#reusable report

Walking back a #Timeline is a great way to discover what is important to know about #YourCustomer in #EngagementCloud #OracleSalesCloud #OracleCX #CRM

The account activity timeline report I created a while ago has gone through many iterations.  I have seen it being implemented in many environments and that brings me a lot of joy.  Not so long ago, I got the question whether or not it was possible to add other events to the timeline. Whether it was possible to create a more complete account timeline.

Complete Account Timeline

And hence I wanted…

A #NarrativeReport showing an opportunity #wordCloud for #deeperInsight into the #salesPipeline in #EngagementCloud #pictureSaysMore #OracleCX #CRM #OracleEngagementCloud

I was showing off some of the capabilities of the embedded BI in Engagement Cloud when I realized that I never shared the catalog file for you to reuse this word cloud report.

A word cloud is a great way to show insight in data.  It shows in once glance much deeper and especially faster insight than what you could get from any other view showing the same level of detail.  In the example below:

Th…

Most reports I have made so far are always based on the same few subject areas.  In order to be more efficient, I have made for each of these subject areas a template report.  I reuse these template reports over and over again as I have already implemented a few of the most often needed manipulations I always get to do:

Rename some of the columns

Implement the correct currency formatting

Enable…

#ModernCX #MCX2018 -Mobile reusable reports

I participated as a presenter at ModernCX 2018 in Chicago in one of the educational sessions on how to configure the CX mobile app.  I showed how mobile applications can be tailored to be optimized for mobile usage and wanted to share the reports I used during the session on this blog post.

If you are interested in a few techniques on how to optimize reports for mobile usage, do not hesitate chec…

#ModernCX #MCX2018 - Customer Analysis reusable report

It was a privilege to present some of the Sales Cloud and Engagement Cloud capabilities at ModernCX 2018 in Chicago.

During one of the sessions, I quickly created a report to show some of the reporting capabilities.  As I promised to share the result, I thought a blog post would be the most appropriate way.

The report can be downloaded here: MCX 2018 – Customer Analysis

Enjoy !

A video…

The reporting engine that is embedded in Oracle Sales Cloud, can be used in couple of ways.  Most often it is used to analyze the available data to better understand internal processes managed in Sales Cloud or the customers managed by Sales Cloud.  In a very different way, less well known, the reporting engine can also be used to report on data that is not available in Sales Cloud e.g. data…

Implementing a #SWOT in #OracleSalesCloud is a #PieceOfCake #CX #CRM #UX #UserExperience

I was brainstorming last week with a few colleagues on how to implement an elegant SWOT analysis feature in Sales Cloud.  There are multiple ways to do so, but I off course had to choose one where the Sales Cloud analytics played a big roll 🙂 I hope you understand.  Let me explain how I implemented an Account SWOT analysis feature in Sales Cloud.

I could have opted to capture the SWOT analysis…

#WhyNot showing your next 10 activities in an #OracleSalesCloud #infolet

Looking for a different view on your next scheduled activities in Sales Cloud?  Why not show them in an infolet by using something similar to my next 10 activities report.

Feel free to give it a try, you can download it here: Next 10 Open Acivities List v 3.0.catalog

Find out here how to import and export report catalog files.