Seeded Views

This appendix covers the following topics:

Overview of Views

Views are saved sets of search criteria. Users can use the seeded views provided with Oracle Sales, or can create their own views for the Sales Dashboard Lead and Opportunity tables, or for the Lead and Opportunity Views pages.

Table Oracle Sales Seeded Leads Views lists seeded views for leads.

Table C-1 Oracle Sales Seeded Leads Views
View Description Columns Displayed Default Seeded View
My Open Leads (Owner) Displays open leads where the user is the owner of the lead. Leads are sorted by creation date (descending) and 10 rows are displayed.

  • Lead Name (links to lead details page)

  • Primary Contact (links to contact details page)

  • Customer Name (links to customer details page)

  • Rank

  • Status

  • Age (days)

  • Local Time

  • Convert to Opportunity (icon)

 Yes
My Open Leads (Sales Team) Displays open leads where the user on the sales team for the lead. Leads are sorted by creation date (descending) and 10 rows are displayed.

  • Lead Name (links to lead details page)

  • Primary Contact (links to contact details page)

  • Customer Name (links to customer details page)

  • Rank

  • Status

  • Age (days)

  • Local Time

  • Convert to Opportunity (icon)

 No

Table Oracle Sales Seeded Opportunities Views lists seeded views for opportunities.

Table C-2 Oracle Sales Seeded Opportunities Views
View Description Columns Displayed Default Seeded View
My Open Opportunities (Owner) Displays open opportunities where the user is the owner of the opportunity. Opportunities are sorted by last modified date (descending) and 10 rows are displayed.

  • Opportunity Name (links to opportunity details page)

  • Customer Name (links to customer details page)

  • Close Date

  • Status

  • Stage

  • Amount

  • Currency

 Yes
My Open Opportunities (Sales Team) Displays open opportunities where the user is on the sales team for the opportunity. Opportunities are sorted by last modified date (descending) and 10 rows are displayed.

  • Opportunity Name (links to opportunity details page)

  • Customer Name (links to customer details page)

  • Close Date

  • Status

  • Stage

  • Amount

  • Currency

 No
Top Opportunities (Current Quarter) Displays top opportunities where the user is on the sales team for the opportunity. Opportunities are sorted by converted forecast amount (descending) and 10 rows are displayed.

  • Opportunity Name (links to opportunity details page)

  • Customer Name (links to customer details page)

  • Stage

  • Close Date

  • Win Probability %

  • Converted Amount

  • Converted Forecast

 No