Create your Dashboard: Deals & Pipelines

Create your Dashboard: Deals & Pipelines

Understanding your sales pipeline


This lesson shows you how to create a dashboard to summarize the sales activity of your contacts, staff and pipelines. You can download your template Your Deals Dashboard


Create your data sources


For this Dashboard you will need to create standard data sources from the  following resources. These contain no custom dimensions or metrics.

  1. Deals 
  2. Stages
  3. Pipelines
  4. Users

Change of data-type

The data source "deals" requires two dimensions to have their data type changed as per below.                   

Name
Old Data-type
New Data-type
group
number
text
stage
number
text


Video: Building "Your Deals and Pipelines" data sources


TIP: 

The "Pipelines" data source is only used to obtain the names of the  pipelines. These are not present in  the "Deals" or "Stages" data  sources only the id.    


Video: Configuring your dashboard


With your Data sources created you are now ready to configure the dashboard  from the template in this previous lesson. Open the template in a new  browser tab and watch the video below.



Data blend design


For this lesson you will need to create a data blend. This will be used in many of the charts on the dashboard "Your Deals & Pipelines. The rest of this lesson outlines all of the configurations to copy as per the videos in prior lessons for this chapter. 

Data blend name: 

When you create your data blend you will need to name it "Deals"  

Data blend data sources:

This data blend requires the use of four data sources. You should have previously completed this task creating data sources with the names below.

  1. Deals
  2. Stages
  3. Pipelines
  4. Users


Join Conditions:

The Data blend will also have the following 4 join conditions prepopulated  into the Blend as soon as you map the data sources into the Dashboard.

The joins are as follows


1- Inner join deal.group and stages.group  
2- Inner join deal.stage and stages.id
3- Inner join deal.pipelineid and pipelines.id
4- Inner join deals.owner and  users.id


Metrics:

The data blend will require you to add the following metrics as per table below. 

                      

Name
Type
Formula
Deal Status
Dimension
case when status = 0 then 'Open' when status = 1 then 'Won' when status = 2 then 'Lost' else 'NA' end
No of Deals
Metric
count(activitycount)
Sales $
Metric
sum(value/100)
winProbability
Metric
sum(winProbability)
Average Deal $
Metric
(sum(value)/count(activitycount))/100
Age of Deals
Metric
DATE_DIFF(today(),cdate)


Dimensions:

You will also need to add the following dimensions to your data blend.                       

Name
Source
Created Date
deals.cdate
Modified Date
deal.mdate
Deal id
deals.id
Pipeline id
deals.pipeline id
Stage
deals.stage
Stage Id
stages.id
Deal Stage
stages.stage name
Owner
deals.owner
Deal Name
deal.title
customerAccount
deals.customerAccount
description
deals.description
customerAccount
deals.customerAccount
Deal Stage
stages.stage name
Pipeline Name
pipelines.pipeline name
Deal Owner
users.first name


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