1. Implementing Financial Services
  2. Configure Reports for Commercial Banker and Commercial Bank Manager

Configure Reports for Commercial Banker and Commercial Bank Manager

You must configure reports for the Commercial Banker and Commercial Bank Manager to ensure that they can work with the various reports of commercial banking.

To configure reports:

  1. Sign in to Oracle CX Sales using Sales Administrator role.

  2. Click Edit Pages from the Settings and Actions menu.

    Note:

    To perform Page Composer configurations, you require a role for which configuration is done. In this case, Commercial Banker or Commercial Bank Manager role is required.

  3. Select job role for which dashboard must be configured.

  4. Click the Sales Infolets pagination control on the springboard.

  5. Select Delete option in Actions for each infolet to delete any existing infolets.

  6. Click the Infolet Repository icon and select Create Infolet option.

    Choose the following options:

    • Infolet Title: According to the following table.

    • Dimension: According to the following table.

    • Back View: No

    • Expanded View: No

  7. Click Save and Close.

  8. Click Add Content button and select infolet according to the following table.

  9. Click Link Detailed Report option in Actions.

  10. Click Add Content button and select detailed report according to the following table.

  11. Repeat steps 1 to 10 until all the required reports corresponding to a role are configured.

    Roles

    Title

    Dimension

    Detailed Report

    Infolet

    Commercial Banker and Commercial Bank Manager

    Actuals vs Quota

    1 x 1

    		 
    Reports and Analytics/BIPresentationServer/Shared Folders/Extension/orafs/Commercial Banking/KPI Dashboards/Dashboards/Actuals vs Quota Dashboard
    		 
    Reports and Analytics/BIPresentationServer/Shared Folders/Extension/orafs/Commercial Banking/KPI Dashboards/Infolet Tiles/Actuals vs Quota Tile

    Commercial Banker and Commercial Bank Manager

    Loan Pipeline

    1 x 1

    		 
    Reports and Analytics/BIPresentationServer/Shared Folders/Extension/orafs/Commercial Banking/KPI Dashboards/Dashboards/Loan Pipeline Dashboard
    		 
    Reports and Analytics/BIPresentationServer/Shared Folders/Extension/orafs/Commercial Banking/KPI Dashboards/Infolet Tiles/Loan Pipeline Tile

    Commercial Banker and Commercial Bank Manager

    Loan Performance Year To Date

    2 x 1

    		 
    Reports and Analytics/BIPresentationServer/Shared Folders/Extension/orafs/Commercial Banking/KPI Dashboards/Dashboards/Loan Performance YTD Dashboard
    		 
    Reports and Analytics/BIPresentationServer/Shared Folders/Extension/orafs/Commercial Banking/KPI Dashboards/Infolet Tiles/Loan Performance YTD Tile

    Commercial Banker and Commercial Bank Manager

    Top Loans

    1 x 1

    		 
    Reports and Analytics/BIPresentationServer/Shared Folders/Extension/orafs/Commercial Banking/KPI Dashboards/Dashboards/Top Loans Dashboard
    		 
    Reports and Analytics/BIPresentationServer/Shared Folders/Extension/orafs/Commercial Banking/KPI Dashboards/Infolet Tiles/Top Loans Tile

    Commercial Banker and Commercial Bank Manager

    Loans Underwritten Year to Date

    2 x 1

    		 
    Reports and Analytics/BIPresentationServer/Shared Folders/Extension/orafs/Commercial Banking/KPI Dashboards/Dashboards/Loans Underwritten YTD Dashboard
    		 
    Reports and Analytics/BIPresentationServer/Shared Folders/Extension/orafs/Commercial Banking/KPI Dashboards/Infolet Tiles/Loans Underwritten YTD Tile

    Commercial Banker and Commercial Bank Manager

    Push Applications

    1 x 1

    		 
    Reports and Analytics/BIPresentationServer/Shared Folders/Extension/orafs/Commercial Banking/KPI Dashboards/Dashboards/Push Application Dashboard
    		 
    Reports and Analytics/BIPresentationServer/Shared Folders/Extension/orafs/Commercial Banking/KPI Dashboards/Infolet Tiles/Push Applications Tile

    Commercial Banker and Commercial Bank Manager

    Top 5 Products for Opportunities

    2 x 1

    		 
    Reports and Analytics/BIPresentationServer/Shared Folders/Extension/orafs/Commercial Banking/KPI Dashboards/Dashboards/Top 5 Products Dashboard based on Open Opportunity
    		 
    Reports and Analytics/BIPresentationServer/Shared Folders/Extension/orafs/Commercial Banking/KPI Dashboards/Infolet Tiles/Top 5 Products based on Open Opportunity Tile

    Commercial Banker and Commercial Bank Manager

    Top 5 Products for Leads

    2 x 1

    		 
    Reports and Analytics/BIPresentationServer/Shared Folders/Extension/orafs/Commercial Banking/KPI Dashboards/Dashboards/Top 5 Products Dashboard based on Open Leads
    		 
    Reports and Analytics/BIPresentationServer/Shared Folders/Extension/orafs/Commercial Banking/KPI Dashboards/Infolet Tiles/Top 5 Products based on Open Lead Tile

    Commercial Bank Manager

    Rep Performance

    1 x 1

    		 
    Reports and Analytics/BIPresentationServer/Shared Folders/Extension/orafs/Commercial Banking/KPI Dashboards/Dashboards/Rep Performance Dashboard
    		 
    Reports and Analytics/BIPresentationServer/Shared Folders/Extension/orafs/Commercial Banking/KPI Dashboards/Infolet Tiles/Rep Performance Tile