• Title and Copyright Information
• Get Help
• 1 Introduction and Setup Overview
  • How to Use this Playbook
  • What's a Sales Dashboard?
  • Overview of Sales Dashboard Setup Steps
  • Overview of the Starter Sales Dashboard Designs Provided in the Application
  • Sales Dashboard VB Studio Component Basics
  • What You Can Display and How You Create It
    • Key Performance Indicators (KPIs)
    • Charts
    • Tables
    • Lists
    • Embedded Oracle Fusion Data Intelligence Components
• 2 Before You Begin
  • Before You Configure the Sales Dashboard
  • Enable Opportunity Pipeline Attributes in Adaptive Search
  • Get a Quick Start by Importing Sample OTBI Reports, Visualizations, and Dashboard
• 3 AI Agents
  • AI Agents in the Sales Dashboard
  • Enable the Sales Dashboard AI Agents
• 4 Create Content Using the Visualization Configuration Tool
  • Visualization Configuration Tool Overview
  • Table and Chart Visualizations at Runtime
  • Create Visualizations
  • Create Visualizations from Saved Searches
    • Use AI to Get a Head Start by Creating Charts and KPIs from a Prompt
    • Create a Chart from the Default Saved Search
    • Entries for a Sample Revenue Bar Chart Visualization Created from Adaptive Search
    • Create a Table from the Default Saved Search
  • Create Visualizations from OTBI Analyses
    • Create a Table from an OTBI Analysis
    • Create a Chart from an OTBI Analysis
  • How do I enable the filtering of visualizations by team members?
  • How do I update active visualizations?
• 5 Configure the Dashboard
  • Create the Shell of Your Dashboard by Duplicating One of the Dashboards Provided by Oracle
  • Create the Metric Card for the Top of the Tab
  • Create the Contents Container and Link It to the Metric Card
  • Create the Sections with the Content You're Displaying
    • Add Code for Visualizations
    • Add Code to Display a Saved Search as a List
    • Add Code to Display My List
  • Values to Use in Code for Standard Components in Tables, Metric Cards, and List Views
  • Embed Content Created in Oracle Fusion Data Intelligence
  • Add the Sections to the Tab's Contents Container
    • Predefined Content That You Can Add to Your Dashboard Tabs
  • Preview Your Changes and Save Them to the Git Repository
  • How Information Displays in a Sales Dashboard Tab as You Add Sections
    • Switch Between the Two Sales Dashboard Content Styles
  • Layouts That Specify What Fields Display in Tables and Lists and How
    • Specify the Columns in a Sales Dashboard Table and Their Widths
  • How to Find the UUIDs for Saved Searches and IDs for Its Filters
  • Specify which Dashboard Tab Displays by Default
• 6 Enable Global Search and Filtering
  • The Dual Functionality of the Sales Dashboard Ask Oracle Bar
  • Enable Custom Object Search in the Sales Dashboard
  • How can I change which fields display in Sales Dashboard search results for standard objects?
  • Enable Filtering of Information Displayed in the Sales Dashboard
  • What do I do if the filters I apply aren't reflected in a sales dashboard?
• 7 Enable and Use Sales Dashboard Personalization
  • Enable Sales Dashboard Personalization
  • Personalize Your Sales Dashboard
• 8 Visualization FAQs
  • How do I migrate visualization configurations to other environments?
  • What do I do if a user doesn't see Visualization Configuration in Application Composer?
  • What do I do when Adaptive Search isn't available as a source type for creating visualization?
  • What do I do when there's no data in a visualization?
  • What do I do when I get the error "Select values for all the required fields to generate the visualization"?
  • What do I do when I get the warning that the analysis has more columns than selected?
  • Why does my visualization show a value higher than 100 percent?
  • Why isn't the Meter Gauge and Tabular Chart available for Adaptive Search visualizations?
  • What visualizations are available for Oracle CX Sales Mobile?
  • How can I change the sort order in a table I created as a visualization from an OTBI analysis?
  • How many rows of data does a table visualization show?
  • What do I do when an OTBI report isn't listed while creating a visualization?
  • What do I do when the saved visualization configuration doesn't render the chart?
  • What do I do if tick mark labels repeat on a chart?
  • How come I don't see all the rows of my data in a table I created as a visualization?
  • How come that, in the Sales Dashboard, I can't sort the table created as a visualization?
  • What's the cause of the error "source doesn't have enough value to generate a visualization"?
  • What's the likely cause of the message that tells me to reduce the number of metrics for visualization?
  • What does it mean when I get the error "We couldn't create a BI session"?
• 9 Sales Dashboard Configuration FAQs
  • How come I don't see the Sales Dashboard icon?
  • What do I do if a dashboard table or list doesn't show any data from a saved search?
  • What do I do if the dashboard is blank after I configured it?
  • Why is a field, such as currency or date, not showing up in the correct format?
  • How do I troubleshoot saved search data that's not showing up?
• 10 Appendix of Alternative Setup Methods
  • Create a Metric Card Directly in VB Studio
  • Add Code to Display a Saved Search as a Table Not Created As a Visualization