sales dashboard howto

8/11/2019 Sales Dashboard HowTo

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Sales Representatives Dashboard

- example showing simple

system extension capabilities

Level 1 616 St Kilda Road

Melbourne Victoria 3004

T:1-300-990-120

Eail: in!o"ada#a$co

%eb: &&&$ada#a$co

mailto:[email protected]

mailto:[email protected]



Table of Contents

Executive Summary

1.1 Purpose of this Document.............................................................................................2

The Sales Representative Dashboard

2.1 The Window and Tabs..................................................................................................3

2.2 “Dashboard” Tab...........................................................................................................3

2.3 The “Dashboard” Graph Fields.....................................................................................

2. The “!" #pportunities” Tab..........................................................................................

2.$ The “%ontacts” Tab.......................................................................................................&

2.' The “!" #pen (e)uests” Tab......................................................................................*

2.& The “!" %ustomers” Tab............................................................................................11

2.+ ,dditional Tabs...........................................................................................................12

2.* ,dditional #ptional Functionalit".................................................................................13

Conclusion

'da#a (t) Ltd *'$+$,$ 92 10 .3 00/ Level 616 St Kilda Road Melbourne Victoria 3004 1-300-990-120 &&&$ada#a$co



1 Executive Summary

1.1 Purpose of this Document

'eiere a 5reat caabilitie in creatin5 and recon!i5urin5 %indo& tat can be ued to uic7l) add !unc -

tionalit) &itout eiter can5in5 code or alternativel) can5in5 ver) little code$

' an e#ale ti docuent o& o& a %indo& &a added tat rovided uc o! te !unctionalit) o!!ered

b) roduct li7e Su5ar8RM$ 'ddin5 e#tra !unctionalit) in 'eiere avoid te cot and cole#it) o! tr)in5 to

run t&o )te and 7ee te in )nc &it dulicated lit o! 8utoer 8ontact 'ddree and Sale -

ortunitie$

t i alo intended to o& tat it i o! ore iortance tat an alication i eail) e#tended b) te uer tan

&eter a articular iece o! !unctionalit) e#it in an alication at a oint in tie$




!he Sales Representative Dashboard

.1 !he "indow and !abs

;in5 'deiere< tandard %indo& de!inition creen a %indo& &a added and naed #Sales Dashboard$.

' can be een belo& te &indo& a 11 tab eac o! &ic dila) di!!erent t)e o! in!oration$

. #Dashboard$ !abTe !irt tab a been naed #Dashboard$. t o& a erie o! 5ra$




.% !he #Dashboard$ &raph 'ields

Te 5ra !ield ave been de!ined in te uer &indo& &ic allo& te de!inition o! =(er!orance Meaure>$

(er!orance eaure are t)icall) dila)ed a 5ra$ Te (er!orance Meaure a) reuire a l tate-

ent to be entered to brin5 bac7 te reuired in!oration !or te 5ra$ Eac 5ra i il) lin7ed to a !ield

on te &indo& to a7e it viible$

Te !ield called #(y Sales Pipeline$ a been added to te &indo& b) clic7in5 te =8reate ?ield> button and

electin5 te colun$ Te colun in turn &a de!ined a t)e@5ra and te lin7 to te (er!orance Meaure

&a entered$ Te ae &a done to dila) eac o! te oter 5ra o&n above$

Eac coonent o! eac 5ra rereent a et o! underl)in5 oortunit)ArooalAuotation record$ ! te;er double-clic7 on te blue bar in 5ra 1 labelled =01 (roectin5> ten a ale order &indo& &ill be

oened and record &ill be dila)ed$ Te dila)ed record &ill be te record tat cooed te 5ra co-

onent tat &a clic7ed on$ *Te ae beaviour alie !or all te 5ra$/

.) !he #(y *pportunities$ !ab

Te #(y *pportunities$ tab dila) a nuber o! Sale rder record &ic ave been elected accordin5 to

a rule &e entered in te tab &ic a) =!ind te to 10 record o! all ale order record &ic are till oor-

tunitie rater tan real order$ Select te to 10 b) ultil)in5 te e#ected order value b) te robabilit) &e

ave allocated to it baed on it oition in te ale !unnel !or ti lo55ed in uer>$ Ti election tateent ientered in te %indo& b) an adin uer and doe not reuire an) code can5e$

Loo7in5 at tee ale oortunitie in readeet vie& dila) te !ollo&in5 in readeet vie&:




Te readeet vie& allo& te uer to ove uAdo&n and le!tAri5t and otionall) i5li5t a in5le record

and loo7 at it in ?or vie&$ '!ter clic7in5 te =to55le vie&> button te !or vie& i dila)ed$ Te !or Vie&

loo7 a !ollo&:




Ti o& all te detail o! te oortunit)ArooalAuote in a in5le creen$

Soe oint to note:

Te ortunit) Sta5e can be elected !ro a drodo&n &ic &ill o& a !iltered lit o! value

deterined b) &eter te ocuent T)e i an ortunit)A(rooalABuote etc$ Tee ta5e and

te ercenta5e robabilit) to al) are de!ined b) te Sale Mana5er$

' Sale Tea can be elected and tu rovide acce to ti record to an)one in tat Tea$

Te E#ected rder ate i &en &e e#ect to receive te order$

Te (roie ate *un!ortunatel) oitted in te above deontration creen/ i te date &e can tart

invoicin5$

Te Revenue Sread !ield can ave an) inte5er value entered C e#ale 101 i interreted in !orecat

revenue reort a 0 in te <(roie ate< Mont 0D in te ne#t ont and 0D in te ont

a!ter$

Te Lead Source 8aai5n etc are elected !ro a drodo&n lit oulated b) te Sale Mana5er or

iAer dele5ate$




Te oter colun in te order eader are lar5el) el! evident$

Te Sale rder Line o& te actual ite tat are to be old$ ,ote tat eac a an rder ate

and a (roie ate to allo& !or tiin5 di!!erence in te deliver) and invoicin5 o! individual line$ '

=Revenue Sread> colun could alo be added b) te uer at a line level i! tat &a reuired$ n te

above deontration creen te value &ould be inerited !ro te Sale rder eader record$

.+ !he #,ontacts$ !ab

'!ter i5li5tin5 a articular oortunit) in te #(y *pportunities$ tab te uer can elect te te

,ontacts tab$ Te 8ontact tab &ill dila) all te 8ontact tat are aociated &it te cutoer o! te

elected oortunit)$




'!ter clic7in5 te 5rid to55le button to 5o to !or vie& te detail o! tat articular 8ontact are dila)ed a

!ollo&:

'n) additional in!oration tat te uer &ie to 7ee about a contact can be catured b) addin5 ne& !ield

to te &indo& in te %indo& de!inition creen$ Tee ne& !ield &ill be dila)ed te ne#t tie te &indo& i

oened b) an)one$ ! 'teri7 Teleon) inte5ration i in ue ten it &ill be oible to ri5t-clic7 a one

nuber elect =a7e call> and te )te &ill one te 8ontact$ Siilar !unctionalit) &ill allo& an eail to




be created or an aointent to be boo7ed rovided all te necear) con!i5uration a been done and )our

ail erver uort ti inte5ration &it 'eiere$

. !he #(y *pen Reuests$ !ab

' Reuest i te 'eiere euivalent o! a Tic7et or a 8ae$ t i a record tat i created eiter b):

a cutoer t)in5 oetin5 in te &ebite or

an elo)ee directl) creatin5 te record *a)be a a reult o! a one call/ or

an eail bein5 received at a articular eail addre$

Te Reuet i routed to a eron or 5rou o! eron avin5 a articular Role$ Eac ta5e in te li!e o! te

Reuet i lo55ed &it itor) record$ Te Reuet (roceor &ill autoaticall) create reinder and ecalate

to Mana5eent baed on uer-de!ined rule !or tat Reuet T)e$

Ti tab dila) *pen Reuests tat need to be attended to b) ti Sale Rereentative$




Te Reuest record loo7 a !ollo&:

*te to o! te creen/




*te botto o! te creen/

Te above record doe not dila) a lot o! coleted data but )ou can broadl) ee it !unction !ro te !ield

o! data tored$

./ !he #(y ,ustomers$ !ab

Te (y ,ustomers tab a Fut been con!i5ured to dila) te 5rou o! cutoer !or &ic te lo55ed-in

uer i recorded a te current Sale Rereentative$

Te data dila)ed i te ae a tat dila)ed in te noral 8utoer &indo&$ Te data can be ade

editable ere or read-onl) a reuired b) tic7in5 te aroriate bo#e in te %indo& de!inition$

Te (y ,ustomer tab loo7 a !ollo&:




Te vie& can be to55led !ro readeet vie& to !or vie& a decribed in te reviou ection$ Te creen

ot a been oitted ere$

.0 dditional !abs

Te additional tab o!:

8ontact

rder

Sient

nvoice




(a)ent

Reuet

&ill dila) all te record o! eac t)e tat i lin7ed to te elected record in te 2(y ,ustomers2 tab$ '5ain

te record can be to55led to dila) in readeet or !or vie& a deired b) te uer$

.3 dditional *ptional 'unctionality

.3.1 dding Extra !abs

+ecaue te %indo& and Tab are il) de!ined in te %indo& de!inition it i uite ea) to dila) additional

in!oration reuired in a articular buine$

Te roce to do ti i a !ollo&:

Go to te %indo& de!inition*a an adin uer/

n te lit o! tab clic7 =,e& Record>

elect te table or vie& &ere te data i tored in te databae and clic7 =5et e te !ield>

et te <tab level> o it 7no& &ic i it arent record *oetie )ou need to e#licitl) et it/

ue te 5raical tool to ut te !ield in te dila) order )ou &ant

lo5 out and lo5 in a a uer to ee te &indo& &it te ne& tab

'n e#ale i5t be dila)in5 a =,ote> tab$ Te 4otes tab &ould allo& a uer to add a ,ote !or a elected

8utoer and a)be (roduct andAor (roFect$ Te ,ote can alo be tic7ed a a %arnin5$ ! te uer oen a re-

cord &ere te reuired cobination o! 8utoerA(roductA(roFect *or &atever )ou ave de!ined/ i reent

ten a ea5e bo# &ill oen in te creen and dila) te ,ote a a &arnin5$ 'lternativel) )ou a) elect to

add note b) il) clic7in5 te eo tool dila)ed in te toolbar ued in ever) &indo&$ Te note &ill be

created and eac addition to it &ill be taed &it te relevant uer and te dateAtie$ H,ote tat tandard

'eiere !unctionalit) allo& )ou to et a !la5 on eac table to record ever) can5e$ Tee can5e can ten

be dila)ed b) clic7in5 on te botto-ri5t corner o! te %indo&I$

.3. ,ontrolling "hich !abs are Displayed

t i oible to add a dro-do&n lit to te to Tab o! te %indo&$ Te dro-do&n lit can contain a uer-

5enerated lit o! value$ t i oible to et a !la5 on eac tab to a) =onl) dila) ti tab i! te lit value e-

lected in te to tab i one o! te !ollo&in5>$ Ti allo& uite cole# &indo& to be created &it conditional

dila) ti avoidin5 ettin5 u ultile enu entrie$




% ,onclusion

%e oe tat ti docuent a deontrated tat it i ver) ea) to add ne& !unctionalit) inide 'eiere

!reuentl) &itout can5in5 code$ Te iortance o! ti deontration i tat ER(J8RM )te are o!ten

coen on te bai o! &eter te) reentl) ave a articular iece o! !unctionalit)$ %e oed to o& tat

era a better uetion i =o& eail) can add an) iin5 !unctionalit) !or )el! and doe it ave an) i-

act on ovin5 to ne& verion>$ n 'eiere &e believe te an&er to toe uetion i =eail)> and =no

iact>

t i iortant to note tat not all deired ne& !unctionalit) can be rovided &itout a code can5e but even i!

a code can5e i needed 'eiere rovide a &a) to create tat can5e an il) al) it over te to o!

te tandard code o tat can5e are eail) ana5ed$




D*,5(E4! S5((R6 S7EE!

,lient8

-eneral information

!itle of Document8

Sale Rereentative aboard e#ale o&in5 ile )te e#tenion caabilitie

Summary8 *+rie! de4cri2tion o! docuent/

9ndexing !erms8 :;eywords<

"or= ,arried *ut >y8 :!eam initials or names< D? Reference8

D*,5(E4! RE@9S9*4 RE,*RD

'ile 4ame Rev 4o. 9ssue Date Reason for 9ssue

Sale aboard o&To$odt 1$1 30A0A10 econd dra!t

4*!ES

1$ Reonibilit) i diclaied !or an) lo or daa5e *includin5 but not liited to daa5e reultin5 !ro

te ue b) te client o! te docuent/ u!!ered b) an) oter eron !or an) reaon at all includin5 but

not liited to ne5li5ence b) ''' (t) Ltd *'''/$

2$ %ilt ti docuent i accurate to te bet o! our 7no&led5e and belie! ''' cannot 5uarantee te

coletene or accurac) o! an) decrition or concluion baed on te ulied in!oration$

3$ Te recoendation contained in te docuent are advior) and ''' a no reonibilit) !or te

ana5eent or oeration o! an) recoendation tat a) be ileented b) te client$

4$ Ti docuent i licened under te !ollo&in5 ter:

detail at: tt:AAcreativecoon$or5AliceneAb)-nc-ndA3$0AauAle5alcode


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