New Deal Dashboard

In this release Oracle Revenue Management and Billing provides you with a new and enriched deal dashboard which gives the relationship managers and deal users a single redwood workspace for deal pipeline visibility, required actions, deal search, and deal version comparison while preserving the existing business validations unless explicitly updated. Unlike the earlier dashboard where the entire workspace was clustered within a single screen, the new deal dashboard has been differentiated into three different tabs as given below with additional information as well as some behavioral changes:

• Pipeline Conversion

  The Pipeline Conversion tab provides a consolidated view of deal progress for the selected reporting period and dashboard scope. It also shows the summation of the number of deals pending for approval and the number of deals which are ready for finalization in the tab itself. The Pipeline Conversion tab contains the following zones:

  • Main Pipeline – The Main Pipeline zone showcases the number of deals in different statuses for the selected period displayed in a tile-based layout. It allows you to do the following tasks:

    • Review pipeline progress across key deal statuses, including Created, Pending for Approval, Return to Submitter, Ready for Finalization, Pending Client Acceptance, Pending for Review, Won, and Rejected.

    • Filter results by period, dashboard view, division, customer segment, and customer tier.

    • Select a status to apply the associated status criteria in Deal Search tab, including multi-status results where applicable.

    Note:

    Each tile in this zone represents the total number of deals in the corresponding status, segmented by deals created for customers, accounts, and prospects.

    On clicking any tile, the Deal Search tab appears where you can view a list of deals for the respective status. You can then perform the required action on the deal or deal version.

  • Deal Count by Status - Used to view deal counts by deal status, segmented by customer, account, and prospect for the selected period.

  • Deal Revenue by Status - Review revenue by deal status through either a chart or table view for the selected period.

    Note:

    If you hover over each record, you can see the revenue generated by each entity for the respective status.

    The currency in which the revenue is displayed for each entity is converted into an implementation currency which is configured in the installation table as there might be deals which are defined using multiple currencies.

    The exchange rate of the currency while conversion into the implementation currency is based on the process effective date.

• Required Actions

  The Required Actions tab provides a current-user work queue to help users prioritize and complete deal-related tasks. It allows you to do the following tasks:

  • View open work grouped into Needs Attention and In Progress / Routed buckets.

  • Review completed and historical actions in the Completed bucket.

  • Filter actions by period, division, customer segment, customer tier, dashboard view, queue bucket, deal entity, priority, category, and due-date range.

  • Review action details such as category, priority, aging in days, and open to-do information.

  • Navigate from a required action to the related deal, customer, account, or to-do item where applicable.

  Note:

  In the previous release the priority of deals were represented numerically from 10 to 90, 10 being the highest and 90 being the least priority. In this release, the priority of deals are categorized as high, medium, and low for representation purposes.

  Each bucket has its own filter using which you can view the list in each bucket as per your requirements.

• Deal Search

  The Deal Search tab now supports both simple and advanced search experiences, with clearer filtering and results navigation. It allows you to do the following tasks:

  • Search by deal ID, deal identifier, entity type, customer or prospect name, creator, and date range.

  • Use advanced criteria for customer and account identifiers, relationship manager, deal type, effective dates, template and contracted-deal indicators, and proposed revenue ranges.

  • Apply dashboard scope filters, including division, customer segment, customer tier, and dashboard view.

  • See applied filters and remove or revise criteria as needed.

  • Review paged results with deal, customer or account, entity, start and end dates, revenue, currency, created date, and version information.

  • Expand a deal result to review its versions and navigate to a selected deal or model.

  In addition to the above tasks, the Deal Search tab adds comparison support for eligible deal versions. You can now compare a maximum of five deals which was earlier restricted to two. Once you reach the maximum deal selection, you will not be able to select other eligible deals as the checkbox corresponding to those deals will be disabled. The checkbox corresponding to each deal will appear only when you click the Compare button available in the Search Deal zone. The checkbox corresponding to deals which are in the Pending Simulation status or lower will be disabled. You can filter the list by using the basic and advanced options available in the Search Filters screen.

Parent topic: Deal Pricing Management