bi cloud service...• oracle bics quickanalytics apps provide rapid deployment applications that...

Copyright © 2014 Oracle and/or its affiliates. All rights reserved.

BI Cloud Service Sales Pipeline App V410


What is it ?

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• 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: http://biappstore.us.oracle.com https://stbeehive.oracle.com/teamcollab/library/st/BICS+Tech+Demos/Public+Documents/Quick+Analytics+Apps/

http://biappstore.us.oracle.com/

https://stbeehive.oracle.com/teamcollab/library/st/BICS+Tech+Demos/Public+Documents/Quick+Analytics+Apps/


Getting Started – a sample demo sequence outline

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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


Getting Started (contd.)

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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.

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Before any data updates

Adding a new opty from Apex App

After adding a new opty

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |

Application Screenshots

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Pipeline by Product

Pipeline Overview Trend by Product

Pipeline by Sales Rep

Pipeline by Sales Source

Trend by Sales Rep

Trend by Sales Source

Linear Projection

ASP Track

Aging Analysis

Aging By Customers

Activity level by Sales Rep

Top Customers Pipeline

Win Rates

Opty Editing APEX App

Opties Details

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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


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.



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?



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


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 ?



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.



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 ?



Top customers Pipeline

The aggregation of pipeline for my top customers, and the details of opportunities for each customer



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.


Detailed report on Opportunities in pipeline


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.



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.



Average selling price of products by sales owner of those Opportunities



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.


Details on idle opportunities

Identify opportunities that have been left idle without any activity on them for too long.


Analysis of Win rate by territory, product category and trend


Opty win by sales owner and its trend


BICS Data Model

The datamodel is built on a single denormalized data table


‘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).


This page displays the list of existing Opportunities and provides the interface to view/modify/add Opportunities.


Edit any existing Opportunity and change any of its parameters directly


Add a new opportunity to the dataset.


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-2014. 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-2014.

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.