A G S008 Berta 091907 F I N A L

Seeing the Forest: Getting Started with Dashboards Colin Berta, salesforce.com Brian Feldtman, Univar USA Joe Aiello, Fios, Inc. Admin I: Getting Started

Safe Harbor Statement ,[object Object],[object Object],[object Object]

Agenda ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

What are dashboards? ,[object Object],[object Object],[object Object]

Benefits of Dashboards ,[object Object],[object Object],[object Object],[object Object]

What tools are available? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

BRIAN FELDTMAN MGR: INTERNET MARKET DEVELOPMENT Univar USA Inc. [email_address]

Dashboard Topics ,[object Object],[object Object],[object Object]

The Relationship Between Dashboards & Reports Reports Dashboard Object-to-Report many-to-one Dashboard-to-Report Folder one-to-one Dashboard Folder Dashboard Report Folder

Dashboard Security & Visibility ,[object Object],[object Object],[object Object]

Dashboard Taxonomy ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Alphanumeric Sort Order

[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Dashboard Taxonomy Scope Department Date Product Alphanumeric Sort Order Dashboard Folder

Dashboard Taxonomy ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Alphanumeric Sort Order Dashboard Folder

Adoption: True Login Percentage “True Login Percentage” percent of users logged in last 14 days

Adoption: Activities Max Mover Sonny Shaker Max Mover Sonny Shaker Max Mover Sonny Shaker

Adoption: Custom Objects & Dashboard Trick! Metric A Metric B Metric C Metric D Metric A Metric B Metric C Metric D Metric A Metric B Metric C Metric D Metric A Metric B Metric C Metric D Metric A Metric B Metric C Metric D “ Metrics” can be stacked on top of each other to look like a table.

Summary ,[object Object],[object Object],[object Object]

Joe Aiello Director, Corporate Systems Fios Inc. [email_address]

Fios Inc. ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Dashboards & Fios ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Why are Dashboards Critical? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Planning for success at home! ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Best Practices (Lessons Learned) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Opportunity Analysis Dashboard

Imagine it. Learn it. Use it. ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Thank you! ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Session Feedback Let us know how we’re doing! ,[object Object],[object Object],[object Object],[object Object],[object Object],We strive to improve, t hank you for filling out our survey. ,[object Object],[object Object]

A G S008 Berta 091907 F I N A L

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A G S008 Berta 091907 F I N A L