3Cs of Designing Salesforce Wave Dashboards

springML_3Cs

 

Salesforce Analytics Cloud is the next generation data exploration tool. Not only the data visualisation is beautiful in wave, but it is also user friendly, and designed for the end user analysis. It is enabled with various ways to interact with data, and strike conversations among business users. Here is a brief summary on how to create attractive dashboards that will answer your business queries at speed of thought.

3Cs – Context, Collaboration and Convenient

Technology has been advanced and users no longer need to use the same dashboards and presentations that will be used in QBRs. Today’s need is interactiveness, dashboards need to be live and respond to user queries at high degree of speed. Performance is one of the most critical and unique design element in Wave.

Context

Here is a simple guideline

As a Sales Manager, I’d like to compare Sales by quarter by Sales Rep.

The user story should answer a specific question. Then question will automatically will lead to the possible visualizations.

  • Time Series
  • Ordering
  • Distribution
  • Deviation
  • Correlation

In the above example the keyword compare helps in understanding the relationship with category values. Some of the keywords that are often used

Time Series

Change, Increase, Decrease Trend

Ordering

Top 10, Bottom 10

Distribution

Share, Percentage contribution

This will also be helpful to design the datasets and provide vital information on how the UI should look like.

Collaboration

The dashboard should be insightful to action. The dashboard should be a starting point, it should trigger action to drill-down further and allow user to perform activity. Some actions include: creating a task when an opportunity is found, update the opportunity or chatter for additional insight or broadcast to larger audience. As much as the dashboards are visually appealing the action framework is a powerful functionality that makes Wave really stand out.

Convenient

In this fast paced world, apps that are adopted by users have one common characteristic – performance. Wave is powered by a extremely powerful query engine. But it is advisable to have summary view, glance view and detailed dashboards which are based on each use case.Wave dashboards can also be attractively implemented in ipad, iphone and iwatch. Using these next generation mobile devices increases user adoption and engagement.