1. Implementing Sales
  2. Overview of Sales Dashboard Setup

Overview of Sales Dashboard Setup

Here's an overview of the steps you can use to configure the Sales Dashboard. It also lists the steps to enable access to the dashboard from Digital Sales.

Here's how you enable access to the Sales Dashboard from the Navigator:

  1. Navigate to Configuration > Sandboxes.
  2. Click Create Sandbox and enter a new sandbox with Structure enabled.
  3. From Tools, select Structure to open the Structure page.
  4. Locate and select the Sales Dashboard entry in the Navigation Configuration tab of the Structure tool.
  5. Publish the sandbox by clicking the sandbox name and Publish.

Once the Sales Dashboard is enabled, you can access it from the Navigator by selecting Sales Dashboard. Alternatively, it can also be accessed via the Springboard.

Here's an overview of the steps you can use to configure the Sales Dashboard.

Step

Description

Navigation

Where to Get More Details

1

Duplicate the predefined dashboard layout that you want to configure in VB Studio. There are two predefined layouts: one for the sales representatives and one for sales managers.

 VB Studio

See the topic Duplicate the Predefined Sales Dashboard Layout in this chapter.

2

Add predefined or custom saved searches as metric cards (the tiles along the top), lists, or tables.

The different elements of the dashboard provided by Oracle are saved as templates that you can copy and reuse.		 VB Studio

See the topics:
3 You can add badges to the metric cards that warn users when certain conditions are met. For example, the My Overdue Tasks metric card provided by Oracle displays a warning badge if a user has 5 or more overdue tasks and a critical badge if there are 10 or more. VB Studio See the topics:

4

 Add any visualizations (charts) for saved searches or for Oracle Analytic Cloud analyses.

VB Studio

See the topic: Add a Visualization to the Sales Dashboard