A use case of Salesforce’s Wave Analytics including how to create a dashboard

Wave: Salesforce Analytics Cloud

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A use case of Salesforce’s Wave Analytics including how to create a dashboard

Video Transcript

Speakers in this video: Jimmy (GetApp) and Julien (Wave: Salesforce Analytics Cloud)

Julien: Suppose in that kind of business scenario, Julie wants to then, our VP of Sales, she wants to identify the account source for the closed opportunities in our top industry last quarter. Hmm, that seems like a pretty complex and sophisticated business question, right? Account source for the closed opportunities in our top industry last quarter. Actually, that's going to take her a few clicks with Wave.
So let's do that together. First, I want to select the corresponding dimension. And I'll select the forecast category so that I can focus on the closed opportunities because that's what I want to know. And then I'll just click on that and I can drill into this by another dimension. And this is kind of the super power of Wave where you can pretty much kind of drill into any dimension on the fly. You don't need to have that pre-defined set of questions. All you've got to do is have that dialogue with that data.
So for example, remember the question that I was --business question that I was asking; I want to have the top--I want to focus on the top industry, so I'll drill into it by industry and so I see that we close up a lot of opportunities in that energy industry. And maybe what I want to do next is I want to have the account source because that's my business question. And these would be kind of the sources you see; trade show, advertisement, Wave partner for that type industry, for all the closef opportunities. And if you remember that business question, sophisticated business question that I asked at the beginning, I also want this for last quarter. So what I can do is just filter on the closed date, go from years to quarters, and just select the last quarter like this, and add that. And boom, I'm done, right. So I can even see that kind of raw data, very simply, where is the raw data table? Here it is. So these would be all the account source for the closed opportunities in the top industry for the last quarter.
You see it took us two minutes and kind of five clicks.

Jimmy: This is awesome, really.

Julien: Yeah. Thanks. Another thing that's pretty awesome, I think is we keep track of everything so you can hit that view history button and you'd be able to see all the stuff, you see even the corresponding graphs. You can see all the stuff that we did. All the clicks that we did. And that kind of comes in handy when you want to build a dashboard.
So we can do that. We can build a dashboard in two minutes. And the key thing to do that is this little button here called "Clip," ALT+ Clip whatever information I find valuable into my dashboard. So for example, I like the sum of amount here. I want to surface that up in my dsahboard, I'll clip it. And now you see a little widget here in my dashboard designer. And once I can gather all the widgets that I want then I'll be able to kind of move them and create that dashboard very easily.
So let's see what else we might be interested in. So maybe we want to have this breakdown by industry. That's kind of cool, so I'll clip that. What else do we have? Have we added that grouping by billings date, I like that chart, it's colorful. What else? Maybe we want to have the list of all the accounts by account name, clipthat. And lastly, maybe I want to have this one. This one is kind of a breakdown by forecast category, and I'll clip. So you see, I've literally clipped five objects or five widgets, in this case.
And now, I can start building my dashboard. And it's going to take me 30 seconds. First thing, we might as well almost like time ourselves, so we could add a little title here, say "This is my sales dashboard." Put that a little bigger like here, like this, [00:04:25] on this side. And then let's start dragging and dropping the quantities that we want.
So first thing is this. This is the sum of amount probably it's too detailed so I just shorten that number, put that in there. Make it a little it smaller. The other thing maybe is I want to add a toggle. Toggle is interesting, it's almost like the filter, and that would help me kind of--as you'll see pre-dynamic filters on my dashboard. Put that here, and then I can add a few charts so maybe this one, this is your drilldown, I mean, your breakdown by industry and by state, if you remember. I can add another one here by industry only.
Maybe if I want to change the chart-type I can still do that I don't need to get back to date expiration so I can change that into a little filter, a little donut. I maybe even display the legends so that we know what industry we're talking about, make that a little bigger as well. And finally, I"ll just create a list for all my accounts. So that could be my account name list and that's it. I don't know how long it took us, a few--maybe one minute? Maybe not the prettiest dashboard but still I have amazing information right here at my fingertips and it's all fascinating, it's all dynamic. So if you want to toggle from one catergory to another, it's going to give you all--it's going to update all the information. If you want to filter on one given industry, it's going to do the same. It goes on and on and if you want to really see just some specific accounts then you'd be able to use that account list filter.

Jimmy: Is this dynamically updating as well?

Julien: Yes, it is, sure. So if you're changing the data then it would have kind of mechanisms to bring the new data in.

Jimmy: So it could be real-time dashboard as well?

Julien: It could be, let's say, near--it always depend on how do you define real-time but it could be near real-time dashboard, yes.

Jimmy: Wow, okay.

Julien: And you know, the good thing about this before we kind of switch to mobile and conclude the demo is it's not just a static dashboard. So if I’m the VP of Sales I’m not going to be building my own dashboard myself. Maybe I'll have someone from the Salesforce Admin build it for me but say I'm not happy with that dimension, I'm not happy with the sum of amount of opportunities. I want to change that to the maximum amount of opportunities because maybe I want to focus on big deals, the largest deals. I don't need to get back to IT, knock at the door, and say; "Hey, can I change that please? Can you change that for me?" I can just do that myself. It's self-service.
The way to do that, I just open my chart, my lens, and instead of having the sum of amount, I'll have the maximum amount, and that's all. It's going to be just reflecting that change on my chart and then I can use that myself. So I think the self-service aspect as well. It's not service bureau type of thing where you need IT. You still need IT of course in some cases, but it's very self-service....