Sales Analytics Opportunity Dashboard (Embedded)

Default Behavior and Recommended Options

Note This dashboard is only included if Sales Wave is set up to include products. See Wizard and Other Setup Options.

Embed the dashboard in either Lightning and Aloha page layouts.

Edit the dashboard to set target lines and set the upper bounds for gauges. With the dashboard open in Analytics Studio, click the edit icon to open the designer, then click the widget you want to edit. Then look for the value you want to change in the properties panel on the right and change it there. Save the dashboard.

Wizard and Other Setup Options

To add this dashboard to your app, select Products on the wizard page that lets you add objects to the app.

Datasets Used

• Opportunity Products
• Activities

Embedding Syntax

Here’s the syntax for embedding the dashboard in either Salesforce Classic or Lightning Experience Opportunity page layout. Note the difference between using a filter for single accounts or account hierarchy. Opportunity is the developer name for the opportunity dataset. Use the exact developer name of the dataset when embedding the dashboard.

Salesforce Classic

{"datasets": { "opportunity": [{"fields": ["Id"] ,"filter": { "operator":
          "in", "values": ["$Id"] } } ]}}

Lightning Experience

Note Syntax for Lightning Experience uses single quotes instead of double quotes.

{'datasets': { 'opportunity': [{'fields': ['Id'] ,'filter': { 'operator': 'in', 'values': ['$Id'] } }
      ]}}

KPI Calculations

• Age. Number of days opportunity has been open; Today’s date - Created date.
• Days in Current Stage. (Not shown.) Number of days the opportunity has spent in the current stage.
• Days until Close. (Not shown.) Expected close date - today’s date
• Pushed Close Date. Number of times the close date has been pushed into the future.
• Product Breakdown. Grouping of product names according to product total price.
• Discount. (Product total price for all products attached to the opportunity/ Product list price)
• Activity Breakdown. Number of Activities (open or closed) broken down by activity type.