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How to Create Top Sales Dashboards

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dreamforce2006
dreamforce2006

The document discusses how to create effective sales dashboards. It provides examples of dashboards created for SunGard and FFF Enterprises to address their key challenges. Creating useful dashboards involves understanding the intended users and questions, sourcing relevant data, and organizing information visually based on metrics, roles, and timeframes. Dashboards improved visibility, accountability, and business outcomes for both companies.

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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]
Same set of questions as in 1951 ,[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]
Same set of questions as in 1951 ,[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]
Same set of questions as in 1951 ,[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]
Full View of Their World…
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:

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