BI Cloud Service. Sales Pipeline App V410. Copyright 2014 Oracle and/or its affiliates. All rights reserved.

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1 BI Cloud Service Sales Pipeline App V410 Copyright 2014 Oracle and/or its affiliates. All rights reserved.

2 What is it? Oracle BICS QuickAnalytics Apps provide rapid deployment applications that deliver powerful turnkey BI on top of BICS data-sources. Best practice Business model, Reports and Dashboards are prebuilt within QuickAnalytics Apps and immediately deliver powerful Business intelligence. The Pipeline App offers pre-built analytics on Sales Opportunities which are at various stages in a Sale Pipeline. In addition to pre-built BICS data model, seed data, reports and dashboards, this app is also packaged with a simple APEX transactional application for working with opportunities data. This apex app offers intuitive html form based UI to view, modify or add new opportunities. This Quick Analytics App deploys within 10 minutes and offers a rich variety of cross-dimensional analysis for several metrics. Download URLs: Copyright 2014 Oracle and/or its affiliates. All rights reserved. 2

3 Getting Started a sample demo sequence outline 1. Deploy the application using instructions outlined in readme PDF file 2. Optionally change your demo ASOF date (initial data is as of 1-Nov-2014) See this for more details 3. Demo the dashboards, reports and subject area on Sales Pipeline Copyright 2014 Oracle and/or its affiliates. All rights reserved. 3

4 Getting Started (contd.) 4. Navigate to the pipeline apex application and add new opportunities (or modify existing opportunities) as appropriate. 5. Go back to Dashboards, navigate to Clear BI Server Cache dashboard and clear server cache (note: Cache can be cleared from the BICS modeler UI as well). Review data changes in the dashboards. Following is screenshots of an example sequence. Copyright 2014 Oracle and/or its affiliates. All rights reserved. 4

5 Adding a new opty from Apex App Copyright Oracle Before any data updates After adding a new opty

6 Application Screenshots Copyright 2014 Oracle and/or its affiliates. All rights reserved.

7 Pipeline Overview Trend by Product Trend by Sales Rep Pipeline by Product Trend by Sales Source Pipeline by Sales Rep ASP Track Aging By Customers Pipeline by Sales Source Linear Projection Aging Analysis Win Rates Activity level by Sales Rep Top Customers Pipeline Opty Editing APEX App Opties Details Copyright 2014 Oracle and/or its affiliates. All rights reserved. 7

8 Overview of opportunities values over time, at various sales stages in the pipeline : How is the maturity (stages) of my forward-looking pipeline structured? Is it sufficient to sustain business in the coming months? How is the structure month by month based on expected closing date? Click on any figure or chart to drill into more details Copyright 2014 Oracle and/or its affiliates. All rights reserved. Oracle Confidential Internal/Restricted/Highly Restricted 8

9 Expected revenue from Opportunities in various product categories, by sales stages. Expected revenue is a weight age of total pipeline revenue by opportunity closing probability. Probabilities are entered at each opportunity level, for each stage. This page allows you to understand the breakdown of probable closing revenue by products, over the coming months. Click on any figure or chart to drill into more details Copyright 2014 Oracle and/or its affiliates. All rights reserved. Oracle Confidential Internal/Restricted/Highly Restricted 9

10 Revenue Trend by Products : How does expected pipeline revenue for coming months align with past month historical closed revenue? How does this trending compare by product lines? Click on any figure or chart to drill into more details Copyright 2014 Oracle and/or its affiliates. All rights reserved.

11 Expected revenue from Opportunities in various product categories, by Sales Reps. Expected revenue is a weighting of total pipeline revenue by opportunity closing probability, entered at each opportunity level. This page shows the breakdown of probable closing revenue by Sales Reps, over the coming months. Click on any figure or chart to drills into more details Copyright 2014 Oracle and/or its affiliates. All rights reserved. Oracle Confidential Internal/Restricted/Highly Restricted 11

12 Revenue Trend by Sales Reps: How does expected pipeline revenue for coming months align with past month historical closed revenue? How does this trending compare by Sales Reps? Click on any figure or chart to drills into more details Copyright 2014 Oracle and/or its affiliates. All rights reserved.

13 Expected revenue from Opportunities in various product categories, by Sales Sources. Expected revenue is a weight age of total pipeline revenue by opportunity closing probability, entered at each opportunity level. This page shows the breakdown of probable closing revenue by Sales Sources, over the coming months. Click on any figure or chart to drill into more details Copyright 2014 Oracle and/or its affiliates. All rights reserved. Oracle Confidential Internal/Restricted/Highly Restricted 13

14 Revenue Trend by Sales Sources : How does expected pipeline revenue for coming months align with past month historical closed revenue? How does this trending compare by Sales Sources? Click on any figure or chart to drill into more details Copyright 2014 Oracle and/or its affiliates. All rights reserved. Oracle Confidential Internal/Restricted/Highly Restricted 14

15 Top customers Pipeline The aggregation of pipeline for my top customers, and the details of opportunities for each customer Click on any figure or chart to drill into more details Copyright 2014 Oracle and/or its affiliates. All rights reserved. Oracle Confidential Internal/Restricted/Highly Restricted 15

16 Future projection of revenue based on historical revenues from closed Opportunities, expected revenues from Opportunities in the pipeline and overall seasonality of revenues. Linear regression technique is used to compute the seasonal predictions. Copyright 2014 Oracle and/or its affiliates. All rights reserved. Oracle Confidential Internal/Restricted/Highly Restricted 16

17 Detailed report on Opportunities in pipeline Copyright 2014 Oracle and/or its affiliates. All rights reserved. Oracle Confidential Internal/Restricted/Highly Restricted 17

18 Aging Analysis of Opportunities in pipeline based on number of days since it was opened. Track and identify long lasting sales processes by product, by revenue. Click on any figure or chart to drills into more details Copyright 2014 Oracle and/or its affiliates. All rights reserved. Oracle Confidential Internal/Restricted/Highly Restricted 18

19 Aging Analysis of pipeline by customer based on average number of days since opportunities were opened. Track and identify customer pipeline size by sales cylce time. Click on any figure or chart to drill into more details Copyright 2014 Oracle and/or its affiliates. All rights reserved. Oracle Confidential Internal/Restricted/Highly Restricted 19

20 Average selling price of products by sales owner of those Opportunities Click on any figure or chart to drills into more details Copyright 2014 Oracle and/or its affiliates. All rights reserved. Oracle Confidential Internal/Restricted/Highly Restricted 20

21 Stalled or idle Opportunities (based on days since last activity) Measure and compare degree of activities of sales Reps on their opportunities. Identify Reps that have left large opportunities idle without activity for too long. Copyright 2014 Oracle and/or its affiliates. All rights reserved. Oracle Confidential Internal/Restricted/Highly Restricted 21

22 Details on idle opportunities Identify opportunities that have been left idle without any activity on them for too long. Copyright 2014 Oracle and/or its affiliates. All rights reserved. Oracle Confidential Internal/Restricted/Highly Restricted 22

23 Analysis of Win rate by territory, product category and trend Copyright 2014 Oracle and/or its affiliates. All rights reserved. Oracle Confidential Internal/Restricted/Highly Restricted 23

24 Opty win by sales owner and its trend Copyright 2014 Oracle and/or its affiliates. All rights reserved. Oracle Confidential Internal/Restricted/Highly Restricted 24

25 BICS Data Model The datamodel is built on a single denormalized data table Copyright 2014 Oracle and/or its affiliates. All rights reserved. Oracle Confidential Internal/Restricted/Highly Restricted 25

26 Sales Opportunities apex application allows you to view, modify or add Opportunities. It also allows you to specify a demo date or date as of which you want to run this app (more details on this is in the coming pages). Copyright 2014 Oracle and/or its affiliates. All rights reserved. Oracle Confidential Internal/Restricted/Highly Restricted 26

27 This page displays the list of existing Opportunities and provides the interface to view/modify/add Opportunities. Copyright 2014 Oracle and/or its affiliates. All rights reserved. Oracle Confidential Internal/Restricted/Highly Restricted 27

28 Edit any existing Opportunity and change any of its parameters directly Copyright 2014 Oracle and/or its affiliates. All rights reserved. Oracle Confidential Internal/Restricted/Highly Restricted 28

29 Add a new opportunity to the dataset. Copyright 2014 Oracle and/or its affiliates. All rights reserved. Oracle Confidential Internal/Restricted/Highly Restricted 29

30 This page allows you to setup the app AS OF date. Out of the box, this whole app including dataset, apex app etc are designed with ASOF date as 01-Nov Meaning, BI reports, data etc has to be viewed as if your current date is the ASOF date that is setup here. i.e. Imagine you are looking at this on 01-Nov When you change this date, all date fields in the dataset will slide to align with the new AS OF date. This form calls a DB procedure that makes these data changes. Copyright 2014 Oracle and/or its affiliates. All rights reserved. Oracle Confidential Internal/Restricted/Highly Restricted 30

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