Seeing the Big Picture with Dashboards Track: Administrators

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Seeing the Big Picture with Dashboards
Track Administrators

• Jeremy Silver, salesforce.com
• Leahanne Merritt, salesforce.com
• Amy Mildren, salesforce.com
• Kanwar Singh, Quark

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Agenda

• Dashboard Basics
• Demo15 minutes to Great Dashboards
• Customer Presentation Starting from Scratch to
  build Amazing Dashboards
• Key Takeaways
• QA

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Feel Like Youre Driving Blind?
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Dashboards Can Help!

• Allow users to consume large amounts of
  information in a simple, graphical view
• Enable management to monitor key performance
  indicators company-wide
• Enable users to standardize on one common
  languageone version of the truth
• Great for driving specific behavior
• Critical for driving executive support for
  Salesforce CRM

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The Mechanics of Dashboards
Updated Real-Time
Dashboards

• Graphical depiction
• Up to 20 components per page

Reports

• Sort and organize
• Segment and summarize

Records

• Track individual records
• Create associations between records
• Search across all records

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The Components

• Chart
• Pie, Line, Vertical or Horizontal
• ex. Stacked or Side by Side
• Table
• Sort by label or value with max values displayed
• ex. Leaderboard/Top Reps
• Metric
• Stackable with colors
• ex. Compare multiple reports
• Gauge
• Custom breakpoints and colors
• ex. Quota or Goal attainment

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The Components

• Chart
• Pie, Line, Vertical or Horizontal
• ex. Stacked or Side by Side
• Table
• Sort by label or value with max values displayed
• ex. Leaderboard/Top Reps
• Metric
• Stackable with colors
• ex. Compare multiple reports
• Gauge
• Custom breakpoints and colors
• ex. Quota or Goal attainment

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Things to Remember

• Based on custom reports
• 20 components per dashboard
• Click to drill into underlying report
• Can be refreshed anytime or on a scheduled basis
• Results based on Running User
• Data has to be there to report on it. Field
  created, info entered. Reports only as good as
  the data they are based on.

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15 Minutes to Great Dashboards!
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Amy Mildren Principal Architect
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Finding Dashboards on the AppExchange

• Whats there?
• Free Salesforce Labs Dashboards
• Free Partner Dashboards
• Paid Partner Dashboards
• How do I get them?
• Go to http//www.appexchange.com and drill down
  to the Analytics -gt Dashboards Category
• Review whats available, Test Drive if
  applicable, and click Get It Now to download.

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Launch Demo
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(No Transcript)
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Kanwar Singh Director, Enterprise Support
Revolutionizing Publishing. Again.
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All About Quark
QuarkXPress. INNOVATING in desktop
publishing Quark Dynamic Publishing Solution -
LEADING in dynamic publishing

• INDUSTRY Software Publishing
• GEOGRAPHY Global
• SALESFORCE USERS 150
• PRODUCT(S) USED Salesforce CRM SFA, Service
  Support, 1 AppExchange

Revolutionizing Publishing. Again.
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Reports Dashboards Quark Story - Where Do I
Begin?

• Survey management and key users
• Executive Level - Start at the Top!
• - What information does management need to run
  the business?
• - What behaviour do they want to drive?
• Work with your user base
• what information the users need to make their
  everyday lives easier?
• you can target these users for your focus
  group
• Map the end-results analysis to the application
• Can the current configuration support the
  analysis needs?
• You may need to reconfigure salesforce - add
  custom fields, etc

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Right Picture - Right Data!
3. Use the wizards

• 4. Best Practices

• Home Page My dashboard
• New features Notify by email
• Keep it Simple Target User
• Header - footer
• Use the right Graphical element
• Layout and Clarity

• Some Tips Run Report
• Modify labels
• Minimize or No Manual work
• Keep it neat and clear

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How Reports and Dashboards Helped
Standard Reports
Custom Reports
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Enhanced Reports
Standard Reports
Custom Reports

• Escalation Reports

• Customized Representations
• Business Severity
• Process Overview
• Detailed Analysis

• Transform reports to Business intelligence

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Dashboards Choosing Graphical components
Standard Reports
Custom Reports
Dashboards
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Dashboards _at_ Quark
Standard Reports
Custom Reports
Dashboards
Multi Component Dashboards

• Things to remember
• Business intelligence
• Productivity steps
• Dont scare but motivate

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Leahanne Merritt
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Key Takeaways
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Best Practices - Planning

• Identify users who will have Manage Dashboards
  permission
• May want to designate certain people to create
  for others.
• Create folder structure to organize dashboards
  and control visibility (security)
• Tie Dashboards to Strategic Business Objectives
• Adoption
• Business Value
• Start at the Top!
• Socialize plans with user community
• Figure out what makes their life easier

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Best Practices Creating

• Always use chart in underlying report
• Validate that it will look the way you expect
• Report Headings for columns, Title Headings for
  components
• Ensure that underlying reports are accessible to
  the run time user
• Organize Dashboard Columns by type of content
• Side-by-side dashboard components for comparison
  views
• Always use roles instead of user names
• Create better groupings (aka bands, segments)
  with custom formula fields
• Use rolling calendar (current year, previous
  year, etc)
• For best performance use the equals operator

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Best Practices Deploying

• Develop reports and dashboards in personal
  folders, save to public folders when ready
• Separate standard report and dashboard report
  folders
• Leverage reports that use My Team filters
• Use Scheduling feature to automatically email to
  users (NEW!)
• Clone dashboards and change the running user
• Create dashboards for others or temporarily grant
  required permissions

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Best Practices Using

• Right-click on an individual dashboard graphic to
  save the image or email it
• Add your dashboard to the home page show top
  row of components
• Refresh to make sure you are always looking at
  the latest data (or schedule as necessary)
• Manage from the application for improved adoption
• Use dashboards to help drive data quality
• Example Exception dashboard that lists All
  Accounts without Industry

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Useful Links

• Salesforce.com/training
• Reporting Fundamentals- 24 minutes
• Dashboard Mechanics - 17 minutes
• Salesforce.com/community
• Search Dashboards or Reporting
• Analytics Blog
• Salesforce.com/appexchange
• Category Analytics

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Other Dreamforce Sessions

• Monday, Nov 3
• 0330 PM - 0430 PM - Hands-On Building
  Dashboards to Drive Revenue
• 0445 PM - 0545 PM - Getting Started with
  Reports and Dashboards
• 0445 PM - 0545 PM - Hands-On Building
  Dashboards to Drive ROI
• Tuesday, Nov 4
• 1130 AM - 1230 PM- Hands-On Building
  Dashboards to Drive Agent Productivity
• 0200 PM - 0300 PM- Dashboard Excellence
  Steering Your Business with Executive Dashboards
• Wednesday, Nov 50900 AM - 1000 AM - Moving
  Beyond Standard Reports and Dashboards
• 0900 AM - 1000 AM - Hands-On Building
  Dashboards to Drive Revenue (Repeat)
• 0900 AM - 1000 AM - Dashboard Excellence
  Steering Your Business with Executive Dashboards
  (Repeat)
• 1015 AM - 1115 AM - Hands-On Building
  Dashboards to Drive ROI (Repeat)
• 1130 AM - 1230 PM - Deep Dive Reports and
  Dashboards

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QUESTION ANSWER SESSION
Kanwar Singh
Quark
Revolutionizing Publishing. Again.
Amy Mildren
Principal Architect
Leahanne Merritt
Customer Success Manager
Jeremy Silver
Sr. Customer Success Manager