Overview of Sales Dashboard Setup Steps
Use this overview to guide you through the initial setup of sales dashboards. You must create your own sales dashboards regardless of the types of edits you want to make. Even a small wording change requires you to create your own. You can't edit any of the sales dashboard content provided by Oracle directly.
| Step | Description | More Details |
|---|---|---|
| 1 | If you're using Oracle Transactional Business Intelligence (OTBI), then you can take advantage of the predefined analyses provided by Oracle. All you need to do is to unarchive them in OTBI and they're ready for creating the charts and tables in the next step. | Unarchive Analyses Provided by Oracle |
| 2 | Create the charts and tables that you want to display in the sales dashboard using the Visualization Configuration tool that's available in Application Composer. You can create tables and charts from Adaptive Search saved searches and from OTBI analyses. | Create Visualizations Using the Visualization Configuration Tool |
| 3 |
Create the shell of your sales dashboard content by duplicating one of the 2 dashboards provided by Oracle. In VB Studio, the dashboards are represented as 2 instances of the metrics container. Who can view a sales dashboard is determined by the condition and the position of the metrics container instance in the hierarchy of cases. To ensure you can view the copy during setup, clear the conditions to make the dashboard visible to everyone. |
Create the Shell of Your Dashboard by Duplicating One of the Dashboards Provided by Oracle |
| 4 |
Within the dashboard shell metrics container, create the metric card for each tab you're adding. The metric card is the top of the tab that's always visible. |
Create the Metric Card for the Top of the Tab |
| 5 |
Create the shell for your tab content by duplicating one of the contents containers provided by Oracle. Edit the content container condition to link it to the metric card that you created for the tab. |
Create the Contents Container and Link It to the Metric Card |
| 6 |
In each tab, you can have up to 5 sections displaying different sales information as tables, lists, and charts. Before you start adding content to the contents container for your tab, review how the layout style controls the display of the sections in the tab. The size of your section in the tab depends on the number of sections you add and the section's position on the tab. |
How Information Displays in a Sales Dashboard Tab as You Add Sections |
| 7 | Create the sections that display the content in the tab. The parameters you enter are different for displaying a table, a list, a visualization, and for embedding a report from Oracle Fusion Data Intelligence. |
Create the Sections with the Content You're Displaying |
| 8 |
For adding tables and lists, a layout specifies which attributes appear as columns, in which order, and at which relative widths. The layouts, which are specific to each business object, already include key information, but you can add attributes or change their order and relative width. |
Layouts That Specify What Fields Display in Tables and Lists and How Specify the Columns in a Sales Dashboard Table and Their Widths |
| 9 | Enable search for custom objects and fields from the Search bar. Standard sales objects and fields are already enabled for search, but you can follow a similar procedure to change which fields are used in search and show in the search results. | |
| 10 |
Expose filters that salespeople can use to narrow down the scope of the sales information they view on the sales dashboard tabs. By applying filters, they can narrow down the information to a specified period of time or select specific team members. |
Enable Filtering of Information Displayed in the Sales Dashboard |
| 11 |
Specify which of the sales dashboard tabs you want to display by default when users open the sales dashboard. To specify which tab users see, you copy the ID of tab's metric card into the sales dashboard constant defaultMetricCard. |
Specify which Dashboard Tab Displays by Default |
| 12 |
Salespeople can create records directly from the search bar in the sales dashboard. You can specify which Create actions are available and to whom in the Smart Actions work area in Application Composer. You can also create global actions to open published AI agents directly from the sales dashboard search bar. |
Global Actions in the Sales Dashboard |
| 13 | Enable sales dashboard personalization. Once enabled, salespeople can create their own personal versions of the sales dashboard using the content you provide. | Enable Sales Dashboard Personalization |