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QlikView template for SalesForce.com

QlikView template for SalesForce.com

QlikTech

Mar 2013

www.qlikview.com

QlikView template for SalesForce.com Page 2

Overview

This application was designed as a template for Salesforce.com.

The goal is to provide QlikView users with a starting point for their projects by letting them reload the app

using their SalesForce.com login information.

Application Analysis

QlikView Template for SalesForce.com will let users explore their data based on time, categorizing

information in the past, the present and future expectations. It also holds the flexibility to multi-currency

and multi-dimensional environment which is powered by QlikView’s unique associative technology.

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Dashboard

On the Dashboard, users can evaluate their company’s performance over 3 quarters, last quarter, current

quarter and next quarter; this will give the business user the ability to keep control of performance at short

term.

This template contains a silent legend to give user information visually. You can see three colors; pink,

orange and green. Pink means past quarters, orange means current quarter and green indicates future

quarter.

At the bottom of the page users will have information about last year same quarter.

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Trends

This tab will give the business users information regarding trends about some of the main indicators as Average Deal Size, Opportunity amount and Won Rate

Users could look at these trends at different levels, like country, product, etc.

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Opps

Opps tab combines all data about opportunities, and it will let business users to explore the opportunities by

probability and by deal size. They can also get the details information about each opportunity by following

the link to the opportunity in SalesForce.com.

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Accounts

The Accounts tab allows the user to view amount per account, country, and year and to have a list of

customers by any of the business criteria available for exploration, as Country, Opportunity Stage, Sales Rep,

etc.

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Sales Person

Sales Person tab allows user to have information regarding Sales representatives, allowing users to identify

the top performers along the time.

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Setup

If you wish to reload this app with your SFdc data, you will need to enter your login data into Setup page and

then click on reload.

NOTE: Please remember that you will need to download this template app (on the demo site) and SFdc

connector (on the download site) locally and execute it with QlikView Desktop or QlikView Server in order to

perform a reload.


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