Extend Sales Forecast Opportunity Cards using Oracle Visual Builder Studio

You can use Oracle Visual Builder Studio (VB Studio) to extend the information displayed in sales forecast opportunity cards for sales in the Redwood User Experience. Watch this Oracle Cloud Customer Connect video Extending Sales Forecasting to learn how to enable the Edit Opportunity smart action, extend the Opportunity card, and extend the Opportunity summary drawer to include Activities and Team Members.

For example, you might want to include more fields in the Opportunity cards such as the Predicted Win Probability or Sales Stage fields. This can also be done using the Edit Page in Visual Builder Studio as shown in this sample Card Layout for Sales Forecasting screenshot.

You can add other team and activity stream information related to each opportunity so that sales managers can view important opportunity and forecasting information within the sales forecasting UI. Here's an example of an extended sales forecasting drawer that shows activities from an Opportunity card in the Sales Forecasting UI.

Follow these steps to add the Team Members and Activities tabs to the Sales Forecasting opportunity summary drawer.

1. From the Sales Forecasting opportunity summary panel, click your profile and select Settings and Actions > Edit Page in Visual Builder Studio to open Visual Builder Studio (VBS).
2. Select a workspace and click CX Sales > cx-sales > forecasts > forecasts-line > .
3. Select the showSummaryDrawerExtnTabs constant.
4. Update the showSummaryDrawerExtnTabs array value as required. For example, update as follows:

   [{"name":"Team Members","id":"optyTeam"},{"name":"Activities","id":"activityFeed"}]

   

5. Click Page Designer > Design > Opportunity Tabs Container Layout Rule Set 1.
6. From the Properties window, click + Case to add a new case.
7. Set the condition of the case to $base.constants.showSummaryDrawerExtnTabs.
8. Click + and select New Section.
   Note: The ID should be the same as the ID value set for one of the values in the array updated in Step 5.

   Repeat this step for each element in the array you updated in Step 4.

9. Click the JSON tab and change the dissplayProperties in the layout section as follows: displayProperties": [ "[[ $base.page.variables.summaryExtnTabSelected]]
10. Click the Code tab and in the Template Code section, embed these Opportunity related fragments:
    • $base.page.variables.currentOpportunityNumber for Opportunity PUID
    • Number $base.page.variables.currentOpportunityId for Opportunity ID
11. Click the forecasts-overview page.

12. Preview your configuration by clicking the Preview button and verify the page. A local URL is generated in the browser and you can share this local URL for other users to verify.

13. Click Publish to make your configuration permanent. The changes will be available for users to directly verify without using the local URL.