Overview of Business Intelligence for Oracle Partner Relationship Management

Oracle Partner Relationship Management provides various analytics for your users. In most cases, you must first enable these analytics before your users can leverage these tools.

This chapter provides you with an introduction to all the places where your sales users can access and leverage business intelligence. You will also learn how to turn on and modify those analytics.

What's Available?

Your sales users can access business intelligence in many places.

The following table shows all of the locations where users can access business intelligence and it provides a description of what is available from each area, including using the Sales Infolet Page for on-the-go snapshots of key data, using the Analytics Tabs to access business intelligence specific to the business object where you see the tab, and using the Analytics Work Area to view and launch any report that is available to the user.

Area	What's Available
Sales Infolets Page	This page, which users get to by navigating from the Welcome springboard using the white navigation dots just below the search field, provides infolet summaries modified for the roles in your organization. These infolet analyses are available on mobile, tablet, or laptop. Use this page for on-the-go snapshots of key data. Clicking an infolet drills down to more detail. For Channel Account Managers, this Sales Infolets page is already visible and automatically displays with prepackaged infolets. You can further modify this page, if you need to. For all other users, you must first enable the Sales Infolets page, and then add infolets to them.
Analytics Tabs	Many work areas, including the Analytics work area, provide additional Analytics tabs in context for easier access to business intelligence. These tabs appear along the side of the page. Typically, administrators or the Channel Operations Manager modify these tabs for users. For example, the Marketing Development Fund (MDF) work area provides three Analytics tabs that you can add. You must add the tabs to the work area first, then use Page Composer to add the reports.
Analytics Work Area	From the springboard, click Sales and then click Analytics. Analyses are managed on this page. The landing page in the Analytics work area is available by default. This is the one area which end users personalize for themselves: Users can search and launch any report available to them. The list of reports that users can search and see is controlled by administrators or the Channel Operations Manager. Users can view Favorites (which they designate as such, themselves), or recently viewed analyses. There are also tools to print or e-mail analyses, as well as search for analyses.

Area

What's Available

Sales Infolets Page

This page, which users get to by navigating from the Welcome springboard using the white navigation dots just below the search field, provides infolet summaries modified for the roles in your organization. These infolet analyses are available on mobile, tablet, or laptop. Use this page for on-the-go snapshots of key data. Clicking an infolet drills down to more detail.

For Channel Account Managers, this Sales Infolets page is already visible and automatically displays with prepackaged infolets. You can further modify this page, if you need to.

For all other users, you must first enable the Sales Infolets page, and then add infolets to them.

Analytics Tabs

Many work areas, including the Analytics work area, provide additional Analytics tabs in context for easier access to business intelligence. These tabs appear along the side of the page.

Typically, administrators or the Channel Operations Manager modify these tabs for users.

For example, the Marketing Development Fund (MDF) work area provides three Analytics tabs that you can add. You must add the tabs to the work area first, then use Page Composer to add the reports.

Analytics Work Area

From the springboard, click Sales and then click Analytics. Analyses are managed on this page.

The landing page in the Analytics work area is available by default. This is the one area which end users personalize for themselves:

Users can search and launch any report available to them. The list of reports that users can search and see is controlled by administrators or the Channel Operations Manager.
Users can view Favorites (which they designate as such, themselves), or recently viewed analyses.

There are also tools to print or e-mail analyses, as well as search for analyses.

Enable Business Intelligence

In some cases, business intelligence is already set up for your users. For the most part, however, you must first enable analytics for each role. The general steps are listed below.

Assign the right privileges to each role. Users with each role can then view the various analytics that you provide, or so they can add it themselves.
Optionally change the currency for each of your users, so that data appears correctly in reports.
For partners only:

Enable partner access to BI content.

(Channel users already have access to BI content.)
Finally, add BI content to sales pages.