All successful companies have one thing in common: They have specific goals, and ways to measure them. Tracking goal progress is one of the best ways to keep the company's team motivated. This, sometimes, may be overlooked by the companies, even though it can help teams accomplish much bigger initiatives and set a clear path of what needs to be done in the future. Without an effective way of measuring progress, there is no way to determine if a company is walking towards its goals or not.

How do you know if your company is on track? Let's see how Delta Gamma, a marketing company, tracks its customer's campaign ROI using Salesforce CRM Analytics and riverBI's On Pace, an app that allows a precise and clear way to track goals in Salesforce's Analytics Cloud.

Delta Gamma wants to present their customers with reports displaying how effective their campaigns are when the subject is lead capturing. They use external databases to keep track of their campaign and customer's lead capturing goals. They use CRM Analytics to load their external data via connections in the platform. By using On Pace application, they can now use this data to analyze and compare their goals against the actuals.

  1. The first step in the data analysis is that Delta Gamma needs to generate both datasets, containing their actuals and their goals data. CRM Analytics contains several different cloud database connectors that can be used to load the data. After syncing it, by using recipes, datasets are generated and now they can create the app using On Pace.
  2. Creating an app template in CRM Analytics is very simple, in Analytics Studio, they just have to click create and select app. Now, there is a list of several app templates that can be used. Now, they select On Pace as the template app.
  3. Now, in the template wizard, Delta Gamma can select both generated datasets for the analysis. They select their actuals and the goals datasets.
  4. There are different ways of measuring goals vs actuals. They can be measured in numbers (like amount), or number of occurrences (like number of activities). Delta Gamma is interested in how many leads are captured by campaigns, so they will select the number of occurrence option as a measurement.
  5. Data can be segmented. For example, they may want to see leads generated by region, or industry. So, On Pace allows them to select groupings to segment the displayed data. On Pace allows you to select up to three groupings for analysis segmentation in your datasets. The columns’ names don’t have to be the same in both datasets, but their values must be the same. Both datasets’ columns must be mapped to each other for accurate data segmentation.
  6. Finally, On Pace allows the selection of filters, for data drill down. Up to 6 filters can be selected for the dashboard. The first filter should be a date column for the goals. Again, both datasets' columns must be mapped.

With these small steps, Delta Gamma has a completely new dashboard that is already fully functional, dashboard displaying their goals vs their actuals data. That’s the power of CRM Analytics combined with On Pace. Fast and functional data analysis for goal tracking.



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