Prebuilt Dashboards
This section provides information about Oracle Fusion CX Analytics prebuilt dashboards.
Topics
Overview
A dashboard is an object that provides a series of overview or detailed business metrics
Overview Dashboards
An overview dashboard is a top-level object containing multiple business metrics.
Each dashboard typically contains as many as 8 composite visualizations. These present an aggregated value for the business metric, a supplemental visualization and with a drill down capability to Data Visualization content found in detail dashboards.
To access prebuilt data visualizations, go to Shared Folders, click Oracle, click Fusion CX, and then click Overview Dashboards. All prebuilt decks are migrated to workbooks in Oracle Analytics Cloud, and you can find these in the Detail Dashboards folder, located within the parent application folder.
Detail Dashboards
Detail dashboards typically contain more in-depth analyses along with filters focused on a specific topic. These workbooks can be launched directly or starting from an overview dashboard.
To access prebuilt data visualizations, go to Shared Folders, click Oracle, click Fusion CX, and then click Detail Dashboards.
Note:
Workbooks have replaced decks and visualizations have replaced cards in release 24R1.Prebuilt Dashboards
| Dashboard Name | Dashboard Description |
|---|---|
| Campaign Effectiveness | Includes Business Metrics that help marketing and sales users measure campaign ROI metrics, and important conversion metrics as part of the campaign to opportunity process flow. |
| Lead Conversion | Includes Business Metrics that provide insight into the leads that are getting converted to opportunities, the rate of conversion, their contribution to overall opportunities, and their performance in terms of revenue closure and time to close the opportunities. |
| Leads | Provides Business Metrics for tracking important lead metrics including those related to lead conversions and lead qualifications. |
| Opportunity Quotes | Includes Business Metrics that help sales users gain insight into the quotes created in the system, and the contract value and cycle times associated with those quotes. |
| Renewal Sales | Includes Business Metrics that provide insights and metrics on the renewal opportunity pipeline, the related revenue figures, and their won rate. |
| Sales Activity | Includes Business Metrics that provides insights on sales activities performed in the current quarter and how they relate to opportunity outcomes (won and lost). |
| Sales Pipeline | Includes Business Metrics for measuring the overall health of the sales pipeline. |
| SF Sales Pipeline | Includes Business Metrics for measuring the overall health of the Sales Pipeline. |
| SF Win-Loss Analysis | Includes Business Metrics that provide insights and metrics on Opportunity outcomes (won and lost) and the related Opportunity Amount figures. |
| SR Management | Includes Business Metrics to help service managers and reps to get an overview of the SRs raised in the system, and what's the rate, escalations, and how they're being handled by the agents. |
| Subscriptions | Includes Business Metrics that provide insight and metrics on Subscription MRR and TCV, along with additional details about Customers and their Churn. |
| Win-Loss Analysis | Includes Business Metrics that provide insights and metrics on opportunity outcomes (won and lost) and the related opportunity revenue figures. |