Enable Navigation to the Sales Dashboard

Enable the navigation to the Sales Dashboard from the Home page.

  1. From the Navigator, select Configuration > Sandboxes.
  2. On the Sandboxes page, click Create Sandbox.
  3. On the Create Sandbox page, enter a sandbox name.
  4. For the Publishable option, click Yes.
  5. In the All Tools table, select the Structure checkbox.
  6. Click Create and Enter.
  7. On the Sandboxes page, from the Tools menu, select Structure.

    Here's an example image showing how to access the Structure tool:

    Example image showing how to access the Structure tool

  8. On the Navigation Configuration page, click Create > Create Page Entry.

    Here's a sample image of the create a page entry item in the UI:

    Sample image of the create a page entry item in the UI

  9. On the Create Page Entry page, enter these field values:

    Create Page Entry Field Values for Sales Dashboard

    Field Value

    Name

    Sales Dashboard

    Icon

    Select your desired icon

    Group

    (Top Level)

    Show on Navigator

    Yes

    Show on Springboard

    Yes

    Mobile Enabled

    Yes

    Link Type

    Dynamic URL

    Web Application

    ORA_FSCM_UI

    Destination for Web Application

    /redwood/cx-sales/application/container/dashboards/sales-dashboard

  10. Click Save and Close.
  11. Test and confirm that you can access the Sales Dashboard using both the Navigator and from the Home page.
  12. When ready, publish the sandbox by clicking the sandbox name and then clicking Publish.

    This sample image shows the Publish item when publishing a sandbox:

    This screenshot illustrates how to publish a sandbox.