Extend Sales Forecasting with Configurable Opportunity Drawer

Sales managers can see the key opportunity information for sales forecasts in Redwood user experience. Customers can use VB Studio to configure and extend each opportunity within a sales manager's forecast.

Opportunities in Forecast - Edit Opportunity Smart Action

Opportunities in Forecast - Edit Opportunity Drawer

Sales managers can easily view and update the important opportunity information within sales forecasting. 

Steps to Enable

• Enable the sales forecast edit opportunity smart action from Application Composer.
• Optionally rename the sales forecast smart action using the User Interface Text tool. See the Tools for Changing Text section of the Configuring and Extending Applications guide.
• Use VB Studio to configure the fields and layout of the Edit Opportunity drawer.

Key Resources

See resources: (need to add links, but not possible in any browser right now)

• Overview of Smart Actions
• How can I modify standard Sales pages in Oracle Visual Builder Studio? What You Can Configure
• Tools for Changing Text

Access Requirements

This feature is available to sales managers who have the Manage Sales Forecast from Digital Sales (ZSF_MANAGE_DIGITAL_SALES_FORECAST) privilege and the View Sales Forecast from Digital Sales (ZSF_VIEW_DIGITAL_SALES_FORECAST) privilege.