1. How do I configure the Sales Dashboard in the Redwood User Experience?
  2. What You Can Display and How You Create It

What You Can Display and How You Create It

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

  • Key Performance Indicators (KPIs)
  • Charts
  • Tables
  • Lists
  • Embedded Oracle Fusion Data Intelligence Components

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) Yes Yes 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 and KPIs (Metric Cards) from Adaptive Search by entering a query in the sales dashboard Ask Oracle bar. The Sales Analyzer agent does the rest.

    If you preface your prompt by the verb "show", the Sales Analyzer agent creates simple charts from the attributes enabled for Adaptive Search. You 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.

    When you omit the verb "show" and include a prompt that asks for a number or a sum, such as "number of opportunities won this quarter", the agent creates a KPI that you can use for the top of each tab in the dashboard.

    With sales administrator privileges, you can save the charts and KPIs generated by the agent in the library of dashboard content and add it to your personal dashboard using personalization or to sales dashboard designs in Oracle Visual Builder Studio.

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