Sales Dashboard

Use the Sales Dashboard to search through all of your sales information, review sales trends, and stay informed on the key details for your day. Details can include pipeline, upcoming appointments, and overdue tasks. What information you see depends on your role in the sales organization and your data permissions. Sales administrators can create different sales dashboards for different roles.

Here's a screenshot of a sales dashboard annotated to highlight key features:

Callout	Feature Description
1	Use the Ask Oracle bar to search across the whole range of sales information you can access (global search).
2	You can apply filters to filter the content of the sales dashboard tab that's selected. These filters filter the dashboard contents only. They don't affect your global keyword search.
3	Sales dashboard is made up of tabs. A tab may include summary key performance information at the top of the tab that's always visible.
4	The tab contents can display interactive tables and charts from Express Reports, Saved Searches, and Oracle BI analytics.
5	If you see the Edit Page Layout button, then you can edit the sales dashboard and personalize the layout. You can even create your own reports using Express Reports. See the topic View and Manage Express Reports