Transaction Analysis Duty Roles

Oracle Transactional Business Intelligence secures reporting objects and data through a set of delivered OTBI Transactional Analysis Duty roles. These duty roles control which subject areas and analyses a user can access and what data a user can see in the application.

These are some of the OTBI Transactional Analysis Duty roles used in the sales application:

• Partner Channel Transaction Analysis Duty

• Partner Channel Administrative Transaction Analysis Duty

• Sales Administrative Transaction Analysis Duty

• Sales Executive Transaction Analysis Duty

• Sales Managerial Transaction Analysis Duty

• Sales Transaction Analysis Duty

• Incentive Compensation Transaction Analysis Duty

This table lists analytics and reports available to sales users. It also shows the predefined job roles that can access the different analytics and reports, and the OTBI Transactional Analysis Duty roles that provide the access.

Analytic or Report Name	Job Role	OTBI Transactional Analysis Duty Role
Forecast vs. Quota Sales Stage by Age Sales Performance Trend Top Open Opportunities	Sales VP	Sales Executive Transaction Analysis Duty
Forecast Vs Open Pipeline: My Team My Team's Activities (By Type) My Team's Leads My Team's Performance My Team's Pipeline My Team's Tasks on Open Opportunities My Team's Top Open Opportunities Team Leadership Board Top Accounts by My Team's Activities	Sales Manager	Sales Managerial Transaction Analysis Duty
My Open Leads by Age My Top Open Opportunities My Forecast vs. Open Pipeline My Open Leads by Source My Open Tasks My Performance My Pipeline My Stalled Opportunities My Top Accounts by Open Opportunities My Unaccepted Leads by Age My Won Opportunities Top Accounts by My Activities	Sales Representative	Sales Transaction Analysis Duty
Evaluating My Partners' Pipeline Evaluating My Partners' Quarterly and Yearly Closed Revenue Evaluating My Partners' Current Quarterly Sales Evaluating My Partners' Win Rate	Channel Account Manager	Partner Channel Transaction Analysis Duty

Note: The predefined Transaction Analysis Duty roles provide permissions to view but not create analyses and reports. Permissions to create reports are assigned at the job role level using Business Intelligence roles.

For additional information about the job roles that secure access to sales and service subject areas, and the OTBI Transactional Analysis Duty roles assigned to each job role, see the guide Subject Areas for Transactional Business Intelligence in Sales and Fusion Service.