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WW Marketing & Sales Dashboard

WW Marketing & Sales Dashboard. Tracking and Improving Performance Blissful Consulting Corp May 18, 2011. Dashboard Goals. Monitor Business Health Review Marketing Effectiveness Track & Report Sales Performance Review Attainment, Opportunity and Pipeline

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WW Marketing & Sales Dashboard

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  1. WW Marketing & Sales Dashboard Tracking and Improving Performance Blissful Consulting Corp May 18, 2011

  2. Dashboard Goals • Monitor Business Health • Review Marketing Effectiveness • Track & Report Sales Performance • Review Attainment, Opportunity and Pipeline • Track Partner/Channel Performance • Export to Excel – add

  3. Dashboard Framework • Decision support via metrics linked to corporate data repository/marts • Graphical Views supported by Charting Detail • Drill-down capability for instant analysis: • Geo (Area / Sales Location) • Segment • Product • Time period

  4. Comprehensive Analytics Framework • Business Insights : Assess Business Performance, Trajectory and Plan Interventions Sales Datamart CRM Sales Budget Other … Extract & Process Dashboard Charts (ROB) Excel Pivots

  5. WW Performance Dashboard Updated from Sales - WW, Area, Segment and Sales Location detail 4 3 1 2 Drill-down Filters At-a-glance Performance 3 1 Business Analytics Data Sources 2 4

  6. Business Health View Budget, Attainment, Forecast and Pipeline coverage detail

  7. Top Opportunities in Focus Geo Opportunities by Customer, Size, Geo, Pipeline Stage, Account Manager, Partner

  8. Pipeline Summary GSX derived pipeline with detail including Hi-Prob, Gap

  9. Pipeline Summary – Graphical

  10. Value Delivered & Next Steps • Updated Reviews of Marketing, Sales and Partner Performance • Maximum leverage of existing systems – Sales, CRM, Finance & Accounting Datamarts • Easy-to-deploy with Sharepoint, Silverlight and SQL reporting technologies • Engage vendor with proven delivery capability to get started

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