Descriptive Analytics on the Sales Dashboard

This feature empowers sales users with AI-powered descriptive analytics for all visualizations on their sales dashboards. By simply clicking a new GenAI icon above each visualization, users can instantly access a drawer containing AI-generated insights. These insights include:

  • Automated analysis: The AI automatically analyzes the data presented in the visualization.
  • Key findings: Identifies and highlights anomalies, trends, and patterns within the data.
  • Concise summaries: Provides a clear and summarized narrative of the analysis.

This feature is focused on descriptive analytics, providing a comprehensive understanding of what has happened within the sales data. It does not currently offer diagnostic (why it happened) or prescriptive (what to do) analytics.

This feature offers the following business benefits:

  • Enhanced Data Understanding: Simplifies the interpretation of complex charts by providing clear, AI-generated summaries and insights, saving time and effort for end users.
  • Improved Decision-Making: Helps sales managers and representatives focus on key trends and anomalies, ensuring that critical patterns are not missed.
  • Increased Productivity: Streamlines the process of data analysis, enabling users to concentrate on strategic actions instead of manual data review.

Steps to Enable

Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Sales

To enable this feature, Sales Administrators must complete the following steps:

  1. Opt In to Generative AI Features: In Sales Setup, enable the option "Use Generative AI Features in Sales".
  2. Activate the Feature via URL: Navigate to https://<server address>/fscmUI/redwood/sales-config/genai . Ensure the "Generate Descriptive Analytics" toggle is turned on.
  3. Enable in VBCS (Visual Builder): While editing the Sales Dashboard in VBCS, Go to: Constants -> enableInsights, Set the value to true.
  4. Feature Activation: Once enabled, the GenAI-powered Descriptive Analytics feature will be available to all Sales users. A new GenAI icon will appear above each visualization on the Sales Dashboard.

For general questions or assistance with onboarding and implementation, please contact our Support team. For Sales Dashboard  configuration, Express Reports or analytics related support, you may also reach out to piyush.ja.jain@oracle.com.