Chapter 14 Opportunity Reports

Unauthorized reproduction or distribution prohibited Copyright 2013, Oracle and/or its affiliates
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Copyright Oracle, 2007. All rights reserved.
Opportunity Reports
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Opportunity Reports
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Opportunity Reports
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Objectives
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Opportunity Reports
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Oracle
L Sales Reports
d
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ag 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.
Opportunity Reports
Chapter 14 - Page 5
Opportunity Reports
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Opportunity
Reports
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ag 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.
Opportunity Reports
Chapter 14 - Page 6
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
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Implement
Reports: Set Up Profile Options
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ag 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.
Opportunity Reports
Chapter 14 - Page 8
Implement Reports: Lookups
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Implement
Reports: Lookups
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ag 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
Opportunity Reports
Chapter 14 - Page 9
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Implement Reports: Run Concurrent Program
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Implement
Reports: Run Concurrent Program
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ag 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
Opportunity Reports
Chapter 14 - Page 10
Accessing Reports
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Accessing
Reports
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ag 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.
Opportunity Reports
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Chapter 14 Opportunity Reports

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Chapter 14 Opportunity Reports

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Unauthorized reproduction or distribution prohibited Copyright 2013, Oracle and/or its affiliates

Copyright Oracle, 2007. All rights reserved.

Copyright Oracle, 2007. All rights reserved.

Copyright Oracle, 2007. All rights reserved.

Copyright Oracle, 2007. All rights reserved.

opportunities. The information displayed in the reports is determined by the sales

Copyright Oracle, 2007. All rights reserved.

Copyright Oracle, 2007. All rights reserved.

Copyright Oracle, 2007. All rights reserved.

Implement Reports: Profile Options

Determines the credit type used for revenue forecasting.

Copyright Oracle, 2007. All rights reserved.

Implement Reports: Lookups

Copyright Oracle, 2007. All rights reserved.

Implement Reports: Run Concurrent Program

Copyright Oracle, 2007. All rights reserved.

Click the Reports link in Shortcuts.

Copyright Oracle, 2007. All rights reserved.

Copyright Oracle, 2007. All rights reserved.

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