Tài liệu Oracle CRM On Demand Dashboards- P3 ppt

Oracle-Regular / Oracle CRM On Demand Dashboards / Michael D. Lairson / 174 534-3

16 Oracle CRM On Demand Dashboards

Oracle-Regular / Oracle CRM On Demand Dashboards / Michael D. Lairson / 174 534-3

Chapter 1: Getting Started 17

Figure 1-6. Service Dashboard

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Oracle-Regular / Oracle CRM On Demand Dashboards / Michael D. Lairson / 174 534-3

18 Oracle CRM On Demand Dashboards

Oracle-Regular / Oracle CRM On Demand Dashboards / Michael D. Lairson / 174 534-3

Chapter 1: Getting Started 19

design of these reports is similar in concept to the reports in the other dashboards.

There is a heavy use of the Column Selector view, and the overall design of the

reports is simple and quite focused. The elements displayed on the Service

Dashboard include a dashboard filter prompt, four reports, and a static text view.

Service Dashboard Filter Prompt

The Service Dashboard filter prompt contains only three fields: Fiscal Quarter, Fiscal

Year, and (Service Request) Status. The Fiscal Quarter and Fiscal Year fields filter all

of the reports except for the Current Service Request Aging Analysis report. The

Status filter applies to all but the Open Service Request Analysis report, which is

already filtered to only include service requests with an open status.

Open Service Request Analysis

The Open Service Request Analysis report provides a breakdown of the number of

open service requests by one of four different groupings. By selecting a value in the

column selector, you change how the pie chart segments the closed revenue data.

The options are Priority, Source, User Name, and Area. Clicking the chart takes you

to the Open Service List report, which is one of the Quick List reports in the Prebuilt

Reports library.

Current Service Request Aging Analysis

The Current Service Request Aging Analysis report draws a horizontal bar chart to

analyze the age of your service requests. The metric on this report is the average

number of days that service requests have been open. The column selector allows

you to analyze the average service request age by priority, area, and source. Clicking

the chart here also takes you to the Prebuilt Open Service List report.

Team Service Analysis

Like the other “Team” reports, this one provides managers a means of examining a

number of different metrics for each of their subordinates. In this case, the Column

Selector view modifies the metric that is analyzed by the report. Managers are able

to see the following reports for each of their subordinates: Average Age of Open

Service Requests, Number of Open Service Requests, Number of Closed Service

Requests, Number of Pending Service Requests, Number of Cancelled Service

Requests, and Number of Service Requests (regardless of status).

Number of Service Request Analysis

The Number of Service Request Analysis report is almost exactly like the Open

Service Request Analysis report, except that the Status column is one of the options

in the Column Selector view rather than the report being filtered to include only

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