Metric Card Visualization Type in Visualization Configuration Tool

The Metric Card (Visualization Type) in the Visualization Configuration Tool enables users to create a Metric Card based on an existing OTBI (Oracle Transactional Business Intelligence) Analysis. This Metric Card can be added to the Redwood Sales Dashboard. Users can customize and configure the metric card according to their preferences, allowing for easy access and presentation of data using thresholds.

The Metric Card Visualization Type in Visualization Configuration Tool provides several key benefits:

• Data Accessibility: Quickly view essential metrics or KPI's without navigating away from your dashboard.
• Performance Tracking: Monitor progress against goals in real-time for proactive sales management.
• Informed Decision-Making: Make data-backed decisions to optimize sales strategies and drive revenue.

Steps to Enable

You don't need to do anything to enable this feature.

Key Resources

Create an OTBI Analysis or Adaptive Search Metric Card using the Visualization Configuration Tool

Access Requirements

A Sales Administrator will be able to access the Visualization Configuration Tool and Create a Metric Card Configuration based on an OTBI analysis or Adaptive Search as a source.