Opportunity Mapping Widget

Overview Business Requirement Display Sales related data Opportunities Geocoded Key Business Data with Graphical Overlay

Business Requirement

Display Sales related data

Opportunities

Geocoded

Key Business Data with Graphical Overlay

Data Structure The raw data should be filterable by Revenue Account Country Sales Stage Other Opportunity Fields as required

The raw data should be filterable by

Revenue

Account Country

Sales Stage

Other Opportunity Fields as required

GUI Any browser supporting Flash 9 will be enough

Step 1 Choose Country Choose Revenue Choose number of Accounts – this is important since one Account can have hundreds of Opportunities AND it is the Account that holds the addresses Sales Stage is a field that cannot be queried as a child object but can be filtered after data has been received (less efficient)

Choose Country

Choose Revenue

Choose number of Accounts – this is important since one Account can have hundreds of Opportunities AND it is the Account that holds the addresses

Sales Stage is a field that cannot be queried as a child object but can be filtered after data has been received (less efficient)

Step 2 Communicate the Query to OCOD Retrieve Account Data Retrieve Opportunity Data

Step 3 Go through the list of Opportunities now in the Data List Check to see if Zipcode is present If Zipcode is present, send Geocode Request to Google Receive the answer in Latitude and Longitude Save the Latitude and Longitude in the Grid If the following record in the Data List has the same address, do not geocode, copy the Latitude and Longitude Repeat for the following records We do this since often, 100 opportunities have the same address (same Parent Account)

Go through the list of Opportunities now in the Data List

Check to see if Zipcode is present

If Zipcode is present, send Geocode Request to Google

Receive the answer in Latitude and Longitude

Save the Latitude and Longitude in the Grid

If the following record in the Data List has the same address, do not geocode, copy the Latitude and Longitude

Repeat for the following records

We do this since often, 100 opportunities have the same address (same Parent Account)

Step 4 All the records in the Data Grid are either geocoded OR have failed geocoding The debug window will tell you which address failed You can see the LatLng field is empty or filled

All the records in the Data Grid are either geocoded OR have failed geocoding

The debug window will tell you which address failed

You can see the LatLng field is empty or filled

Step 5 Plot the Opportunities on the Google Map Center the map on the country we are targetting to make zooming easier

Plot the Opportunities on the Google Map

Center the map on the country we are targetting to make zooming easier

Step 6 Zoom in to see the colors of the Opportunities Each Color corresponds to a Sales Stage Black for example is Closed / Lost

Zoom in to see the colors of the Opportunities

Each Color corresponds to a Sales Stage

Black for example is Closed / Lost

Step 7 Click on the Opportunity to see data about it Workstations Sales Stage Oppty Name

Click on the Opportunity to see data about it

Workstations

Sales Stage

Oppty Name

Step 7b Use the Data Grid to auto-zoom to an opportunity by clicking on it. Or just use the Tooltip to see basic information

Use the Data Grid to auto-zoom to an opportunity by clicking on it.

Or just use the Tooltip to see basic information

Step 8 Germany Uses a Google Maps Overlay Displays a Custom map on top of Google Can be extended to display any images Image must be of high quality Image should really be in several different zoom levels to provide better experience for the user Exact latitudes and longitudes can be used to place the overlay Or, use the tiling system of Google and produce your own tiles for Overlays –better quality, server intensive

Germany

Uses a Google Maps Overlay

Displays a Custom map on top of Google

Can be extended to display any images

Image must be of high quality

Image should really be in several different zoom levels to provide better experience for the user

Exact latitudes and longitudes can be used to place the overlay

Or, use the tiling system of Google and produce your own tiles for Overlays –better quality, server intensive

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