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From a simple excel dashboard to a fully integrated enterprise reporting suite, the Business Dashboard is being quickly adopted as the new face of Business Intelligence. It has a rapidly growing role in BI reporting and analysis.

An enterprise dashboard allows at-a-glance visualization of company health and monitoring of key performance indicators. Simple to understand and high in ROI, these executive dashboards are becoming "must-haves" for all enterprises. Easy-to-use by business users and fun-to-implement by the IT department, BI dashboard projects are quickly funded and politically popular.

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Salesforce.com Dashboard for Sales Performance and Commission Metrics

Salesforce.com has evolved from a CRM application service to an application platform that can host third party provided functionality. AppExchange is where external developers can create add-on applications that link into the main system. This has become a popular way for users to extend the functionality. There are over 600 apps available, many of which take the form of dashboards. Today we look at a couple of dashboard screenshots that focus on sales performance and sales commission measurement.

To start off, here is a screenshot of Lucidic’s Sales Performance Manager Dashboard:
Saleforce.com Sales Performance Dashboard
You can see that it is very straight-forward from the excel-style dashboard school.

The bookings of each sales representative is tracked against his quota. The percentage of quota cell is conditionally formatted with red, yellow or green to indicated an alert status. Likewise, the sales pipeline and percentage of projection is conditionally formatted. Monthly, Quarterly and Annual views are simply laid out side to side.

This next dashboard is more interesting. It shows Sales Commissions Tracking:

salesforce.com sales commission dashboard

Again, modeled after a paper-based original (the classic commission sheet - note the use of the word “tearsheet”), this report mirrors some information found in the earlier dashboard. Additionally, the excel-like portion of the spreadsheet includes commission information.

Leveraging the more modern “portlets” approach of a dashboard, there are separate screen sections for the commission plan (showing the commission rates by tier), bonus plan details (for new and replacement sales) and a bonus calculator.

The content of this dashboard is fine. The design needs to be modernized to embrace modern dashboard design. Let go of the excel spreadsheet approach and embrace the portal style. Even Excel has done so.

Tags: Dashboard Design, salesforce.com dashboard, appexchange dashboard, business intelligence dashboards, sales dashboard

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Last Modified: Thursday, August 9th, 2007 @ 10:00

This business intelligence dashboard blog entry was posted on Thursday, August 9th, 2007 at 9:57 am and is filed under Dashboard Screenshots. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.

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"Dashboards By Example - BI Dashboard Samples" is the theme and mission statement of this blog. We salute the Dashboard Spy in the field - those business users, project managers, IT executives, application designers, business intelligence experts, analysts, coders and subject matter experts who are on site creating this exciting and new "face of BI". Your business intelligence dashboard can go by many names - performance dashboard, executive dashboard, business dashboard, balanced scorecard, KPI metric summary, enterprise dashboard, bi dashboard, corporate dashboard. Whatever we call it, we believe that the at-a-glance visual approach is the key to user-centric design. Let's learn from each other's dashboard examples and continue to increase the level of usability and usefulness.

We strongly believe that the more dashboards you study, the more adept you will become at choosing correct design solutions for your company. "Learn by Example" is not just a motto - we take it literally, hence the name "Dashboards by Example". So take every chance you get to view examples of BI interfaces. As a matter of fact, take a second now, and study this dashboard example.

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The Dashboard Spy wants your dashboards!! I've collected over 1000 screenshots of business intelligence dashboards and scorecards for Volume 1 and now need you to send me the next 1000 dashboards for Volume 2. Email me at info at dashboardspy.com and tell me about your dashboard. Send me images, notes, technical details, business rules, metrics, KPIs, anything that you think your fellow Dashboard Spies will have an interest in. Keep this library of dashboarding resources going!

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Salesforce.com Dashboard for Sales Performance and Commission Metrics

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