Requirements:
- SFDC integration
- Sales Cube
- Relevant top-level dimensions (i.e., Product, Segment, Source, etc.)
Create a Sales analytics dashboard using the questions below. If you're new to dashboards, read this first.
Learn more about building dashboards.
1. Prepare your data
Before diving into dashboard creation, ensure your Cube data is up-to-date and accurately reflects your business operations by importing data from your source systems and publishing updates from your spreadsheets. This preparation phase enhances the relevance and reliability of your dashboard insights.
To keep your dashboards current, turn on automated dashboard updates.
2. Plan for formulas
Many of the charts in this dashboard are constructed from calculations of your financial data. If you already have the formulas set up as dimensions in your Cube, simply locate these dimensions when filtering your data for each question.
If these formulas are not pre-set, you have two options:
- add new formula dimensions to your Cube
- use custom expressions when building dashboard questions
The examples below include the associated custom expressions for your reference.
3. Build the dashboard – A step-by-step guide
Note: The dimensions used in these examples may vary from the dimension names in your Cube. Verify the dimension levels and names with your dimensions in all question recipes and custom expressions.
This guide includes recipes for the following questions or dashboard visualizations. Click the links below to quickly navigate to a particular question.
- ARR by Rep
- ARR by Source
- ARR by Month
- New Logos by Month
- Open Pipe by Expected Close Date
- ARR by Segment
- New Logo % by Product
- ARR Sales by Month by Product
ARR by Rep
Define your question
- Filters:
- Account: Closed - Amount
- Stage: Closed won
- Date: Previous 12 months
- Scenario: Actuals
- Summarize: Sum of Value
- Group by: Value: Auto-binned and Department
- Sort: Sum of value (high to low)
Visualization settings
- Visualization type: Progress
- Stacking = Don't stack
- Show values on data points = on
- Value labels formatting = compact
ARR by Source
Define your question
- Filters:
- Account: Closed - Amount
- Stage: Closed won
- Scenario: Actuals
- Summarize: Sum of Value
- Group by: Source
Visualization settings
- Visualization Type: Pie chart
- Show percentages = On the chart
- Minimum slice percentage = 2.5
ARR by Month
Define your question
- Filters:
- Account: Closed - Amount
- Stage: Closed won
- Scenario: Actuals
- Date: Previous 12 months
- Summarize: Sum of Value
- Group by: Date: Month
Visualization settings
- Visualization Type: Bar chart
New Logos by Month
Define your question
- Filters:
- Account: Closed - Count
- Stage: Closed won
- Scenario: Actuals
- Date: Previous 12 months
- Summarize: Sum of Value
- Group by: Date: Month
Visualization settings
- Visualization Type: Bar chart
Open Pipe by Expected Close Date
Define your question
- Filters:
- Account: Closed - Amount
- Stage: Active deals
- Date: Previous 12 months
- Scenario: Actuals
- Summarize: Sum of Value
- Group by: Date: Month
Visualization settings
- Visualization type: Bar chart
ARR by Segment
Define your question
- Filters:
- Account: Closed - Amount
- Stage: Closed won
- Date: Previous 12 months
- Scenario: Actuals
- Summarize: Sum of Value
- Group by: Segment
Visualization settings
- Visualization type: Pie Chart
- Show percentages: On the chart
New Logo % by Product
Define your question
- Filters:
- Account: Closed - Count
- Stage: Closed won
- Scenario: Actuals
- Summarize: Sum of Value
- Group by: Product
Visualization settings
- Visualization type: Pie Chart
ARR Sales by Month by Product
Define your question
- Filters:
- Account: Closed - Amount
- Stage: Closed won
- Date: Previous 12 months
- Scenario: Actuals
- Summarize: Sum of Value
- Group by: Product and Date: Month
Visualization settings
- Visualization type: Bar Chart
- Stacking: Stack
4. Finalizing your dashboard
Customizing your dashboard’s layout enhances its readability and ensures that the most critical information is immediately visible and comprehensible. Adding textual context to your dashboard can provide additional insight and clarity, making the data more actionable.
Learn more about best practices for building dashboards or how viewers interact with dashboards.
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