18Analytics

This chapter contains the following:

Overview of Sales Analytics Pages

Oracle provides a broad set of analytics and analytic pages to give you quick access to key insights and metrics for all aspects of your sales organization.

This table shows the various options for using analytics for sales organizations.

Sales Analytics What's Available

Prebuilt or Build-Your-Own Analytics

Your application comes with over 150 prebuilt analytics. There are role-based analytics as well as analytics for the organization in general. Administrators create and edit analytics, as well as add them to the user interfaces. If you want to build your own, there is an easy drag-and-drop editor for creating analytics.

Sales Infolet Page / Sales Pages

You get to the Sales Pages by navigating from the Home page using the white navigation dots. The Sales Infolet page comes enabled, and prebuilt with infolets specific to many of the roles in your organization. The five Sales Pages are enabled and configured by your administrator.

Analytics Tabs

Many of your work areas such as Opportunities, Contacts, Accounts, and the Analytics page, provide additional Analytics tabs with detail in context to the information you're viewing. These tabs appear along the side of the page.

Typically, administrators and some manager roles add analytics tabs to work areas for users.

Analytics Page

From the Home page click Sales and then click Analytics. Users search and make analytic favorites which persist on this page as long as they remain favorites. This page also shows analytics recently viewed by the signed-in user.

Oracle Sales provides many options for getting key analytic data for sales users.

Sales Analytics Pages

With Oracle Sales analytics you have analytics interfaces right at your fingertips. You can make favorite analytics on your Analytics page, and your administrator can add analytics to your Sales Pages.

Interfaces where you view analytics:

  • The Sales Pagess: The Sales Infolet page comes enabled and prebuilt with analytics specific to many of the sales roles. The Sales Pages are enabled and configured by your administrator.

  • The Analytics Page: You personalize this page by adding favorite analytics. It also shows recently viewed analytics.

Note: Depending on your implementation and software version, some page icons, menu links, and navigator options may not be available.

Exploring the Sales Infolet Pages

The sales infolet pages contain analytics that can be viewed on mobile, tablet, or laptop. Clicking an infolet drills down to more detail on an analysis. Your administrator can change the content that you see on these pages. The Sales Infolet page comes prebuilt with analytics that show data specific to the many sales roles in your organization..

Exploring the Analytics Page

From the Home page you get to your Analytics page by clicking Sales and then Analytics. You configure which analytics you see on this page by searching for analytics, and marking them as your favorites. Favorites remain on your Analytics page to view at any time.

This figure shows the Analytics page with the Search for analytics option and the favorites marked with the gold star.

Analytics page