Different Ways of Creating Charts for Your Dashboard

As a salesperson or a sales manager, you can create your personal charts and reports for your sales dashboard in two ways:

• Use AI to generate simple charts on the spot.

  You enter a prompt, such as "show opportunities by sales stage for the Standard Sales Process sales method", in the Ask Oracle bar, and the Sales Analyzer agent creates the chart for you.

  Things to know:

  • For salespeople, the charts are temporary. Only sales administrators can save them in the library and add them to the dashboard.

  • What attributes you can include in charts depends on Adaptive Search setup.

  • You're limited to grouping the data by one attribute. For example, you can have the Sales Analyzer create a bar chart showing the number of opportunities for each of your team members by sales stage, but you can't generate a stacked chart that shows the number of opportunities and revenue by sales stage.

  For details, see the topic Create a Chart from a Prompt

• Use the Express Reports feature to create reports that use the power of Oracle Transactional Business Intelligence (OTBI) without the complexity.

  As a salesperson, you can save the reports and charts that you create and add them to your sales dashboard, provided you have the personalization privilege. Sales administrators can add express reports to the dashboards they create for the sales organization.

  With Express Reports, you can:

  • Quickly build trend analysis reports on large sets of historical data.
  • Include predefined metrics in reports to easily see trends, such as win-loss trends in the pipeline, and other key performance indicators.
  • Group data by several factors. Group revenue by product and state, for example.
  • Take advantage of prebuilt visualizations to display the trends and key performance indicators.

  For information on Express Reports, see the How do I get started with Express Reports? playbook.

Sales administrators also have more ways of creating and adding charts to the sales dashboard. For information on the Visualization Configuration tool and other ways of adding charts and tables, see the How do I configure the Sales Dashboard in the Redwood User Experience? playbook.