What Sources of Sales Information You Can Display in a Sales Dashboard and How

The Sales Dashboard can display tables, lists, and charts. The sales data you display can come from saved searches, Oracle Transactional Business Intelligence (OTBI) analyses, and Express Reports. You can also embed reports from Oracle Fusion Data Intelligence.

Information Summaries on Tabs

At the top of each tab, you can display important information, such as the sum of the opportunity revenue or the number of overdue tasks. Your data for the summary can come from Adaptive Search saved searches or OTBI analyses, but the calculation is done in the Metrics Card you create. You can create the contents of the Metrics Card as a visualization first to save some time.

Here's a screenshot of a sample dashboard with 2 tabs. The screenshot highlights the part the tabs defined by metric cards.

Metric cards can have up to 5 different elements show in the screenshot of a sample partner deal registrations metric card:

Callout	Field	Description
1	Name	The title of your dashboard tab.
2	Badge	Displays badges you specify for different value ranges.
3	Primary Metric (Secondary Metric)	You can display up to 2 metrics. In this example, it's the sum of the Deal Size (Primary Metric) and the count (Secondary Metric).
4	Description	One-line description that you enter or that's filled in dynamically.

Tables

You can display information from Adaptive Search saved searches and OTBI analyses as table.

You can specify which columns permit drill-downs and specify different destinations for columns, if required. Each table includes a View All link that displays a page with up to 2000 records.

To display tables, you create a Tabular Chart visualization using the Visualization Configuration tool and then display that visualization. For saved searches, you can also create a table directly in the Visual Builder Studio.

Lists

You can display saved searches as a list.

Charts

You can display charts that you created using the Visualization Configuration tool and charts from Express Reports. You can add charts from Express Report directly. To include charts from saved searches and OTBI analyses, you create visualizations using the Visualization Configuration tool first.

Salespeople can drill down on each section of the visualization to display the records it contains.

Embedded Oracle Fusion Data Intelligence Components

You can also embed reports from Oracle Fusion Data Intelligence. Fusion Data Intelligence is built on top of Oracle Analytics Cloud and includes the same subject areas you find in Oracle Transactional Business Intelligence.

How You Can Display Different Types of Data Sources

Here's a table summarizing how you can display sales data from different sources:

Sales Data Source	Tab Summary (Metric Card)	Table	List	Visualization
Saved Search	Yes	Yes	Yes	Yes
OTBI Analysis	Yes	Yes	No	Yes
Express Report	No	No	No	Yes

• Saved Searches

  Saved searches are the most versatile source of data for your dashboard:

  • You can add key performance indicators (KPIs) calculated from the saved searches to the metric card at the top of each tab.

  • You can display saved searches as a table or a list.
  • You can also create different types of charts from saved searches using the Visualization Configuration tool. Charts can link to the underlying data. A salesperson clicking on a slice of a pie chart, for example, sees the list of opportunities just for that slice.
• OTBI Analyses

  • You can add key performance indicators (KPIs) calculated from the analyses to the metric card at the top of each tab.

  • You can display Oracle Transactional Business Intelligence (OTBI) analyses in the tab either as a chart or a table by creating a visualization using the Visualization Configuration tool and then displaying that visualization.

• Express Reports

  You can add an express report to the dashboard, but only the chart is displayed, not the accompanying table.