Overview of the Redwood Sales Dashboard

The Sales Dashboard is a visual representation of key sales performance metrics and KPIs (Key Performance Indicators) designed to provide a quick and easy-to-understand overview of a sales team's to do list and pipeline. Sales representatives and managers can review items that need their immediate attention, such as upcoming appointments and overdue tasks. The dashboard can display lists and tables of information, as well as visualizations from OTBI.

In the Redwood user experience of Sales, the Sales Dashboard is constructed using Dashboard fragments, which makes it easier to modify, if needed. Fragments are building blocks that help you configure pages more quickly with a minimal amount of manual coding. This chapter applies only to Sales Dashboards that use Dashboard fragments.

Oracle delivers two Sales Dashboards: one for the sales representative and one for the sales manager. Each version of the dashboard has two pages, by default: My To-Dos and Pipeline.

Dashboard Pages

By default, the Sales Dashboard is divided into two different pages via a set of metric cards at the top of the page: My To-Dos and Pipeline.

This screenshot illustrates the two metric cards of the Sales Dashboard: My To-Dos and Pipeline.

Users can click each metric card to toggle between pages. In this way, metric cards act like tabs because users can click a metric card to view a different page of the dashboard. Each metric card also includes an aggregate sum of items returned by a saved search.

When users click a metric card, they can see a dashboard page that includes a set of dashboard components. Each dashboard page displays unique information that's critical and relevant to either sales representatives or sales managers.

A dashboard page can display up to 5 dashboard components. As an administrator, you can use Oracle Visual Builder Studio to configure which components display on the page. You can also add new pages by creating custom metric cards.

Sales Dashboard for the Sales Representative

Here's the default layout for the My To-Dos dashboard page for sales representatives:

This screenshot illustrates the My To-Dos page of the Sales Dashboard for sales representatives.

The My To-Dos page for the sales representative includes these components:

Tasks Due in the Next 30 Days
My Appointments
My Overdue Tasks

Here's the default layout for the Pipeline dashboard page for sales representatives:

This screenshot illustrates the Pipeline page of the Sales Dashboard for sales representatives.

The Pipeline page for the sales representative includes these components:

My Open Opportunities

Sales representatives can take an action on an item in the list by clicking Actions (the three dot icon), or they can click View All to see the complete list of open opportunities.
My Favorite Opportunities
My Open Leads

Sales Dashboard for the Sales Manager

Here's the default layout for the My To-Dos dashboard page for sales managers:

This screenshot illustrates the My To-Dos page of the Sales Dashboard for sales managers.

The My To-Dos page for the sales manager includes these components:

Opportunities at Risk
My Appointments
My Team's Open Tasks
My Open Tasks
My Team's Overdue Tasks

Here's the default layout for the Pipeline dashboard page for sales managers:

This screenshot illustrates the Pipeline page of the Sales Dashboard for sales managers.

The Pipeline page for the sales manager includes these components:

My Team's Opportunities

Sales managers can take an action on an item in the list by clicking Actions (the three dot icon), or they can click View All to see the complete list of open opportunities.
My Favorite Opportunities
My Team's Open Leads
Lead Amounts by Team Member
My Team's Performance