How do I extend Sales Forecasting in Oracle Sales in the Redwood User Experience?

You can extend Forecasting in Oracle Sales in the Redwood User Experience (Redwood UX) to suit your forecasting requirements. For example, sales managers can view and access key opportunity information for sales forecasts in the Redwood UX by using the Edit Opportunity smart action. You can use Oracle Visual Basic Studio to configure the fields and layout of the Edit Opportunity drawer.

If you're using the Forecast by Opportunity Revenue method of forecasting, then you can filter opportunities by product group. This video provides an overview of extending sales forecasting by:

• Enabling the Edit Opportunity smart action
• Extending the Opportunity card
• Extend the Opportunity summary drawer to include Activities and Team Members

Watch this Oracle Cloud Customer Connect video to learn how to enable the Edit Opportunity smart action, extend the Opportunity card, and extend the Opportunity summary drawer to include Activities and Team Members: Extending Sales Forecasting.