Wondering how your team is using the app? For example, login information, Click history, number of account creations/renewals, leads, service requests, etc. If yes, please continue reading.
In this blog, we’re going to share what app usage insights are, a few areas where you can look at important metrics and their business benefits. Using adoption analytics and how to easily enable these features.
The Oracle Fusion Sales & Service application provides deeper insight into the granular details of product acceptance and usage.
Where can you view these Insights?
Administrators and managers of the Fusion Sales and Service application can see these details in 2 places in the application:
- Application Usage Insights
Application Usage Insights provides you with specific usage insights right in the UI module. These are out-of-the-box that provide session and object usage details. These views cannot be customized.
- User Acceptance Analysis
User Adoption Analytics provides you with analytics to help you measure user activity, such as signing in and out of the app, and the actions taken while they are in the app. Application administrator can create custom reports and interactive dashboards in OTBI based on organizational needs.
What are the business benefits of these insights?
The main benefits you can get from these insights are:
- Provide inputs to achieve ROI from bid acceptance
- Understand the usage and trends of future investment opportunities.
- Identifying areas that need improvement to increase salesperson and service agent productivity and efficiency.
Prerequisite steps to enable usage tracking.
- Enable app adoption and usage tracking.
- Go to Setup and Maintenance
- Select Settings. Sale
- Search and select Manage the values of the main application administrator profile.
- Search for profile option code FND_TRACK_USER_ACTIVITY and make sure it is enabled. If the value does not say enabled, enter “ON” and save
- After setting the profile option, run or schedule the ESS process”Update BI Reports Audi Data for User Adoption Report”
- Add the user to a role FBI_USER_SYSTEM_USAGE_TRANSACTION_ANALYSIS_DUTY
To access Application Usage Insight, click the following path: Navigator > Sales > Application Usage Insights
Figure 1 Navigation to Application Usage Insight
Key highlights of Application Usage Insights.
All visualization charts allow you to mouse over the data points. Drag your mouse left or right and watch the line move and the data point displayed in the line box
Managers can filter these insights by team member name, team member manager, team member role, and region. Combining these filters will provide managers with a very deep level of detail about their performance.
Figure 2 Managers’ view of team performance
User Acceptance Analysis
How to create a user acceptance analysis?
Administrators can create reports and dashboards in OTBI using the themes below
- Sales – use of CRM resource system. This topic area supports reporting of user interaction with the application.
- Sales – CRM Object Activity: This topic area supports reporting on object activity metrics, such as the number of records created and the number of records updated.
- User’s use of the system. This topic area supports reports on whether a user was active or not on a given day, and what channel they used and when they were active.
- CRM – CRM Click History. This subject area helps you understand individual, team and organizational use in your application.
- CRM – Using CRM reports. This topic area lets you see how well your users are looking at their analytics in OTBI.
There are pre-built reports that can be used as a starting point for user adoption. Use them as a template and modify them to suit your business needs. You can download the User Adoption Catalog from the Facility Activities and Resource System Usage page in the Customer Connection
What are the things to keep in mind when building a User Acceptance Analysis?
- To ensure that the analyzes you create in R12 work after the 18A+ upgrade, you must apply the Active Days > 0 filter.
- Add a filter for a specific year. The Resource Users System Usage subject area shows usage for all time periods and users/resources. This reporting method tracks when a user is actively using the app and months where there has been no activity/system usage. That’s why you need to define specific time filters. Without time filters, the report shows the results for a time scale of 100 years.
- Avoid reporting by date. Use month or quarter instead.
- Filter by user group instead of individual users.
- Apply a filter on Active Days fact # 0 to ensure that the analysis shows positive report values
Exciting new features for app usage insights
22D. abandoned user experience
- Multiple visualizations are provided on a single page
- Separate pages for session usage and object usage
23A: Fast facts
- Quick facts summarize key insights on the app usage insights dashboard pages
Where can you find more documentation and links for Insights?
What next?
Go to your App and check out our app usage insights, you can create your own reports and dashboard based on your organization’s needs.
We hope you take advantage of this great opportunity to make your solution even better. Thank you for reading.