Where can I find resources about how to implement and use Forecasting in Oracle Sales in the Redwood User Experience?
Use these pertinent videos and resources on Oracle Cloud Customer Connect and Oracle Help Center to learn more about Forecasting in Oracle Sales in the Redwood User Experience (Sales in the Redwood UX). These resources can help guide you about how to implement and use Sales Forecasting. They also provide troubleshooting tips and things to consider when using the feature.
- Implementing Sales Forecasting
- Sales Forecasting by Opportunity: Watch this video to get a step-by-step guide to configure Sales Forecasting by opportunity.
- Extending Sales Forecasting: Watch this video which provides an overview of the available options for extending Sales Forecasting.
- Sales Forecasting Scheduled Processes: Watch this video for an overview of the Sales Forecasting processes, the default schedule, and other processes to run after enabling Sales Forecasting.
- Sales Forecasting BI Reports: Watch this video for an overview of Sales Forecasting BI reporting and subject areas available when forecasting by opportunity owner rolling up the resource hierarchy.
- Configure the Sales Dashboard for Sales Reporting: Watch this video for an overview of Sales Forecasting BI reports in the Sales Dashboard using the subject areas available when forecasting by opportunity owner rolling up the resource hierarchy.
- Troubleshooting Sales Forecasting
- Click here for some troubleshooting tips and tricks about how to get Sales Forecasting by Opportunity Revenue rolling up the territory hierarchy up and running.
- Sales Forecasting Tips and Considerations: Watch this video for some useful tips to consider when using Sales Forecasting in the Redwood User Experience.
- Troubleshooting Sales Forecasting: Watch this video for some useful troubleshooting tips around resources, opportunity updates and resources, territory hierarchy, and forecast data.
- Using Sales Forecasting
- Empower Managers to Hold Reps Accountable for Their Sales Forecast: Watch this video to learn how Sales Forecasting in Redwood user experience allows sales managers to hold their reps accountable to their opportunity commitments and track the forecast trends throughout quarterly, yearly or fiscal periods.
- Sales Forecasting Rollup by Territory: Watch this video to get an overview of using Sales Forecasting when forecasting by opportunity revenue rolling up the territory hierarchy.
For more information, see About Forecasting for Oracle Sales in the Redwood User Experience in the How do I get started with Sales Forecasting? solution playbook on the Oracle Help Center Sales > Playbooks page.