Posts

Posts

  • 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
    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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  • Madhav Reddy
    Negative Reporting Dashboard5.0
    Topic posted August 8, 2018 by Madhav ReddyBlue Ribbon: 750+ Points, tagged Account, Activity, Assets, Customer, Dashboard, Opportunity, Product, Reporting and Analytics, Sales Executive, Sales Manager, Sales Representative, Shared Reports in Sales Cloud Report Sharing Center public
    Title:
    Negative Reporting Dashboard
    Summary:
    Sales Manager/Rep needs to see the Account without Activities, Products without Revenues, Expiring Assets without new Opportunities and other negative reports
    Content:

    Business Use Case:

     

    As a Sales Manager, I want to see the negative reporting data i.e.

    • Customer where there have been no activities in the last 30 days (or selected time period)
    • Customers for which no Opportunity has been raised in the last 30 days (or selected time period)
    • Customers without any SRs in last 30 days (or selected time period)
    • Product that hasn’t contributed to Revenue in last 30 days (or selected time period)
    • Assets that are expiring in next month (or selected time period) and which don’t have any associated Opportunity raised

     

    Negative Reporting:


    Since the dashboard here has all the reports that shows the data in a negative context, it is aptly named as negative reporting dashboard.
    This dashboard is an example of how a negative report can be created with few examples.

    Essentially, to create a negative report, following high level steps are to be performed:

    Let’s take a simple case where we want to see all the Accounts without any Activities

    Step 1: Get the list of all the accounts (A)
    Step 2: Get list of the accounts with activities (B)
    Step3: A – B will give us the list of all the Accounts without activities

    Thus to create such a report, we need to use a SET operation (MINUS).
     

    The Catalog file attached here has a dashboard that essentially uses the same principle above for each of the reports and it shows –

    1. Customer without Activities:
      Customers that do not have any associated activities for a given time period, so that the Sales Representatives can plan a meeting accordingly.
       
    2. Customer without Opportunities:
      Customers’ existing in the system that do not have any Opportunities created for the selected time period, so that Sales Rep can review these accounts for next actions
       
    3. Customer without SRs :
      Customers existing in the system who have not raised any SR for a given time period
       
    4. Product without Revenue:  
      What are the Products that have not contributed to revenue for a selected time period
       
    5. Expiring Assets without Opportunities:
      What are the Assets that are expiring in a selected time period, which don’t have any related Opportunity created in the system

    How to deploy:

    1. Un-archive “Negative Reporting Dashboard” 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. Negative Reporting Dashboard comprises 5 reports, 5 Saved Query reports and 5 dashboard prompts. :
    1. Customer without Activities and the Owner details
    2. Customer without Opportunities
    3. Customer without SRs
    4. Product with no Revenue
    5. Asset Ids expiring in next x days
    6. Customer Id with no Activities
    7. Customer Id with no Opportunities
    8. Customer Id with no SRs
    9. Product Id with no Won Revenue
    10. Asset IDs with no Opportunities
    11. Days without Activity prompt
    12. Days without Opportunity prompt
    13. Days without SR prompt
    14. Product without Revenue prompt
    15. Expiring Assets without Opportunity prompt

    Implementation notes:

    1. Time filter in the dashboard prompt is defaulted to 30 days. Please use the filters as necessary

     

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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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  • 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  
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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:
  • Harshavardhan Konathala
    Incentive compensation: CRM SALES and IC dimensions linking...5.0
    Topic posted May 28, 2019 by Harshavardhan KonathalaBlue Ribbon: 750+ Points, tagged Activity, BI Publisher, Business Plan, Business Plan Objective, Channel Account Manager, Channel Sales Manager, Chart, Competitors, Customer, Dashboard, Data Visualization, Forecast, Infolets, Leads, MDF, Opportunity, Opportunity Management, Partner, Partner Announcements, Pipeline, Quota, Reporting and Analytics, Sales, Sales Campaign, Sales Executive, Sales Manager, Sales Representative, Shared Reports, Trends, Users in Sales Cloud Report Sharing Center public
    Title:
    Incentive compensation: CRM SALES and IC dimensions linking using common 'Resource Hierarchy'
    Summary:
    The below prototype helps in building common reporting solutions across fusion CRM and IC Pillars, current DWH model doesn't have direct reporting solution across the pillars.
    Content:

    Background & Business Case - 

    • Customers who are using both CRM SALES and IC, as of now they are unable to create the report with common dimensions and metrics from both the pillars.
    • Any customer whose sales representatives involved in SALES activities and to check their compensation details till now customers are importing the same sales representatives data into IC and creating the reports.
    • Any customer if wants to create the report using SALES and IC dimensions there is no proper linking between these pillars and end up creating a cross SA with completely improper data.
    • Hence to resolve this we have an idea on joining CRM sales resource hierarchy and IC participant hierarchy, functionally which is same but technically there is no implementation.
    • CRM resources or sales representatives are the same IC participants who are getting compensation in IC. Hence using this functional derivation we are joining the CRM resource hierarchy and IC participant hierarchy details to get the common report across both the pillars.
    • CRM sales data ends once the order details have been placed, from there IC starts with the order data and ends with payment information.
    • As of now, we don't have any direct reports which have complete sales details along with the Incentive compensation metrics.
    • With this joining, we can get a complete report with SALES dimensions and metrics followed by IC metrics.

    FA Implementation - 

    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:

     

    FA%20DB%20Joins.png?version=1&modificationDate=1549990664000&api=v2

    • JTF_RS_REP_MANAGERS_CF is used to fetch manager/hierarchy for resources stored in JTF_RS_RESOURCE_PROFILES in Sales. IC participants are stored in CN_SRP_PARTICIPANTS_ALL and the hierarchy is sourced from HCM table  PER_MANAGER_HRCHY_REPORTEES_DN
    • Sales resource hierarchy and participant hierarchy are not stored in a common table. There is no process to sync this data either. The only link is the hz_parties.party_id (TCA) present in both Sales and IC tables.
    • Ideally, a customer implementing both IC and Sales will import sales resources in IC as participants. So, yes, jtf_rs_resource_profiles.party_id can be looked up for matching party_id records in cn_srp_participants_all

    Data Mockups - 

    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.

     

    SALES%20AND%20IC%20REPORT.PNG?version=1&modificationDate=1549991819000&api=v2

    REPORT WITH BOTH SALES AND IC ATTRIBUTES - 

     

    COMMON%20REPORT.PNG?version=1&modificationDate=1549991989000&api=v2

     

    Final Dashboard - Entire Prototype built on Oracle Data visualization Desktop Tool.

     

    Final%20Report.jpg?version=1&modificationDate=1556281441000&api=v2

     

    Note - 

    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.

     

    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.

    Version:
    Oracle DV Version 12.2.5.0.0-20180829155113
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    Document:
    Document:
  • 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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