- The document introduces two Salesforce product managers for analytics and provides an overview and demonstration of new analytics capabilities in Winter '07. - Key new features include the ability to embed third-party analytics components as dashboard components, guided analysis between dashboards, and restricted report permissions. - The demonstration prototypes a custom report type and top N reporting as well as scheduling and alerts.

1. Meet the Product Managers: Salesforce Analytics Darren Cunningham, Product Management Thomas Tobin, Product Management

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3. Agenda Our Approach to Analytics Winter ’07 Overview and Demonstration Roadmap Ideas Roadmap Demonstration Some Questions for You Questions for Us?

4. The Salesforce Approach to Analytics Easy-to-use CRM reporting and dashboards

5. Our Guiding Principle Richness Usability Enterprise Bloat-ware Client-Server Graveyard As Easy to Use as Amazon.com and eBay

6. The Salesforce Approach to Analytics Easy to integrate best-of-breed analytics Partnerships through the AppExchange

7. Salesforce Reporting and Dashboards Today Report on anything in salesforce.com Report through time Time resolution (day/week/month/year) set per report Link back to details All reports have links to the data’s source object Convert report to dashboard component Take a report and make it a high-level analytic – instantly

8. The Good News Today Simplicity Real-time Some history History on opportunities History on forecasts History on cases (Now available - Winter ’06) History on leads (Summer ’06)

9. Not Currently Possible No arbitrary reports Example: Opportunities and products and contacts in the partner role No outer joins Example: Opportunities with or without products No reporting on targets Apart from forecasts No parameterized reporting

10. Winter ’07 Analytics Capabilities S-Controls as a dashboard components Allows inline integration with 3 rd party and custom components. Deliver visually stunning, interactive dashboards. Drill through to URL Build guided analysis into dashboards allowing users to move easily from one dashboard to another in a logical fashion. Run-only report permission Restrict users from performing ad hoc analysis and report creation. Provides system administrators with greater control over user functionality. 1 2 3

11. Introducing Analytics Mash-Ups Insert any application component into a dashboard On Demand Spreadsheets Interactive Controls Any Analytic Component

12. Other Analytics Features in Winter ‘07 Save hierarchy level 2000 row limit for dashboard calculations increased to 5000 Account owner report includes owner field in account lookup Custom summary formula length extension to 400 Go back to report from save button on report User report now includes all user fields

13. Winter ’07 Demonstration

14. Submit Your Ideas and Feedback

15. Simplify Complex Report Creation Easily create custom report types W ith or without and exception reports Share report types with different profiles or groups

16. Top N as a Report Tabular Report Showing Top Ranked Values

17. Demonstration Custom Report Type and Top N prototype

18. Schedule dashboard refresh Schedule and email dashboards and reports Proactive alerts based on business rules Scheduling and Alerts

19. Programmatic Access to Analytics Deliver a dashboard and report API Greater customization and flexibility for developers and partners nalytics

20. Analytics For All Your Channels Integrated and transparent demand/supply chains PRM reports and scorecards Partner Reporting Portals Distributor portal for reseller deal registrations A Day in the Life….

21. Add Your Ideas / Promote / Discuss on http://ideas.salesforce.com/

22. What Are Your Priorities? Dashboard Run-As User (personalized) Schedule Dashboard Refresh Schedule Dashboard / Report Delivery Dashboard and Reports API On-Demand Data Warehouse Dashboard Usability (Drag & Drop) Report Layout Usability (Drag & Drop) Dashboard Printing Folder Management (Sub-Folders) Segmentation Predictive Analytics Other?

23. A Few Questions For You… Where do you want to go with on-demand analytics? How involved is your IT department in your use of reports and dashboards? What other analytical tools are you using today?

24. Questions For Us?

25. Where To Go Next? Research our partner solutions for advanced analytics Business Objects, JasperSoft, Visual Mining, Celequest, Lucidics, Dream Factory Visit our blog: http:// blogs.salesforce.com /analytics/ Contact us: Darren Cunningham - [email_address] Thomas Tobin - [email_address]