What You Can Display and How You Create It

You can display a variety of interactive visual elements on your dashboard. These include:

Which Tools You Can Use for What

Here's a table summarizing which tools and data sources you can use to create the different display elements.

Tool and Data Source	KPI (Metric Card)	Tables	Lists	Charts
Visualization Configuration (Adaptive Search)	Yes	Yes	Yes	Yes
Visualization Configuration (OTBI)	Yes	Yes	No	Yes
Express Reports (OTBI)	No	No	No	Yes
Sales Analyzer AI Agent (Adaptive Search)	No	No	No	Yes

About the Tools

Visualization Configuration
The Visualization Configuration tool lets you create content for your dashboards from data in both Adaptive Search and from Oracle Transactional Business Intelligence (OTBI):
- Visualizations from Adaptive Search saved searches
  You can build visualizations from the default saved search for the object and add filters in the tool or create visualizations from individual saved searches.
  A saved search is a reusable query created in Adaptive Search that retrieves data directly from sales objects such as opportunities, accounts, leads, and tasks. Saved searches are flexible and can be used across multiple dashboard components, including metric cards, tables, lists, and charts. They're ideal for sales users who need quick access to operational data (for example, “My Open Opportunities” or “Overdue Tasks”) and require the ability to drill down into record-level details.
  When to use saved searches:
  - For real-time operational sales data
  - When actionable records are needed in tables or lists
  - When the same data set will be used in multiple dashboard components
- Visualizations from OTBI analyses
  An OTBI analysis is a report created with Oracle’s transactional business intelligence layer. It enables users to combine data from multiple subject areas, apply advanced filters, and create custom aggregations. OTBI analyses can populate metric cards, tables, and charts, but can't directly generate lists. They're ideal for complex reporting, trend analysis, or when KPIs require multidimensional data, such as revenue by product and region.
  When to use OTBI analyses:
  - To gain analytical insights across multiple objects or subject areas
  - To build KPIs needing complex calculations or aggregations
  - To support visualizations with advanced analytical queries
You can open the Visualization Configuration tool from the home page or directly from a URL. (http://<server-address>/fscmUI/redwood/cx-analytics/application/container/dvconfig/).
Express Reports
The Express Reports tool makes it easy to quickly create reports from OTBI analyses. No tables, lists, or metric cards are supported. Each report consists of a chart and a table. The sales dashboard only displays the visualization part of report created in Express Reports. The table isn't displayed.
The tool is targeted at salespeople without advanced OTBI report building skills. It's ideal for situations where users need quick visual insights without help from administrators or use of advanced reporting tools.
When to use express reports:
- For quick visual analysis
- When a salesperson needs a chart without building a report in OTBI or configuring saved searches.
You can open the Express Reports tool from the home page or directly from a URL.(http://<server-address>/fscmUI/redwood/cx-analytics/application/container/report/reports).
To learn more about Express Reports, see the playbook How do I get started with Express Reports?.
Sales Analyzer AI agent

You can create simple charts by entering a query in the sales dashboard Ask Oracle bar. The Sales Analyzer agent does the rest.

The Sales Analyzer agent can create charts from attributes enabled for Adaptive Search and your chart can group data by 1 attribute. For example, you can have the Sales Analyzer create a bar chart showing the number of opportunities for each of your team members by sales stage, but you can't generate a stacked chart that shows the number of opportunities and revenue by sales stage.

You can save the charts generated by the agent in the library of dashboard content and add it to the dashboard.