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.