5Staying Informed with Prebuilt Analytics

This chapter contains the following:

Overview of Your Sales Cloud Analytics

This section lists all of the Sales Cloud analyses that come out-of-the-box with your application. You can customize any or all of these reports to meet your specific company requirements. Whatever role you play in your organization, there are analyses specifically designed to help make your job easier. You can track your pipeline, your revenue status, your top performers, and much more. We've provided all the tools you need to monitor and manage your sales activities.

Analyses for Sales Representatives

This table lists the analyses that are designed for sales representatives. They can see how they are doing against their quotas, open opportunities, how long it takes to close deals, and deals in the pipeline, and much more.

Standard Analyses for Sales Representatives

The following table contains analyses stored in BI under ..Sales/Embedded Content/ Sales Representative.

Report Title Report Description Column Names

My Forecast vs. Open Pipeline

Shows what is in the pipeline against the forecasted revenue for the selected period. This analysis is filtered to display only those partners where the logged in user is part of the account team.

Uses key information such as Forecast, Adjusted Forecast, Won Revenue, Open Pipeline, and Forecast Period.

My Open Leads by Age

Shows the age of open leads in the pipeline. This analysis is filtered to display only those partners where the logged in user is part of the account team.

Uses key information such as Lead Age (days), Lead Count, Deal Size, number of Leads, and Total Leads.

My Open leads by Source

Shows open leads and the lead origin. This analysis is filtered to display only those partners where the logged in user is part of the account team.

Uses key information such as Lead Count, Deal size, number of Open Leads, number of Leads, Time frame, Lead Source, Source, and Age.

My Open Tasks

Shows tasks such as call, chat meeting, not specified, that still need to be completed. Sales reps use this analysis to plan their workload, and adjust schedules, and identify overdue tasks.

Uses key information for analysis display such as Number of Tasks, Activity Type, and Due Date. This analysis is filtered to display only those partners where the logged in user is part of the account team.

My Performance

Shows how sales rep is performing. This analysis is filtered to display only those partners where the logged in user is part of the account team.

Uses key information for analysis display such Enterprise Quarter, Target Quota, Won Revenue, Remaining Quota, Quota Attainment, and Axis Limit.

My Pipeline

Shows opportunities that are stuck in the pipeline. Shows if there is enough open opportunity to meet forecasted targets. This analysis is filtered to display only those partners where the logged in user is part of the account team.

Uses key information for analysis display such as Sales Stage, Sales Stage Name, Sales Stage Row ID, Amount, Open Pipeline, Won Revenue % of Total Attainment. Closed Opportunity Line Revenue, Total Revenue, Pipeline Facts, Employee.

My Stalled Opportunities

Shows open owned opportunities that are stalled. Stalled is defined as open for a time period longer than the average duration of the sales stage. Sorted descending by days stalled. This analysis is filtered to display only those partners where the logged in user is part of the account team.

Uses key information for analysis display such as Win %, Name, Opportunity ID, Account, Customer Row ID, Customer Type Code, Sales Stage, Pipeline Days, Close Date, Pipeline Amount

My Top Accounts by Open Opportunities

Shows where accounts are based on open opportunities. This analysis is filtered to display only those partners where the logged in user is part of the account team.

Uses key information for analysis display such as Open Opportunity Line Revenue, Number of Open Opportunities, Customer Name, Customer Row ID, Customer Type Code.

My Top Open Opportunities

Shows top opportunities currently in the pipeline. This analysis is filtered to display only those partners where the logged in user is part of the account team.

Uses key information for analysis display such as Win %, Name, Opportunity ID, Account, Customer Row ID, Customer Type Code, Primary Contact, Contact Row ID, Sales Stage, Close Date, Amount.

My Unaccepted Leads by Age

Shows leads in the pipeline that are still in-progress, and have not closed. This analysis is filtered to display only those partners where the logged in user is part of the account team.

Uses key information for analysis display such as Lead Age, Lead Count, Lead Count, Deal Size, Number of Leads, Lead Age.

My Won Opportunities

Shows top opportunities that have been closed. This analysis is filtered to display only those partners where the logged in user is part of the account team.

Uses key information for analysis display such as Name, Opportunity ID, Account, Customer Row ID, Customer Type Code, Primary Contact, Contact Row ID, Amount, Close Date.

My Top Accounts by My Activities

Shows top accounts with the most activity by this logged in user. This analysis is filtered to display only those partners where the logged in user is part of the account team.

Uses key information for analysis display such as Number of Activities, Call, Chat, Demo, Email Meeting, Not Specified, Others, Customer Name, Customer Row ID, Customer Type Code.

My Actuals vs. Quota Tile

Shows won revenue against revenue quota. This analysis is filtered to display only those partners where the logged in user is part of the account team. This analysis is used for infolet dashboard display.

Uses key information such as Resource Quota, Won Revenue, and Attainment Percent.

My Forecast vs. Open Pipeline Tile

Shows if there is enough open opportunities in the pipeline to meet forecasts. This analysis is filtered to display only those partners where the logged in user is part of the account team. This analysis is used for infolet dashboard display.

Uses key information such as Revenue Forecast Facts, Forecast.

My Open Leads Tile

Shows open leads. This analysis is filtered to display only those partners where the logged in user is part of the account team. This analysis is used for infolet dashboard display.

Uses key information such as Lead Facts, Lead Count.

My Pipeline Tile

Shows deals in the pipeline. This analysis is filtered to display only those partners where the logged in user is part of the account team. This analysis is used for infolet dashboard display.

Uses key information such as Pipeline Detail Facts, Open Revenue, and Deal Count.

My Stalled Opportunities Tile

Shows deals stuck in the pipeline. This analysis is filtered to display only those partners where the logged in user is part of the account team. This analysis is used for infolet dashboard display.

Uses key information such as Pipeline Facts, Opportunity Revenue, Deal Count, and Opportunity ID.

My Top Open Opportunities Tile

Shows top open deals in the pipeline. This analysis is filtered to display only those partners where the logged in user is part of the account team. This analysis is used for infolet dashboard display.

Uses key information such as Pipeline Detail Facts, Open Revenue, and Deal Count.

My Performance Tile

Shows how sales rep is performing. This analysis is filtered to display only those partners where the logged in user is part of the account team. This analysis is used for infolet dashboard display.

Uses key information such as Employee Name, Rank, Won Revenue, Resource Quota, Quota Attainment.

Analyses for Sales Managers

This table lists the analyses designed to help sales managers in their day-to-day team management and decision-making. They can see how their teams are doing against their quotas, open opportunities, how long it takes to close deals, and deals in the pipeline, and much more.

Standard Analysis for Sales Managers

The following table contains analyses stored in BI under ..Sales/Embedded Content/ Sales Manager.

Report Title Report Description Column Names

My Teams Activities (By Type)

Allows managers to ensure the workload is appropriately distributed and actively highlight any issues. This analysis is filtered to display only those partners where the logged in user is part of the account team.

Uses key information for analysis display such as# of Activities, Call, Chat, Demo, Email Meeting, Not Specified, Others, Customer Name, Customer Row ID, Customer Type Code.

My Team's Leads

How many leads does my team currently have. This analysis is filtered to display only those partners where the logged in user is part of the account team.

Uses key information for analysis display such Deal Size, # of Leads, Age, Name, Rank, Customer Row ID, Employee, Lead Status, Time frame, Lead Channel, Lead ID, Account.

Team Leadership Board

Shows the leaders of a sales team. This analysis is filtered to display only those partners where the logged in user is part of the account team.

Uses key information for analysis display such as Employee name, Employee Row ID, Won Revenue, Closed Opportunity Line Revenue, Target Quota, Quota Attainment.

My Team's Performance

Shows opportunities that are stuck in the pipeline. Shows if there is enough open opportunity to meet forecasted targets. This analysis is filtered to display only those partners where the logged in user is part of the account team.

Uses key information for analysis display such as Sales Stage, Sales Stage Name, Sales Stage Row ID, Amount, Open Pipeline, Won Revenue % of Total Attainment. Closed Opportunity Line Revenue, Total Revenue, Pipeline Facts, Employee.

My Team's Top Open Opportunities

Shows top open opportunities of a sales team. This analysis is filtered to display only those partners where the logged in user is part of the account team.

Uses key information for analysis display such as Open Opportunity Line Revenue, # of Open Opportunities, Customer Name, Customer Row ID, Customer Type Code.

My Team's Tasks on Open Opportunities

Shows top opportunities currently in the pipeline. This analysis is filtered to display only those partners where the logged in user is part of the account team.

Uses key information for analysis display such as Tasks on Open Opportunity, Completed Tasks on Open Opportunities, % Completion, Enterprise Quarter, Employee First Name, Employee Last Name, Employee Row ID, Opportunity Status Category.

Top Accounts by My Team's Activities

Shows top accounts with the most activity by this logged in user. This analysis is filtered to display only those partners where the logged in user is part of the account team.

Uses key information for analysis display such as# of Activities, Call, Chat, Demo, Email Meeting, Not Specified, Others, Customer Name, Customer Row ID, Customer Type Code.

My Team's Actuals vs. Quota Tile

Shows team won revenue against revenue quota. This analysis is filtered to display only those partners where the logged in user is part of the account team. This analysis is used for infolet dashboard display.

Uses key information such as Resource Quota, Won Revenue, and Attainment Percent

My Teams Forecast vs. Open Pipeline Tile

Shows if the team has enough open opportunities in the team pipeline to meet forecasts. This analysis is filtered to display only those partners where the logged in user is part of the account team. This analysis is used for infolet dashboard display.

Uses key information such as Resource Quota, Won Revenue, and Attainment Percent.

My Team's Leads Tile

Shows team open leads. This analysis is filtered to display only those partners where the logged in user is part of the account team. This analysis is used for infolet dashboard display.

Uses key information such as Revenue Forecast Facts, Forecast.

My Team's Performance Tile

Shows how the sales team is performing. This analysis is filtered to display only those partners where the logged in user is part of the account team. This analysis is used for infolet dashboard display.

Uses key information such as Employee Name, Rank, Won Revenue, Resource Quota, Quota Attainment.

My Team's Pipeline Tile

Shows team's opportunities that are stuck in the pipeline. This analysis is filtered to display only those partners where the logged in user is part of the account team. This analysis is used for infolet dashboard display.

Uses key information such as Open Revenue, and Deal Count

My Team's Open Opportunities Tile

Shows top open opportunities of a sales team. This analysis is filtered to display only those partners where the logged in user is part of the account team. This analysis is used for infolet dashboard display.

Uses key information such as Open Revenue, and Deal Count.

Customer Asset Analysis

Shows customer assets on the books by customer name and quantity. This analysis is filtered to display only those partners where the logged in user is part of the account team. This analysis is used for infolet dashboard display.

Uses key information such as Product Name, Quantity of Assets, Product Count, Customer and Asset Purchase Date.

Analyses for Channel Account Managers

This table lists the analyses that are designed to help Channel Managers in their day-to-day management and monitoring of their channel partners. They can see how their partners are doing against their quotas, open opportunities, how long it takes to close deals, and deals in the pipeline, and much more.

Analysis Listing for Channel Managers

The following table contains analyses stored in BI under ..Sales/Embedded Content/ Channel Manager.

Report Title Report Description Column Names

Actual vs. Quota

Shows the quota assigned and how many opportunities have been won by partners. This analysis is filtered to display only those partners where the logged in user is part of the account team.

Uses key information such as enterprise quarter, won revenue, target quota, pipeline detail facts, and resource quota.

Opportunities By Stage

Shows the open opportunities in the pipeline and the stage of the pipeline they are currently in. This analysis is filtered to display only those partners where the logged in user is part of the account team.

Uses key information such as Historical Sales Stage, Win Rate, Amount in the Pipeline, Opportunity Name, and Customer Name.

Opportunities By Stage

Shows the open opportunities in the pipeline, the partner, and the stage of the pipeline they are currently in. This analysis is filtered to display only those partners where the logged in user is part of the account team.

Uses key information such as Partner name, Historical Sales Stage, Win Rate, Amount in the Pipeline, Opportunity Name, and Customer Name.

Deal Registration

Shows the deals registered in the pipeline. This analysis is filtered to display only those partners where the logged in user is part of the account team.

Uses key information such as Submitted Date, Partner, Registration Number, Customer, Deal Size, and Close Date.

Partner Performance

Shows top performing partners by amount of revenue closed at this time. This analysis is filtered to display only those partners where the logged in user is part of the account team.

Uses key information such as partner name, partner ID, and partner status.

Partner Status

Shows the number of partners that are currently awaiting activation for the channel manager organization. This analysis is filtered to display only those partners where the logged in user is part of the account team.

Uses key information such as partner name, partner ID, and partner status.

Partner's Pipeline by Partner

Shows each partner, and the amount of revenue in their pipeline by pipeline stage. It also shows total revenue in the pipeline, open revenue, and won revenue for partners combined. Can be shown in graph or list view. This analysis is filtered to display only those partners where the logged in user is part of the account team.

Uses key information such as Partner name, Pipeline Amount, Open Pipeline, Won Revenue, Total Revenue, and Opportunity Line Revenue.

Partner's Pipeline by Stage

Shows a analysis with the total amount partner potential revenue in each pipeline stage, as well as closed revenue, and total of all revenue for all partners. Can be shown in graph or list view. This analysis is filtered to display only those partners where the logged in user is part of the account team.

Uses key information such as Partner name, Pipeline Amount, Open Pipeline, Won Revenue, % of Total Amount, Total Revenue, and Opportunity Sales Stage.

Stalled Opportunities

Shows opportunities that are stuck in the pipeline. Stalled is defined as open for a time period longer than the average duration of the sales stage. Sorted descending by days stalled. This analysis is filtered to display only those partners where the logged in user is part of the account team.

Uses key information for analysis display such as Win %, Name, Opportunity ID, Account, Customer Row ID, Customer Type Code, Sales Stage, Pipeline Days, Close Date, Pipeline Amount.

Top Opportunities

Shows top opportunities partners are working on. This analysis is filtered to display only those partners where the logged in user is part of the account team.

Uses key information for analysis display such as Open Opportunity Line Revenue, # of Open Opportunities, Customer Name, Customer Row ID, Customer Type Code.

Won Opportunities Drill Down

Shows a single partner's accounts and the total amount of closed or won opportunities sorted from highest on top. This analysis is filtered to display only those partners where the logged in user is part of the account team.

Uses key information such as Pipeline Amount, Customer name, Close time, Opportunity Name, and Partner.

Actual vs. Quota Tile

Shows the quota assigned and revenue won by all combined partners for the current quarter. This analysis is filtered to display only those partners where the logged in user is part of the account team. This analysis is used for infolet dashboard display.

Uses key information such as Resource Quota, and Pipeline Won Revenue.

Deal Registration Tile

Shows the deals registered in the pipeline. This analysis is filtered to display only those partners where the logged in user is part of the account team.

Uses key information such as Submitted Date, Partner, Registration Number, Customer, Deal Size, and Close Date.

Open Pipeline Tile

Shows the total amount of revenue in all partners' pipeline and the number of opportunities open in the pipeline. This analysis is filtered to display only those partners where the logged in user is part of the account team. This analysis is used for infolet dashboard display.

Uses key information for analysis display such as Pipeline Revenue, and Count.

Partner Performance Tile

Shows top performing partner and the amount of closed revenue for the current quarter. This analysis is filtered to display only those partners where the logged in user is part of the account team. This analysis is used for infolet dashboard display.

Uses key information such as partner name, partner ID, and partner status.

Partner Status Tile

Shows the number of partners that are currently awaiting activation for the channel manager organization. This analysis is filtered to display only those partners where the logged in user is part of the account team. This analysis is used for infolet dashboard display.

Uses key information such as Partner Amount, and Partner name.

Stalled Opportunities Tile

Shows opportunities that are stuck in the pipeline. Stalled is defined as open for a time period longer than the average duration of the sales stage. Sorted descending by days stalled. This analysis is filtered to display only those partners where the logged in user is part of the account team.

Uses key information for analysis display such as Win %, Name, Opportunity ID, Account, Customer Row ID, Customer Type Code, Sales Stage, Pipeline Days, Close Date, Pipeline Amount.

Top Opportunities Tile

List top open opportunities in the pipeline by count and amount. This analysis is filtered to display only those partners where the logged in user is part of the account team. This analysis is used for infolet dashboard display.

Uses key information for analysis display such as Open Opportunity Line Revenue, # of Open Opportunities, Customer Name.

Analyses For Executives

This table lists the analyses that are designed to help sales executives make key business decisions. They show forecast detail, opportunities for their teams, quota information, and performance detail.

Analysis Listing For Sales Executives

The following table contains analyses stored in BI under ..Sales/Embedded Content/ Sales Executive.

Report Title Report Description Column Names

Actual vs. Quota

Shows the quota assigned and how many opportunities won. This analysis is filtered to display only those partners where the logged in user is part of the account team.

Uses key information such as Resource Quota, Won Revenue, and Attainment Percent.

Forecast vs. Open Pipeline for Sales Exec

Shows if the team has enough sales in the pipeline to meet forecasted targets. This analysis is filtered to display only those partners where the logged in user is part of the account team.

Uses key information for analysis display such as Enterprise Quarter, Territory Owner ID, forecast, Territory Owner, Territory Name, Territory ID, Won Revenue, Open Pipeline.

Forecast vs. Quota

Shows how the team is trending toward meeting their quota. This analysis is filtered to display only those partners where the logged in user is part of the account name.

Uses key information for analysis display such as Total Forecast, Target Quota, Remaining Quota, Forecast vs. Quota, Axis Limit.

My Team's Leads for Sales Exec

Shows many leads does the team currently has. This analysis is filtered to display only those partners where the logged in user is part of the account team.

Uses key information for analysis display such Deal Size, # of Leads, Age, Name, Rank, Customer Row ID, Employee, Lead Status, Time frame, Lead Channel, Lead ID, Account.

My Team top Open Opportunities for Sales Exec

Shows top open opportunities of a sales team. This analysis is filtered to display only those partners where the logged in user is part of the account team.

Uses key information for analysis display such as Open Opportunity Line Revenue, # of Open Opportunities, Customer Name, Customer Row ID, Customer Type Code.

My Team's Tasks on Open Opportunities

Shows top opportunities currently in the pipeline. This analysis is filtered to display only those partners where the logged in user is part of the account team.

Uses key information for analysis display such as Tasks on Open Opportunity, Completed Tasks on Open Opportunities, % Completion, Enterprise Quarter, Employee First Name, Employee Last Name, Employee Row ID, Opportunity Status Category.

Sales Stage by Age

Shows where deals are in the pipeline by how long they have been in the pipeline. This analysis is filtered to display only those partners where the logged in user is part of the account team.

Uses key information for analysis display such as Sales Stage Name, # of Days in Stage, # of Opportunities, Total Opportunities, Enterprise Quarter, Sales Stage Row ID.

Sales Performance Trend

Shows how sales are trending for that quarter in terms of opportunities won and lost. This analysis is filtered to display only those partners where the logged in user is part of the account team.

Shows how sales are trending for that quarter in terms of opportunities won and lost. This analysis is filtered to display only those partners where the logged in user is part of the account team.

Team Leadership Board

Shows the leaders of a sales team.. This analysis is filtered to display only those partners where the logged in user is part of the account team.

Uses key information for analysis display such as Employee name, Employee Row ID, Won Revenue, Closed Opportunity Line Revenue, Target Quota, Quota Attainment.

Top Open Opportunities

Shows top open opportunities of a sales team. This analysis is filtered to display only those partners where the logged in user is part of the account team.

Uses key information for analysis display such as Open Opportunity Line Revenue, # of Open Opportunities, Customer Name, Customer Row ID, Customer Type Code.

Actual vs. Quota for Sales Exec Tile

Shows the quota assigned and how many opportunities won. This analysis is filtered to display only those partners where the logged in user is part of the account team. This analysis is used for infolet dashboard display.

Uses key information such as Resource Quota, Won Revenue, Gap, Attainment Percent.

My Team Forecast vs. Open Pipeline for Sales Exec Tile

Shows if the team has enough sales in the pipeline to meet forecasted targets. This analysis is filtered to display only those partners where the logged in user is part of the account team. This analysis is used for infolet dashboard display.

Uses key information such as Revenue Forecast Facts, Forecast.

My Team Leads for Sales Exec Tile

Shows how many leads the team currently has in the pipeline. This analysis is filtered to display only those partners where the logged in user is part of the account team. This analysis is used for infolet dashboard display.

Uses key information such as Lead Facts, # of Leads, # of leads converted.

My Team Performance for Sales Exec Tile

Shows team performance by won revenue. his analysis is filtered to display only those partners where the logged in user is part of the account team. This analysis is used for infolet dashboard display.

Uses key information such as Employee Name, Rank, Won Revenue, Resource Quota.

My Team Pipeline for Sales Exec Tile

Shows opportunities that are stuck in the pipeline and are not moving forward. Shows if there is enough open opportunity to meet forecasted targets. . This analysis is filtered to display only those partners where the logged in user is part of the account team. This analysis is used for infolet dashboard display.

Uses key information such as Pipeline Detail Facts, Open Revenue, and Deal Count.

My Team top Open Opportunities for Sales Exec

Shows top opportunities currently in the pipeline. This analysis is filtered to display only those partners where the logged in user is part of the account team. This analysis is used for infolet dashboard display.

Uses key information such as Pipeline Detail Facts, Open Revenue, and Deal Count.

General Analytics

This chapter lists reports that are not specific to the logged in user, or to a product area. They are general reports that are under the directories in the analytic library folder.

General Analytics Listing

The following table lists the reports listed in BI under ..Sales/Analytic Library/(report location)/.

Report Location Report Title Report Description Column Names

Competitors

Closed and Lost Revenue Trend

Shows for the quarter revenue that was won against revenue that was in the pipeline that didn't close.

Uses key information such as Quarter, Closed Revenue, Lost Revenue, and Year

Competitors

Current Year Win Rate

Shows how many deals won (closed) for that year for a Competitor.

Uses key information such as Competitor, Competitor Row ID, and Win Rate

Competitors

Reason Lost

Shows the reasons that opportunities dropped out of the pipeline without closing.

Uses key information such as Opportunity Reason Won or Lost, and Win Loss Facts.

Competitors

Reason Won

Shows the reasons that opportunities in the pipeline were won.

Uses key information such as Opportunity Reason Won or Lost, and Win Loss Facts.

Competitors

Recent Competitive Wins

Shows the wins and revenue for competitors.

Uses key information such as Customer Row ID, Customer Name, Competitor, Time, and Pipeline Facts Closed Revenue.

Competitors

Win Loss Scorecard

Shows primary competitor win rate against losses and closed revenue.

Uses key information such as Competitor, Win Loss Facts, Pipeline Facts and Win Loss Facts.

Competitors

Win Loss Trend

Shows the quarterly trend of win loss opportunities in a bar chart.

Uses key information such as Enterprise Quarter, and Win Loss Facts.

Competitors

Win Rate Analysis

Shows the win rate of competitors by product group.

Uses key information such as Product, Competitor and Win Loss Facts.

Customers

Costumer Pipeline

Shows deals in the pipeline stages against opportunity revenue and open opportunities.

Uses key information such as Opportunity, Pipeline Facts, Open Opportunity and #of Open deals.

Customers

Top Customers

Shows Top Customers by Open Opportunity Revenue.

Uses key information such as Customer, Pipeline Facts, # of Open Opportunities, and Open Opportunity Revenue.

Demand Generation

Average Sales Cycle by Source

Shows average sales cycle in days against campaign name on a bar chart.

Uses key information such as Marketing Source, Sales Cycle Facts, and Pipeline Facts.

Demand Generation

Close Rate by Source

Shows the number of closed opportunities created by campaign.

Uses key information such as Marketing Source, and Pipeline Facts.

Demand Generation

Closed Revenue by Campaign

Shows the closed revenue generated by the top campaigns.

Shows key information such as Marketing Source, and Pipeline Facts Closed Revenue.

Demand Generation

New Opportunities by Month

Shows the number of new opportunities as well as the opportunity revenue created by month.

Shows key information such as Secondary Dates Open Month, and Pipeline Facts.

Demand Generation

New Opportunities by Source

Shows the number of new opportunities created from campaigns.

Shows key information such as Marketing Source, and Pipeline Facts.

Demand Generation

Number of New Opportunities by Subordinate

Shows the number of new opportunities by subordinate.

Shows key information such as Sales Resource Hierarchy, and Pipeline Facts.

Demand Generation

Open Opportunities by Campaign

Shows the number of open opportunities by campaign.

Uses key information such as Marketing Source Campaign Name, Opportunity, Customer, Close Date, Enterprise Quarter, and Pipeline Facts.

Demand Generation

Opportunity Revenue by Source

Shows the number of opportunities created by top campaigns.

Uses key information such as Campaign Name, and Pipeline Facts.

Embedded Content

My Dashboard

Shows all accounts and opportunity details.

Uses key information such as Opportunity, Contact, close Date, Win %, Quantity, Amount, and Competitor.

Embedded Content/Dashboards

Forecast Change detail

Shows forecast by opportunity details.

Uses key information such as Customer, Sales Forecast Type Code, Opportunity, Forecast Item, Revenue Item ID, Opportunity, Territory, Territory Owner, Sales Account, Product.

Embedded Content/Dashboards

My Customers

Shows opportunity by open and closed revenue.

Uses key information such as Opportunity Name, Number of Open Opportunities, Open Revenue and Closed Revenue.

Embedded Content/Dashboards

My Customers Real Time

Shows opportunity by open revenue as of the current day.

Uses key information such as Opportunity Name, Number of Open Opportunities, Open Revenue and Closed Revenue.

Embedded Content/Dashboards

My Team Customers

Shows team opportunities by open revenue.

Uses key information such as Opportunity Name, Number of Open Opportunities, Open Revenue and Closed Revenue.

Embedded Content/Dashboards

My Team Customers Real Time

Shows team opportunities by open revenue as of the current day.

Uses key information such as Opportunity Name, Number of Open Opportunities, Open Revenue and Closed Revenue.

Embedded Content/Customer Analytics

Customer Data Completeness

Shows the quality or completeness of the information entered in the application for opportunities.

Uses key information such as Customer, and Customer Data Quality Facts.

Embedded Content/Customer Analytics

Customer Watch

Shows, by Customer, the current quarter opportunities (customers for which the user or his or her direct reports are on a sales account team).

Uses key information such as Customer Action, Customer Sales Account, Enterprise Quarter, and Pipeline Detail Facts.

Embedded Content/Customer Analytics

Customers at a Glance

Shows customers for which the user, or his or her direct reports, are on sales account team, along with key performance indicators relating to the customer interaction.

Uses key information such as Customer Action, Sales Account, Owner, Win Loss Facts, Lead Facts, Lead Opportunity Conversion, Interaction Facts, and Sales Account Facts.

Embedded Content/Customer Analytics

Customers at a Glance Real Time

Shows current customers for which the user, or his or her direct reports, are on sales account team, along with key performance indicators relating to the customer interaction.

Uses key information such as Customer Action, Sales Account, Owner, Win Loss Facts, Lead Facts, Lead Opportunity Conversion, Interaction Facts, Days Since Interaction, and Sales Account Facts.

Embedded Content/Customer Analytics

My Customer Hierarchy

Shows active customer details.

Uses key information such as Customer Name, Address, Owner, URL, Industry, Sales Account Facts, and Account Active Flag.

Embedded Content/Customer Analytics

My Customers

Shows customer details and contact and interaction and pipeline details.

Uses key information such as Customer Row ID, Date, Name, Number of Open Opportunities, Open Revenue, Number of Critical SRs, Days Since Last Interaction, Number of Opportunities Created.

Embedded Content/Customer Analytics

My Customers Real Time

Shows a listing of my customers and relevant metrics for each customer, such as number of opportunities, open revenue, and days since last interaction.

Uses key information such as Customer Row ID, Name, Number of Open Opportunities, Open Revenue, Date During Past Months Number of Opportunities Created, Revenue Closed.

Embedded Content/Customer Analytics

My Team Customers

Shows a listing of my team customers, which are customers assigned to me, my subordinates, or my descendant territories. Also Shows relevant metrics for each customer, such as number of opportunities, open revenue, and days since last interaction.

Uses key information such as Customer Row ID, Date, Name, Number of Open Opportunities, Open Revenue, Number of Critical SRs, Days Since Last Interaction, Number of Opportunities Created.

Embedded Content/Customer Analytic

My Team Customers Real Time

Shows a listing of my team customers, which are customers assigned to me, my subordinates, or my descendant territories. Also Shows relevant metrics for each customer, such as number of opportunities, open revenue, and days since last interaction.

Uses key information such as Customer Row ID, Date, Name, Number of Open Opportunities, Open Revenue, Number of Critical SRs, Days Since Last Interaction, Number of Opportunities Created.

Embedded Content/Customer Analytics

Open Opportunities

Shows open opportunities by days to close, against closed probability by percentage.

Uses key information such as Opportunity Name, Customer, Opportunity Close Probability %, Pipeline Days to Close, and Pipeline Revenue.

Embedded Content/Customer Analytics

Recent Interactions

Shows the contact name and the number of interactions with that contact.

Uses key information such as Date, Contact, Contact Row ID, Interaction Type, Employee, Interaction Facts # of Interactions.

Embedded Content/Customer Analytics

Revenue Rollup

Shows the won revenue pipeline as well as expected for each customer.

Uses key information such as Customer Name, Owner Pipeline Facts Won Revenue, Pipeline Facts Expected Revenue, Lead Facts Predicted Revenue, Lead Facts Total Revenue.

Embedded Content/Opportunity and Revenue Management

Current Period Performance

Shows quota attained by the logged in user. This report shows attainment for current quarter.

Uses key information such as Employee Row ID, Employee Login, Resource Quota Facts Target Quota, Pipeline Facts Open Revenue/Closed Revenue/Difference.

Embedded Content/Opportunity and Revenue Management

Current Revenue at Stake

Shows open competitive revenue in dollars by pipeline stage.

Uses key information such as Competitor, Enterprise Quarter, Historical Sales Stage Order, Sales Method Name, Sales Stage Name.

Embedded Content/Opportunity and Revenue Management

Opportunities at a Glance

Shows all open opportunities owned by user in the current quarter along with sales account and days to close. Sorted descending by value.

Uses key information such as Customer, Opportunity Name, Opportunity Action, Sales Account, Employee, Opportunity Win Probability.

Embedded Content/Opportunity and Revenue Management

Opportunity List Report

This report is a drill-down from the Pipeline, Current Revenue at Stake, and Customer Watch reports. It Shows opportunity sales credit amounts in relationship to the revenue target for each sales stage. This report provides multiple views (table, graph) and aggregates data for the current year.

Uses key information such as Opportunity, Customer, Enterprise Year, Historical Sales Stage, Customer Name, Opportunity Name.

Embedded Content/Opportunity and Revenue Management

Opportunity List Report for Current Quarter

This report is a drill-down from the Pipeline, Current Revenue at Stake, and Customer Watch reports. It Shows opportunity sales credit amounts in relationship to the revenue target for each sales stage. This report provides multiple views (table, graph) and aggregates data for the current quarter.

Uses key information such as Opportunity, Customer, Enterprise Year, Historical Sales Stage, Customer Name, Opportunity Name, Sales Method Name.

Embedded Content/Opportunity and Revenue Management

Opportunity Watch

Highlights open opportunities in the current quarter with the highest value, as well as their win probability, coverage, and days stalled. Shows all the open opportunities in the current quarter (that the user owns) along with selected attributes. Sorted descending by opportunity value.

Uses key information such as Opportunity Action, Opportunity, Employee, Customer, Pipeline Facts, Opportunity Win Probability.

Embedded Content/Opportunity and Revenue Management

Opportunity Watch Real Time

Highlights open opportunities currently with the highest value, as well as their win probability, coverage, and days stalled. Shows all the open opportunities in the current quarter (that the user owns) along with selected attributes. Sorted descending by opportunity value.

Uses key information such as Opportunity Action, Opportunity, Employee, Customer, Pipeline Facts, Opportunity Win Probability, Days to Close.

Embedded Content/Opportunity and Revenue Management

Past Period Performance

Shows quota attained by the logged in user. This report provides attainment for previous quarter.

Uses key information such as Employee, Resource Quota Facts Target Quota, Pipeline Facts Difference between Target and Closed Revenue, and Quota Attained.

Embedded Content/Opportunity and Revenue Management

Pipeline Report

Shows opportunity sales credit amounts in relationship to the revenue target for each sales stage. This report provides multiple views (table, graph) and aggregates data for the current year.

Uses key information such as Enterprise Year, Historical Sales Stage, Quota Factor, Average Days at Stage.

Embedded Content/Opportunity and Revenue Management

Stalled Opportunities

Shows open owned opportunities that are stalled. Stalled is defined as open for a time period longer than the average duration of the sales stage. Sorted descending by days stalled.

Uses key information such as Opportunity Action, Customer, Opportunity Status, Customer, Employee, Contact, Sales Stage, Revenue.

Embedded Content/Opportunity and Revenue Management

Team at a Glance

Shows a listing of the users direct reports along with select metrics. This report is available only for managers.

Uses key information such as Employee, Enterprise Quarter, Employee Action Sales Resource Hierarchy User Organization Hierarchy Based Login, Resource, Interaction Facts.

Embedded Content/Opportunity and Revenue Management

Team at a Glance Real Time

Shows a listing of the users direct reports along with select metrics. This report is available only for managers.

Uses key information such as Employee, Enterprise Quarter, Employee Action, Sales Resource Hierarchy, User Organization Hierarchy Based Login, Resource, Interaction Facts.

Embedded Content/Opportunity and Revenue Management

Win-Loss Reasons

Shows won or lost revenue in dollars for the quarter against a set of reasons such as relationship, product, no budget, etc., that contributed to the result.

Uses key information such as Enterprise Year and Enterprise Quarter, Competitor, Revenue Close Reason Code, Win Loss Facts.

Embedded Content/Opportunity and Revenue Management

Win-Loss Trends

Shows the win or lost trend in dollars for a competitor by enterprise year by quarter. The year and competitor can be selected to change graph criteria.

Uses key information such as Enterprise Year and Enterprise Quarter, Competitor, Revenue Close Reason Code, Win Loss Facts.

Embedded Content/Sales Activity

Sales Rep Account Activity Chart

Shows the number of activity interactions for each of the accounts owned by a sales rep.

Uses key information such as Employee Name, Customer Account Name, Interaction facts Number of Interactions.

Embedded Content/Sales Forecasts

Forecast Change detail

Shows forecast by opportunity details.

Uses key information such as Customer, Sales Forecast, Forecast Type Code, Opportunity, Forecast Item, Revenue Item ID, Opportunity, Territory, Territory Owner, Sales Account, Product.

Embedded Content/Sales Forecasts

Forecast Trending Across Forecast Periods

Shows forecast period and forecast revenue trend as a moving average across time.

Uses key information such as Sales Forecast, Forecast Period name, Forecast Name, Forecast Period End Date, Sales Forecast Aggregate Facts Forecasted Revenue.

Embedded Content/Sales Forecasts

Forecast Trending Within Forecast Period

Shows forecast period and forecast revenue trend as a moving average within a selected period.

Uses key information such as Sales Forecast, Forecast Period name, Forecast Name, Forecast Period End Date, Sales Forecast Aggregate Facts Forecasted Revenue.

Embedded Content/Sales Forecasts

Forecast Revenue by Customer

Shows forecast period and forecast revenue trend for territory owners by customer against revenue forecast. Territory owner can be selected to show the chart for that individual employee.

Uses key information such as Territory ID, Territory Owner, Sales Forecast, Forecast Name, Forecast Type Code, Customer Name and Unadjusted Forecast.

Embedded Content/Sales Forecasts

Forecasted Revenue by Sales Channel

Shows forecast period and forecast revenue trend for sales channel by product group against revenue forecast. Channel type can be selected as indirect, direct, or all channels.

Uses key information such as Territory ID, Sales Forecast, Forecast Name, Forecast Type Code, Product Group, Sales Channel Name, Adjusted Forecast.

Embedded Content/Sales Forecasts

Opportunity Contribution to Forecast

Shows adjusted forecast by opportunity against opportunity name as a pie chart.

Uses key information such as Territory, Opportunity, Sales Forecast, Forecast Name, Opportunity Name, Adjusted Forecast by Opportunity.

Embedded Content/ Sales Quota Management

Territory Quota History Bar Chart

Shows historic values of territory quotas for the selected territory. drill-downs are enabled to show periodic distributions or territory quotas over quarters, months, or weeks.

Uses key information such as Territory, Enterprise Year, and Territory Quota.

Embedded Content/Sales Quota Management

Resource Quota Historic Chart

Shows historical values of resources quotas for the selected sales resource within a territory. Drill downs are enabled to show periodic distributions of resource quota over quarters, months, or weeks.

Uses key information such as Enterprise Year, Employee,(resource), Resource Quota, and Sales Goal.

Embedded Content/Sales Quota Management

Opportunity Sales Stage Detail

Shows a list of opportunities and the sales stage they are in as well as the close date and days stalled.

Uses key information such as Opportunity Name, Expected Close Date, # of Days in Current Stage, Pipeline Facts Days Stalled, Average Duration in Stage, Enterprise Quarter.

Embedded Content/Sales Quota Management

Reference Effectiveness

Shows reference name against the win rate by percentage.

Uses key information such as Reference Name, Reference Win Rate, Enterprise Year.

Embedded Content/Sales Quota Management

Top Current Quarter Opportunities

Shows a list of opportunities, customer name and the stage they are in for the current quarter. Also shows win probability and open revenue.

Uses key information such as Sales Resource Hierarchy Employee Name, Opportunity, Sales Stage Name, Customer name, Opportunity Name, Close Date, Win Probability.

Embedded Content/Sales Quota Management

Top New Opportunities

Shows a list of new opportunities by sales rep with stage and opportunity revenue.

Uses key information such as Sales Resource Hierarchy, Customer Name, Opportunity Name, Sales Stage, Opportunity Revenue.

Embedded Content/Sales Quota Management

Top Stalled Opportunities

Shows a list of opportunities by sales rep wit opportunity name and sales stage and number of days in stage.

Uses key information such as Sales Resource Hierarchy, Opportunity Name, Sales Stage Name, # Days in Stage, # of Opportunities.

Pipeline

Opportunity Sales Stage Detail

Shows a list of opportunities and the sales stage they are in as well as the close date and days stalled.

Uses key information such as Opportunity Name, Expected Close Date, # of Days in Current Stage, Pipeline Facts Days Stalled, Average Duration in Stage, Enterprise Quarter.

Pipeline

Resource Effectiveness

Shows a pie chart with reference name against reference win rate by percentage.

Uses key information such as Reference Name, Reference Win Rate, Enterprise Year.

Pipeline

Top Current Quarter Opportunities

Shows a list of opportunities, customer name and the stage they are in for the current quarter. Also shows win probability and open revenue.

Uses key information such as Sales Resource Hierarchy Employee Name, Opportunity, Sales Stage Name, Customer name, Opportunity Name, Close Date, Win Probability.

Pipeline

Top New Opportunities

Shows a list of new opportunities by sales rep with stage and opportunity revenue.

Uses key information such as Sales Resource Hierarchy, Customer Name, Opportunity Name, Sales Stage, Opportunity Revenue.

Pipeline

Top Stalled Opportunities

Shows a list of opportunities by sales rep wit opportunity name and sales stage and number of days in stage.

Uses key information such as Sales Resource Hierarchy, Opportunity Name, Sales Stage Name, # Days in Stage, # of Opportunities.

Sales Effectiveness

Average Sales Cycle by Source

Shows competitor name against closed opportunity as a bar chart with graph lines for sales cycle detail.

Uses key information such as Enterprise Year, Competitor Name, Sales Cycle Facts Average Sales Cycle of Revenue Lines, Pipeline Closed Opportunity Line Revenue.

Sales Effectiveness

Pipeline Scorecard

Shows a list of employees names with deal size and revenue detail.

Uses key information such as Employee Name, Pipeline Facts # of Open Opportunities, Average Deal Size, Opportunity Revenue, Closed Revenue.

Sales Effectiveness

Top Performers

Shows a list of employees names with performance detail such as win rate, average sales cycle, deal size and closed revenue.

Uses key information such as Employee Name, Win Rate, Average Sales Cycle, Average Deal Size, Closed Revenue.

Sales Effectiveness

Win Rate

Shows a bar chart with closed revenue by product group.

Uses key information such as Product Group, Win Rate, Closed Revenue, Enterprise Quarter.

Sales Effectiveness

Win Rate & Lost Revenue

Shows a bar chart with win rate by number, against lost revenue by quarter.

Uses key information such as Enterprise Year, Enterprise Quarter, Win Rate, Lost Revenue.

Sales Effectiveness

Win Rate by Product Group

Shows a bar chart by product against win rate by percentage.

Use key information such as Product Group and Win Rate.

Sales Effectiveness

Win Rate by Subordinates

Shows a bar chart with win rate by percentage for subordinate (non-management) employees.

key information such as Position Full Name, Win Loss Facts Win Rate

Using Opportunities Analytics

My Performance: Explained

My Performance analysis shows the total opportunity revenue in your sales pipeline, organized by sales stage.

Example of My Performance analysis

Frequently Asked Questions About My Performance Analyses

The following table lists frequently asked questions about this analysis.

FAQ Answer

How do I find this analysis?

From the home page click Analytics - My Performance

Who uses this analysis?

Sales Representative

When do I use this analysis?

Use this analysis to see how you've been performing this quarter against your targets.

What can I do with this analysis?

Analyze the following details on your performance:

  • Target Quota - Your sales goal for the time frame.

  • Won Revenue - Opportunity revenue that you've already closed (won).

  • Remaining Quota - Percent of the target quota that the sales team has already attained for the quarter. In this example, they have closed (won) 70% of their targeted sales quota for the quarter.

  • Quota Attainment - Percent of the target quota that the sales team has already attained for the quarter. In this example, they have closed (won) 70% of their targeted sales quota for the quarter.

How can I edit this analysis?

Oracle Business Intelligence Answers

Related Subject Area

This analysis uses the Sales Activities subject area. For more information, refer to Oracle Sales Cloud - Subject Area documentation on the Oracle Help Center.

My Stalled Opportunities: Explained

Keep your deals moving forward. Use My Stalled Opportunities analysis to identify your stalled opportunities, and to follow up and ensure that you close opportunity revenue on time.

Example of My Stalled Opportunities analysis

Frequently Asked Questions About My Stalled Opportunities

The following table lists frequently asked questions about this analysis.

FAQ Answer

How do I find this analysis?

From the home page click Analytics - My Stalled Opportunities

Who uses this analysis?

Sales Representative

When do I use this analysis?

Use this analysis to evaluate and respond to your opportunities that are not progressing through the sales pipeline as quickly as you'd like.

What can I do with this analysis?

Analyze the following details on your stalled opportunities:

  • Win % - The win probability for the opportunity. This indicates how likely you are to win the opportunity this quarter.

  • Name - The name of the opportunity.

  • Account - The name of the customer associated with the opportunity.

  • Sales Stage - Sales stage assigned to the opportunity. The sales stage indicates how far along the opportunity is in the sales process.

  • Days - Number of days the opportunity has been sitting in the current sales stage beyond the maximum number of days allowed for the sales stage.

  • Close Date - The date when the opportunity is scheduled to close within the current quarter.

  • Amount - Line revenue linked to the opportunity that is scheduled to close in the current quarter.

How can I edit this analysis?

Oracle Business Intelligence Answers

Related Subject Area

This analysis uses the CRM Opportunities subject area. For more information, refer to Oracle Sales Cloud - Subject Area documentation on the Oracle Help Center.

My Pipeline: Explained

Keep an eye on what's coming in. Use this analysis to see how much opportunity revenue you have in your sales pipeline. See how much of that revenue is in each of the various sales stages.

Example of My Pipeline analysis

Frequently Asked Questions About My Pipeline

The following table lists frequently asked questions about this analysis.

FAQ Answer

How do I find this analysis?

From the home page click Analytics - My Pipeline

Who uses this analysis?

Sales Representative

When do I use this analysis?

Use this analysis to determine the total opportunity revenue in your sales pipeline, organized by stage, scheduled to close in the selected period.

What can I do with this analysis?

Analyze the following details on your pipeline:

  • Total Revenue - Total opportunity revenue scheduled to close within the selected period.

  • Open Pipeline - Open opportunity revenue that has not yet been closed (won).

  • Won Revenue - Opportunity revenue already closed (won).

  • Sales Stage - The names of the sales stages. Note that Sales Stage only displays in the table view when you select the List option in the Show View list.

  • Revenue by Sales Stage - Total opportunity revenue per sales stage.

  • Opportunity Count - The number of opportunities in each stage. Note that Opportunity Count only displays in the table view when you select the List option in the Show View list.

  • Revenue Percent - The percent of the total opportunity revenue in each stage. Note that Revenue Percent only displays in the table view when you select the List option in the Show View list.

How can I edit this analysis?

Oracle Business Intelligence Answers

Related Subject Area

This analysis uses the CRM Pipeline subject area. For more information, refer to Oracle Sales Cloud - Subject Area documentation on the Oracle Help Center.

My Top Open Opportunities: Explained

Go straight to the top. Use this analysis to see your top opportunities. Knowing which opportunities have the most potential helps you optimize your time by focusing on your most likely wins.

Example of Top Open Opportunities analysis

Frequently Asked Questions About My Top Open Opportunities

The following table lists frequently asked questions about this analysis.

FAQ Answer

How do I find this analysis?

From the home page click Analytics - My Top Accounts by Open Opportunity Revenue

Who uses this analysis?

Sales Representative

When do I use this analysis?

Use the my Open Opportunities analysis to help you stay focused where there is the most potential for returns.

What can I do with this analysis?

Analyze the following details on your top opportunities:

  • Name - The name of the account. Note that Name only displays in the table view when you select the List option in the Show View list.

  • Open Opportunity Amount - The range of amounts to gauge how much opportunity revenue is available. Note that Open Opportunity Amount only displays in the chart view.

  • Actual Opportunity Amount - The combined amount of opportunity revenue for all of the opportunities for this account.

  • Open Opportunity Count - The number of opportunities for this account. Note that Open Opportunity Count only displays in the table view when you select the List option in the Show View list.

How can I edit this analysis?

Oracle Business Intelligence Answers

Related Subject Area

This analysis uses the CRM Opportunities and Products Real Time subject area. For more information, refer to Oracle Sales Cloud - Subject Area documentation on the Oracle Help Center.

My Won Opportunities: Explained

Use the My Won Opportunities analysis to get a high-level view of your won opportunity revenue.

Example of My Won Opportunities analysis

Frequently Asked Questions About My Won Opportunities

The following table lists frequently asked questions about this analysis.

FAQ Answer

How do I find this analysis?

From the home page click Analytics - My Won Opportunities

Who uses this analysis?

Sales Representative

When do I use this analysis?

Use this analysis to find out how many opportunities you've closed within a certain time period, and how much revenue you've brought in.

What can I do with this analysis?

Analyze the following details on your won opportunities:

  • Name - The name of the opportunity

  • Account - The name of the customer associated with the opportunity.

  • Primary Contact - The name of the primary customer contact on the opportunity.

  • Close Date - The date when the opportunity was closed.

  • Amount - The amount of won opportunity revenue in the sales stage.

How can I edit this analysis?

Oracle Business Intelligence Answers

Related Subject Area

This analysis uses the Sales Activity subject area. For more information, refer to Oracle Sales Cloud - Subject Area documentation on the Oracle Help Center.

My Team's Pipeline: Explained

Use this analysis to see how much opportunity revenue your team has in the sales pipeline. See the revenue in the various sales stages. Mitigate risk by being proactive and catching potential shortfalls before it's too late.

Example of My Team's Pipeline analysis

Frequently Asked Questions

The following table lists frequently asked questions about this analysis.

FAQ Answer

How do I find this analysis?

From the home page click Analytics - My Team's Pipeline

Who uses this analysis?

Sales Manager

When do I use this analysis?

Use My Team's Pipeline (by Stage) analysis to determine the total opportunity revenue in your sales team pipeline, scheduled to close within the selected fiscal quarter.

What can I do with this analysis?

Analyze the following details on your team pipeline:

  • Total Revenue -Total opportunity revenue scheduled to close within the selected period.

  • Open Pipeline - Open opportunity revenue that has not yet been closed (won).

  • Won Revenue - Opportunity revenue already closed (won).

  • Revenue by Sales Stage - Total opportunity revenue per sales stage.

How can I edit this analysis?

Oracle Business Intelligence Answers

Related Subject Area

This analysis uses the CRM Pipeline subject area. For more information, refer to Oracle Sales Cloud - Subject Area documentation on the Oracle Help Center.

My Team's Performance: Explained

Keep your team on target. My Team's Performance analysis shows the total opportunity revenue in the sales pipeline, organized by sales stage. See how your team is performing against sales goals this quarter or fiscal year. Knowing how your team is doing keeps you informed to make adjustments quickly and stay on target.

Example of My Team's Performance

Frequently Asked Questions About Team Sales Performance

The following table lists frequently asked questions about this analysis.

FAQ Answer

How do I find this analysis?

From the home page click Analytics - My Team's Performance

Who uses this analysis?

Sales Manager

When do I use this analysis?

Use this analysis to see how your team is performing against sales goals this quarter or this fiscal year.

What can I do with this analysis?

Analyze the following details on your team's performance::

  • Target Quota - Your sales goal for the time frame

  • Won Revenue - Opportunity revenue that you've already closed (won)

  • Remaining Quota - Difference between the target quota and closed (won) opportunity revenue. You can click the link here to view the My Pipeline analysis

  • Quota Attainment - Percent of the target quota that the sales team has already attained for the quarter. In this example, they have closed (won) 70% of their targeted sales quota for the quarter

How can I edit this analysis?

Oracle Business Intelligence Answers

Related Subject Area

This analysis uses the Sales Partner subject area. For more information, refer to Oracle Sales Cloud - Subject Area documentation on the Oracle Help Center.

Team Leadership Board: Explained

Keep your team leaders on target. Use the Team Leadership Board analysis to see how your team is doing with closed revenue, and to keep them on track to meet their sales targets.

Example of Team Leadership analysis

Frequently Asked Questions About Team Leadership Board

The following table lists frequently asked questions about this analysis.

FAQ Answer

How do I find this analysis?

From the home page clickAnalytics - Team Leadership Board

Who uses this analysis?

Sales Manager

When do I use this analysis?

Use the Team Leadership Board analysis to keep your team on track by knowing current won revenue today, and making adjustments as needed to stay on track and meet quotas.

What can I do with this analysis?

Analyze the following details on your team leadership analysis:

  • Resource - The name of the team leader.

  • Target Quota - The revenue amount that the team leader is targeted to sell for the current quarter.

  • Quota Attainment - Percent of the target quota that the team leader has attained for the current quarter.

  • Total Won Revenue - The current quarterly total revenue won by all of the team leaders.

How can I edit this analysis?

Oracle Business Intelligence Answers

Related Subject Area

This analysis uses the Sales Activity subject area. For more information, refer to Oracle Sales Cloud - Subject Area documentation on the Oracle Help Center.

My Team's Tasks on Open Opportunities: Explained

Know your top performers. Use the My Team's Tasks on Open Opportunities analysis to identify those that are performing well, as well as those that need additional support.

Example of My Team's Tasks analysis

Frequently Asked Questions About My Team's Tasks

The following table lists frequently asked questions about this analysis.

FAQ Answer

How do I find this analysis?

From the home page click Analytics - My Team's Tasks on Open Opportunities

Who uses this analysis?

Sales Manager

When do I use this analysis?

Use this analysis to see more detailed information about what your sales team is doing to manage and to connect with accounts.

What can I do with this analysis?

Analyze the following details on your Team's Tasks:

  • Team Member - Sales team member that has completed tasks within the selected time period.

  • Percent Complete - Percent of tasks with the status "Complete", by sales team member.

How can I edit this analysis?

Oracle Business Intelligence Answers

Related Subject Area

This analysis uses the Sales Activity subject area. For more information, refer to Oracle Sales Cloud - Subject Area documentation on the Oracle Help Center.

My Team's Top Open Opportunities: Explained

Target your team's top opportunities. Use the Top Open Opportunities analysis to see where the best revenue opportunities exist. This helps you focus your attention on the opportunities most likely to boost your bottom line.

Example of Team Top Open Opportunities analysis

Frequently Asked Questions About My Team's Top Open Opportunities

The following table lists frequently asked questions about this analysis.

FAQ Answer

How do I find this analysis?

From the home page click Analytics - My Team's Top Open Opportunities

Who uses this analysis?

Sales VP

When do I use this analysis?

Use this analysis to see the top open opportunities are for your sales organization.

What can I do with this analysis?

Analyze the following details on your team's top opportunities:

  • Win % - The win probability for the opportunity. This indicates how likely the opportunity owner is to win the opportunity this quarter.

  • Amount - The amount of open opportunity revenue in the sales stage.

  • Name - The name of the opportunity.

  • Account - The name of the customer associated with the opportunity.

  • Close Date - The date when the opportunity is expected to close within the current quarter.

  • Sales Stage - The part of the sales pipeline that the opportunity is in.

How can I edit this analysis?

Oracle Business Intelligence Answers

Related Subject Area

This analysis uses the CRM Opportunities and Products Real Time subject area. For more information, refer to Oracle Sales Cloud - Subject Area documentation on the Oracle Help Center.

Sales Performance Trend: Explained

This analysis shows how your sales teams are performing over time. See if they are selling well, keeping their sales steady, or failing to perform. Use this analysis for guidance when you are delegating resources, setting future quotas, or allocating time.

Example of Organization's Sales Trend analysis

Frequently Asked Questions About Sales Performance Trend

The following table lists frequently asked questions about this analysis.

FAQ Answer

How do I find this analysis?

From the home page click Analytics - Sales Performance Trend

Who uses this analysis?

Sales VP

When do I use this analysis?

Use this analysis to lead your team to anticipate and form strategies to maximize revenue opportunities.

What can I do with this analysis?

Analyze the following details on your team sales trends:

  • Quarter - The fiscal quarter.

  • Won Opportunity Count - The number of won opportunities. Note that Won Opportunity Count only displays in the table view when you select the List option in the Show View list.

  • Won Opportunity Amount - The amount of won opportunity revenue.

  • Lost Opportunity Count - The number of lost opportunities. Note that Lost Opportunity Count only displays in the table view when you select the List option in the Show View list.

  • Lost Opportunity Amount - The amount of lost opportunity revenue.

How can I edit this analysis?

Oracle Business Intelligence Answers

Related Subject Area

This analysis uses the CRM Forecasting subject area. For more information, refer to Oracle Sales Cloud - Subject Area documentation on the Oracle Help Center.

Top Open Opportunities

Target your top opportunities. Use the Top Open Opportunities analysis to tell you where the best revenue opportunities exist across the companies your organization is working with. Use this insight to focus your attention on the opportunities that are most likely to payoff and boost your bottom line.

This shows the Top Open Opportunities analysis

Frequently Asked Questions About Top Open Opportunities

The following table lists frequently asked questions about this analysis.

FAQ Answer

How do I find this analysis?

From the home page click Analytics - Top Open Opportunities

Who uses this analysis?

Sales VP

When do I use this analysis?

Use this analysis to see what the top open opportunities are for your sales organization.

What can I do with this analysis?

Analyze the following details on your top opportunities:

  • Win % - The win probability for the opportunity. This indicates how likely the opportunity owner is to win the opportunity this quarter.

  • Amount

  • Name - The name of the opportunity.

  • Account - The name of the customer associated with the opportunity.

  • Close Date - The date when the opportunity is expected to close within the current quarter.

  • Sales Stage - The part of the sales pipeline that the opportunity is in.

How can I edit this analysis?

Oracle Business Intelligence Answers

Related Subject Area

This analysis uses the CRM Opportunities and Products Real Time subject area. For more information, refer to Oracle Sales Cloud - Subject Area documentation on the Oracle Help Center.

Sales Stage by Age: Explained

See how your well your sales opportunities are moving through the pipeline stages toward closing. This analysis highlights opportunities that are stalled in the pipeline and helps you monitor the lifecycle of your organization's pipeline.

Example of Sales by Stage analysis

Frequently Asked Questions About Sales Stage by Age

The following table lists frequently asked questions about this analysis.

FAQ Answer

How do I find this analysis?

From the home page click Analytics - Sales Stage by Age

Who uses this analysis?

Sales VP

When do I use this analysis?

Use this analysis to keep an eye on how well your team is moving deals through the pipeline and maximize your opportunities to close deals.

What can I do with this analysis?

Analyze the following details on your sales stage:

  • Opportunity Count - The number of opportunities that are in the sales stage.

  • Sales Stage - The sales stages in the sales process.

  • Total Opportunities - The total number of opportunities.

  • Days in Stage - The number of opportunities represented in discrete periods, such as 0-10 Days or 60+ Days.

How can I edit this analysis?

Oracle Business Intelligence Answers

Related Subject Area

This analysis uses the CRM Pipeline subject area. For more information, refer to Oracle Sales Cloud - Subject Area documentation on the Oracle Help Center.

Using Forecasting Analytics

My Forecast vs. Open Pipeline: Explained

Keep on track. Use this analysis to see where you stand with your open pipeline, and if you are on track to meet your revenue goals for the current or next quarter.

Example of Forecast vs. Open Pipeline analysis

Frequently Asked Questions About My Forecasted Sales Performance

The following table lists frequently asked questions about this analysis.

FAQ Answer

How do I find this analysis?

From the home page click Analytics - My Forecast vs. Open Pipeline

Who uses this analysis?

Sales Representative

When do I use this analysis?

Use this analysis to keep an eye on your current performance against your forecasted returns based on your pipeline.

What can I do with this analysis?

Analyze the following details on your Forecast vs. Open Pipeline:

  • Time Frame - A specific range of time for the forecast.

  • Forecasted Period - The specific time period (months) specified for the territory owner.

  • Total Forecast - The sum of all adjusted item forecasts for the territory owner.

  • Won Revenue - The sum of all won opportunities for the territory owner.

  • Open Pipeline - The sum of all open opportunities for the territory owner.

  • Amount Open Pipeline The sum of all open opportunities for the territory owner for the specific time period (for example, 12-13).

  • Amount Won Revenue - The sum of all won opportunities for the territory owner for the specific time period.

  • Amount Forecast - The sum of all adjusted item forecasts for the territory owner for the specific time period.

How can I edit this analysis?

Oracle Business Intelligence Answers

Related Subject Area

This analysis uses the CRM Forecasting subject area. For more information, refer to Oracle Sales Cloud - Subject Area documentation on the Oracle Help Center.

Forecast Vs. Open Pipeline: My Team: Explained

Keep your team on track. Use this analysis to see if the current deals in the pipeline are on track to meet forecasted goals and quotas.

Forecast v open pipeline: my team analysis

Frequently Asked Questions About My Team Forecasted Sales Performance

The following table lists frequently asked questions about this analysis.

FAQ Answer

How do I find this analysis?

From the home page click Analytics - Forecast Vs Open Pipeline: My Team

Who uses this analysis?

Sales Manager

When do I use this analysis?

Use this analysis to keep an eye on your team's current performance vs. forecasted returns based on the pipeline.

What can I do with this analysis?

Analyze the following details on the Team Forecast Vs Open Pipeline:

  • Time frame - A specific range of time for the forecast.

  • Territory - The specific territory owner and territory name.

  • Total Forecast - The total of all adjusted forecasts for the all team members for all selected forecast territories.

  • Won Revenue - The total of all won opportunities for all team members for all selected forecast territories.

  • Open Pipeline - The total of all open opportunity revenues for all team members for all selected forecast territories.

  • Amount Open Pipeline - The sum of all closed (won) opportunities for the specific territory owner and territory name.

  • Amount Won Revenue - The sum of all closed (won) opportunities for the specific territory owner and territory name.

  • Amount Forecast - The sum of all adjusted forecasts for the specific territory owner and territory name.

How can I edit this analysis?

Oracle Business Intelligence Answers

Related Subject Area

This analysis uses the CRM Forecasting subject area. For more information, refer to Oracle Sales Cloud - Subject Area documentation on the Oracle Help Center.

Using Leads Analytics

My Open Leads by Age: Explained

Follow up on your aging leads. Use this analysis to find out how many leads are in your queue, based on the dates that they were assigned to you. Knowing how old your leads are enables you to prioritize aging leads, or retire leads.

Example of Open Leads by Age analysis

Frequently Asked Questions About My Open Leads by Age

The following table lists frequently asked questions about this analysis.

FAQ Answer

How do I find this analysis?

From the home page click Analytics - My Open Leads by Aging

Who uses this analysis?

Sale Representatives

When do I use this analysis?

Use this analysis to ensure that your aging leads get your full attention.

What can I do with this analysis?

Analyze the following details on your aging leads:

  • Lead Age - The number of days since the lead was created.

  • Lead Count - The total number of leads for a specific age range.

  • Total Leads -The total number of all open leads.

  • Deal Size - The total monetary amount the customer is expected to spend. The deal size is automatically determined by the products entered for the lead. Adding or removing products causes the deal size to be recalculated. Note that Deal Size only displays in the table view when you select the List option in the Show View list.

How can I edit this analysis?

Oracle Business Intelligence Answers

Related Subject Area

This analysis uses the CRM Customers and Contacts Real Time subject area. For more information, refer to Oracle Sales Cloud - Subject Area documentation on the Oracle Help Center.

My Open Leads by Source: Explained

Understand where your open leads originate. Use this analysis to capture and address all leads coming from, for example, the Social Media channel, and then progress to another source, such as Direct Mail.

Example of My Open Leads by Source analysis

Frequently Asked Questions About My Open Leads by Source

The following table lists frequently asked questions about this analysis.

FAQ Answer

How do I find this analysis?

From the home page click Analytics - My Open Leads By Source

Who uses this analysis?

Sales Representative

When do I use this analysis?

Use this analysis to see multiple open leads for the same companies.

What can I do with this analysis?

Analyze the following details on your open leads:

  • Time Frame - A specific range of time for the lead's age

  • Lead Source - The set revenue amount that each employee must close for the specified time frame.

  • Lead Count - The total number of leads within the specific time frame generated by the lead source.

  • Deal Size - The total monetary amount the customer is expected to spend. The deal size is automatically determined by the products entered for the lead. Adding or removing products causes the deal size to be recalculated. Note that Deal Size only displays in the table view when you select the List option in the Show View list.

How can I edit this analysis?

Oracle Business Intelligence Answers

Related Subject Area

This analysis uses the CRM Customers and Contacts Real Time subject area. For more information, refer to Oracle Sales Cloud - Subject Area documentation on the Oracle Help Center.

My Unaccepted Leads by Age: Explained

Keep focused on your best leads. Use this analysis to see leads you've not yet accepted, based on the dates that they were assigned to you. Knowing your lead status lets you accept the leads that you deem valuable, and then follow up to convert, or retire dead leads.

Example of My Unaccepted Leads Aging analysis

Frequently Asked Questions About My Unaccepted Leads by Age

The following table lists frequently asked questions about this analysis.

FAQ Answer

How do I find this analysis?

From the home page click Analytics - My Unaccepted Leads By Age

Who uses this analysis?

Sales Representative

When do I use this analysis?

Use this analysis to keep your leads organized.

What can I do with this analysis?

Analyze the following details on your unaccepted leads:

  • Lead Age - The number of days since the unaccepted was created.

  • Lead Count - The total number of unaccepted leads for a specific age range.

  • Total Leads - The total number of all unaccepted leads assigned to you.

  • Deal Size - The total monetary amount the customer is expected to spend. The deal size is automatically determined by the products entered for the lead. Adding or removing products causes the deal size to be recalculated. Note that Deal Size only displays in the table view when you select the List option in the Show View list.

How can I edit this analysis?

Oracle Business Intelligence Answers

Related Subject Area

This analysis uses the CRM Customers and Contacts Real Time subject area. For more information, refer to Oracle Sales Cloud - Subject Area documentation on the Oracle Help Center.

My Team's Leads: Explained

See how many leads your team is working on right now. This analysis shows detailed information about the leads that are assigned to your sales team. This lead detail helps you need to keep your team moving forward qualifying and converting leads to opportunities.

Example of My Team Leads analysis

Frequently Asked Questions About My Team's Leads

The following table lists frequently asked questions about this analysis.

FAQ Answer

How do I find this analysis?

From the home page click Analytics - My Team's Leads

Who uses this analysis?

Sales Manager

When do I use this analysis?

Use this analysis to drive sales by keeping your team focused on moving open leads forward.

What can I do with this analysis?

Analyze the following details on your team leads:

  • Time Frame - A specific range of time for the lead's age.

  • Lead Source - The lead channel that generates the lead.

  • Lead Count - The total number of leads within the specific period for a lead channel.

  • Total Leads - The total number of leads within the specific period for all lead sources.

How can I edit this analysis?

Oracle Business Intelligence Answers

Related Subject Area

This analysis uses the CRM Customers and Contacts Real Time subject area. For more information, refer to Oracle Sales Cloud - Subject Area documentation on the Oracle Help Center.

Using Activities Analytics

Top Accounts by My Activities: Explained

Analyze and fine tune your contact strategies. This Top Accounts by Activities analysis shows you how and when you interact with your top accounts.

Example of My Top Accounts by Activities analysis

Frequently Asked Questions About Top Accounts by My Activities

The following table lists frequently asked questions about this analysis.

FAQ Answer

How do I find this analysis?

From the home page click Analytics - Top Accounts by My Activity

Who uses this analysis?

Sales Representative

When do I use this analysis?

Use this analysis to examine your contact history with your top accounts.

What can I do with this analysis?

Analyze the following details on your top accounts by activities:

  • Account - The top five accounts, sorted by the total number of activities that you own.

  • # of Activities - The number of activities that you own and are due for completion within the selected time frame, by Account.

  • Activity Type - Tasks and appointment activities such as calls, e-mail, or meetings.

How can I edit this analysis?

Oracle Business Intelligence Answers

Related Subject Area

This analysis uses the CRM Customers and Contacts Real Time subject area. For more information, refer to Oracle Sales Cloud - Subject Area documentation on the Oracle Help Center.

My Open Tasks: Explained

Keep track of your important tasks. This My Open Tasks analysis helps you stay informed about your workload, and to quickly identify any urgent actions that are due in the next few days.

Image of My Open Tasks analysis

Frequently Asked Questions About My Open Tasks

The following table lists frequently asked questions about this analysis.

FAQ Answer

How do I find this analysis?

From the home page click Analytics - My Open Tasks

Who uses this analysis?

Sales Representatives

When do I use this analysis?

Use this analysis to address all of your open tasks quickly, and avoid missing key opportunities.

What can I do with this analysis?

Analyze the following details on your tasks:

  • # of Tasks - Number of tasks, by a task type, due by a specific day or week within the selected time frame.

  • Due Date - Day or week that tasks are due.

  • Task Type - Category of tasks you own such as call, demo, e-mail, or meeting.

How can I edit this analysis?

Oracle Business Intelligence Answers.

Related Subject Area

This analysis uses the CRM Opportunities and Products Real Time subject area. For more information, refer to Oracle Sales Cloud - Subject Area documentation on the Oracle Help Center.

My Team's Activities: Explained

Keep an eye on team workload. Use the My Team's Activities analysis to ensure that workloads are appropriately distributed, and to pinpoint any balancing issues that need to be addressed.

Example of Team Activities analysis

Frequently Asked Questions About My Team's Activities

The following table lists frequently asked questions about this analysis.

FAQ Answer

How do I find this analysis?

From the home page click Analytics - My Team's Activities (By Type)

Who uses this analysis?

Sales Manager

When do I use this analysis?

Use this analysis for resource tracking and planning.

What can I do with this analysis?

Analyze the following details on your team's activities:

  • Activity Owner - The sales team member that owns sales activities.

  • Activity Type - The type of activity your sales team members own. For example, e-mail, demo, meeting, or call.

  • Open Activities - Total number of activities that are not yet complete and have an end date that falls within the selected time frame.

  • Completed Activities - Total number of activities that have a status of "Complete" and an end date that occurs before the select time frame begins.

How can I edit this analysis?

Oracle Business Intelligence Answers

Related Subject Area

This analysis uses the CRM Opportunities and Products Real Time subject area. For more information, refer to Oracle Sales Cloud - Subject Area documentation on the Oracle Help Center.

Top Accounts by My Activities: Explained

Analyze and fine tune your contact strategies. This Top Accounts by Activities analysis shows you how and when you interact with your top accounts.

Example of My Top Accounts by Activities analysis

Frequently Asked Questions About Top Accounts by My Activities

The following table lists frequently asked questions about this analysis.

FAQ Answer

How do I find this analysis?

From the home page click Analytics - Top Accounts by My Activity

Who uses this analysis?

Sales Representative

When do I use this analysis?

Use this analysis to examine your contact history with your top accounts.

What can I do with this analysis?

Analyze the following details on your top accounts by activities:

  • Account - The top five accounts, sorted by the total number of activities that you own.

  • # of Activities - The number of activities that you own and are due for completion within the selected time frame, by Account.

  • Activity Type - Tasks and appointment activities such as calls, e-mail, or meetings.

How can I edit this analysis?

Oracle Business Intelligence Answers

Related Subject Area

This analysis uses the CRM Customers and Contacts Real Time subject area. For more information, refer to Oracle Sales Cloud - Subject Area documentation on the Oracle Help Center.

Using Partner Analytics

Actual vs. Quota - Partners: Explained

Use the Actual vs. Quota analysis to see how your sales partners are doing for the current quarter. This analysis shows the actual revenue for that quarter, against the quota set for that quarter for your sales partners.

Image of partner vs. quota

Frequently Asked Questions About Partner Actual vs. Quota

The following table lists frequently asked questions about this analysis.

FAQ Answer

How do I find this analysis?

From the home page click Dashboard - Actual vs.Quota or Search

Who uses this analysis?

Channel Manager

When do I use this analysis?

Use this analysis to monitor partners' current sales status.

What can I do with this analysis?

Analyze the following details on your partners' sales status:

  • Target Quota- The Quota in dollars set for partners for that quarter.

  • Won Revenue - Total open and closed (won) partner opportunity revenue scheduled to close this quarter.

  • Quota Attainment - The percentage of revenue attained toward the quota.

How can I edit this analysis?

Oracle Business Intelligence Answers

Related Subject Area

This analysis uses the Sales CRM Pipeline subject area. For more information, refer to Oracle Sales Cloud - Subject Area documentation on the Oracle Help Center.

Top Open Opportunities - Partners: Explained

This analysis shows your Partners' top opportunities. Use this analysis to see where the best revenue opportunities exist. This helps you know which partner opportunities are most likely to boost your bottom line.

This image shows the Top Open Opportunities analysis

Frequently Asked Questions About Partner Top Open Opportunities

The following table lists frequently asked questions about this analysis.

FAQ Answer

How do I find this analysis?

From the home page click Dashboard - Top Open Opportunities or Search.

Who uses this analysis?

Channel Manager

When do I use this analysis?

Use this analysis to help you monitor your partners' pipeline and open deals status.

What can I do with this analysis?

Analyze the following details on your partners' top open opportunities:

  • Win % - The win probability for the opportunity. This indicates how likely the opportunity owner is to win the opportunity this quarter.

  • Amount - The amount of open opportunity revenue in the sales stage.

  • Name - The name of the opportunity.

  • Account - The name of the customer associated with the opportunity.

  • Close Date - The date when the opportunity is expected to close within the current quarter.

  • Sales Stage - The sales stage (for example, 01 - Qualification or 07 - Closed).

How can I edit this analysis?

Oracle Business Intelligence Answers

Related Subject Area

This analysis uses the Sales CRM Pipeline subject area. For more information, refer to Oracle Sales Cloud - Subject Area documentation on the Oracle Help Center.

Stalled Opportunities - Partners: Explained

Use this analysis to keep an eye on how your partners' deals are moving along. This analysis lets you identify your partners' stalled opportunities, so you can follow up and ensure they are on track to close opportunity revenue on time.

This image shows the stalled opportunities analysis.

Frequently Asked Questions About Partner Stalled Opportunities

The following table lists frequently asked questions about this analysis.

FAQ Answer

How do I find this analysis?

From the home page click Dashboard - Stalled Opportunities or Search

Who uses this analysis?

Channel Managers

When do I use this analysis?

Use this analysis to help you monitor partner pipeline opportunity status.

What can I do with this analysis?

Analyze the following details on your partners' stalled opportunities:

  • Win % - The win probability for the opportunity. This indicates how likely you are to win the opportunity this quarter.

  • Name - The name of the opportunity.

  • Account - The name of the customer associated with the opportunity.

  • Sales Stage - Sales stage assigned to the opportunity. The sales stage indicates how far along the opportunity is in the sales process.

  • Amount - Total opportunity revenue by sales stage for this quarter.

  • Sales Stage - The sales stage (for example, 01 - Qualification or 07 - Closed).

  • Days - Number of days the opportunity has been sitting in the current sales stage beyond the maximum number of days allowed for the sales stage.

  • Close Date - The date when the opportunity is scheduled to close within the current quarter.

  • Amount - Line revenue linked to the opportunity that is scheduled to close in the current quarter.

How can I edit this analysis?

Oracle Business Intelligence Answers

Related Subject Area

This analysis uses the Sales CRM Pipeline subject area. For more information, refer to Oracle Sales Cloud - Subject Area documentation on the Oracle Help Center.

Open Pipeline - Partners: Explained

Use the Open Pipeline analysis to keep an eye on what your partners are bringing in. This analysis shows you how much opportunity revenue your partners have in the sales pipeline and shows the revenue in the various sales stages along the pipeline.

Image of the partners' open pipeline analysis.

Frequently Asked Questions About Partner Open Pipeline

The following table lists frequently asked questions about this analysis.

FAQ Answer

How do I find this analysis?

From the home page click Dashboard - Actual vs. Quota or Search

Who uses this analysis?

Channel Managers

When do I use this analysis?

Use this analysis to help you monitor partners' open pipeline status..

What can I do with this analysis?

Analyze the following details on your partners' pipeline:

  • Time frame - A specific range of time for the pipeline by stage.

  • Total Revenue - Total open and closed (won) partner opportunity revenue scheduled to close this quarter.

  • Open Pipeline - Open partner opportunity revenue that is not yet closed (won) and scheduled to close this quarter.

  • Won Revenue - Partner opportunity revenue already closed (won) this quarter.

  • Amount - Total opportunity revenue by sales stage for this quarter.

  • Sales Stage - The sales stage (for example, 01 - Qualification or 07 - Closed).

  • % of Total Amount - The percentage amount that each stage participates in the total revenue. Note that % of Total Amount only displays in the table view when you select the List option in the Show View list.

How can I edit this analysis?

Oracle Business Intelligence Answers

Related Subject Area

This analysis uses the Sales CRM Pipeline subject area. For more information, refer to Oracle Sales Cloud - Subject Area documentation on the Oracle Help Center.

Partner Status : Explained

The Partner Status analysis shows you the status of your partner onboarding. See which potential partners are still prospective, and which are registered.

Image of Partner Status dashboard

Frequently Asked Questions About Partner Status

The following table lists frequently asked questions about this analysis.

FAQ Answer

How do I find this analysis?

From the home page click Analytics - Partner Status

Who uses this analysis?

Channel Managers

When do I use this analysis?

Use this analysis to see your partners' onboarding status.

What can I do with this analysis?

Analyze the following details on your partners' status:

  • Partner Name - The name of your partner.

  • Partner Status - The status of your partner in terms of onboarding to join your team.

How can I edit this analysis?

Oracle Business Intelligence Answers

Related Subject Area

This analysis uses the Sales CRM Pipeline subject area. For more information, refer to Oracle Sales Cloud - Subject Area documentation on the Oracle Help Center.

Partner Performance: Explained

Use the Partner Performance analysis to see how your partners are doing. How much are they bringing in? How many deals have they closed to date?

Image of the Partner Performance analysis.

Frequently Asked Questions About Partner Performance

The following table lists frequently asked questions about this analysis.

FAQ Answer

How do I find this analysis?

From the home page click Dashboard - Partner Performance or Search

Who uses this analysis?

Channel Managers

When do I use this analysis?

Use this analysis to help you monitor how your partners are doing and deal status.

What can I do with this analysis?

Analyze the following details on your partners' pipeline:

  • Partner - Partner name..

  • Amount - amount to date your partner has brought in.

  • Count - Number of deals your partner has closed to date.

How can I edit this analysis?

Oracle Business Intelligence Answers

Related Subject Area

This analysis uses the Sales CRM Pipeline subject area. For more information, refer to Oracle Sales Cloud - Subject Area documentation on the Oracle Help Center.

Using Quota Analytics

Resource Quota History Chart: Explained

This analysis displays historical values of resources quotas for the selected sales resource within a territory. Drill-downs are enabled to show periodic distributions of resource quota over quarters, months, or weeks.

Resource Quota History Chart

Frequently Asked Questions About Resource Quota History Chart

The following table lists frequently asked questions about this analysis.

FAQ Answer

How do I find this analysis?

From the home page click Sales - Analytics - Search (by name)

Who uses this analysis?

Can be used for a variety of manager roles to examine quotas against sales goals for employees across various time periods.

When do I use this analysis?

Most likely at the close of various time periods.

What can I do with this analysis?

Analyze the following quota details:

  • Time - The time frame you are measuring quota details.

  • Employee (Resource)- The names of the employees whose quotas you are reviewing.

  • Resource Quota - The Quota assigned to that employee.

  • Sales Goal - The goal set for an employee for a selected period of time.

How can I edit this analysis?

Oracle Business Intelligence Answers

Related Subject Area

This analysis uses the Sales CRM Quota Management subject area. For more information, refer to Oracle Sales Cloud - Subject Area documentation on the Oracle Help Center.

Territory Quota History Bar Chart: Explained

This analysis displays historic values of territory quotas for the selected territory. Drill-downs are enabled to show periodic distributions or territory quotas over quarters, months, or weeks.

Territory Quota History Bar Chart

Frequently Asked Questions About Territory Quota Bar Chart

The following table lists frequently asked questions about this analysis.

FAQ Answer

How do I find this analysis?

From the home page click Sales - Analytics - Search (by name)

Who uses this analysis?

Can be used for a variety of manager roles to examine quotas for territories across various time periods.

When do I use this analysis?

Most likely at the close of various time periods.

What can I do with this analysis?

Analyze the following details on your territory quota:

  • Territory - The area that this analysis covers..

  • Time - The time period this analysis covers.

  • Territory Quota - The quota value returned for this territory over a specified time period..

How can I edit this analysis?

Oracle Business Intelligence Answers

Related Subject Area

This analysis uses the Sales CRM Quota Management subject area. For more information, refer to Oracle Sales Cloud - Subject Area documentation on the Oracle Help Center.

Using Incentive Compensation Analytics

IC Business Intelligence Subject Areas: Explained

The following table describes the incentive compensation business intelligence subject areas. It also provides sample questions that users answer with each subject area.

Subject Area Description Answer Questions Like These

Incentive Compensation Transactions Real Time

Compensation analysts use it to check the results of the Collect Transactions process. They can review raw transactions before the crediting process as well as descriptive flexfield values.

This subject area supports detailed operational reporting.

You can combine Credits Real Time and Transaction Real Time subject areas in a single report.

  • Were transactions successfully collected into the application?

Incentive Compensation Credits Real Time

Compensation analysts use it to check the results of the crediting and rollup processes. They can review credit transactions after crediting.

Create reports to show various credit transaction attributes that analysts can use to address participant credit disputes.

Create reports that show participants and their managers their credit transactions. Managers view only their own or direct report information based on the HR Supervisor Hierarchy.

You can combine Credits Real Time and Transaction Real Time subject areas in a single report.

  • Are participants correctly credited?

  • Were there credit or rollup errors that must be fixed?

Incentive Compensation Attainments Real Time

Sales management reports use it to review participant achievements with different performance measures at transaction-level detail in real time.

This subject area supports detailed validation reporting.

You can combine Attainments Real Time and Transaction Real Time subject areas to use a single report.

  • How much credit did participant A receive for his or her sales transactions?

  • How much credit did my team receive for its attainment?

  • What are the various attainment attributes associated with my credits?

Incentive Compensation Earnings Real Time

Supports the detailed analysis of participant earnings across a variety of dimensions, including the participant hierarchy, compensation plans, plan components, product, customer, and credit categories.

Also includes source transaction and credit details.

  • Who got paid what amount and from where, at the detail level?

Incentive Compensation Earning and Attainment Summary Real-Time

Sales management reports use it to review participant achievement with specific performance measures. They also compare achievement--in summary--across a variety of attributes.

Review attainment and earnings at various frequencies, such as period and interval, depending on the measure interval. Also review participant on target earnings by plan component.

You can combine the Participant Interval Goals Real Time and Participant Period Goals Real Time subject areas to review attainment and goals together. When creating this cross-subject-area report, add the Participant common dimension from each subject area to your report and hide one of the Participant dimensions.

Compensation administrators can use this data with the Payments Real Time subject area to resolve payment disputes.

  • For individually calculated earnings, you can trace back to the credits and transaction subject areas to validate credit percent or transaction attributes used in calculation.

  • For earnings calculated using grouped transactions, add Participant Name as the common dimension from each subject area and hide one of the dimensions.

    Note: There isn't a one-to-one relationship between earnings and transactions when transactions are grouped.
  • Are we on track in achieving quota this period or quarter?

  • Which of my direct reports' attainment or earnings are below the wanted performance expectation?

Incentive Compensation Participant Interval Goals Real Time

Compensation managers or analysts use it to review the individualized interval goals by interval, performance measure, and participant.

You can compare total quota to credit attainment by performance measure by creating a cross-subject-area report. Add Participant Name as the common dimension from each subject area and hide one of the dimensions. Typically, you use the Earning and Attainment Summary Real Time subject area for this analysis.

  • What is the total quota across the organization by performance measure for the interval?

  • What is the total quota by performance measure for the interval across the organization?

    Tip: Validate quota levels.
  • Is the company on track to attain its goals? Who is lagging and might require coaching?

    Answering the secondary question requires a cross-subject-area join.

  • Do I have to realign quota based on current attainment levels?

    Answering this question requires a cross-subject-area join.

Incentive Compensation Participant Period Goals Real Time

Compensation managers or analysts use it to review individualized period goals and performance measures by participant.

You can compare period quota to credit attainment by performance measure by creating a cross-subject-area report. Add Participant Name as the common dimension from each subject area, hiding one of the dimensions. Typically, you use the Earning and Attainment Summary Real Time subject area for this analysis.

  • What is the total quota across the organization by performance measure for the period or across periods?

  • What is the total quota by performance measure for the period across the organization?

    Validate quota levels.

  • Is the company on track to attain its goals? Who is lagging and might require coaching?

    Answering the secondary question requires a cross-subject-area join.

  • Do I have to realign quota based on current attainment levels?

    Answering this question requires a cross-subject-area join.

Incentive Compensation Participant Balances Real Time

Compensation analysts use it to review payment, draw balances, carry over from prior periods, and hold backs. It includes beginning, period to date, interval to date, and ending balances for the year, by period.

  • Why wasn't I paid correctly?

    Asked by participants. Might be due to draw recovery or manual adjustments.

    Analysts might use the balances while resolving a dispute.

Incentive Compensation Payments Real Time

Compensation managers use it to review participant payments on different pay components in real time.

Source transaction detail, credit detail, earnings, and payment details, such as earning rates and percentage, are available.

  • What is my cost of compensation by participant, plan component, plan, and frequencies?

Incentive Compensation Paysheet Summary Real Time

Compensation managers use it to review participant payments at a high level of detail, in real time.

  • What is the current status of the payment batches? Are they paid, reviewed, or frozen?

  • What is the status of each paysheet within the payment batches?

Incentive Compensation Disputes Real Time

Compensation analysts who work with dispute resolution use it because it provides all dispute attributes plus access to source transaction details.

  • Is the dispute load balanced between my analysts?

    Asked by compensation managers.

  • Is there a large quantity of a specific dispute type, such as credit disputes?

    This might indicate an issue in direct or rollup credit rules.

Incentive Compensation Participant Compensation Plan Real Time

Compensation and participant managers use it to view compensation plans and individualized participant plans to compare incentive targets and performance measure goals.

  • What are my compensation plan incentive targets?

  • How are these targets individualized across the participants assigned to the plan?

  • How do these targets break down by plan component?

  • Are my individualized performance measure goals set properly?

  • How do they compare to the base goals set on the measure?

  • Who is assigned to a given plan?

  • What are the targets and goals settings for an individual?

  • As a participant manager, what are the targets and goals settings for my direct reports?

Incentive Compensation Participant Detail Real Time

Use it to view details of the participant object. The participant object can be extended using its associated descriptive flexfield, which can be configured to capture user-defined attributes.

You can combine delivered attributes, such as home currency and business unit, with extended attributes to create an overview of the participant for validation purposes.

You can combine this subject area with others, such as attainment, earnings, or payment to create detailed reports. Use the extended attributes to constrain the data of the joined subject area.

  • To what country and business unit does the participant belong?

  • What is the participant's home currency or cost center?

  • Is the participant active? And for which dates?

Incentive Compensation Plan Assignments Real-Time

Compensation managers or administrators use it to check and validate to which plan and role each participant is assigned.

This subject area is more for operational reporting than analytical reporting.

  • Which participants are assigned to which plans?

  • What type of assignment does a participant have to a plan?

  • What are the assignment start and end dates for a participant?

  • How was the participant assigned to the plan, directly or by role?

  • Has the participant accepted the assignment to the plan?

  • Does the participant have an individualized target incentive for the plan?

Incentive Compensation Pay Group Assignments Real Time

Compensation managers and analysts use it to review and validate the accuracy of pay group assignments across all participants.

  • Which participants are assigned to a given pay group?

  • What pay groups are in the application? What are their types and descriptions?

  • When was a given participant assigned to a specific pay group?

  • As a participant manager, to which pay groups do my direct reports belong?

Incentive Compensation Payment Plan Assignments Real Time

Compensation analysts use it to review and validate payment plan assignments across participants and the time dimension.

  • What participants are assigned to which payment plans?

  • What are the individualized recovery details for a given participant?

  • What percent or amount is to be paid to an individual?

  • What is the maximum payment amount or cap?

Creating Incentive Compensation Analyses with Multiple Subject Areas: Procedure

When creating certain analyses, you might use information stored in different subject areas. You want to create an analysis that compares a participant's performance measure goals with their attainment toward those goals for a specific time interval.

To make this comparison, you join data that is stored in these two subject areas:

  • Incentive Compensation - Earnings and Attainment Summary Real Time

  • Incentive Compensation - Participant Period Goals Real Time

Note: To join subject areas, the subject areas must share a common dimension that you can use as a bridge. The analysis in the preceding example would use the Participant dimension.

Creating and Editing Analyses

Create your analyses in Business Intelligence Answers using the Analysis and Interactive Reporting subject areas.

To create or edit an analysis:

  1. Open the Reports and Analytics pane in any work area.

  2. Click the Browse Catalog button.

  3. Click the New button, select Analysis under Analysis and Interactive Reporting, and select a subject area.

    Or, select your analysis in the Folders pane and click Edit.

  4. Use the tabs as described in this table.

    Tab Task

    Criteria

    Select and define the columns to include.

    Example:

    1. Incentive Compensation - Earnings and Attainment Summary Real Time

      1. Participant - Participant

        This is the common dimension shared by both subject areas. You show this instance of the dimension in this analysis.

      2. Attainment Summary - Performance Measure - Performance Measure

      3. Attainment Summary - Performance Measure - Unit of Measure

      4. Attainment Summary - Performance Measure - Interval Type

      5. Attainment Summary - Attainment Summary - Period-to-Date Attainment

    2. Incentive Compensation - Participant Period Goals Real Time

      1. Participant - Participant

        This is the common dimension shared by both subject areas. You hide this instance of the dimension in this analysis.

      2. Participant Period Goal - Period Target

    Add filters for the analysis.

    Results

    Add views and set options.

    Prompts

    Define prompts to filter all views in the analysis.

    Example: Year and Period from the Calendar dimension

    Advanced

    View or update the XML code and logical SQL statement that are generated for the analysis.

    Set options related to query performance.

  5. Save your analysis.

Performing Other Actions on an Analysis

  1. Open the Reports and Analytics pane in any work area where the analysis is available.

  2. In the Contents pane, select your analysis in the pane and click More.

  3. On the Catalog content area More menu for your analysis, select an action, for example Delete or Copy.

Can I include multiple subject areas in incentive compensation Oracle Transactional Business Intelligence analyses?

Yes. For performance purposes, the best practice is to use no more than two subject areas for any given analysis.

The common dimensions that you can use to join two subject areas are:

  • Business Unit

  • Calendar

  • Participant

  • Participant Name

Use the common dimension that's most appropriate to determining the fact value for the analysis.

Note: Not all of these common dimensions are present in all subject areas.