1. How do I configure the Sales Dashboard in the Redwood User Experience?
  2. How to Use this Playbook

How to Use this Playbook

This playbook provides the steps sales administrators can use to configure sales dashboards for their organization. Administrators can configure any number of sales dashboards for different audiences with the content provided by Oracle and with the content they create.

  1. Familiarize yourself with the types of information you can display and the prerequisites.

  2. To configure your dashboards, follow the order of steps in the setup overview provided in the topic: Overview of Sales Dashboard Configuration Steps.

  3. Review the Using Sales for Redwood guide to learn how salespeople use sales dashboards and the rest of the sales application.

  4. The FAQ chapters in this guide provide common troubleshooting information.

Important:
  • After you create your own custom versions of sales dashboard features, the underlying code provided by Oracle in those features is no longer automatically updated. Any updates are your organization's responsibility.
  • Oracle Visual Builder Studio (VB Studio) is a full-blown development environment. This playbook doesn't cover all of the steps required to set up or use VB Studio. For more information on using VB Studio, see the Extending Oracle Cloud Applications with Visual Builder Studio guide.