Overview of the Sales Dashboard in the Redwood UX

The Sales Dashboard displays key sales performance metrics and key performance indicators (KPIs) that provide the sales organization with quick and easy-to-understand overviews of a sales team's to-do list and pipeline. Sales team members and managers can review items that need immediate attention, such as upcoming appointments and overdue tasks.

From the dashboard, a salesperson can drill-down into individual items, view all items by clicking View All, and take actions using the Actions menu.

Oracle provides you with two preconfigured dashboards that you can copy and configure.

Sales Dashboard for the Sales Representative

The dashboard includes two tabs:

• My To-Dos

  

  The My To-Dos tab includes these components:

  • Tasks Due in the Next 30 Days table
  • My Appointments list
  • My Overdue Tasks list

• Pipeline

  

  The Pipeline tab includes these components:

  • My Open Opportunities table
  • My Favorite Opportunities list
  • My Open Leads list

Sales Dashboard for the Sales Manager

The sales manager dashboard includes the same two tabs, but tailored to managers:

• To-Dos

  

  The sales manager To-Dos tab includes these components all drawn from saved searches:

  • Opportunities at Risk table
  • My Appointments list
  • My Team's Open Tasks list
  • My Open Tasks list
  • My Team's Overdue Tasks list

• Pipeline

  

  The Pipeline page for the sales manager includes these components:

  • My Team's Opportunities table
  • My Favorite Opportunities list
  • My Team's Open Leads list
  • Lead Amounts by Team Member visualization
  • My Team's Performance visualization