Getting Started with Analytics and Reports Oracle Sales Cloud

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Getting Started with Analytics and Reports

Oracle Sales Cloud

Oracle Sales Cloud Analytics give you the ability to track, chart, and forecast sales by providing real-time reports based on your day-to-day sales data. Whether you’re a sales representative, a sales manager, or a sales executive, Oracle Sales Cloud Analytics are designed to help you focus your sales efforts, save you time, and boost your sales.

This guide highlights a few of the reports designed to give you valuable insight into your sales performance, leads, pipeline reviews, and sales trending.

My Team’s Pipeline Forecast vs. Quota Team Leadership Board

My Pipeline

My Open Leads by Age My Top Open Opportunities My Performance

My Team’s Performance

Overview

Sales Performance Trend

My Team’s Top Open Opportunities

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Overview

My Pipeline

My Open Leads by Age My Top Open Opportunities My Team’s Performance

Keep Your Team on Target

Track your team’s sales performance against quarterly and annual quotas. Use the Sales Performance Trend report to monitor on-going sales trends, quickly identify problem areas, and take any necessary action to keep your sales on target.

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Make Informed Strategic Decisions

Stay ahead of your organization’s sales trends with the My Team’s Performance report. Compare quarter-to-quarter or yearly results, spot lost deals, and identify patterns to inform your strategic decisions and keep your sales trends moving upward.

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Overview

My Team’s Pipeline Forecast vs. Quota Team Leadership Board My Team’s Top Open Opportunities

My Pipeline

My Open Leads by Age

My Performance

My Team’s Performance

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Maximize Your Team’s Pipeline

Monitor your sales team’s progress using the My Team’s Pipeline report. Know quickly which deals are stalled and which are on track, and keep your team closing more deals.

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Overview

My Team’s Pipeline

Forecast vs. Quota Team Leadership Board

My Pipeline

My Open Leads by Age My Team’s Performance

My Top Open Opportunities My Team’s Top Open Opportunities

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Drive Sales with Insightful Quotas

Keep your team on track and set quotas that drive your sales forward. Use the Forecast vs. Quota

report to keep your team meeting its sales targets.

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Overview

My Team’s Pipeline

Forecast vs. Quota

Team Leadership Board

My Pipeline

My Performance My Team’s Performance

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Win the Quarter

Monitor your team’s on-going sales results and trends to keep sales on target. Use the Team Leadership Board report to quickly identify issues and take immediate action to keep sales strong.

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Overview

My Team’s Pipeline Forecast vs. Quota

Team Leadership Board

My Pipeline

My Open Leads by Age My Team’s Performance

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Target Your Team’s Top Opportunities

Quickly review and target opportunities that are most likely to pay off for your organization. The

My Team’s Top Open Opportunities report shows your team’s top accounts by open opportunity revenue in the pipeline. Help your team members save time by leading them straight to their top opportunities.

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Overview

My Pipeline

My Performance My Team’s Performance

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Close More Deals

Are deals stalled in the qualification stage or taking longer than expected to close? Use the My Pipeline report to see how your deals are moving through your pipeline stages and where they’re stalling.

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My Pipeline

My Open Leads by Age Overview

My Team’s Pipeline Forecast vs. Quota Team Leadership Board My Team’s Performance

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Convert More Leads to Opportunities

Maximize the potential of your open leads. Use the My Open Leads by Age report to view a snapshot of your leads and focus your time on opportunities with the highest potential for returns.

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My Pipeline

My Performance Overview

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SALES CLOUD

Target Your Best Opportunities

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Increase sales by narrowing your focus to top opportunities. Use the My Top Open Opportunities

report to target open opportunities that are most likely to pay off.

My Top Open Opportunities

Overview

My Pipeline

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Reach Your Sales Goals

Review your sales performance on-the-go with the My Performance report. Track your

performance against quarterly and annual quotas and quickly identify potential issues to take any action necessary to reach your sales goals.

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My Performance

My Pipeline

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Finding Your Analytics

My Pipeline

Find your reports under Analytics, where you can view all your reports, your favorites, or your recently viewed reports. You can use the search feature to find your reports by name.

The reports that are available depend on your job role, and they’re configured by your sales administrator.

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