tip in Applications Security public
    Title:
    Release 12 - Security Console Challenges and Colleague Password Reset Queries
    Summary:
    Help to resolve password resets for colleagues that have no Email and now no security questions
    Content:

    Hello,

    After reviewing the functionality within the Security Console for R12, we have discovered there are now no Security Questions available. The only functionality we can see that allows a colleague to reset their forgotten password, will require a Work Email Address. If Colleagues have no Work Email address, they will have to contact the operation in order to reset their password.

    The colleague can then log into Fusion immediately, without being prompted to change their password after initial log in. The Employee can reset their password by 'set preferences' but this is a manual task.

    Is anybody aware of any available functionality that allows a user, without an email address in the system to reset their password? or any workarounds that will prevent a huge volume of calls to the operation, due to a high volume of colleagues having no Work Email address,

    Kind Regards,

    Brad

  • 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

     

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