getting started with analytics and reports - oracle sales cloud
TRANSCRIPT
Getting Started with Analytics and ReportsOracle Sales CloudOracle 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 yoursquore 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
Copyright copy 2014 Oracle Corporation All Rights Reserved
SALES CLOUD
My Teamrsquos Pipeline
Forecast vs Quota
Team Leadership Board
My Pipeline
My Open Leads by Age
My Top Open Opportunities
My Performance
My Teamrsquos Performance
Overview
Sales Performance Trend
My Teamrsquos Top Open Opportunities
Finding Analytics
SALES CLOUD
Overview
Sales Performance Trend
My Teamrsquos Pipeline
Forecast vs Quota
Team Leadership Board
My Pipeline
My Open Leads by Age
My Top Open Opportunities
My Performance
My Teamrsquos Performance
Finding Analytics
Keep Your Team on Target
Track your teamrsquos 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
View video
My Teamrsquos Top Open Opportunities
SALES CLOUD
Make Informed Strategic DecisionsStay ahead of your organizationrsquos sales trends with the My Teamrsquos 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
View video
Overview
Sales Performance Trend
My Teamrsquos Pipeline
Forecast vs Quota
Team Leadership Board
My Teamrsquos Top Open Opportunities
My Pipeline
My Open Leads by Age
My Performance
My Teamrsquos Performance
Finding Analytics
My Top Open Opportunities
SALES CLOUD
Maximize Your Teamrsquos Pipeline
Monitor your sales teamrsquos progress using the My Teamrsquos Pipeline report Know quickly which deals are stalled and which are on track and keep your team closing more deals
View video
Overview
Sales Performance Trend
My Teamrsquos Pipeline
Forecast vs Quota
Team Leadership Board
My Pipeline
My Open Leads by Age
My Performance
My Teamrsquos Performance
Finding Analytics
My Top Open Opportunities
My Teamrsquos Top Open Opportunities
SALES CLOUD
Drive Sales with Insightful QuotasKeep 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
View video
Overview
Sales Performance Trend
My Teamrsquos Pipeline
Forecast vs Quota
Team Leadership Board
My Pipeline
My Open Leads by Age
My Performance
My Teamrsquos Performance
Finding Analytics
My Top Open Opportunities
My Teamrsquos Top Open Opportunities
SALES CLOUD
Win the Quarter
Monitor your teamrsquos 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
View video
Overview
Sales Performance Trend
My Teamrsquos Pipeline
Forecast vs Quota
Team Leadership Board
My Pipeline
My Open Leads by Age
My Performance
My Teamrsquos Performance
Finding Analytics
My Top Open Opportunities
My Teamrsquos Top Open Opportunities
SALES CLOUD
Target Your Teamrsquos Top OpportunitiesQuickly review and target opportunities that are most likely to pay off for your organization The My Teamrsquos Top Open Opportunities report shows your teamrsquos top accounts by open opportunity revenue in the pipeline Help your team members save time by leading them straight to their top opportunities
View video
Overview
Sales Performance Trend
My Teamrsquos Pipeline
Forecast vs Quota
Team Leadership Board
My Teamrsquos Top Open Opportunities
My Pipeline
My Open Leads by Age
My Performance
My Teamrsquos Performance
My Top Open Opportunities
Finding Analytics
SALES CLOUD
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 theyrsquore
stalling
View videoMy Pipeline
My Open Leads by Age
My Performance
Finding Analytics
Overview
Sales Performance Trend
My Teamrsquos Pipeline
Forecast vs Quota
Team Leadership Board
My Teamrsquos Performance
My Top Open Opportunities
My Teamrsquos Top Open Opportunities
SALES CLOUD Convert More Leads to OpportunitiesMaximize 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
View video
My Pipeline
My Open Leads by Age
My Performance
Finding Analytics
Overview
Sales Performance Trend
My Teamrsquos Pipeline
Forecast vs Quota
Team Leadership Board
My Teamrsquos Performance
My Top Open Opportunities
My Teamrsquos Top Open Opportunities
SALES CLOUD Target Your Best Opportunities
View video
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 Open Leads by Age
My Top Open Opportunities
My Performance
Finding Analytics
Overview
Sales Performance Trend
My Teamrsquos Pipeline
Forecast vs Quota
Team Leadership Board
My Teamrsquos Performance
My Pipeline
My Teamrsquos Top Open Opportunities
SALES CLOUD
Reach Your Sales GoalsReview 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
View video
My Performance
Finding Analytics
My Open Leads by Age
Overview
Sales Performance Trend
My Teamrsquos Pipeline
Forecast vs Quota
Team Leadership Board
My Teamrsquos Performance
My Pipeline
My Top Open Opportunities
My Teamrsquos Top Open Opportunities
SALES CLOUD
My Performance
Finding Analytics
Finding Your Analytics
My Open Leads by Age
Overview
Sales Performance Trend
My Teamrsquos Pipeline
Forecast vs Quota
Team Leadership Board
My Teamrsquos Performance
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 theyrsquore configured by your sales administrator
My Top Open Opportunities
My Teamrsquos Top Open Opportunities
Follow us at
cloudoraclecom
Oracle Cloud on Facebook Oracle Cloud on Twitter Oracle Cloud on YouTube Oracle Cloud on LinkedIn
Copyright copy 2014 Oracle andor its affiliates Oracle is a registered trademark of Oracle andor its affiliates All rights reserved Other names may be registered trademarks of their respective owners Oracle disclaims any warranties or representations as to the accuracy or completeness of this recording demonstration andor written materials (the ldquoMaterialsrdquo) The Materials are provided ldquoas isrdquo without any warranty of any kind either express or implied including without limitation warranties or merchantability fitness for a particular purpose and non-infringement
Part Number E61257-01
SALES CLOUD
Overview
Sales Performance Trend
My Teamrsquos Pipeline
Forecast vs Quota
Team Leadership Board
My Pipeline
My Open Leads by Age
My Top Open Opportunities
My Performance
My Teamrsquos Performance
Finding Analytics
Keep Your Team on Target
Track your teamrsquos 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
View video
My Teamrsquos Top Open Opportunities
SALES CLOUD
Make Informed Strategic DecisionsStay ahead of your organizationrsquos sales trends with the My Teamrsquos 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
View video
Overview
Sales Performance Trend
My Teamrsquos Pipeline
Forecast vs Quota
Team Leadership Board
My Teamrsquos Top Open Opportunities
My Pipeline
My Open Leads by Age
My Performance
My Teamrsquos Performance
Finding Analytics
My Top Open Opportunities
SALES CLOUD
Maximize Your Teamrsquos Pipeline
Monitor your sales teamrsquos progress using the My Teamrsquos Pipeline report Know quickly which deals are stalled and which are on track and keep your team closing more deals
View video
Overview
Sales Performance Trend
My Teamrsquos Pipeline
Forecast vs Quota
Team Leadership Board
My Pipeline
My Open Leads by Age
My Performance
My Teamrsquos Performance
Finding Analytics
My Top Open Opportunities
My Teamrsquos Top Open Opportunities
SALES CLOUD
Drive Sales with Insightful QuotasKeep 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
View video
Overview
Sales Performance Trend
My Teamrsquos Pipeline
Forecast vs Quota
Team Leadership Board
My Pipeline
My Open Leads by Age
My Performance
My Teamrsquos Performance
Finding Analytics
My Top Open Opportunities
My Teamrsquos Top Open Opportunities
SALES CLOUD
Win the Quarter
Monitor your teamrsquos 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
View video
Overview
Sales Performance Trend
My Teamrsquos Pipeline
Forecast vs Quota
Team Leadership Board
My Pipeline
My Open Leads by Age
My Performance
My Teamrsquos Performance
Finding Analytics
My Top Open Opportunities
My Teamrsquos Top Open Opportunities
SALES CLOUD
Target Your Teamrsquos Top OpportunitiesQuickly review and target opportunities that are most likely to pay off for your organization The My Teamrsquos Top Open Opportunities report shows your teamrsquos top accounts by open opportunity revenue in the pipeline Help your team members save time by leading them straight to their top opportunities
View video
Overview
Sales Performance Trend
My Teamrsquos Pipeline
Forecast vs Quota
Team Leadership Board
My Teamrsquos Top Open Opportunities
My Pipeline
My Open Leads by Age
My Performance
My Teamrsquos Performance
My Top Open Opportunities
Finding Analytics
SALES CLOUD
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 theyrsquore
stalling
View videoMy Pipeline
My Open Leads by Age
My Performance
Finding Analytics
Overview
Sales Performance Trend
My Teamrsquos Pipeline
Forecast vs Quota
Team Leadership Board
My Teamrsquos Performance
My Top Open Opportunities
My Teamrsquos Top Open Opportunities
SALES CLOUD Convert More Leads to OpportunitiesMaximize 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
View video
My Pipeline
My Open Leads by Age
My Performance
Finding Analytics
Overview
Sales Performance Trend
My Teamrsquos Pipeline
Forecast vs Quota
Team Leadership Board
My Teamrsquos Performance
My Top Open Opportunities
My Teamrsquos Top Open Opportunities
SALES CLOUD Target Your Best Opportunities
View video
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 Open Leads by Age
My Top Open Opportunities
My Performance
Finding Analytics
Overview
Sales Performance Trend
My Teamrsquos Pipeline
Forecast vs Quota
Team Leadership Board
My Teamrsquos Performance
My Pipeline
My Teamrsquos Top Open Opportunities
SALES CLOUD
Reach Your Sales GoalsReview 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
View video
My Performance
Finding Analytics
My Open Leads by Age
Overview
Sales Performance Trend
My Teamrsquos Pipeline
Forecast vs Quota
Team Leadership Board
My Teamrsquos Performance
My Pipeline
My Top Open Opportunities
My Teamrsquos Top Open Opportunities
SALES CLOUD
My Performance
Finding Analytics
Finding Your Analytics
My Open Leads by Age
Overview
Sales Performance Trend
My Teamrsquos Pipeline
Forecast vs Quota
Team Leadership Board
My Teamrsquos Performance
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 theyrsquore configured by your sales administrator
My Top Open Opportunities
My Teamrsquos Top Open Opportunities
Follow us at
cloudoraclecom
Oracle Cloud on Facebook Oracle Cloud on Twitter Oracle Cloud on YouTube Oracle Cloud on LinkedIn
Copyright copy 2014 Oracle andor its affiliates Oracle is a registered trademark of Oracle andor its affiliates All rights reserved Other names may be registered trademarks of their respective owners Oracle disclaims any warranties or representations as to the accuracy or completeness of this recording demonstration andor written materials (the ldquoMaterialsrdquo) The Materials are provided ldquoas isrdquo without any warranty of any kind either express or implied including without limitation warranties or merchantability fitness for a particular purpose and non-infringement
Part Number E61257-01
SALES CLOUD
Make Informed Strategic DecisionsStay ahead of your organizationrsquos sales trends with the My Teamrsquos 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
View video
Overview
Sales Performance Trend
My Teamrsquos Pipeline
Forecast vs Quota
Team Leadership Board
My Teamrsquos Top Open Opportunities
My Pipeline
My Open Leads by Age
My Performance
My Teamrsquos Performance
Finding Analytics
My Top Open Opportunities
SALES CLOUD
Maximize Your Teamrsquos Pipeline
Monitor your sales teamrsquos progress using the My Teamrsquos Pipeline report Know quickly which deals are stalled and which are on track and keep your team closing more deals
View video
Overview
Sales Performance Trend
My Teamrsquos Pipeline
Forecast vs Quota
Team Leadership Board
My Pipeline
My Open Leads by Age
My Performance
My Teamrsquos Performance
Finding Analytics
My Top Open Opportunities
My Teamrsquos Top Open Opportunities
SALES CLOUD
Drive Sales with Insightful QuotasKeep 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
View video
Overview
Sales Performance Trend
My Teamrsquos Pipeline
Forecast vs Quota
Team Leadership Board
My Pipeline
My Open Leads by Age
My Performance
My Teamrsquos Performance
Finding Analytics
My Top Open Opportunities
My Teamrsquos Top Open Opportunities
SALES CLOUD
Win the Quarter
Monitor your teamrsquos 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
View video
Overview
Sales Performance Trend
My Teamrsquos Pipeline
Forecast vs Quota
Team Leadership Board
My Pipeline
My Open Leads by Age
My Performance
My Teamrsquos Performance
Finding Analytics
My Top Open Opportunities
My Teamrsquos Top Open Opportunities
SALES CLOUD
Target Your Teamrsquos Top OpportunitiesQuickly review and target opportunities that are most likely to pay off for your organization The My Teamrsquos Top Open Opportunities report shows your teamrsquos top accounts by open opportunity revenue in the pipeline Help your team members save time by leading them straight to their top opportunities
View video
Overview
Sales Performance Trend
My Teamrsquos Pipeline
Forecast vs Quota
Team Leadership Board
My Teamrsquos Top Open Opportunities
My Pipeline
My Open Leads by Age
My Performance
My Teamrsquos Performance
My Top Open Opportunities
Finding Analytics
SALES CLOUD
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 theyrsquore
stalling
View videoMy Pipeline
My Open Leads by Age
My Performance
Finding Analytics
Overview
Sales Performance Trend
My Teamrsquos Pipeline
Forecast vs Quota
Team Leadership Board
My Teamrsquos Performance
My Top Open Opportunities
My Teamrsquos Top Open Opportunities
SALES CLOUD Convert More Leads to OpportunitiesMaximize 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
View video
My Pipeline
My Open Leads by Age
My Performance
Finding Analytics
Overview
Sales Performance Trend
My Teamrsquos Pipeline
Forecast vs Quota
Team Leadership Board
My Teamrsquos Performance
My Top Open Opportunities
My Teamrsquos Top Open Opportunities
SALES CLOUD Target Your Best Opportunities
View video
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 Open Leads by Age
My Top Open Opportunities
My Performance
Finding Analytics
Overview
Sales Performance Trend
My Teamrsquos Pipeline
Forecast vs Quota
Team Leadership Board
My Teamrsquos Performance
My Pipeline
My Teamrsquos Top Open Opportunities
SALES CLOUD
Reach Your Sales GoalsReview 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
View video
My Performance
Finding Analytics
My Open Leads by Age
Overview
Sales Performance Trend
My Teamrsquos Pipeline
Forecast vs Quota
Team Leadership Board
My Teamrsquos Performance
My Pipeline
My Top Open Opportunities
My Teamrsquos Top Open Opportunities
SALES CLOUD
My Performance
Finding Analytics
Finding Your Analytics
My Open Leads by Age
Overview
Sales Performance Trend
My Teamrsquos Pipeline
Forecast vs Quota
Team Leadership Board
My Teamrsquos Performance
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 theyrsquore configured by your sales administrator
My Top Open Opportunities
My Teamrsquos Top Open Opportunities
Follow us at
cloudoraclecom
Oracle Cloud on Facebook Oracle Cloud on Twitter Oracle Cloud on YouTube Oracle Cloud on LinkedIn
Copyright copy 2014 Oracle andor its affiliates Oracle is a registered trademark of Oracle andor its affiliates All rights reserved Other names may be registered trademarks of their respective owners Oracle disclaims any warranties or representations as to the accuracy or completeness of this recording demonstration andor written materials (the ldquoMaterialsrdquo) The Materials are provided ldquoas isrdquo without any warranty of any kind either express or implied including without limitation warranties or merchantability fitness for a particular purpose and non-infringement
Part Number E61257-01
SALES CLOUD
Maximize Your Teamrsquos Pipeline
Monitor your sales teamrsquos progress using the My Teamrsquos Pipeline report Know quickly which deals are stalled and which are on track and keep your team closing more deals
View video
Overview
Sales Performance Trend
My Teamrsquos Pipeline
Forecast vs Quota
Team Leadership Board
My Pipeline
My Open Leads by Age
My Performance
My Teamrsquos Performance
Finding Analytics
My Top Open Opportunities
My Teamrsquos Top Open Opportunities
SALES CLOUD
Drive Sales with Insightful QuotasKeep 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
View video
Overview
Sales Performance Trend
My Teamrsquos Pipeline
Forecast vs Quota
Team Leadership Board
My Pipeline
My Open Leads by Age
My Performance
My Teamrsquos Performance
Finding Analytics
My Top Open Opportunities
My Teamrsquos Top Open Opportunities
SALES CLOUD
Win the Quarter
Monitor your teamrsquos 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
View video
Overview
Sales Performance Trend
My Teamrsquos Pipeline
Forecast vs Quota
Team Leadership Board
My Pipeline
My Open Leads by Age
My Performance
My Teamrsquos Performance
Finding Analytics
My Top Open Opportunities
My Teamrsquos Top Open Opportunities
SALES CLOUD
Target Your Teamrsquos Top OpportunitiesQuickly review and target opportunities that are most likely to pay off for your organization The My Teamrsquos Top Open Opportunities report shows your teamrsquos top accounts by open opportunity revenue in the pipeline Help your team members save time by leading them straight to their top opportunities
View video
Overview
Sales Performance Trend
My Teamrsquos Pipeline
Forecast vs Quota
Team Leadership Board
My Teamrsquos Top Open Opportunities
My Pipeline
My Open Leads by Age
My Performance
My Teamrsquos Performance
My Top Open Opportunities
Finding Analytics
SALES CLOUD
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 theyrsquore
stalling
View videoMy Pipeline
My Open Leads by Age
My Performance
Finding Analytics
Overview
Sales Performance Trend
My Teamrsquos Pipeline
Forecast vs Quota
Team Leadership Board
My Teamrsquos Performance
My Top Open Opportunities
My Teamrsquos Top Open Opportunities
SALES CLOUD Convert More Leads to OpportunitiesMaximize 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
View video
My Pipeline
My Open Leads by Age
My Performance
Finding Analytics
Overview
Sales Performance Trend
My Teamrsquos Pipeline
Forecast vs Quota
Team Leadership Board
My Teamrsquos Performance
My Top Open Opportunities
My Teamrsquos Top Open Opportunities
SALES CLOUD Target Your Best Opportunities
View video
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 Open Leads by Age
My Top Open Opportunities
My Performance
Finding Analytics
Overview
Sales Performance Trend
My Teamrsquos Pipeline
Forecast vs Quota
Team Leadership Board
My Teamrsquos Performance
My Pipeline
My Teamrsquos Top Open Opportunities
SALES CLOUD
Reach Your Sales GoalsReview 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
View video
My Performance
Finding Analytics
My Open Leads by Age
Overview
Sales Performance Trend
My Teamrsquos Pipeline
Forecast vs Quota
Team Leadership Board
My Teamrsquos Performance
My Pipeline
My Top Open Opportunities
My Teamrsquos Top Open Opportunities
SALES CLOUD
My Performance
Finding Analytics
Finding Your Analytics
My Open Leads by Age
Overview
Sales Performance Trend
My Teamrsquos Pipeline
Forecast vs Quota
Team Leadership Board
My Teamrsquos Performance
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 theyrsquore configured by your sales administrator
My Top Open Opportunities
My Teamrsquos Top Open Opportunities
Follow us at
cloudoraclecom
Oracle Cloud on Facebook Oracle Cloud on Twitter Oracle Cloud on YouTube Oracle Cloud on LinkedIn
Copyright copy 2014 Oracle andor its affiliates Oracle is a registered trademark of Oracle andor its affiliates All rights reserved Other names may be registered trademarks of their respective owners Oracle disclaims any warranties or representations as to the accuracy or completeness of this recording demonstration andor written materials (the ldquoMaterialsrdquo) The Materials are provided ldquoas isrdquo without any warranty of any kind either express or implied including without limitation warranties or merchantability fitness for a particular purpose and non-infringement
Part Number E61257-01
SALES CLOUD
Drive Sales with Insightful QuotasKeep 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
View video
Overview
Sales Performance Trend
My Teamrsquos Pipeline
Forecast vs Quota
Team Leadership Board
My Pipeline
My Open Leads by Age
My Performance
My Teamrsquos Performance
Finding Analytics
My Top Open Opportunities
My Teamrsquos Top Open Opportunities
SALES CLOUD
Win the Quarter
Monitor your teamrsquos 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
View video
Overview
Sales Performance Trend
My Teamrsquos Pipeline
Forecast vs Quota
Team Leadership Board
My Pipeline
My Open Leads by Age
My Performance
My Teamrsquos Performance
Finding Analytics
My Top Open Opportunities
My Teamrsquos Top Open Opportunities
SALES CLOUD
Target Your Teamrsquos Top OpportunitiesQuickly review and target opportunities that are most likely to pay off for your organization The My Teamrsquos Top Open Opportunities report shows your teamrsquos top accounts by open opportunity revenue in the pipeline Help your team members save time by leading them straight to their top opportunities
View video
Overview
Sales Performance Trend
My Teamrsquos Pipeline
Forecast vs Quota
Team Leadership Board
My Teamrsquos Top Open Opportunities
My Pipeline
My Open Leads by Age
My Performance
My Teamrsquos Performance
My Top Open Opportunities
Finding Analytics
SALES CLOUD
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 theyrsquore
stalling
View videoMy Pipeline
My Open Leads by Age
My Performance
Finding Analytics
Overview
Sales Performance Trend
My Teamrsquos Pipeline
Forecast vs Quota
Team Leadership Board
My Teamrsquos Performance
My Top Open Opportunities
My Teamrsquos Top Open Opportunities
SALES CLOUD Convert More Leads to OpportunitiesMaximize 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
View video
My Pipeline
My Open Leads by Age
My Performance
Finding Analytics
Overview
Sales Performance Trend
My Teamrsquos Pipeline
Forecast vs Quota
Team Leadership Board
My Teamrsquos Performance
My Top Open Opportunities
My Teamrsquos Top Open Opportunities
SALES CLOUD Target Your Best Opportunities
View video
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 Open Leads by Age
My Top Open Opportunities
My Performance
Finding Analytics
Overview
Sales Performance Trend
My Teamrsquos Pipeline
Forecast vs Quota
Team Leadership Board
My Teamrsquos Performance
My Pipeline
My Teamrsquos Top Open Opportunities
SALES CLOUD
Reach Your Sales GoalsReview 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
View video
My Performance
Finding Analytics
My Open Leads by Age
Overview
Sales Performance Trend
My Teamrsquos Pipeline
Forecast vs Quota
Team Leadership Board
My Teamrsquos Performance
My Pipeline
My Top Open Opportunities
My Teamrsquos Top Open Opportunities
SALES CLOUD
My Performance
Finding Analytics
Finding Your Analytics
My Open Leads by Age
Overview
Sales Performance Trend
My Teamrsquos Pipeline
Forecast vs Quota
Team Leadership Board
My Teamrsquos Performance
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 theyrsquore configured by your sales administrator
My Top Open Opportunities
My Teamrsquos Top Open Opportunities
Follow us at
cloudoraclecom
Oracle Cloud on Facebook Oracle Cloud on Twitter Oracle Cloud on YouTube Oracle Cloud on LinkedIn
Copyright copy 2014 Oracle andor its affiliates Oracle is a registered trademark of Oracle andor its affiliates All rights reserved Other names may be registered trademarks of their respective owners Oracle disclaims any warranties or representations as to the accuracy or completeness of this recording demonstration andor written materials (the ldquoMaterialsrdquo) The Materials are provided ldquoas isrdquo without any warranty of any kind either express or implied including without limitation warranties or merchantability fitness for a particular purpose and non-infringement
Part Number E61257-01
SALES CLOUD
Win the Quarter
Monitor your teamrsquos 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
View video
Overview
Sales Performance Trend
My Teamrsquos Pipeline
Forecast vs Quota
Team Leadership Board
My Pipeline
My Open Leads by Age
My Performance
My Teamrsquos Performance
Finding Analytics
My Top Open Opportunities
My Teamrsquos Top Open Opportunities
SALES CLOUD
Target Your Teamrsquos Top OpportunitiesQuickly review and target opportunities that are most likely to pay off for your organization The My Teamrsquos Top Open Opportunities report shows your teamrsquos top accounts by open opportunity revenue in the pipeline Help your team members save time by leading them straight to their top opportunities
View video
Overview
Sales Performance Trend
My Teamrsquos Pipeline
Forecast vs Quota
Team Leadership Board
My Teamrsquos Top Open Opportunities
My Pipeline
My Open Leads by Age
My Performance
My Teamrsquos Performance
My Top Open Opportunities
Finding Analytics
SALES CLOUD
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 theyrsquore
stalling
View videoMy Pipeline
My Open Leads by Age
My Performance
Finding Analytics
Overview
Sales Performance Trend
My Teamrsquos Pipeline
Forecast vs Quota
Team Leadership Board
My Teamrsquos Performance
My Top Open Opportunities
My Teamrsquos Top Open Opportunities
SALES CLOUD Convert More Leads to OpportunitiesMaximize 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
View video
My Pipeline
My Open Leads by Age
My Performance
Finding Analytics
Overview
Sales Performance Trend
My Teamrsquos Pipeline
Forecast vs Quota
Team Leadership Board
My Teamrsquos Performance
My Top Open Opportunities
My Teamrsquos Top Open Opportunities
SALES CLOUD Target Your Best Opportunities
View video
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 Open Leads by Age
My Top Open Opportunities
My Performance
Finding Analytics
Overview
Sales Performance Trend
My Teamrsquos Pipeline
Forecast vs Quota
Team Leadership Board
My Teamrsquos Performance
My Pipeline
My Teamrsquos Top Open Opportunities
SALES CLOUD
Reach Your Sales GoalsReview 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
View video
My Performance
Finding Analytics
My Open Leads by Age
Overview
Sales Performance Trend
My Teamrsquos Pipeline
Forecast vs Quota
Team Leadership Board
My Teamrsquos Performance
My Pipeline
My Top Open Opportunities
My Teamrsquos Top Open Opportunities
SALES CLOUD
My Performance
Finding Analytics
Finding Your Analytics
My Open Leads by Age
Overview
Sales Performance Trend
My Teamrsquos Pipeline
Forecast vs Quota
Team Leadership Board
My Teamrsquos Performance
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 theyrsquore configured by your sales administrator
My Top Open Opportunities
My Teamrsquos Top Open Opportunities
Follow us at
cloudoraclecom
Oracle Cloud on Facebook Oracle Cloud on Twitter Oracle Cloud on YouTube Oracle Cloud on LinkedIn
Copyright copy 2014 Oracle andor its affiliates Oracle is a registered trademark of Oracle andor its affiliates All rights reserved Other names may be registered trademarks of their respective owners Oracle disclaims any warranties or representations as to the accuracy or completeness of this recording demonstration andor written materials (the ldquoMaterialsrdquo) The Materials are provided ldquoas isrdquo without any warranty of any kind either express or implied including without limitation warranties or merchantability fitness for a particular purpose and non-infringement
Part Number E61257-01
SALES CLOUD
Target Your Teamrsquos Top OpportunitiesQuickly review and target opportunities that are most likely to pay off for your organization The My Teamrsquos Top Open Opportunities report shows your teamrsquos top accounts by open opportunity revenue in the pipeline Help your team members save time by leading them straight to their top opportunities
View video
Overview
Sales Performance Trend
My Teamrsquos Pipeline
Forecast vs Quota
Team Leadership Board
My Teamrsquos Top Open Opportunities
My Pipeline
My Open Leads by Age
My Performance
My Teamrsquos Performance
My Top Open Opportunities
Finding Analytics
SALES CLOUD
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 theyrsquore
stalling
View videoMy Pipeline
My Open Leads by Age
My Performance
Finding Analytics
Overview
Sales Performance Trend
My Teamrsquos Pipeline
Forecast vs Quota
Team Leadership Board
My Teamrsquos Performance
My Top Open Opportunities
My Teamrsquos Top Open Opportunities
SALES CLOUD Convert More Leads to OpportunitiesMaximize 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
View video
My Pipeline
My Open Leads by Age
My Performance
Finding Analytics
Overview
Sales Performance Trend
My Teamrsquos Pipeline
Forecast vs Quota
Team Leadership Board
My Teamrsquos Performance
My Top Open Opportunities
My Teamrsquos Top Open Opportunities
SALES CLOUD Target Your Best Opportunities
View video
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 Open Leads by Age
My Top Open Opportunities
My Performance
Finding Analytics
Overview
Sales Performance Trend
My Teamrsquos Pipeline
Forecast vs Quota
Team Leadership Board
My Teamrsquos Performance
My Pipeline
My Teamrsquos Top Open Opportunities
SALES CLOUD
Reach Your Sales GoalsReview 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
View video
My Performance
Finding Analytics
My Open Leads by Age
Overview
Sales Performance Trend
My Teamrsquos Pipeline
Forecast vs Quota
Team Leadership Board
My Teamrsquos Performance
My Pipeline
My Top Open Opportunities
My Teamrsquos Top Open Opportunities
SALES CLOUD
My Performance
Finding Analytics
Finding Your Analytics
My Open Leads by Age
Overview
Sales Performance Trend
My Teamrsquos Pipeline
Forecast vs Quota
Team Leadership Board
My Teamrsquos Performance
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 theyrsquore configured by your sales administrator
My Top Open Opportunities
My Teamrsquos Top Open Opportunities
Follow us at
cloudoraclecom
Oracle Cloud on Facebook Oracle Cloud on Twitter Oracle Cloud on YouTube Oracle Cloud on LinkedIn
Copyright copy 2014 Oracle andor its affiliates Oracle is a registered trademark of Oracle andor its affiliates All rights reserved Other names may be registered trademarks of their respective owners Oracle disclaims any warranties or representations as to the accuracy or completeness of this recording demonstration andor written materials (the ldquoMaterialsrdquo) The Materials are provided ldquoas isrdquo without any warranty of any kind either express or implied including without limitation warranties or merchantability fitness for a particular purpose and non-infringement
Part Number E61257-01
SALES CLOUD
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 theyrsquore
stalling
View videoMy Pipeline
My Open Leads by Age
My Performance
Finding Analytics
Overview
Sales Performance Trend
My Teamrsquos Pipeline
Forecast vs Quota
Team Leadership Board
My Teamrsquos Performance
My Top Open Opportunities
My Teamrsquos Top Open Opportunities
SALES CLOUD Convert More Leads to OpportunitiesMaximize 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
View video
My Pipeline
My Open Leads by Age
My Performance
Finding Analytics
Overview
Sales Performance Trend
My Teamrsquos Pipeline
Forecast vs Quota
Team Leadership Board
My Teamrsquos Performance
My Top Open Opportunities
My Teamrsquos Top Open Opportunities
SALES CLOUD Target Your Best Opportunities
View video
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 Open Leads by Age
My Top Open Opportunities
My Performance
Finding Analytics
Overview
Sales Performance Trend
My Teamrsquos Pipeline
Forecast vs Quota
Team Leadership Board
My Teamrsquos Performance
My Pipeline
My Teamrsquos Top Open Opportunities
SALES CLOUD
Reach Your Sales GoalsReview 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
View video
My Performance
Finding Analytics
My Open Leads by Age
Overview
Sales Performance Trend
My Teamrsquos Pipeline
Forecast vs Quota
Team Leadership Board
My Teamrsquos Performance
My Pipeline
My Top Open Opportunities
My Teamrsquos Top Open Opportunities
SALES CLOUD
My Performance
Finding Analytics
Finding Your Analytics
My Open Leads by Age
Overview
Sales Performance Trend
My Teamrsquos Pipeline
Forecast vs Quota
Team Leadership Board
My Teamrsquos Performance
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 theyrsquore configured by your sales administrator
My Top Open Opportunities
My Teamrsquos Top Open Opportunities
Follow us at
cloudoraclecom
Oracle Cloud on Facebook Oracle Cloud on Twitter Oracle Cloud on YouTube Oracle Cloud on LinkedIn
Copyright copy 2014 Oracle andor its affiliates Oracle is a registered trademark of Oracle andor its affiliates All rights reserved Other names may be registered trademarks of their respective owners Oracle disclaims any warranties or representations as to the accuracy or completeness of this recording demonstration andor written materials (the ldquoMaterialsrdquo) The Materials are provided ldquoas isrdquo without any warranty of any kind either express or implied including without limitation warranties or merchantability fitness for a particular purpose and non-infringement
Part Number E61257-01
SALES CLOUD Convert More Leads to OpportunitiesMaximize 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
View video
My Pipeline
My Open Leads by Age
My Performance
Finding Analytics
Overview
Sales Performance Trend
My Teamrsquos Pipeline
Forecast vs Quota
Team Leadership Board
My Teamrsquos Performance
My Top Open Opportunities
My Teamrsquos Top Open Opportunities
SALES CLOUD Target Your Best Opportunities
View video
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 Open Leads by Age
My Top Open Opportunities
My Performance
Finding Analytics
Overview
Sales Performance Trend
My Teamrsquos Pipeline
Forecast vs Quota
Team Leadership Board
My Teamrsquos Performance
My Pipeline
My Teamrsquos Top Open Opportunities
SALES CLOUD
Reach Your Sales GoalsReview 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
View video
My Performance
Finding Analytics
My Open Leads by Age
Overview
Sales Performance Trend
My Teamrsquos Pipeline
Forecast vs Quota
Team Leadership Board
My Teamrsquos Performance
My Pipeline
My Top Open Opportunities
My Teamrsquos Top Open Opportunities
SALES CLOUD
My Performance
Finding Analytics
Finding Your Analytics
My Open Leads by Age
Overview
Sales Performance Trend
My Teamrsquos Pipeline
Forecast vs Quota
Team Leadership Board
My Teamrsquos Performance
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 theyrsquore configured by your sales administrator
My Top Open Opportunities
My Teamrsquos Top Open Opportunities
Follow us at
cloudoraclecom
Oracle Cloud on Facebook Oracle Cloud on Twitter Oracle Cloud on YouTube Oracle Cloud on LinkedIn
Copyright copy 2014 Oracle andor its affiliates Oracle is a registered trademark of Oracle andor its affiliates All rights reserved Other names may be registered trademarks of their respective owners Oracle disclaims any warranties or representations as to the accuracy or completeness of this recording demonstration andor written materials (the ldquoMaterialsrdquo) The Materials are provided ldquoas isrdquo without any warranty of any kind either express or implied including without limitation warranties or merchantability fitness for a particular purpose and non-infringement
Part Number E61257-01
SALES CLOUD Target Your Best Opportunities
View video
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 Open Leads by Age
My Top Open Opportunities
My Performance
Finding Analytics
Overview
Sales Performance Trend
My Teamrsquos Pipeline
Forecast vs Quota
Team Leadership Board
My Teamrsquos Performance
My Pipeline
My Teamrsquos Top Open Opportunities
SALES CLOUD
Reach Your Sales GoalsReview 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
View video
My Performance
Finding Analytics
My Open Leads by Age
Overview
Sales Performance Trend
My Teamrsquos Pipeline
Forecast vs Quota
Team Leadership Board
My Teamrsquos Performance
My Pipeline
My Top Open Opportunities
My Teamrsquos Top Open Opportunities
SALES CLOUD
My Performance
Finding Analytics
Finding Your Analytics
My Open Leads by Age
Overview
Sales Performance Trend
My Teamrsquos Pipeline
Forecast vs Quota
Team Leadership Board
My Teamrsquos Performance
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 theyrsquore configured by your sales administrator
My Top Open Opportunities
My Teamrsquos Top Open Opportunities
Follow us at
cloudoraclecom
Oracle Cloud on Facebook Oracle Cloud on Twitter Oracle Cloud on YouTube Oracle Cloud on LinkedIn
Copyright copy 2014 Oracle andor its affiliates Oracle is a registered trademark of Oracle andor its affiliates All rights reserved Other names may be registered trademarks of their respective owners Oracle disclaims any warranties or representations as to the accuracy or completeness of this recording demonstration andor written materials (the ldquoMaterialsrdquo) The Materials are provided ldquoas isrdquo without any warranty of any kind either express or implied including without limitation warranties or merchantability fitness for a particular purpose and non-infringement
Part Number E61257-01
SALES CLOUD
Reach Your Sales GoalsReview 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
View video
My Performance
Finding Analytics
My Open Leads by Age
Overview
Sales Performance Trend
My Teamrsquos Pipeline
Forecast vs Quota
Team Leadership Board
My Teamrsquos Performance
My Pipeline
My Top Open Opportunities
My Teamrsquos Top Open Opportunities
SALES CLOUD
My Performance
Finding Analytics
Finding Your Analytics
My Open Leads by Age
Overview
Sales Performance Trend
My Teamrsquos Pipeline
Forecast vs Quota
Team Leadership Board
My Teamrsquos Performance
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 theyrsquore configured by your sales administrator
My Top Open Opportunities
My Teamrsquos Top Open Opportunities
Follow us at
cloudoraclecom
Oracle Cloud on Facebook Oracle Cloud on Twitter Oracle Cloud on YouTube Oracle Cloud on LinkedIn
Copyright copy 2014 Oracle andor its affiliates Oracle is a registered trademark of Oracle andor its affiliates All rights reserved Other names may be registered trademarks of their respective owners Oracle disclaims any warranties or representations as to the accuracy or completeness of this recording demonstration andor written materials (the ldquoMaterialsrdquo) The Materials are provided ldquoas isrdquo without any warranty of any kind either express or implied including without limitation warranties or merchantability fitness for a particular purpose and non-infringement
Part Number E61257-01
SALES CLOUD
My Performance
Finding Analytics
Finding Your Analytics
My Open Leads by Age
Overview
Sales Performance Trend
My Teamrsquos Pipeline
Forecast vs Quota
Team Leadership Board
My Teamrsquos Performance
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 theyrsquore configured by your sales administrator
My Top Open Opportunities
My Teamrsquos Top Open Opportunities
Follow us at
cloudoraclecom
Oracle Cloud on Facebook Oracle Cloud on Twitter Oracle Cloud on YouTube Oracle Cloud on LinkedIn
Copyright copy 2014 Oracle andor its affiliates Oracle is a registered trademark of Oracle andor its affiliates All rights reserved Other names may be registered trademarks of their respective owners Oracle disclaims any warranties or representations as to the accuracy or completeness of this recording demonstration andor written materials (the ldquoMaterialsrdquo) The Materials are provided ldquoas isrdquo without any warranty of any kind either express or implied including without limitation warranties or merchantability fitness for a particular purpose and non-infringement
Part Number E61257-01
Follow us at
cloudoraclecom
Oracle Cloud on Facebook Oracle Cloud on Twitter Oracle Cloud on YouTube Oracle Cloud on LinkedIn
Copyright copy 2014 Oracle andor its affiliates Oracle is a registered trademark of Oracle andor its affiliates All rights reserved Other names may be registered trademarks of their respective owners Oracle disclaims any warranties or representations as to the accuracy or completeness of this recording demonstration andor written materials (the ldquoMaterialsrdquo) The Materials are provided ldquoas isrdquo without any warranty of any kind either express or implied including without limitation warranties or merchantability fitness for a particular purpose and non-infringement
Part Number E61257-01