Visualization Configuration Tool Overview

The Visualization Configuration tool enables sales administrators to create and manage the visualizations displayed on sales dashboards and the CX Sales Mobile app. Using this tool, administrators can convert data from Adaptive Search saved searches and Oracle Transactional Business Intelligence (OTBI) analyses into interactive visual components.

With the Visualization Configuration tool, administrators can design dashboards that not only present sales data clearly but also allow users to act on the data using drill-downs, filters, and smart actions.

A wide range of visualization types is available, including:

Tabular view (tables)
List view
Bar chart
Pie chart
Line chart
Donut chart
Combo chart
Key Performance Indicator (KPI) cards
Meter gauges

Each visualization type serves different purposes, such as comparing data across categories, visualizing trends over time, or highlighting key performance metrics.

After creation, visualizations are stored in a central library and can be added to sales dashboards as needed. Sales administrators can access the Visualization Configuration tool directly from Application Composer, without the need to activate a sandbox.