1 Introduction

Overview

Oracle Fusion CX Analytics is a prebuilt, cloud native analytics application that provides sales, marketing, service, and finance line-of-business users with prebuilt insights to improve decision-making.

It helps break down the data silos between sales, marketing, and service by enabling a customer-centric view of all revenue generation activities. This application helps achieve full revenue potential by combining sales, marketing and service data in a unified analytic solution. Oracle Fusion CX Analytics comes with prebuilt data pipelines to Oracle CX Cloud applications, which helps reduce complexity and ensure a consistent, accurate view of business-critical data, in familiar business terms for end users. Without having to code, the customer experience teams can enrich their analytics using embedded machine learning (ML) and additional data from other sources beyond Oracle Fusion Cloud Applications. Oracle Fusion CX Analytics supports an analytics-driven business culture with a platform that addresses the needs of the entire analytics workflow. Self-service data preparation capabilities permit business users across departments to access, combine and leverage all relevant data. See Oracle Fusion CX Analytics.

This guide lists the predefined objects in Oracle Fusion CX Analytics. You can find information about tables, entity relationships, subject area, job roles, duty roles, associated business questions, metric details, prebuilt analyses, prebuilt business metrics, and prebuilt dashboards.

Features Available for Preview

Preview features enable functional administrators to switch functionality on and off. This way, your organization can evaluate and learn how to use new features before they roll out by default.

To enable the preview features, see Make Preview Features Available.

Functional Areas
Feature Description
Subscription Historical Trends Enables Subscription Management Snapshot functional area offering in Oracle Fusion CX Analytics.
CX Resource HCM Worker Analytics Enables cross pillar analytics between Fusion CX Analytics and Fusion HCM Anlaytics applications by helping join Resource (CX) and Worker dimensions (HCM).
Enable Opportunity Date Change Tracker Tracks change in Expected Close Date and Revenue of an Opportunity.
Marketing Campaign Contact Detail Analytics Enables Eloqua Campaign Activity reporting at Contact and Asset grain.

Prerequisites for Oracle Fusion CX Analytics

Be sure you review and set up these prerequisite requirements to use Fusion CX Analytics and the provided subject areas.

  1. Configure and schedule the Sale Historical Snapshots to get daily snapshots of the Sales Pipeline such as the snapshots of opportunity and revenue trends over time. This configuration works for the Sales Pipeline Snapshot functional area and the CX - Opportunity Snapshot, CX - Opportunity Revenue Line Snapshot, and CX - Opportunity Stage Progression subject areas in Oracle Fusion CX Analytics. See Schedule Snapshots of Your Sales Historical Pipeline.
  2. (Optional) Set up the integration between Oracle Eloqua and Oracle Cloud CX to share data between the two platforms. See Oracle CX Sales Integration app.
  3. (Optional) Set up the integration between Oracle Cloud CX and Oracle Configure, Price, Quote (CPQ) to configure a solution that combines the power of these applications, while reducing the cost of ownership and the time needed to deploy the application. The integration ensures that the:
    • Sales forecasts are reliable and based on real-world quotes
    • Sales orders are valid and contain the correct billing and shipping details to eliminate costly change orders
    • Sales receive the quote data that enables businesses to analyze and improve the overall efficiency of their sales teams

    The integration between Oracle Cloud CX and Oracle Configure, Price, Quote supports standard B2B selling processes, which feature highly configurable products, variable or dynamic pricing models, discount negotiations requiring executive approval, and large, branded sales documents. See Overview of the Oracle Sales and Oracle CPQ Integration.

  4. To ensure the resource hierarchy works in the subject area, ensure the Reporting Hierarchy Genertion ESS job is scheduled in Oracle Fusion Cloud Sales Automation. See Run Processes to Complete Resource and Resource Hierarchy Creation.