1. How do I implement and configure Oracle CX Sales Mobile?
  2. Use Oracle BI to Track CX Sales Mobile Usage Across Your Organization

Use Oracle BI to Track CX Sales Mobile Usage Across Your Organization

You can learn who in your organization uses CX Sales Mobile, how frequently and in which channels by using the analytics built into the Transactional Business Intelligence tool.

To enable usage tracking, complete these 4 steps:

  1. Enable the profile option that tracks usage.
  2. Enable usage tracking in CX Sales Mobile Composer.
  3. Track mobile usage by active/inactive days, users, and sign-ins.
  4. Track mobile record create, read, and update by object.

Enable Profile Option That Tracks Usage

To monitor usage in Transactional Business Intelligence, you must verify that the FND_TRACK_USER_ACTIVITY profile option is enabled:

  1. Navigate to Setup and Maintenance.
  2. Click Tasks (the drawer on the right side of the page).
  3. Click Search.
  4. Search for and select the Manage Administrator Profile Values task.
  5. Search for the Profile Option Code FND_TRACK_USER_ACTIVITY
  6. Under Profile Option: Profile Values, ensure that Profile Level is Site and Profile Value is ENABLED (all caps).
  7. Click Save and Close.
  8. To apply these changes, run the process Refresh BI Reports Audit Data for User Adoption Reporting. This scheduled process summarizes and aggregates data used for user adoption reporting.

Enable Usage Tracking in CX Sales Mobile Composer

Verify that CX Sales Mobile usage tracking hasn't been disabled:

  1. Enter a publishable sandbox.
  2. Navigate to Application Composer.
  3. Click Mobile Application Setup.
  4. Under CX Sales Mobile Composer, Application Features, select Settings.
  5. Expand Usage Settings
  6. Ensure that the Track Usage switch is enabled.
  7. Optionally, select the geographical regions where you want to track usage. Otherwise, leave this set to All.
  8. Click Save.
  9. Publish the sandbox if you made changes.

Track Mobile Usage by Active/Inactive Days, Users, and Sign-ins

To gain insights into Oracle CX Sales Mobile usage frequency, navigate to Oracle Transactional Business Intelligence, create a new Analysis, and select the Resource System Usage subject area.

This subject area allows you to track the following:

  • Facts: Measures usage including Counts of Days, Counts of Users, and measures of Session Duration.
  • Channel: Breaks out usage by channel, including Web, Mobile, and Email.

You can combine these measures with other subject areas to extend the reports and expand your insights. You can include items such as user region and division, for example.

Note that Mobile usage frequency uses Date, and not Datetime.

Track Create, Read, and Update by Object

To gain insights into Oracle CX Sales Mobile object interactions, navigate to Oracle Transactional Business Intelligence, create a new Analysis, and select the Sales – CRM Object Activity subject area.

Notes about folders in this subject area:

  • The Facts table contains Insert, Read, and Update columns. You can optionally break these down by channel, such as Mobile.
  • The Object Type table contains an Object Name column that delivers insights into what kinds of records are being most frequently viewed and updated.

For more information on Oracle Sales usage analytics, see Subject Areas for Adoption and Usage Reporting

For more information on Multiple Subject Area reporting, see Overview of Cross-Subject Area Joins