Add Key Metrics to Evaluate Your Business
- Total number of deals
- Average deal size
- Average case resolution time
- CSAT score
- Total opportunity value generated by a marketing campaign
Laura wants reps and their managers to know the value of opportunities currently in the pipeline, and how much was won as well as lost. The best way to represent those metrics is with number widgets.
Let’s create the following number widgets in our dashboard.
We calculate the value for each widget based on the Amount field in the DTC Opportunity dataset. (This dataset comes with the Analytics Developer Edition org that you signed up for.) We apply different filters to get the total open, won, and lost opportunity amounts. For example, to get the total amount for only open opportunities, we have to filter out the opportunity records that are won or lost.
So where do we create these calculations? In steps. To learn about steps, check out the following video (English only).
While your Sales Performance dashboard is in edit mode, hover over the center of the top
number widget and click 123 Number.
A wizard opens. Use the wizard to build a step that calculates the value for this number widget.
In the list of datasets, select DTC Opportunity.
If no error occurs, the explorer opens, showing a visual representation of the step query. The default query calculates the total number of records in the selected dataset.
To show the total value of opportunities in the pipe instead, let’s modify this query. Since each row in the dataset represents an opportunity, add the opportunity amount of all the rows. To get that, let’s change the count of records to the sum of opportunity amounts.
Click Count of Rows under Bar Length, and then select
To show the amount for only open opportunities, let’s add a filter that excludes closed won and closed lost opportunities.
Click Filters, click + under the Filters tab,
and then select Stage.
- Select all values, except 08 - Closed Won and 09 - Closed Lost.
- To apply the filter, click Add.
To label the step, click the Edit button next to Untitled Step and then enter
Open Opp Amount.
Congrats! You created your first number widget. Unfortunately, you can’t see the widget title and some digits are truncated. Let’s fix these issues now by modifying the widget properties.
Select the widget to show its widget properties and then change the Title property from
Sum of Amount to Open Pipeline, select
Shorten number, and increase the number size to 20.
When you preview the dashboard, you can now view the new title and the shortened number inside the widget. To preview, click in the dashboard toolbar.
Save the dashboard.
As you can see below, our new title clearly indicates what the number represents and uses terminology that’s familiar to users viewing the dashboard. Nice work.
Select the Open Pipeline widget in the dashboard.
The widget-level buttons appear at the bottom of the dashboard designer.
To clone the step, click and then .
Notice that the explorer retains the step query. Let’s change the filter to show won opportunities instead of open opportunities in this cloned step.
Click the Filters tab, and then click Stage filter.
Remove all selections in the Stage filter, and then select only 08 - Closed
- To apply the new filter, click Update.
- To distinguish this step from the other one, set the step label to Won Opp Amount.
To create the step, click Done.
Excellent! Now it’s time to apply this new step to the second number widget.
To view the steps panel, click an empty space at the bottom of the dashboard canvas.
The steps panel shows all steps defined in the dashboard, even if they aren’t used by any widgets. The panel shows the step IDs and labels.
Drag the new Won Opp Amount step on top of the second number widget.
Great. This widget now shows the total value of all won opportunities.
- Select the new widget and, in the widget properties, change the Title widget property to Won Opportunities, select Shorten number, and increase the number size to 20.
- While you’re at it, build the third number widget to show the lost opportunities. Select 09 - Closed Lost as the stage filter, enter Lost Opp Amount as the step label, change the widget title to Lost Opportunities, select Shorten number, and increase the number size to 20.
- Save the dashboard.
Take a bow! With the first two number widgets, you’ve just given Laura the ability to see how much money is in the pipeline and how much is in the bank. With the third, she knows how much money was lost to competitors. Don’t worry that some of the titles are truncated while editing the dashboard. When you preview it, you can see the complete titles.
In the next unit, you create a chart that helps Laura compare sales reps and a table that lets her see their individual opportunities.