Joined reports let you compare 2 sets of data across a common field (e.g. owner, account, campaign, etc.) that you otherwise wouldn’t be able to view side-by-side. For example, say you want to understand which of your opportunities may be at risk because they have open support cases associated with them. With a joined report, you can view a block of data showing opportunities alongside a block of data showing cases on an account by account basis to give you this information.
Recently, we asked you to help us build a better Salesforce reporting solution by sharing your experiences of working with Salesforce in our survey.
Part of being a good Data Storyteller is being able to uncover new insights about the things that make your business tick and then presenting these in a clear and compelling manner that helps senior management to make effective strategic decisions. This requires good analytic skills aligned to a talent for filtering data and distilling it down to its essence.
Out of the gate, we’re supporting Salesforce® (alongside Excel® and CSV files) and we’re planning to add connectors to other popular cloud platforms soon.
If you work in sales operations, you probably spend a chunk of your time ensuring your sales team have access to all the information they need to drive their success. For example, by helping improve forecasting predictability and providing actionable insights.
Although business intelligence technology is constantly evolving and analysts have more tools and features to work with than ever before, very often non-analyst business users still struggle to get the information they need in a timely and efficient manner.
Remote workers (e.g. sales people, field engineers, vendor managers), alongside other frontline workers in an organization, make decisions throughout the day which taken in total determine the success of a business. So, if you have remote workers in your organization, the chances are that they rely on access to high quality business information to get answers to questions that enable them to better perform their jobs . Continue reading
One of my friends is a store manager for a large chain of department stores. She started telling me about an issue she had to resolve on the back of their hugely successful Black Friday sale (more on this later). This led to a discussion about how she uses information to help her run an effective store. Continue reading
At Antivia we believe that providing front-line workers with task-focused information applications is the best way to enable them to answer their business questions and to help them be successful.
To help you along this path, we published an eBook earlier this year: Your Guide to Becoming a Data-Driven Organization, which explained how to decide what to measure in your organization, why the things you measure should be actionable, and how to present all this information in a way that works for people across your organization. Continue reading
We’ve just released a new version of DecisionPoint™, R11, which provides access to more data sources (including Salesforce®), increases designer productivity and features a significant internal re-architecture of the calculation engine to strengthen and streamline its core foundation. Continue reading