How to Best Utilize Oracle Sales Cloud Analytics?

Oracle Sales Cloud has prebuilt dashboards tailored for all sales roles. Sales Analytics allows users to track Pipeline Strength, Actuals against Quota, and Sales Team Performance in a single view.

Dashboard reports allow users to navigate from a summary view to a more detailed reports and users could even further drill down to record-level information.

Pipeline Analytics:

Pipeline analytics shows the sales team’s opportunities by sales stage and revenue contribution. Prebuilt metrics show the Total Revenue, Open Pipeline, and Revenue won by the sales team in a quarter and facilitate future planning.

Actual vs. Quota:

Actual vs. Quota report allows tracking quarterly Revenue Forecast, Won Revenue, and Open Pipeline for each product line. This report helps sales managers to identify areas for improvement and ensure sufficient pipeline revenue in the final sales stages to meet quarterly revenue goals.

Team Performance Analytics:

Team performance analytics allows for identifying how individual team members are progressing toward their revenue goals. A sales manager can identify top performers and also team members who might need support and coaching as they are lagging behind.

The Achievement % and Won Revenue views show performance in percentage and in absolute numbers facilitating course correction as required.

Activities Report:

Activities report allows users to easily track upcoming/planned activities that they need to prepare for in the next few days.

Mobilytics:

Oracle Mobilytics app provides unprecedented mobile business intelligence into sales performance with interactive visualizations created specifically for iPad.

Forecast Shaper:

Forecast Shaper enables us to perform ‘what-if’ analyses and shape the sales team’s forecast more intelligently. Results could be filtered by Region, Product, Industry, etc.

Pipeline Analyzer:

Pipeline Analyzer allows viewing all deals with deal size for each sales stage.

Deal Radar:

Discover which deals are being actively managed by using Deal Radar. Apply filters like Region, Product, and Industry to view deals by quarter instead of an activity.

Team Tracker:

Team Tracker allows you to monitor team performance and proactively address performance issues.

About CRMIT Solutions:

CRMIT Solutions is a leader in transforming businesses with cloud-based Customer Experience (CX) solutions on sales, service, marketing & social cloud.

CRMIT Solutions has achieved OPN Specialized status for Oracle Sales Cloud –Oracle Recognizes CRMIT Solutions for Expertise in Implementing Oracle Sales Cloud. CRMIT Solutions offers many solutions on Oracle Sales Cloud, Including Consulting, Sales Planning, Social Sales, Customer Data Enrichment, Field Sales Automation, User Adoption, Training, Health Checks, and Testing.

Oracle Sales Cloud has prebuilt dashboards tailored for all sales roles. Sales Analytics allows users to track Pipeline Strength, Actuals against Quota, and Sales Team Performance in a single view.

Dashboard reports allow users to navigate from a summary view to a more detailed reports and users could even further drill down to record-level information.

Pipeline Analytics:

Pipeline analytics shows the sales team’s opportunities by sales stage and revenue contribution. Prebuilt metrics show the Total Revenue, Open Pipeline, and Revenue won by the sales team in a quarter and facilitate future planning.

Actual vs. Quota:

Actual vs. Quota report allows tracking quarterly Revenue Forecast, Won Revenue, and Open Pipeline for each product line. This report helps sales managers to identify areas for improvement and ensure sufficient pipeline revenue in the final sales stages to meet quarterly revenue goals.

Team Performance Analytics:

Team performance analytics allows for identifying how individual team members are progressing toward their revenue goals. A sales manager can identify top performers and also team members who might need support and coaching as they are lagging behind.

The Achievement % and Won Revenue views show performance in percentage and in absolute numbers facilitating course correction as required.

Activities Report:

Activities report allows users to easily track upcoming/planned activities that they need to prepare for in the next few days.

Mobilytics:

Oracle Mobilytics app provides unprecedented mobile business intelligence into sales performance with interactive visualizations created specifically for iPad.

Forecast Shaper:

Forecast Shaper enables us to perform ‘what-if’ analyses and shape the sales team’s forecast more intelligently. Results could be filtered by Region, Product, Industry, etc.

Pipeline Analyzer:

Pipeline Analyzer allows viewing all deals with deal size for each sales stage.

Deal Radar:

Discover which deals are being actively managed by using Deal Radar. Apply filters like Region, Product, and Industry to view deals by quarter instead of an activity.

Team Tracker:

Team Tracker allows you to monitor team performance and proactively address performance issues.

About CRMIT Solutions:

CRMIT Solutions is a leader in transforming businesses with cloud-based Customer Experience (CX) solutions on sales, service, marketing & social cloud.

CRMIT Solutions has achieved OPN Specialized status for Oracle Sales Cloud -Oracle Recognizes CRMIT Solutions for Expertise in Implementing Oracle Sales Cloud. CRMIT Solutions offers many solutions on Oracle Sales Cloud, Including Consulting, Sales Planning, Social Sales, Customer Data Enrichment, Field Sales Automation, User Adoption, Training, Health Checks, and Testing.

CRMIT Solutions deliver a Fixed Scope Implementation offering for Oracle Sales Cloud to fast-track sales productivity. Fixed Scope Offering leverages Oracle best practices and agile approach for fast-track implementation of Oracle Sales Cloud – Go Live in less than 4 weeks. It drives sales productivity through higher win rates, forecast accuracy, and lead conversion.