Chapter 14 Opportunity Reports

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Opportunity Reports Chapter 14 - Page 1

Opportunity Reports Chapter 14

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Opportunity Reports




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Objectives




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Opportunity Reports

Oracle Sales Reports

Oracle Sales provides reports that give you access to sales transaction information for opportunities. The information displayed in the reports is determined by the sales representative and the sales group. These reports are designed to be used by sales representatives (who use Oracle Sales to perform various sales tasks), sales managers (who use Oracle Sales for sales supervision and forecast submission), and Sales Administrators (who use Oracle Sales to perform tasks for the sales managers). The information in these reports might be of interest to sales representatives, sales managers, and executives of all levels.




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Opportunity Reports

Opportunity Reports

Opportunity Summary Use this report to view opportunity amounts rolled up by product category for specified opportunity statuses (such as Won, Open, or Lost), as well as aggregated forecast amounts entered for forecastable opportunities. You can also filter the data based on forecast credit types (revenue or non-revenue). You can navigate to the Opportunity List report from the Opportunity Summary report to view the opportunities that are the sources for the summarized totals. Opportunity List Displays key information about the opportunities. It supports the Opportunity Summary report by displaying the currency amounts for the opportunities. Opportunity Detail You can either print or export the report to a file. The information provided in the Opportunity Detail report is the information that exists for the selected opportunities in Oracle Sales. Access to opportunity details depends on the security access that you have in Oracle Sales overall.




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Opportunity Aging This report displays information such as days to close, days past close, as well as opportunity status.




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Implement Reports: Profile Options

Implement Reports: Set Up Profile Options

• ASN: Forecast Sales Credit Type Determines the credit type used for revenue forecasting.

• BIS: Base Domain Name Value Sets the domain name (DNS) value. Enables users to e-mail Oracle Sales Reports.

• BIS: Mailing LDAP Server Sets the LDAP server name. Enables users to e-mail Oracle Sales Reports.

• BIS: Mailing SMTP Server Sets the SMTP server name. Enables users to e-mail Oracle Sales Reports.

• CRM BIS: GL Conversion Type Determines the currency conversion type execute for each currency conversion rate. For example, Corporate. Normally, this is set at site level.

• CRM: BIS: Period Set Name Determines the period set name for currency conversion rate. For example, Accounting. Normally, this is set at site level.




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Implement Reports: Lookups

Implement Reports: Lookups

• BIL_TX_WIN_PROB Used to create the operator drop-down parameter for the Win Probability parameter in Opportunity List, Opportunity Aging and Opportunity Summary reports.

• BIL_TX_WIN_PROB_LK Used to create the operator drop-down parameter for Total Amount parameter in Opportunity List report.

To set up these lookups: • Login to Self Service Applications with the Application Developer responsibility. • Navigate to Application : Lookups > Common




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Implement Reports: Run Concurrent Program

Implement Reports: Run Concurrent Program

Run this concurrent program to supply the data for the Days in Status field in the Opportunity Aging report. Oracle recommends that you run this concurrent program daily. This concurrent program is used for initial data load as well as for incremental updates. To run the concurrent program:

• Login to Self Service Applications with the Oracle Sales Administrator responsibility. • Navigate to Concurrent Requests > Run




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Accessing Reports

Accessing Reports

To access the Oracle Sales reports from the Sales Dashboard: • Click the Reports link in Shortcuts. • On the Reports page, choose the report category Opportunity from the menu.

This enables you to access the Opportunity reports. • To run the reports, select parameter values and click Go.




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Summary




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Documents

Chapter 14 Opportunity Reports