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5 Killer Reports For Your Dashboard

Raleigh Salesforce User Group
January 27, 2012
Agenda
•  GoodData    at a Glance
•  5   Killer Reports for Your Dashboard
•  Demo

•  A   few words from Mike Rogan @ Lenovo
•  Q&A
GoodData at a Glance
•    End-to-end cloud business
     intelligence platform built to
     scale BI to the masses
•    Connects business people with
     their silo d business data
•    Operational dashboards,
     advanced analytics, data
     warehousing, integration;
     all as an on-demand service
•    Allows for ad hoc analysis /
     data discovery by non-technical
     users
•    Any data, any system!
Typical BI Software Value Chain

Integration                   OLAP        Reporting/
                 EDW                                   Dashboards    Visualizations   Predictive
  Quality                     Cube         Query




       SAP: NetWeaver BW, BOBJ, Crystal Reports, Web Intelligence, Explorer




                                                                         Tableau         SAS
   Informatica    Vertica      Pentaho       Actuate      QlikView
                                                                         Spotfire        SPSS
Old School BI vs. GoodData
             Dash	

                          Dash	

Report	

    Board	

       XLS	

            Board	

       Report	

                                                                         $$$,
                                                                         Scattered,
                                                                         Multiple           The Future of BI	

                                                                         Truths	


  Cube	

        Cube	

             Cube	

             Cube	

                                                                         $$$, Slow,
                                                                         Requires IT
                                                                         to make
                                                                         report
                                                                         changes	

            GOODDATA	

     Data Mart 1	

                      Data Mart 2	


                                                                         $$$, Need
                                                                         Dedicated
                                                                         IT to
                                                                         Maintain
                      Data Warehouse	

                                  Hardware	

                                                                                           - Empowers End Users	

                                                                                           - Unburdens IT 
                                                                                           - Rapid Time to Value
                                                                                           - Cost Efficient
                                                                         $$	

 3rd Party
                                                                         $$$,              - The Complete Solution
   CRM	

         SFA	

             ERP	

              Social	

       ETL service       - Single Version of the Truth	

                                                                         needed
We Manage the Full Stack
       …freeing customers to focus on core competencies

 Infrastructure           Platform Services       Operations




        Network                   Security         Authentication
Distributed File System           Sharing         Resource Scaling
  Distributed Storage           Integration          Availability
   Workflow Engine            Customization         Connectivity
  Data Warehouses             Metadata Layer         Monitoring
      Event Stores          Web Services / APIs     Patch Mgmt
       Data Marts           Modeling Framework       Upgrades
 App  Web Servers         Reports  Dashboards       Backup
    Load Balancers             Notifications           NOC
Agile Deployments 
Releases
• Short   release cycles – 2 weeks
• Rapid    innovation
• Faster   time to value
• Everyone    gets the latest  greatest
• No   Upgrades!
Extensibility….Any data, any system
                                            Uncover	





               +
                                           Synthesize	

      +
                 Lead to Cash	





                                            Expose
5 Killer Reports for Your Dashboard
Historical Trending Reports
•    Track changes over time of
     a specific metric or series of
     metrics
•    Enables you to see how
     your business is changing
     over time vs. only today s
     view
•    In this example, you can see
     that while your sales
     pipeline size fluctuates over
     time, the majority of the
     pipeline is dominated by
     deals in the $5001-$50000
     and $0-5000 range.
Tiering  Grouping Reports
•    Take any metric and group
     them for easier reporting
     and analysis.
•    For instance, it is easy to
     track deals that are 0-60
     days old or opportunities
     that are between $50,000 -
     $2000,000. This example
     shows a breakdown of the
     sales pipeline by opportunity
     age and deals that are 0-60
     days, 61-120 days, 121-180
     days, etc.
•    Sometimes the simplest
     visualizations are the most
     powerful.
Waterfall Reports
•    Track a cohort group of metrics
     or facts over time to see what
     happens to them. In this
     example, we are tracking sales
     deals that start a quarter in the
      Discovery stage.

•    You can see that 93.9% of the
     deals remain in the Discovery
     stage throughout the quarter,
     while only 5.7% moved to a
     later stage.

•    Waterfall reports are useful for
     uncovering trends and patterns
     for marketing and customer
     support analytics too. Track
     tradeshow leads, page visits,
     ticket sources and more.
Exception Reports
•    Allows you to track metrics
     that deviate from any set
     standard. Tracking where
     marketing leads, sales
     opportunities or support
     tickets are deviating from
     the norm is an extremely
     powerful reporting tool.
•    In this example, we are
     monitoring marketing
     campaigns spends that are
     greater than what sales
     generated.
Multidimensional Reports
•    For immediate visual insight, start tracking many dimensions of your data.
•    You can track sales opportunities across size, age, win status and time.
•    In this example we are tracking support activity across four dimensions: support
     request, priority, case type and time. This reports is great for monitoring what
     case types are closing the fastest according to priority status.
Demonstration
Thanks!




         Matt Perrin	

   GoodData Corporation	

Matthew.perrin@gooddata.com

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Sfdc user group good data012712(1)

  • 1. 5 Killer Reports For Your Dashboard Raleigh Salesforce User Group January 27, 2012
  • 2. Agenda •  GoodData at a Glance •  5 Killer Reports for Your Dashboard •  Demo •  A few words from Mike Rogan @ Lenovo •  Q&A
  • 3. GoodData at a Glance •  End-to-end cloud business intelligence platform built to scale BI to the masses •  Connects business people with their silo d business data •  Operational dashboards, advanced analytics, data warehousing, integration; all as an on-demand service •  Allows for ad hoc analysis / data discovery by non-technical users •  Any data, any system!
  • 4. Typical BI Software Value Chain Integration OLAP Reporting/ EDW Dashboards Visualizations Predictive Quality Cube Query SAP: NetWeaver BW, BOBJ, Crystal Reports, Web Intelligence, Explorer Tableau SAS Informatica Vertica Pentaho Actuate QlikView Spotfire SPSS
  • 5. Old School BI vs. GoodData Dash Dash Report Board XLS Board Report $$$, Scattered, Multiple The Future of BI Truths Cube Cube Cube Cube $$$, Slow, Requires IT to make report changes GOODDATA Data Mart 1 Data Mart 2 $$$, Need Dedicated IT to Maintain Data Warehouse Hardware - Empowers End Users - Unburdens IT - Rapid Time to Value - Cost Efficient $$ 3rd Party $$$, - The Complete Solution CRM SFA ERP Social ETL service - Single Version of the Truth needed
  • 6. We Manage the Full Stack …freeing customers to focus on core competencies Infrastructure Platform Services Operations Network Security Authentication Distributed File System Sharing Resource Scaling Distributed Storage Integration Availability Workflow Engine Customization Connectivity Data Warehouses Metadata Layer Monitoring Event Stores Web Services / APIs Patch Mgmt Data Marts Modeling Framework Upgrades App Web Servers Reports Dashboards Backup Load Balancers Notifications NOC
  • 7. Agile Deployments Releases • Short release cycles – 2 weeks • Rapid innovation • Faster time to value • Everyone gets the latest greatest • No Upgrades!
  • 8. Extensibility….Any data, any system Uncover + Synthesize + Lead to Cash Expose
  • 9. 5 Killer Reports for Your Dashboard
  • 10. Historical Trending Reports •  Track changes over time of a specific metric or series of metrics •  Enables you to see how your business is changing over time vs. only today s view •  In this example, you can see that while your sales pipeline size fluctuates over time, the majority of the pipeline is dominated by deals in the $5001-$50000 and $0-5000 range.
  • 11. Tiering Grouping Reports •  Take any metric and group them for easier reporting and analysis. •  For instance, it is easy to track deals that are 0-60 days old or opportunities that are between $50,000 - $2000,000. This example shows a breakdown of the sales pipeline by opportunity age and deals that are 0-60 days, 61-120 days, 121-180 days, etc. •  Sometimes the simplest visualizations are the most powerful.
  • 12. Waterfall Reports •  Track a cohort group of metrics or facts over time to see what happens to them. In this example, we are tracking sales deals that start a quarter in the Discovery stage. •  You can see that 93.9% of the deals remain in the Discovery stage throughout the quarter, while only 5.7% moved to a later stage. •  Waterfall reports are useful for uncovering trends and patterns for marketing and customer support analytics too. Track tradeshow leads, page visits, ticket sources and more.
  • 13. Exception Reports •  Allows you to track metrics that deviate from any set standard. Tracking where marketing leads, sales opportunities or support tickets are deviating from the norm is an extremely powerful reporting tool. •  In this example, we are monitoring marketing campaigns spends that are greater than what sales generated.
  • 14. Multidimensional Reports •  For immediate visual insight, start tracking many dimensions of your data. •  You can track sales opportunities across size, age, win status and time. •  In this example we are tracking support activity across four dimensions: support request, priority, case type and time. This reports is great for monitoring what case types are closing the fastest according to priority status.
  • 16. Thanks! Matt Perrin GoodData Corporation Matthew.perrin@gooddata.com