This is an overview presentation for LucidEra customers on building the right dashboards and how to create trend numbers.

1. Dashboard Best Practices &
Trend Numbers
LucidEra Customer Presentation

2. Agenda
 Creating the Right Dashboards
 Trend Numbers Overview
Confidential, Internal Use Only. Copyright © 2009 LucidEra – All rights reserved

3. Primary Dashboard Objectives
 Focus
• Consolidated view of KPIs
that drive the business
 Alignment
• Track and analyze the same
KPIs across the business
 Effectiveness
• Dashboards should do more
than raise blood pressure!

4. Operational Dashboards: Shorter-Term Focus
Frequently viewed for monitoring and management
What’s Changed?
Forecast Projections
Copyright © 2009 LucidEra – All rights reserved

5. Operational Forecast Dashboard
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6. Strategic Dashboards: Longer-Term Focus
Trends and comparisons for strategic decision making
Quarterly Sales Trends
Industry Analysis
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7. Strategic Industry Analysis Dashboard
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8. Strategic Lead Insight Dashboard
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9. Operational & Strategic Oppty/Orders Dashboard
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10. 5 Points to Consider When Building Dashboards
1. Have clear goals for each dashboard
• First determine the TAMA (topic, audience, metrics, action)
2. Determine if it will be operational, strategic or both?
• Frequent viewing vs. trend-based analysis vs. comparisons
3. Provide context
• Via related reports and new gadgets
4. Design for user friendliness and data clarity
• Layout is important; choose the right visualization technique
5. Start small, think big
• Build 1 dashboard for sales management, grow from there

11. Agenda
 Creating the Right Dashboards
 Trend Numbers Overview
Confidential, Internal Use Only. Copyright © 2009 LucidEra – All rights reserved

12. Trend Numbers: Time Series Analysis
Quarter over Quarter; Month over Month Change
 Compare the growth between different products,
regions, sales reps, etc.
• Show the growth by any segmentation
• Look at the growth week over week, month over month,
quarter over quarter, year over year, same quarter last
year…
Copyright © 2009 LucidEra – All rights reserved

13. Creating a Trend Number
 Include a time attribute in the report
 Right click on the number you want to trend
 Choose User Defined Number -> Trend Number
Copyright © 2009 LucidEra – All rights reserved

14. Configuring a Trend Number
 Choose a name
 Select how far back you
want to trend
 Select which number to
show
• Value
• Delta
• % change
Note: Remember to trend over time only
Copyright © 2009 LucidEra – All rights reserved

15. Examples of Trend Numbers

16. Examples of Trend Numbers

17. Trend Number Reminders
 You can trend over Gregorian calendar (Calendar
Year, Calendar Quarter…) of Fiscal calendar (Fiscal
Year, Fiscal Quarter)
 You can trend over snapshot date
• This will compare two consecutive snapshots

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