Oracle Sales Cloud Using Reports and Analytics

This document provides an overview of reporting and analytics functionality in Oracle Sales Cloud. It includes the following topics:

Revision Log

Changes made to version 13.2 of this document include updates to the title and external references.

Changes made to version 1.2 of this document include updates to the title.

Changes made to version 1.1 of this document include updates to product names to Oracle Sales Cloud.


Oracle Business Intelligence (BI) Architecture

Figure 1 shows a high-level mapping of the Business Intelligence (BI) architecture in Oracle Sales Cloud. The source data from the transactional database is abstracted by way of a BI view or a BI view object in the Oracle Cloud service. The data is then fed into the BI layer on the Semantic Model. The various BI applications (such as Territory Management and Sales Prediction Engine) and the prebuilt reports and dashboards then reference the BI model.

Figure 1. Oracle Business Intelligence (BI) Architecture
Diagram showing high-level mapping of the Business Intelligence Architecture

Analytics are available throughout Oracle Sales Cloud as embedded analytics and also in a standalone flavor by way of the transactional work areas. Administrators can create custom reports in either BI Answers or BI Publisher. BI Composer is the tool for users to do their own self-service report creation. For more information about these tools, see Oracle Sales Cloud Reporting Tools.

The access points for reports are by way of the embedded analytics on work area pages as well as the Reports and Analytics pane and the Reports and Analytics work area. For more information about the Reports and Analytics pane, see About the Reports and Analytics Pane in Oracle Fusion Applications. For more information about the Reports and Analytics work area, see About the Reports and Analytics Work Area in Oracle Cloud.


About the Oracle Business Intelligence (BI) Presentation Catalog

The Oracle Business Intelligence (BI) Presentation Catalog (BI Catalog) stores business intelligence objects and provides an interface where you can create, access, and manage objects, and perform specific object-based tasks (for example, export, print, and edit). The catalog is organized into folders that are either shared or personal.

If Oracle Business Intelligence Enterprise Edition (Oracle BI EE) is integrated with other Oracle applications, then the objects that are created within those applications are also stored within the catalog. For example, if Oracle BI Publisher is integrated with Oracle BI EE, data models, reports, style templates, and subtemplates are also stored in and accessible from the catalog.


About Business Intelligence (BI) Analyses in Oracle Sales Cloud

Oracle Sales Cloud applications consist of standard dashboards and reports that you can use to address your day-to-day operations. These applications include standard analytics for a variety of business needs, including sales, sales forecasting, marketing, contracts, quota management, territory management, partner relationship management, incentive compensation, and so on. Predefined dashboards and reports are available for each functional area, and the variety continues to grow. For more information about the predefined dashboards and reports, see Listing Predefined Reports in Oracle Sales Cloud.

NOTE:  The functional areas in Oracle Sales Cloud continue to evolve; therefore, the content in this document is subject to change.

You view and edit Business Intelligence (BI) analyses and dashboards using the Reports and Analytics pane. Any changes you make to existing reports are reflected wherever else the analysis or dashboard is used in Oracle Fusion Applications, unless you are working on a report in the My Folder area or saving a copy of an edited report in that area. For more information about the Reports and Analytics pane, see About the Reports and Analytics Pane in Oracle Fusion Applications. For more information about using BI analyses and dashboards, see Oracle Fusion Applications Common User Guide available in Oracle Fusion Applications Help and Oracle Technology Network at

http://www.oracle.com/technetwork/index.html

Oracle Business Intelligence Publisher Reports

In the Reports and Analytics pane, you can view the latest submission of Oracle BI Publisher reports. If the report is registered as a process, then you can also schedule it to run as a process with specified parameters at specified times. You can manage these submissions as you would any other process. For more information about processes, see Oracle Fusion Applications Help.

To navigate to Oracle BI Publisher to customize reports and perform other tasks, access the BI Catalog, for example from the Reports and Analytics toolbar. Ask your administrator if you need specific reports to be registered as processes for submission in the Reports and Analytics work area.


About the Reports and Analytics Pane in Oracle Fusion Applications

The Reports and Analytics pane offers a list of frequently used reports and dashboards that are available with a single click as shown in Figure 2. This pane appears in the lower-left region of dashboards and transactional work area pages.

Figure 2. Reports and Analytics Pane in Oracle Fusion Applications
Arrow pointing to Shared Folder in the Reporting pane

The Reports and Analytics pane in Oracle Fusion Applications provides a central place for you to view or run any operational or analytical report relevant to your work. The pane is available in work areas across Oracle Fusion Applications and contains links to reports specific to the work area. You can also use the Navigator to go to the Reports and Analytics work area, which contains links to all reports that you have access to. For more information about the Navigator, see About Using the Navigator in Oracle Cloud Services. For more information about the Reports and Analytics work area, see About the Reports and Analytics Work Area in Oracle Cloud.

Report Links

Each link in the Reports and Analytics pane is generically referred to as a report and represents a mapping to an object in the Oracle Business Intelligence Presentation Catalog (BI Catalog). The catalog contains reports and analytics in Oracle Fusion Applications and presents them in an organized hierarchy. For more information about the BI Catalog, see About Using Embedded Analytics in Oracle Sales Cloud. In the Reports and Analytics pane, business intelligence analyses are of type Analysis, business intelligence dashboards are of type Dashboard, and Oracle Business Intelligence Publisher reports are of type Report.

Reports can be mapped to one or more work areas for the Reports and Analytics pane, so you might see the same report in different work areas. You can also have multiple instances of the same report in one work area, but with different parameters. In the Reports and Analytics work area, you can have links to the same report in multiple folders, as well as multiple instances of the same report in the same folder, but with different parameters.

TIP:   You can access the catalog directly from the Reports and Analytics toolbar. After you click on a report link in the Reports and Analytics pane, you can also then click the More link to get to the report within the BI Catalog. The catalog is part of Oracle Business Intelligence Enterprise Edition, so from there you have access to all available business intelligence features.

Related Topics
About Business Intelligence (BI) Analyses in Oracle Sales Cloud
About Using the Navigator in Oracle Cloud Services
About the Reports and Analytics Work Area in Oracle Cloud

About Using the Navigator in Oracle Cloud Services

The Navigator is a global dedicated work area page where you can access links for various types of tasks. Figure 3 shows how to access the Reports and Analytics work area using the Navigator.

Figure 3. Navigator Menu in Oracle Sales Cloud

Reports and Analytics circled on the Navigator menu

 

 

Related Topics
About the Reports and Analytics Pane in Oracle Fusion Applications
About the Reports and Analytics Work Area in Oracle Cloud

About the Reports and Analytics Work Area in Oracle Cloud

The Reports and Analytics work area in Oracle Cloud Services provides a central place for report creation and modification. This page is also where you can view your own personal reports and shared reports that you have access to. Navigate to this page using the Navigator.

Figure 4 shows a sample report creation page.

Figure 4. Report Creation from the Reports and Analytics Work Area in Oracle Sales Cloud
Edit Opportunity Sales Stage Detail tab is circled
Related Topics
About Business Intelligence (BI) Analyses in Oracle Sales Cloud
About the Reports and Analytics Pane in Oracle Fusion Applications
About Using the Navigator in Oracle Cloud Services

About Using Embedded Analytics in Oracle Sales Cloud

Oracle Sales Cloud provides several embedded reports and dashboards that use prebuilt best practice metrics. These reports and dashboards are integrated with the transitional business flows so that you can analyze and view data on the same page where you perform your business operations. Many reports are also actionable, that is, they have prebuilt contextual actions for rapid action.

The Sales Dashboard, as shown in Figure 5, is an example of embedded analytics. The Sales Dashboard can help you (or a sales manager) identify the opportunities in your pipeline and see which of those opportunities are due to close soon, to view appointments scheduled for the day, and other related sales information.

Figure 5. Sample Sales Dashboard in Oracle Sales Cloud
On Sales Home Page the End E-Mail Link is circled near My Tasks lower left of view

In the sample Sales Dashboard shown in Figure 5, a sales manager is viewing his pipeline report, opportunity watch, key contacts, and so on. The sales manager can drill down on a band on the pipeline funnel report to view the opportunities associated with that particular sales stage. Or, the sales manager might want to perform follow up actions, such as send e-mail to a salesperson or owner of the opportunity, or add a note to the opportunity. These actions are done within the context of the particular report and the particular opportunity currently viewed. The intent of actionable items is to allow you to perform a followup activity on a particular exception that you notice as part of the report.

Dashboards allow you to add new tabs and content, change the page layout, or even personalize it. To personalize a dashboard, you edit the page, then drag and drop the content from a catalog to include on the dashboard page. Not only can you admit reports as part of a dashboard, you can include reports on other pages such as a transactional page or a work area page. You can also include metrics as part of the functional form. Figure 6 shows an example of related cube metrics for a territory along with a graphical representation of the data in a specialized UI format.

Figure 6. Example of a Oracle Sales Cloud Report Showing Metrics as a Graphical Representation
Oracle Sales Cloud Report Metrics example

Oracle Sales Cloud Reporting Tools

The Oracle Sales Cloud reporting tools for creating custom reports include:

  • BI Composer. BI Composer is a Web-based report wizard available for both On Demand and On Premise deployments. This tool is designed for novice users. It guides you through the steps needed to create a report, and at the end of the flow, you can save the report to the Oracle Business Intelligence Presentation Catalog (BI Catalog). You can launch BI Composer from either the Reports and Analytics pane or the Reports and Analytics work area.
  • BI Answers. BI Answers is a report creation tool that is designed for both novice and experienced users. This tool allows users to create both simple and complex reports that might include formulas, compound layouts, and joining of multiple subject areas. You can also create custom dashboards and scorecards using this tool.
  • BI Publisher. BI Publisher is a WYSIWYG (what-you-see-is-what-you-get) tool that is used for creating production-quality reports, such as pay slips, invoices, agreements, and so on. This tool is designed for administrators or power users to create data model reports, subtemplates, and style templates. Oracle Sales Cloud includes predefined BI Publisher templates for several functional areas. For more information about predefined templates, see Listing Predefined Reports in Oracle Sales Cloud. For more information about using BI Publisher, see the documentation suite available on Oracle Technology Network at

    http://www.oracle.com/technetwork/indexes/documentation/index.html.


Listing Predefined Reports in Oracle Sales Cloud

The Oracle Enterprise Repository for Oracle Fusion Applications provides a listing of predefined reports available in Oracle Sales Cloud. Use the following procedure to find the most recent information.

NOTE:  Functional areas in Oracle Sales Cloud continue to evolve; therefore, the list of predefined reports is subject to change.

To view a listing of predefined reports in Oracle Sales Cloud

  1. Sign in to Oracle Enterprise Repository (OER):

    https://fusionappsoer.oracle.com/

  2. Search for the listing by doing the following:
    1. Under Type, select Report.
    2. Under Fusion Apps: Logical Business Area, make sure All Fusion Apps: Logical Business Area is selected, which is the default value.
    3. Click Search.
  3. Select Customer Relationship Management Reports, the Documentation tab, and then the Customer Relationship Management Report Listing link to open and view the listing or save it.

    NOTE:  Product names and categories in OER might not yet be updated to Oracle Sales Cloud.


Accessing Reports in Oracle Sales Cloud

This topic describes how to view all reports that you have access to in Oracle Sales Cloud. You can access your reports in the following ways:


Accessing Reports Using the Reports and Analytics Pane

Use the following procedure to access reports using the Reports and Analytics pane.

To access a report using the Reports and Analytics pane

  1. Sign in to the Oracle Sales Cloud.
  2. Use the Navigator to navigate to the work area where you want to view available reports.

    For example, you might navigate to the Opportunities work area.

  3. From the Reports and Analytics pane, drill down on one of the following to access the report you want:
    • My Folders
    • Shared Reports and Analytics

      TIP:   You might need to open the regional area of the page if it is hidden.

  4. Access the report by opening it.

Accessing Reports Using the Reports and Analytics Work Area

Use the following procedure to access reports using the Reports and Analytics work area.

To access a report using the Reports and Analytics work area

  1. Sign in to the Oracle Sales Cloud.
  2. From the Welcome page, click Navigator, Tools, and then Reports and Analytics.

    The Reports and Analytics work area appears.

    Display of Reports and Analytics Work Area
  3. Drill down on one of the following to access the report you want:
    • My Folders
    • Shared Folders
  4. Open the report to view it.

Adding Reports to Dashboards in Oracle Sales Cloud

This topic describes how to add reports to dashboards in Oracle Sales Cloud.

To add a report to a dashboard

  1. Sign in to the Oracle Sales Cloud.
  2. Click the subject area tab (such as Sales).
  3. Under the Personalization application-level link (upper right-hand corner), choose Edit Current Page.

    The dashboard page is now in Edit mode.

  4. Click Tab (shown with a green plus sign) as shown in the following figure, and enter a name for the new tab, and then click Rename this tab to save the tab name.
Adding Reports to Dashboards
  1. Click Change Layout to choose the layout of the page (two-column, three-column, and so on).

    NOTE:  A single- or double-column layout provides a wide enough view for reports.

  2. Add the report to the page by doing the following:
    1. Click Add Content where you want the report to appear.

      This brings up the Resource Catalog that also includes the BI Catalog.

    2. Open one of the following folders to retrieve the report you want to add:
      • My Folders
      • Shared Folders
    3. Click Add to add the report.
    4. When the preview appears, click Close to close and save the changes.

      The report is now rendered as part of the new tab that was added to the dashboard page.

  3. Sign out of the application to exit edit mode.
  4. (Optional) Sign in to the application again to continue.

Example of Adding a Report to the Sales Dashboard

This topic gives one example of adding an Opportunities by Sales Stage report to the Sales Dashboard. You might use this feature differently, depending on your business needs.

To add an opportunity by sales stage report to the Sales Dashboard

  1. Sign in to the Oracle Sales Cloud service.
  2. Click the Sales tab.

    The Sales Dashboard appears.

  3. Under the Personalization application-level link (upper right-hand corner), choose Edit Current Page.

    The Sales Dashboard page is now in Edit mode, which allows you to add new tabs, change layout, add content, and so on to the page.

  4. Click Tab (shown with a green plus sign), and enter a name for the tab.

    In this example, we name the tab Opportunities.

  5. Click Change Layout to change the format.

    NOTE:  By default, layout is a three-column format.

  6. Add the report to the page by doing the following:
    1. Click Add Content (near the upper left corner).

      This brings up the Resource Catalog that also includes the BI Catalog.

    2. From the Resource Catalog, click Open on the Oracle Business Intelligence catalog.
    3. Open one of the following folders to retrieve the report you want to add:
      • My Folders (your own personal reports)
      • Shared Folders (shared reports)
    4. Click Add to add the report.

      A preview appears.

    5. Click Close to close and save the changes made to that particular page.
    6. When the preview appears, click Close to close and save the changes.

The Opportunities by Sales Stage report is now rendered as part of the new tab that was added to the Sales Dashboard page.

To watch a video that walks you through this example, see the following article ID 1474869.1 on My Oracle Support:

https://support.oracle.com/epmos/faces/ui/km/DocumentDisplay.jspx?_afrLoop=129238327034509&id=1474869.1&_afrWindowMode=0&_adf.ctrl-state=1dvn44inxg_4#REF_PURPOSE


About Creating New Reports in Oracle Sales Cloud

Creating new reports in Oracle Sales Cloud is similar for the various functional areas, although available features might differ. It is recommended, at least for novice users, that you use the predefined dashboards and reports on which you can base a new report. Both administrators and users can create their own personal reports and can choose to share them.

Example of Creating a New Sales Report

This topic provides one example of creating a new report that shows opportunities by sales stage. You might use this feature differently depending on your business needs.

To create a new opportunity by sales stage report

  1. Sign in to Oracle Sales Cloud.
  2. From the Welcome page, click Navigator, the Tools menu, and then select Reports and Analytics.

    The Reports and Analytics work area appears.

  3. Click Create.

    This action launches BI Composer.

  4. Select the Sales - CRM Pipeline subject area.
  5. Select the following attributes for the report, and then click Next:
    • Employee Name
    • Opportunity Name
    • Sales Stage Name
    • Status
    • In the Pipeline Facts subject area, select # of Opportunities
  6. Select the following views (which is the visualization for the report), and then click Next.
    1. For Graph, select Bar.
    2. For Title, enter Opportunity Count by Sales State (the name of the report).
    3. For Layout, and Table, keep the defaults (Table Above Graph and None, respectively).

      By default the system moves all the dimensional attributes into the Group By section (depicts the bars for the bar graph).

    4. Exclude Employee and Opportunity Name to further define the graph to include only sales stage related bars.

      TIP:   Use the Move To drop-down list to exclude.

  7. Add a filter to show only certain sales stages in the report by selecting the following sales stages column values:
    • Closed
    • Discovery
    • Negotiation
    • Short List
    • Solution Presentation

      NOTE:  Filtering is an optional feature.

  8. Click Preview to see how the bar graph will appear.
  9. Add another filter to show only opportunities specific to Pinnacle Technologies (using the Customer Name column).

    NOTE:  In the preview, notice the bars are now shorter due to the additional filter applied.

  10. Click Next.
  11. Save the report by doing the following:
    1. Click My Folders if you do not want others to view the report. Otherwise, click Shared Folders.
    2. Enter the report name as Opportunities by Sales Stage.
    3. Click Submit.

      A dialog box appears confirming the report was save successfully.

    4. Click OK to exit.

To watch a video that walks you through this example, see the following article ID 1474869.1 on My Oracle Support:

https://support.oracle.com/epmos/faces/ui/km/DocumentDisplay.jspx?_afrLoop=129238327034509&id=1474869.1&_afrWindowMode=0&_adf.ctrl-state=1dvn44inxg_4#REF_PURPOSE


Using Help for Oracle Sales Cloud

When you want detailed information about how to use Oracle Sales Cloud, Oracle Fusion Applications Help is the place to go.

To use the Oracle Fusion Applications Help for Oracle Sales Cloud

  1. Sign in to Oracle Sales Cloud.
  2. At the Welcome to Oracle Fusion Applications Help page, search for Analytics, or use the Search by Product predefined search links, to find information specific to Oracle Sales Cloud.
  3. In the global area of Fusion Applications, click Applications Help (in the upper right corner of the page).
    Menu fragment showing Help menu drop-down with Applications Help Selected and highlighted
  4. After you are in Oracle Fusion Applications Help, search for the following documents:
    • Define Transactional Business Intelligence Configuration chapter in Oracle Fusion Applications Sales Implementation Guide
    • Oracle Fusion Transactional Business Intelligence Administrator's Guide

Finding Additional Information on Oracle Sales Cloud

You can find additional documentation and information about using Oracle Sales Cloud applications in the following locations:

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