How to Create Top Sales Dashboards

How to Create Top Sales Dashboards Thomas Tobin, salesforce.com Ashley Landry, SunGard Jennifer Wobser, FFF Enterprises Track: Sales Operations

Safe Harbor Statement ,[object Object],[object Object],[object Object],[object Object]

Creating Dashboards ,[object Object],[object Object],[object Object],[object Object],[object Object]

The origin of Dashboards ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Same set of questions as in 1951 ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Ashley Landry Project Manager – Salesforce.com Operations Team [email_address]

SunGard Data Systems ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],INDUSTRY: Software & IT Services EMPLOYEES: 16000 GEOGRAPHY: Global PRODUCT(S) USED: SFA, Service & Support, 3 AppExchange Applications # USERS: 1000+

SunGard Standard Dashboards ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Corporate Group Business Unit Global Account Management

Key Challenges ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

The Solution - How did we address the challenges? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Short-Term ,[object Object],[object Object],[object Object],[object Object]

Big Picture ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Long-Term ,[object Object],[object Object],[object Object]

Results ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

In the Future… ,[object Object],[object Object]

Jennifer Wobser Business Systems Analyst and Salesforce.com Administrator [email_address]

FFF Enterprises ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],INDUSTRY: Biopharmaceutical Distribution EMPLOYEES: 200+ GEOGRAPHY: Headquarters based in Temecula, CA PRODUCT(S) USED: Premium Support, AppExchange Mobile, and 6 AppExchange Applications # USERS: 90+

Key Challenges ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

What did people want? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Where did the data come from ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

How did we organize it? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Deciding what people see ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

FFF Example – Management Activity Dashboard ,[object Object],[object Object],[object Object]

FFF Example – Sales User Activity Dashboard ,[object Object],[object Object],[object Object],[object Object]

Instant Dashboards on the Appexchange ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

How did it work? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Jennifer Wobser IT Administrator Ashley Landry Project Manager Thomas Tobin Product Manager QUESTION & ANSWER SESSION

Session Feedback Let us know how we’re doing! ,[object Object],[object Object],[object Object],[object Object],[object Object],Save time! Use your cell phone or mobile device to send Feedback via SMS/Text Messaging! Send a message to 26335 In the message body: Session 142, #### For example, “ Session 123, 5555 ” Session ID: 142 Session ID # Scores for 4 categories SMS Voting powered by:

How to Create Top Sales Dashboards

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