Advanced Time Period Global Filter for Sales Dashboard

The Advanced Time Period Global Filter is a powerful enhancement to the Sales Dashboard that enables sales users to apply sophisticated time-based filters across all dashboard components simultaneously. This feature offers flexible date range selection options, including custom date ranges, dynamic date selections, and multiple predefined quick selections. Once applied, the filter dynamically updates all dashboard elements to reflect the chosen time period, providing a cohesive and tailored view of sales performance data.

Enabling Time Period Global Filters on the Sales Dashboard will provide several key benefits:

  • Precise Data Analysis: Allows for detailed analysis by narrowing down data to specific, relevant time periods.
  • Enhanced Decision-Making: Supports strategic planning with accurate, time-bound data insights.
  • Streamlined Workflow: Reduces manual data adjustments, ensuring all dashboard components update automatically.

Analysis Capabilities with Time Period Global Filter:

  • Dynamic Date Selections: Offers flexible date options like last week, last month, or custom ranges.
  • Global Dashboard Integration: Automatically updates all components across the dashboard based on the selected time period.
  • Quick Selection Options: Includes predefined quick selections for common time periods, enhancing user efficiency.

Steps to Enable

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

Tips And Considerations

Enable Time Period Global Filter for all the sales user personas applicable to all components.

Key Resources

Sales Dashboard Resources:

  1. Direct Link: /fscmUI/redwood/cx-sales/application/container/dashboards/sales-dashboard
  2. Walkthrough: https://community.oracle.com/customerconnect/events/605244-cx-sales-transform-your-sales-with-cx-sales-dashboard
  3. Documentation: https://docs.oracle.com/en/cloud/saas/sales/fassd/overview-of-the-redwood-sales-dashboard.html#u30242838
  4. For any issues, clarifications or demos, contact: Piyush at piyush.ja.jain@oracle.com

Access Requirements

Enable the Sales Dashboard: https://docs.oracle.com/en/cloud/saas/sales/fassd/enable-the-redwood-sales-dashboard.html#u30242839