Table of Contents. Oracle Data Visualization Sales VP DV Content Pack User Guide. 1. Oracle DV Content Packs for Oracle Sales Cloud Overview...

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1 Table of Contents 1. Oracle DV Content Packs for Oracle Sales Cloud Overview Introducing Sales VP Content Pack What s in each Data Visualization content pack? Sample Demo (Excel based Projects) Sales Review Top Deals in Play Sales Team Performance Pipeline Trend YOY Product line Revenue Trend Competitive Analysis Quarterly Business Review (QBR) Pre-requisites prior to configuring the Data Visualization Content Pack Steps to download Data Visualization Content Pack from Oracle Customer Connect How to setup the Data Visualization content pack? How to extend the Data Visualization content packs Troubleshooting Known Issues P a g e

2 1. Oracle DV Content Packs for Oracle Sales Cloud Overview Oracle DV Content packs contain Pre-built data visualization analytical content that enable business users to perform rapid exploratory analysis of data in a self-service fashion. Some of the main features include 2. Introducing Sales VP Content Pack The Sales VP Content pack is a Data Visualization starter kit designed for use by a Sales VP or a Sales exec, for selfservice analytics on critical sales data. It contains a number of pre-built analysis templates and OTBI reports with rich analytical content that produces data driven insights. Pre-built connectors to Oracle Sales are included in the content pack thereby enabling analytics on actual data. Excel Samples are also provided for each analysis helping the user understand the analytical included in the content pack. The following analysis templates are included in the content pack Extends OTBI insights with pre-built data visualization sample content Targets specific line-of-business personas Identifies difficult-to-spot business opportunities, innovations and patterns Blends data across business functions, lines of business and applications Quick ad-hoc exploration of OTBI and other data with intuitive business user interface Near real-time access to data from OTBI and other Oracle application sources Mashup data from external and private sources Sales Review Monitor and Assess closed opportunity line revenue against Quota and adjusted forecast in a given quarter Pipeline Trend YoY - Proactively monitor open opportunity revenue for the remaining weeks in the current quarter Product line Revenue Trend - View product line revenue for the remaining weeks in the current quarter and compare historical trends Competitor Analysis - Perform analysis on top competitors and win/loss details Quarterly Business Review (QBR) - This report is an excel-only, narration based analysis that illustrates how DV Can be used by a Sales VP during a quarterly business review meeting. Top Deals in Play Understand the opportunity progression for top deals based on Snapshot of the week & year Note This content pack is offered as a sample only. Customers are advised to use Customer Connect to report feedback and issues. Customers are expected to have valid licenses of Oracle products needed to use this content pack. Note Except for the QBR analysis (which is excel-based only) all other reports i.e. Sales Review, Pipeline Review, Product line Revenue Trend and Competitive Analysis are enabled with Sales cloud integration (OTBI 2 P a g e

3 reports) and there is also an excel based sample for each. The Sales cloud integration based projects are located the root folder (Sales VP), whereas all the excel samples are located under Sales VP/Sample Demo. 3. What s in each Data Visualization content pack? This document on how to get up and running with DV Desktop content pack (pdf) Data Visualization Application File (.dva) - contains the application, connectors and data Archived Web Catalog Reports. This archived file contains pre-built OTBI reports that serve as data extracts for DV. 4. Sample Demo (Excel based Projects) The Sample demo folder contains a number of excel based analysis templates which are meant to provide a user a gain a quick understanding of the analysis included in the DV content pack. Inside the Sample Demo folder, we can find seven projects that a user can use to jumpstart data visualization and exploration 3 P a g e

4 4.1 Sales Review The Sales Review project has the following analysis 1. Quota Attainment: Provides Answers to key questions such as How are the Parent Territories performing compared to their quota and forecast? How are Opportunity Lines progressing Weekly by Sales Stage KPI s - Territory Quota, Closed Revenue, Quota Gap, Open Revenue & No. of Open opportunities 4 P a g e

5 2. Open Opportunities Map: Provides information related to Open opportunity revenue By Sales stage, Win probability & Resource Name. 4.2 Top Deals in Play This project shows progression of opportunities based on snap shot week of the year 5 P a g e

6 4.3 Sales Team Performance The Sales team performance analysis provides KPI s and metrics that measures the performance of the sales team against their respective quotas. 4.4 Pipeline Trend YOY The Pipeline trend analysis provides insights related to current revenue comparison with the Past, and the overall health indicator of the current pipeline. 6 P a g e

7 4.5 Product line Revenue Trend The Product line revenue trend analysis shows business performance of products based on revenue, pipeline and quarter 4.6 Competitive Analysis Competitive analysis provides details on business performance against key competitors & win/loss analysis using select KPI s 7 P a g e

8 4.7 Quarterly Business Review (QBR) QBR is a narration based, excel only analysis template which is designed to help a Sales VP in a quarterly business review meeting. The analysis provides a detailed view of Quota Attainment, Open Opportunity map, Opportunity Intelligence and Sales team performance to assess the current progress and take appropriate decisions. Quota Attainment Provides detailed view from a quota attainment perspective & highlights KPI s for assessing business performance. Open Opportunities Attainment Displays an opportunity heat map based on sales stage, target close date and win probability. The user (Sales VP) can use the details to nail down the opportunities that the team should focus on in order to achieve the quota. 8 P a g e

9 Opportunity Intelligence Displays details for a given opportunity and also highlights key metrics associated to that opportunity (for ex Opportunity age). Team Performance Displays Sales rep performance against Quota, Won Revenue and Lost Revenue. 9 P a g e

10 Please Note The content pack is offered as a sample only. Customers are advised to use Customer Connect to report feedback and 5. Pre-requisites prior to configuring the Data Visualization Content Pack 1. Install and Setup Oracle Data Visualization Desktop. You can download the software either from Oracle Technology Network (OTN) - for evaluation purposes, or the licensed version from Oracle Software Delivery Cloud. 2. The content pack has been tested against the latest Oracle DVD version but it should work with future versions as well. Make sure to review the minimum system requirements prior to installing DVD. 3. Make sure you have a working environment of Oracle Sales Cloud R11 environment with user credentials enabled for Sales VP. The content pack has been tested against Oracle Sales Cloud vr11 and OTBI vr Steps to download Data Visualization Content Pack from Oracle Customer Connect 1. Navigate to Oracle Customer Connect Register if logging in for the first time. If you already have an account, click on Sign-in 3. Navigate to Forums -> Customer Experience - > Sales -> Sales 4. Find Topic Data Visualization Content Pack for Sales VP 5. Download the dva file (Sales VP Data Visualization Content Pack.dva), User Guide (Getting started with Data Visualization Content Pack.pdf) and the.catalog files 7. How to setup the Data Visualization content pack? The following steps may be required to performed by an Oracle BI admin 1. Importing the Data Visualization Application (dva) file Download the desired content pack zipped file. Extract the contents of the zipped files into a folder on your local drive, if you have not already done so. Ensure that the extracted files contain a.dva file. This is the data visualization file that we will import into Oracle Data Visualization Desktop Start Data Visualization Desktop. Go to Start -> Programs -> Oracle Data Visualization Desktop Once Data Visualization Desktop is open, import the dva file that you extracted from the zipped file You will be required to provide a password at the time of import. The password for these dva files is welcome, all lower case. 10 P a g e

11 2. Unarchive Web Catalog into the Cloud OTBI instance (for customer deployments only) Unarchive the web catalog (.catalog file) into the OTBI instance at the predefined folder location: /Shared Folders/Custom/Data Visualization Applications/CX. Create the folders Data Visualization Applications/CX if they do not exist. Note that The unarchive operation will create a sub folder called Sales VP, under which the OTBI extract reports will be created. Step 1: Navigate to CX Folder Step 2: Click on Unarchive 11 P a g e

12 Step 3: Click on Browse and Select the.catalog file 3. Update Source Connections After importing the Data Visualization Application (.dva file), you will need to first update the connections to the OTBI cloud instance prior to opening the individual projects. Within the Oracle Data Visualization Desktop application, navigate to Data Sources and click on Connections Select the desired connection, based on the persona of the application file (For example, a Sales VP persona will be mapped to Oracle Sales Cloud Sales VP). Click on Edit 12 P a g e

13 This will provide the configuration window to update the analytics URL, user name and password associated with the Sales Cloud OTBI environment. Enter the details and click on Save to connect to OTBI & test the connection. Next, select the data sources associated with that connection and reload the data. Once the reload is successful you are now ready to use the sample content pack with the OTBI connections restored 13 P a g e

14 If the connections were successful, the canvas for these DV projects will light up with data, as shown below 14 P a g e

15 8. How to extend the Data Visualization content packs You can modify existing OTBI reports or add new OTBI reports as a data source and extend the DV content packs. The following steps will walk you through the process Identify the Oracle cloud analytics instance that is used as the connection for the content pack. See the section above How to update the connections to the desired OTBI environments? for detailed instructions Login to the Oracle cloud analytics instance and browse the web catalog to access the purpose built OTBI reports for the DV content packs. See screenshot below You are not limited by the pre-built reports in the Data Visualization Applications folder. You can use any prebuilt OTBI report that is available in the BI web catalog. This includes creating net new OTBI reports. Edit the existing OTBI report to add new columns or create new reports and save them in the desired folder under /Shared Folders/Custom/Data Visualization/CX/Sales VP Next, update the Data Sources in DV Desktop and reload the data, if it s an existing data source in DV Desktop. This will reload the data as well as the data model to bring in any new columns that were added to the OTBI report. After the reload completes, click on the Inspect action to see the new columns that were added. (Note: you can only add columns to a data set; you can never delete existing columns) 15 P a g e

16 In the Inspect window, you will notice the new columns are added to the bottom of the column list, with a Hidden attribute checked. Click on the tick against each hidden column to make them visible to the projects. Click on OK after all the changes. When prompted with a confirmation to update the data source, click Yes. 16 P a g e

17 9. Troubleshooting 9.1 Unable to Connect to Oracle Sales Cloud: If you get an error message saying Failed to Save the connection. Invalid connect string / URL to external source please review the connection settings and also your proxy setting on your browser (IE). 10. Known Issues 10.1 In the Sales Review project, there is currently a limitation where a user cannot add more than one value to the Sales Stage Filter. This will be fixed in the next update of Sales VP Content Pack. 17 P a g e