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Introducing Analytics Mashboards

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Title: Introducing Analytics Mashboards


1
Introducing Analytics Mashboards
Track Information Technology
  • Darren Cunningham Director, Product Line
    Manager
  • Glenn Braunstein Principal Sales Engineer

2
Safe Harbor Statement
  • Safe harbor statement under the Private
    Securities Litigation Reform Act of 1995 This
    presentation may contain forward-looking
    statements the achievement of which involves
    risks, uncertainties and assumptions. If any such
    risks or uncertainties materialize or if any of
    the assumptions proves incorrect, our results
    could differ materially from the results
    expressed or implied by the forward-looking
    statements we make.  All statements other than
    statements of historical fact could be deemed
    forward-looking, including any projections of
    subscriber growth, earnings, revenues, or other
    financial items and any statements regarding
    strategies or plans of management for future
    operations, statements of belief, any statements
    concerning new, planned, or upgraded services or
    technology developments and customer contracts or
    use of our services.
  • The risks and uncertainties referred to above
    include - but are not limited to - risks
    associated with the integration of Sendia
    Corporations technology, operations,
    infrastructure and personnel with ours
    unexpected costs or delays incurred in
    integrating Sendia with salesforce.com, which
    could adversely affect our operating results and
    rate of growth any unknown errors or limitations
    in the Sendia technology any third party
    intellectual property claims arising from the
    Sendia technology customer and partner
    acceptance and deployment of the AppExchange and
    AppExchange Mobile platforms interruptions or
    delays in our service or our Web hosting our new
    business model breach of our security measures
    possible fluctuations in our operating results
    and rate of growth the emerging market in which
    we operate our relatively limited operating
    history our ability to hire, retain and motivate
    our employees and manage our growth competition
    our ability to continue to release and gain
    customer acceptance of new and improved versions
    of our CRM service unanticipated changes in our
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  • Any unreleased services or features referenced in
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    are not currently available and may not be
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    decisions based upon features that are currently
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    obligation and does not intend to update these
    forward-looking statements, except as required by
    law.

3
The Analytics Challenge
  • Most enterprises are experiencing a growing
    proliferation of analytic tools in support of
    their CRM strategies.


Barriers to enterprise-wide BI adoption
  • Ease-of-use
  • Integration with existing, multiple platforms
  • Data quality
  • Training time and cost
  • No clear ROI
  • Scalability
  • No industry standard
  • Cost of BI talent
  • Lower than expected analytic value
  • No future BPM alignment

Source Gartner, Inc., "Bringing Balance to the
Force of CRM Analytics", March 20, 2006
Source InformationWeek Research BI Survey of 300
Business Technology Professionals, Spring 2005
4
The Analytics Challenge
  • Business people want
  • Simplicity and flexibility
  • Zero-training interface
  • Fast access to information
  • Alignment with process
  • Data-driven decisions
  • IT spends most time on
  • Data integration and quality
  • Managing security and access
  • Architectural design
  • Reducing costs
  • Managing expectations

5
The Result?
A vast population exists whose business
intelligence requirements have not been met to
their full potential.


Source Worldwide BI Tools 2005 Vendor Shares,
Dan Vesset, Brian McDonough, IDC June 2006.
Source TDWI Report, Enterprise BI Strategies
and Technologies for Deploying BI on an
Enterprise Scale. August 2005
6
The Salesforce Approach to Analytics Today
  • Easy-to-use CRM reporting and dashboards
  • Easy to integrate best-of-breed analytics
  • Partnerships through

7
The Dashboard Becomes a Platform
  • Componentization of Salesforce dashboards
  • Integrate, customize, personalize

Statistical Processing
Text Analytics
Web Analytics
Budgeting and Planning
Ad-Hoc Query Trend Analysis
Segmentation
Data Mining/ Predictive Analysis
Data Visualization
Production Reporting
GIS Mapping
Business Activity Monitoring
Business Performance Management
Analytics Mashboards
8
The First Step Analytics MashboardsInsert any
application component into a dashboard
Any Analytic Component
Interactive Controls
On Demand Spreadsheets
9
Easy Customization and Interactivity
Best-of-breed analytics completely replacing
Salesforce dashboards
Best-of-breed analytics within Salesforce.com
dashboards
10
Analytics Throughout the Enterprise
What If Scenarios
Supply Chain Analysis
Adjust Inputs
Order Forecasts
Inventory Levels
View Results
Profitability Analysis
Web Analytics
Product Profitability
Creative Clicks
Customer Profitability
Campaign ROI
11
AppExchange Analytics Category TodayChoice of
best-in-class analytics applications
Analytics Partners Today
Many New Products and Partnerships in development
for Winter 07
12
Whats Next?Pick and choose from a gallery of
trusted and relevant analytics
  • Access industry and role-based best-practice
    analytics
  • Deliver consumer-web simplicity and
    personalization
  • Easily share insights with others

Add Analytics
13
What Makes a Winter 07 Mashboard Possible?
  • Edit a Dashboard
  • Create a new Component
  • Set the Component Type Custom S-Control
  • Select a Custom S-Control and set the display
    Height

14
Whats an S-Control?
  • Any type of content that you can display or run
    in a browser
  • S-Controls can be
  • Custom HTML
  • HTML/JavaScript
  • AJAX
  • ActiveX Controls
  • Java Applets
  • URL
  • Link to an existing webpage
  • Renders the page in Salesforce.com
  • Snippet
  • Reusable S-Control code
  • Can be HTML/JavaScript, merge fields, formula
    functions, etc.
  • Included in S-Controls at runtime

15
Use Cases
  • How have my historical sales been trending?
  • Can I interactively analyze What-If Scenarios?
  • What if I want to perform a Profitability
    Analysis?
  • What are my Net Operating Sales?
  • Can my Inventory levels meet my Forecast?
  • ? Moving the BI Line Forward!

16
Demonstration
17
Be Aware
  • Users can select S-Controls that make no sense on
    dashboards
  • E.g. they need context from being on a detail
    page
  • Users can select S-Controls that make the page
    immediately redirect on load
  • You have to design S-Controls that fit the width
    in Salesforce dashboards today

18
Commonly Asked Questions
  • Whats not included in Winter 07 mashboards?
  • API to access salesforce.com reports and/or
    dashboards
  • S-Control typing
  • So only some S-Controls can be used on
    dashboards, others in detail pages, others as
    pop-ups
  • How long does it take to add an S-Control to
    dashboard?
  • Deployment time lt 1 minute per user
  • What level of expertise or skill-set needed?
  • Developer to build new S-Controls
  • User to build dashboards and use the S-Controls
  • What are some implementation best practices?
  • Always use ltNOSCRIPTgt where JavaScript is used to
    generate content
  • You can recover the Salesforce session to
    implement single sign-on

19
Next Steps
  • Find out what other analytics tools youre using
    and if theres a fit
  • Visit our demo center and ask to see more
    mashboards
  • Visit our partner pavilion to see analytic
    solutions
  • Visit the IdeasExchange and analytics blog

Dreamforce Sponsors
20
Discussion
  • What other analytical tools are you using today?
  • Do you see opportunities with mashboards?

21
Analytics Sessions
Also Visit the Partner Pavilion for Innovative
Analytics Solutions
  • Session
  • Meet the PM Roadmap Overview
  • Mashboard Shootout
  • Introducing Analytics Mashboards
  • Information Peer Pressure
  • Building Integrated Marketing Reports and
    Dashboards
  • How to Create Top Sales Dashboards
  • Best Practices for Competitive Pipeline Analysis
  • Bulking Up Large Data Migration, Replication,
    and Analytics
  • Instant Stardom How to Build Executive
    Dashboards
  • Advanced Reporting and Dashboards for Executive
    Visibility
  • The Path to Achieving 100 Adoption
  • Manage What You Measure Lessons from Dashboard
    Pros
  • Hands-On with Executive Reports and Dashboards
  • Track
  • General
  • General
  • IT
  • Sales Execs
  • Marketing Exec
  • Sales Opps
  • AppX Developers
  • New Sys Admin
  • EE Sys Admin
  • PE Sys Admin
  • Large Ent Dep

22
QUESTION ANSWER SESSION
Darren Cunningham
Director, Product Management
Glenn Braunstein
Principal Sales Engineer
23
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