6 Viewing Utility Data in the Redwood Sales Dashboard

Your system administrator can set up your system so that utility data is available directly from the Sales Dashboard, which is part of the Oracle Fusion Redwood Sales system. The utility items that can be made accessible from the Sales Dashboard include:

  • A Utility Accounts tab at the bottom of the screen that navigates the user to the Business List.
  • The Top Overdue Accounts panel, which appears on the My To-Dos tab.
  • Outage Data, which appears on the Service tab.
  • The Upcoming Renewals panel, which appears on the Pipeline tab.

Note:

These options are available only to utilities users with the Key Account Manager role who have access to the Sales Dashboard in Oracle Redwood Sales, and only if the administrator has completed all of the required setup that is included in the Implementing CX for Utilities Guide. Additionally, the name of the screen might be updated to "Utility Sales Dashboard", denoting that the screen has been updated to include utility data.

For additional information about the Sales Dashboard, see How do I configure the Sales Dashboard in the Redwood User Experience?

Accessing the Utility Sales Dashboard

To access the Utility Sales Dashboard:

  1. From the Oracle Header, click the menu button.
  2. In the Redwood Sales section, click the Utility Sales Dashboard option.
  3. The Utility Sales Dashboard opens with the My To-Dos tab displayed.
  4. Continue to one of the topics in this chapter to view and manage utility details from the Utility Sales Dashboard.
  5. To return to Business List in Customer Experience for Utilities Sales, click the Utility Accounts tab at the bottom of the screen.

In this chapter: