This tutorial shows you how to determine who is the primary sales resource with each opportunity for a selected customer. A report is based on an analysis that defines the information that you want to see in the report. So to create a new report, you first need to create an analysis.
In this tutorial you need to determine who the primary sales resource is for a customer and the associated opportunity. Each customer may have one or more sales resources and one or more opportunities. You use the Primary Sales Resource Associated With Each Opportunity For This Customer report to evaluate and review a specific targeted opportunity.
To create the Primary Sales Resource Associated With Each Opportunity For This Customer report:
From the Navigator menu, select Reports and Analytics.
The Reports and Analytics page is displayed.
In the Contents pane, click Browse Catalog.
In the Oracle BI Catalog page, click New, and then click Analysis.
In the Select Subject Area list, select Sales - CRM Pipeline.
In the Subject Areas pane, expand the Opportunity folder, and then double-click Opportunity Name to add the column to the Selected Columns pane.
Similarly, add the following columns to the Selected Columns pane:
From the Opportunity folder: Owner First Name
From the Opportunity folder: Owner Last Name
From the Customer folder: Customer Name
In the Filters pane, click the Create a filter for the current Subject Area button, and then select Customer Name.
In the New Filter dialog, perform the following steps:
Select is equal to/is in from the Operator list.
In the Value field, enter Agile Solutions. (Note that you can also select one or more values from the Value list, or you can search for a value.)
Click OK. The filter is added to the Filters pane.
Click Results. Your analysis is displayed.
Save the analysis as follows:
The Save As dialog is displayed. In the Name field, enter Primary Sales Resource Associated With Each Opportunity For This Customer.
In the Folders list, select the folder in which you want to save the analysis.
The folder in which you save the analysis controls whether the analysis is available only for your personal use or available to other users.
If you save the analysis in My Folders, then it is available only for your personal use. If you save the analysis in Shared Folders\Custom, then it is available to all users who can access Shared Folders\Custom.
The final report is saved in the specified folder. You can now navigate to the analysis.
This report contains the following metrics:
Opportunity Name — The name of the opportunity associated with the primary resource and the customer.
Owner First Name — The first name of the primary sales representative (resource) who owns this opportunity.
Owner Last Name — The last name of the primary sales representative (resource) who owns this opportunity.
Customer Name — The name of the sales representative's customer.
The following image shows an example of the Primary Sales Resource Associated With Each Opportunity For This Customer report.