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 Generation ESS job is scheduled in Oracle Fusion Cloud Sales Automation. See How do I get started with Oracle Sales in the Redwood User Experience?.