This appendix covers the following topics:
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.
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. |
|
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. |
|
No |
Table Oracle Sales Seeded Opportunities Views lists seeded views for opportunities.
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. |
|
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. |
|
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. |
|
No |