Related Guides

See these related guides for more information about working with Sales Planning.

Sales Planning is supported by the many Oracle Enterprise Performance Management Cloud components.

Getting Started

To get started using Sales Planning, see these guides:

• Getting Started for Administrators
• Getting Started for Users
• Deploying and Administering Oracle Smart View for Office (Mac and Browser)
• Creating and Running an EPM Center of Excellence
• Getting Started with the Digital Assistant for Oracle Cloud Enterprise Performance Management
• Oracle Enterprise Performance Management Cloud Operations Guide

To extend the power and flexibility of Sales Planning, see the following guides. Note that some functionality described in the related guides may vary from what is available in Sales Planning. For example, Sales Planning does not allow classic dimension editor.

Design

• Designing with Calculation Manager for information related to designing Groovy rules

• Designing with Financial Reporting Web Studio for Oracle Enterprise Performance Management Cloud

• Designing with Reports for Oracle Enterprise Performance Management Cloud

User

• Working with Planning
• Working with Smart View
• Working with Oracle Smart View for Office (Mac and Browser)
• Working with Predictive Planning in Smart View
• Working with Financial Reporting for Oracle Enterprise Performance Management Cloud
• Working with Reports for Oracle Enterprise Performance Management Cloud
• Accessibility Guide

Administration

• Administering Planning
• Administering Data Integration
• Administering Data Management
• Administering Access Control
• Administering Migration
• Working with EPM Automate
• Third-Party Acknowledgments

Development

• Java API Reference for Groovy Rules
• REST API
• Smart View for Office Developer's Guide