Enable Analytics Tabs in the MDF Work Area

Three analytics tabs are provided for Channel Sales Managers in the Oracle Partner Relationship Management's Marketing Development Funds (MDF) work area, along the side of the page on the landing page. However, these three tabs are not automatically exposed to your users.

Before Channel Sales Managers can see these tabs, you must first enable them.

Note:

This topic is applicable for all object work areas, not just the MDF work area, where you can add Analytics tabs to the object's landing page.

Display the MDF Analytics Subtabs

To expose a tab on an object's landing page, or on the Analytics work area itself:

1. The Channel Operations Manager should log in as an administrator.

2. Navigate to Tools, then Structure.

3. Under Partner Management, click MDF.

4. Set the drop-down list value under the Visible column to Yes.

The Analytics tabs are blank until you add content to them.

Tip:

You can also add Analytics tabs on an object's details page (edit page). To do this, use Application Composer.

Add Content to Analytics Subtabs

Once you have enabled the display of these tabs to your users, you must now add content to them. Use Page Composer to add content to the Analytics tabs in the MDF work area.

Before you can add content using Page Composer, you must have the Configure Sales UI functional security policy (privilege).

1. From the Home page, click Partner Management, then MDF.

2. In the Settings and Actions menu under your name, click Edit Pages.

3. Select the external job role who should see this content.

4. Click Add Content to add the desired reports to the Analytics tab.