Scenario: a sales rep calls on a key account that has a significant order pending. On his laptop, the rep pulls up the customer's information on the Oracle BI dashboard and notices the customer is late in paying his most recent invoice.

During the meeting the customer complains that several shipments have arrived late and he is holding up payment. Checking the customer's order, the rep verifies that shipments have indeed been late and the current order remains unfilled. He then checks the company inventory system and notices the local warehouse has been experiencing stock-outs of the product.

However, he is able to verify another warehouse has plenty of inventory. He reserves the product, modifies the original order and arranges expedited shipping to deliver by next week. Satisfied, the customer agrees to pay the invoice and place the new order.

Scorecard Dashboard - Assess standing of sales representatives and managers performance against the sales organization's performance metrics.

Action Plan Dashboard - List of information requiring attention.

Opportunity Update Dashboard - Track pipeline and sales .forecasts.

Completeness Dashboard - Complete contact and account information and highlighting missing information that might be critical in selling process.

Coverage Dashboard - Monitor sales activity against accounts, contacts, opportunities and financial account. Easy to determine which of your customers need additional attention.