1. How do I configure the Sales Dashboard in the Redwood User Experience?
  2. Overview of the Starter Sales Dashboard Designs Provided in the Application

Overview of the Starter Sales Dashboard Designs Provided in the Application

Oracle provides you with 2 predefined sales dashboards that you can copy and configure.

Sales Dashboard for the Sales Representative

The dashboard includes two tabs:

  • My To-Dos

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

    The My To-Dos tab includes these components:

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

  • Pipeline

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

    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

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

    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

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