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  • Madhav Reddy
    Assets Dashboard5.0
    Topic posted November 8, 2017 by Madhav ReddyBlue Ribbon: 750+ Points, tagged Assets, Dashboard, Product, Sales Manager, Sales Representative, Shared Reports in Sales Cloud Report Sharing Center public
    Title:
    Assets Dashboard
    Summary:
    View the Assets count over quarters, Assets that are expiring in the next 90 days and the top 10 Products by Asset
    Content:

    Business Use Case:

    Sales Manager :
    Sales Manager needs to view

    1. The Assets count over quarters
    2. Assets that are expiring in the next 90 days
    3. The top 10 Products by Asset Count

    for all Assets that are owned by him or by his subordinates.

    Sales Representative :
    Sales Representative needs to view

    1. The Assets count over quarters
    2. Assets that are expiring in the next 90 days
    3. The top 10 Products by Asset Count

    for all Assets that are owned by him. 

    How to deploy:

    1. Un-archive “Asset 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. Asset Dashboard comprises 3 reports :
      • Quarterly Asset base growth: Shows the Assets count over quarters
      • Asset Expiring in 90 days: Shows the Assets that are expiring in the next 90 days
      • Top 10 Products by Asset Count: Shows the top 10 Products by Asset Count

    Implementation notes:

    1. Shows the data for Assets that are owned by the logged in user or the subordinates reporting into him
    2. Use Time Dimension filters as necessary

     

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  • Madhav Reddy
    Account Assessment comparison report5.0
    Topic posted November 8, 2017 by Madhav ReddyBlue Ribbon: 750+ Points, tagged Account, Assessment, Shared Reports in Sales Cloud Report Sharing Center public
    Title:
    Account Assessment comparison report
    Summary:
    View and Compare Assessment responses and score across selected Customers
    Content:

    Business Use Case:

    Sales Manager/ Representative->

    Sales User needs to view responses to different questions of an assessment and compare the responses by different customers using BI report

    How to deploy:

    1. Un-archive “Account Assessment Comparison.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. The data fetched is for the selected Customer Name, Assessment Template Name and Assessment Name from the Dashboard Prompt.
    2. From R13 onwards, you can submit multiple responses against the same assessment
      1. E.g. You can submit Customer satisfaction assessment response every quarter to see how the responses compare on different parameters
      2. In these cases, the responses for different quarters can easily be compared side by side and also you can further add a trend line to your reports to see how the satisfaction trend for a customer is
    Image:
  • 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 .
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  • Hitesh Patel
    Leads Dashboard25.0
    Topic posted October 6, 2017 by Hitesh PatelSilver Medal: 2,000+ Points, tagged Dashboard, Lead, Sales Manager, Sales Representative, Shared Reports in Sales Cloud Report Sharing Center public
    Title:
    Leads Dashboard
    Summary:
    Shows the Leads KPIs (infolets), Status break up, Trend and Lead detail report
    Content:

    Business Use Case:

    Sales Manager-

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

    1. Infolets for number of Leads created, Converted, Qualified and the % conversion by his team
    2. Lead Trends for the months in the current quarter showing Leads created and Converted
    3. Leads split by statuses
    4. Leads Owned and number of Leads converted by his team members
    5. Detailed report on Leads that shows Lead Name, Creation date, Status, Lead Owner and Account

    for all the Opportunities owned by him or his subordinates

    Sales Representative-

    Sales Representative needs to view the Lead summary Dashboard for the current quarter that shows -

    1. Infolets for number of Leads created, Converted, Qualified and the % conversion
    2. Lead Trends for the months in the current quarter showing Leads created and Converted
    3. Leads split by statuses
    4. Leads Owned and number of Leads converted by him
    5. Detailed report on Leads that shows Lead Name, Creation date, Status, Lead Owner and Account

    for all the Leads owned by him 

    How to deploy:

    1. Unarchive the Lead 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 “Lead Dashboard” under /Shared/Custom/Customer Relationship Management
    3. This folder contains 6 reports and 1 dashboard

     

    Implementation notes:

    1. The dashboard and the reports that has been archived shows the data for Leads owned by the sales representative
    2. In case of a Sales Manager, it shows the data for all the team members reporting into him
    3. The data shows up only for the Current Enterprise Quarter. Please update this time filter to suit your requirements
    Image:
    Document:
  • 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:
  • Hitesh Patel
    Opportunity Breakdown Dashboard5.0
    Topic posted October 6, 2017 by Hitesh PatelSilver Medal: 2,000+ Points, tagged Dashboard, Opportunity, Shared Reports in Sales Cloud Report Sharing Center public
    Title:
    Opportunity Breakdown Dashboard
    Summary:
    Shows the Opportunities broken down by Industry, Sales Stage, Closing Quarter and State
    Content:

    Business Use Case:

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

    • Open, Closed and Lost Opportunity Revenue and their Count, 
    1. by Industry
    2. by Sales Stage
    3. by Closing quarter
    4. by State

    for all the Opportunities owned by him or his subordinates

    Sales Representative-

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

    • Open, Closed and Lost Opportunity Revenue and their Count, 
    1. by Industry
    2. by Sales Stage
    3. by Closing quarter
    4. by State

    for all the Opportunities owned by him. 

    How to deploy:

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

     

    Implementation notes:

    1. The data is shown for the Opportunities where the logged in user is the Owner or any of the subordinates are the owner of the Opportunity
    2. Ensure that you use the correct Sales Method while using this report (it is defaulted to Standard Sales Process)
    3. The Metrics are grouped using column selector such that it shows the revenue and the numbers by selecting appropriate value from the drop down
    4. The Opportunities by quarter shows quarterly data for the current year
    Image:
  • Hitesh Patel
    Opportunity Overview (Kanban board view)5.0
    Topic posted October 6, 2017 by Hitesh PatelSilver Medal: 2,000+ Points, tagged Opportunity, Sales Manager, Sales Representative, Shared Reports in Sales Cloud Report Sharing Center public
    Title:
    Opportunity Overview (Kanban board view)
    Summary:
    Shows the Opportunity summary and details for different Sales stages in a Kanban board view
    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 Pipeline Overview.catalog file (attached with the post) in /Shared/Custom/Customer Relationship Management folder of 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 “Pipeline Overview” under /Shared/Custom/Customer Relationship Management
    3. This folder contains 13 reports and 1 dashboard

     

    Implementation notes:

    1. The data that is fetched is for “Standard Sales Process” (if you want to use this report for other sales process, ensure to update all the *List and * Summary Box reports to fetch data for the new Sales Process
    2. The “Standard Sales Process” has six stages viz. Qualification, Discovery, Building Vision, Presentation, Agreement and Negotiation. Thus we have 12 reports that are used in the dashboard i.e. two reports for each of the sales stages
    3. If you have a custom sales method, which has less or more than six stages, please ensure that the changes are made accordingly in the dashboard
    Image:
  • Manjunath Bangalore Subramanian
    Oracle Data Visualization - Channel Sales Manager Content...24.8
    Topic posted August 10, 2017 by Manjunath Bangalore SubramanianBlue Ribbon: 750+ Points, tagged Shared Reports in Sales Cloud Report Sharing Center public
    Title:
    Oracle Data Visualization - Channel Sales Manager Content Pack
    Summary:
    Predefined Data visualization content targeted for Channel Sales Managers, enabling them to perform Self-service analytics on Channel Sales Data
    Content:

    Introducing - Channel Sales Manager (CSM) Content Pack

    The Channel Sales Manager Content pack is a Data Visualization starter kit designed for use by a Channel Sales Manager, for self-service analytics on critical sales data. It contains a number of pre-built analysis templates and OTBI reports with rich analytical content that produces data driven insights. Pre-built connectors to Oracle Sales 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 analytical included in the content pack

    The following projects are included in the content pack -

    • Performance Overview – The Performance overview project offers visualizations providing insight into overall channel sales performance, team performance and also partner’s performance. In addition, a CSM can quickly assess top 10 partners, top customers, top products and top deals.
    • MDF Overview - The MDF overview allows a CSM to review marketing budget utilization based on the budget amount that has been made available to the CSM’s partners throughout the year
    • Partner Network Overview – Ability to view which partner programs are available to partners and which active partners have enrolled or not enrolled into those programs, as well as the status of partner enrollments.
    • Partner Pipeline – Includes Pipeline review and Pipeline Analyzer. Provides a CSM with a complete view of quota attainment for the current quarter and detailed analysis on the opportunities in the pipeline. The Pipeline Review analyzer shows the top partners by open revenue, as well as the total open revenue by sales stage closing in the current and the next two quarters.
    • Business Planning -Track and monitor which of the active partners have an approved business plan, and which of those plans have objectives that have not been attained yet.
    • Demand Generation – This project provides a CSM with the ability to monitor leads and their progress to opportunities, and also Deal registrations
    Image:
    Document:
  • Manjunath Bangalore Subramanian
    Oracle Data Visualization - Sales VP Content Pack (Sales...64.8
    Topic posted March 30, 2017 by Manjunath Bangalore SubramanianBlue Ribbon: 750+ Points, tagged Shared Reports in Sales Cloud Report Sharing Center public
    Title:
    Oracle Data Visualization - Sales VP Content Pack (Sales Cloud)
    Summary:
    Pre-built data visualization content targeted for consumption by Sales VP's, empowering them to perform self-service data analytics for generating insights and for promoting faster decision making
    Content:

     

    Introducing - Sales VP Content Pack

    The Sales VP Content pack is a Data Visualization starter kit designed for use by a Sales VP or a Sales exec, enabling the user to perform self-service analytics on critical sales data. It contains a number of pre-built analysis templates and OTBI reports with rich analytical content that generates insights and also uncovers hidden data patterns. Pre-built connectors to Oracle Sales are included in the content pack thereby enabling analytics on actual data. Finally, excel Samples are provided for each analysis for illustration purposes to provide a user with a quick of the analytics included in the content pack.

    The following analysis templates are included in the content pack -

    • Sales Review - Monitor and Assess closed opportunity line revenue against Quota and adjusted forecast in a given quarter
    • Pipeline Review - Proactively monitor open opportunity revenue for the remaining weeks in the current quarter
    • Product line Review - View product line revenue for the remaining weeks in the current quarter and compare historical trends
    • Competitor Analysis - Perform analysis on top competitors and win/loss details
    • Top deals in Play - Understand the opportunity progression for top deals based on Snapshot of the week & year
    • Quarterly Business Review - Supporting analysis templates for running a quarterly business review meeting
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