The document introduces analytics mashboards, which allow users to integrate various analytic applications and components into customizable dashboards within Salesforce. Mashboards provide a simple way to access and interact with best-of-breed analytics without needing advanced technical skills. The demonstration shows how users can easily add analytic widgets from a gallery of options to create customized analytic dashboards. Future releases will include more analytics partners and applications to choose from.

1. Introducing Analytics Mashboards Darren Cunningham – Director, Product Line Manager Glenn Braunstein – Principal Sales Engineer Track: Information Technology

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3. Most enterprises are experiencing a growing proliferation of analytic tools in support of their CRM strategies . The Analytics Challenge Source: Gartner, Inc., "Bringing Balance to the Force of CRM Analytics", March 20, 2006 Barriers to enterprise-wide BI adoption: Ease-of-use Integration with existing, multiple platforms Data quality Training time and cost No clear ROI Scalability No industry standard Cost of BI talent Lower than expected analytic value No future BPM alignment “ ” Source: InformationWeek Research BI Survey of 300 Business Technology Professionals, Spring 2005

4. The Analytics Challenge Business people want: Simplicity and flexibility Zero-training interface Fast access to information Alignment with process Data-driven decisions IT spends most time on: Data integration and quality Managing security and access Architectural design Reducing costs Managing expectations

5. The Result? A vast population exists whose business intelligence requirements have not been met to their full potential. “ ” Source: Worldwide BI Tools 2005 Vendor Shares, Dan Vesset, Brian McDonough, IDC June 2006. Source: TDWI Report, Enterprise BI: Strategies and Technologies for Deploying BI on an Enterprise Scale. August 2005

6. The Salesforce Approach to Analytics Today Easy to integrate best-of-breed analytics Partnerships through Easy-to-use CRM reporting and dashboards

7. The Dashboard Becomes a Platform Componentization of Salesforce dashboards Integrate, customize, personalize Data Mining/ Predictive Analysis Data Visualization Analytics Mashboards Budgeting and Planning Ad-Hoc Query & Trend Analysis Segmentation Production Reporting Statistical Processing Text Analytics Web Analytics GIS Mapping Business Performance Management Business Activity Monitoring

8. The First Step: Analytics Mashboards Insert any application component into a dashboard On Demand Spreadsheets Interactive Controls Any Analytic Component

9. Easy Customization and Interactivity Best-of-breed analytics within Salesforce.com dashboards Best-of-breed analytics completely replacing Salesforce dashboards

10. Analytics Throughout the Enterprise Profitability Analysis Web Analytics Supply Chain Analysis Product Profitability Inventory Levels Creative Clicks Campaign ROI Customer Profitability Order Forecasts What If Scenarios Adjust Inputs View Results

11. AppExchange Analytics Category Today Choice of best-in-class analytics applications Analytics Partners Today Many New Products and Partnerships in development for Winter ’07

12. Access industry and role-based best-practice analytics Deliver consumer-web simplicity and personalization Easily share insights with others What’s Next? Pick and choose from a gallery of trusted and relevant analytics Add Analytics…

13. What Makes a Winter ’07 Mashboard Possible? Edit a Dashboard Create a new Component Set the Component Type = “Custom S-Control” Select a Custom S-Control and set the display Height

14. What’s an S-Control? Any type of content that you can display or run in a browser S-Controls can be: Custom HTML HTML/JavaScript AJAX ActiveX Controls Java Applets URL Link to an existing webpage Renders the page in Salesforce.com Snippet Reusable S-Control code Can be HTML/JavaScript, merge fields, formula functions, etc. Included in S-Controls at runtime

15. Use Cases How have my historical sales been trending? Can I interactively analyze What-If Scenarios? What if I want to perform a Profitability Analysis? What are my Net Operating Sales? Can my Inventory levels meet my Forecast?  “ Moving the BI Line Forward!”

16. Demonstration

17. Be Aware Users can select S-Controls that make no sense on dashboards E.g. they need context from being on a detail page Users can select S-Controls that make the page immediately redirect on load You have to design S-Controls that fit the width in Salesforce dashboards today

18. Commonly Asked Questions What’s not included in Winter ’07 mashboards? API to access salesforce.com reports and/or dashboards S-Control typing So only some S-Controls can be used on dashboards, others in detail pages, others as pop-ups How long does it take to add an S-Control to dashboard? Deployment time < 1 minute per user What level of expertise or skill-set needed? Developer to build new S-Controls User to build dashboards and use the S-Controls What are some implementation best practices? Always use <NOSCRIPT> where JavaScript is used to generate content You can recover the Salesforce session to implement single sign-on

19. Next Steps Find out what other analytics tools you’re using and if there’s a fit Visit our demo center and ask to see more mashboards Visit our partner pavilion to see analytic solutions Visit the IdeasExchange and analytics blog Dreamforce Sponsors:

20. Discussion What other analytical tools are you using today? Do you see opportunities with mashboards?

21. Analytics Sessions Session Meet the PM – Roadmap Overview Mashboard Shootout Introducing Analytics Mashboards Information Peer Pressure Building Integrated Marketing Reports and Dashboards How to Create Top Sales Dashboards Best Practices for Competitive Pipeline Analysis Bulking Up: Large Data Migration, Replication, and Analytics Instant Stardom: How to Build Executive Dashboards Advanced Reporting and Dashboards for Executive Visibility The Path to Achieving 100% Adoption Manage What You Measure : Lessons from Dashboard Pros Hands-On with Executive Reports and Dashboards Track General General IT Sales Execs Marketing Exec Sales Opps AppX Developers New Sys Admin EE Sys Admin PE Sys Admin Large Ent Dep Also Visit the Partner Pavilion for Innovative Analytics Solutions

22. Darren Cunningham Director, Product Management Glenn Braunstein Principal Sales Engineer QUESTION & ANSWER SESSION

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