How to Use this Playbook

This playbook provides the steps sales administrators need to configure sales dashboards for their organization. It also includes information to help salespeople personalize their dashboards using the content the administrators provide. 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. Enable navigation to the Sales Dashboard from the Home page as described in the topic: Enable Navigation to the Sales Dashboard.

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

4. Salespeople can read the Personalize Your Sales Dashboard topic to learn how to personalize their dashboards.

The FAQ chapters 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.