Pipeline Management High-Level Setup Steps

Here are the high-level setup steps for Pipeline Management, along with where to get more information about each step:

Step	Where to Find More Information
Step 1 Your environment must be enabled for the read-optimized data store (RODS) to use Pipeline Management. Contact Oracle Support for this step.	Article on Oracle Cloud Customer Connect for more information: CX Sales Center of Excellence Best Practice Resource Centers.
Step 2 Ensure that your resource hierarchy is set up. The resource hierarchy is used for rolling up opportunities based on resources in the hierarchy below the sales manager and is a required for the My Team Opportunities view.	Pipeline Management Resource Hierarchy Dependency
Step 3 Ensure that your territory hierarchy is set up. The territory hierarchy is used for rolling up the opportunity revenue line assigned territory owners/members and forecast territory owner/members based on the territory hierarchy below the sales manager. This step is needed for My Territory Opportunities view and might also be leveraged in All Opportunities view if you're using the Territory filter (based on a forecast territory assigned to each revenue lines).	Pipeline Management Territories and Hierarchy Dependency
Step 4 Ensure that you're using the access groups security model. You use access groups to provide sales resources with additional access to sales data in business objects like opportunities and territories.	Pipeline Management Access Group Dependency
Step 5 Ensure Adaptive Search is enabled. The Territory, Product Group, and Team filters in the search bar use Adaptive Search. Thus, ensure it's set up.	Pipeline Management Adaptive Search Dependency
Step 6 Create a Pipeline Management menu item so that sales managers and executives can access the feature using the Navigator and Springboard. This is a one-time setup step.	Set Up the Pipeline Management Menu