Get Started with Configuring the Redwood Sales Dashboard

As an administrator, you can use Oracle Visual Builder Studio to configure the components that display on the Sales Dashboard, for both the My To-Dos and Pipeline metric cards. You can also add new metric cards that link to new dashboard pages.

Prerequisite

Before you can configure the Sales Dashboard, you must enable it so that users can navigate to it.

See Enable the Redwood Sales Dashboard.

What You Can Modify

The Sales Dashboard displays metric cards at the top of the page. Each metric card is associated with a dashboard layout.

• You can configure the components that display on a dashboard page.

  See Configure Redwood Sales Dashboard Layouts.

• You can add new metric cards, each with its own corresponding dashboard page.

  See Overview of Metric Cards.

What Components You Can Add

For each dashboard page, you can:

• Add and remove predefined components, and change their display order.

• Add new components.

• Add visualizations you created from saved searches or from Oracle Analytics Cloud analyses.

Here's a list of the types of components that you can add to the Sales Dashboard:

• Metric card

  See Overview of Metric Cards.

• List, My List, Revenue list

  See Add a List to the Redwood Sales Dashboard.

• Table, Revenue table

  See Add a Table to the Redwood Sales Dashboard.

• Visualization

  To display visualizations created from saved searches and reports, you use the Chart template type.

  You can choose from a predefined set of visualizations to add to a dashboard. Or you can create your own custom visualizations using the Visualization Configurations page. See Create a Visualization of a Saved Search or an Analysis. (You can add the same visualizations to both the Sales Dashboard and to CX Sales Mobile layouts.)

Predefined Sales Dashboard Components

The below components are already available for the Sales Dashboard. You can add these components to any custom Sales Dashboard layout, as needed.

• Deals At Risk saved search table

• Lead Amounts by Team Member chart

• My Appointments saved search list

• My Favorite Opportunities saved search list

• My List

• My Open Leads saved search list

• My Open Opportunities saved search list

• My Open Opportunities saved search table

• My Open Tasks saved search list

• My Overdue Tasks saved search list

• My Team's Open Leads saved search list

• My Team's Open Tasks saved search list

• My Team's Opportunities saved search table

• My Team's Overdue Tasks saved search list

• My Team's Performance chart

• Tasks Due in the Next 30 Days saved search table