Resource Sales Forecast and Territory Sales Forecast Reports

The new Report Types in Express Reporting allows salespeople to generate custom reports on key sales forecast metrics and their related data. You can now create Resource Sales Forecasts and Territory Sales Forecasts reports and visualizations which can be seamlessly added to your sales dashboards.

Note: Reporting is available for active forecast periods only.

Express reporting offers greater flexibility and ease for self-service reporting and lessens the previous reliance on OTBI for reporting. Salespeople can build forecast reports to cater for their unique needs. Once created, reports can be easily visualized and added to personalized sales dashboards, providing a central hub for all relevant metrics.

Sample screen shot of Resource Forecast Report

The reports cover key Resource and Territory Sales Forecasts offering a holistic view of the forecast and helps decision making by gaining deep insights into their sales forecast. Simplifying the forecast reporting experience leads to more exact forecasts and helps managers keep their sales representatives accountable to their forecast commitments.

Watch this video on Oracle Cloud Customer Connect which provides an overview of Sales Forecasting BI reporting and subject areas available when forecasting by opportunity owner and rolling up the resource hierarchy: Sales Forecasting BI Reports.