Opportunity Rollups Reporting in OTBI

The new Opportunity Rollups Reporting in OTBI enables users to generate OTBI reports using opportunity rollup metrics.

This offers a comprehensive view of the business by incorporating both the opportunities and the related notes, interactions, activities and quotes. There are no hierarchies available for opportunity rollups.

Steps to Enable

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

Tips And Considerations

Opportunity Rollups in OTBI are available in two subject areas under Opportunity -> Opportunity Rollup folder

• Sales - CRM Pipeline
• Sales - CRM Opportunities and Products Real Time

A Rollup metric has to be published in order to see it in OTBI. For setup guidance, refer to the Overview of Rollups documentation.

Key Resources

Subject Areas for Transactional Business Intelligence

Access Requirements

Anyone who has access to Sales-CRM Pipeline and Sales - CRM Opportunities and Products Real Time subject areas in OTBI will have access to the Opportunity Rollup folder.