Lucidera Dashboard and Trend Number Best Practices

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

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  • Lucidera Dashboard and Trend Number Best Practices

    1. 1. Dashboard Best Practices & Trend Numbers LucidEra Customer Presentation
    2. 2. Agenda  Creating the Right Dashboards  Trend Numbers Overview Confidential, Internal Use Only. Copyright © 2009 LucidEra – All rights reserved
    3. 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. 4. Operational Dashboards: Shorter-Term Focus Frequently viewed for monitoring and management What’s Changed? Forecast Projections Copyright © 2009 LucidEra – All rights reserved
    5. 5. Operational Forecast Dashboard Copyright © 2009 LucidEra – All rights reserved
    6. 6. Strategic Dashboards: Longer-Term Focus Trends and comparisons for strategic decision making Quarterly Sales Trends Industry Analysis Copyright © 2009 LucidEra – All rights reserved
    7. 7. Strategic Industry Analysis Dashboard Copyright © 2009 LucidEra – All rights reserved
    8. 8. Strategic Lead Insight Dashboard Copyright © 2009 LucidEra – All rights reserved
    9. 9. Operational & Strategic Oppty/Orders Dashboard Copyright © 2009 LucidEra – All rights reserved
    10. 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. 11. Agenda  Creating the Right Dashboards  Trend Numbers Overview Confidential, Internal Use Only. Copyright © 2009 LucidEra – All rights reserved
    12. 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. 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. 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. 15. Examples of Trend Numbers
    16. 16. Examples of Trend Numbers
    17. 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
    18. 18. LucidEra Pipeline Healthcheck™  Sign Up Today  We Analyze Your “ LucidEra has taken the Salesforce.com Data complexity out of business intelligence so that more people and companies can take  Pipeline Opportunities advantage of analytical insights. ” and Risks Identified - Denis Pombriant, Beagle Research  Impact Delivered www.lucidera.com/healthcheck Copyright © 2009 LucidEra – All rights reserved

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