Build a Better Dashboard: Multi-Channel Sales Dashboard

12 01 2009

I recently posted an entry entitled Build A Better Dashboard in which I described how to build a product dashboard using ATG Customer Intelligence. In this follow up to that post I’ve built a multi-channel sales dashboard using Report Studio. 

Sales Dashboard (click to enlarge)

Sales Dashboard (click to enlarge)

You can find a screenshot of this dashboard to your right. To show the detail just click on the image to enlarge it. I’ve even included the source code and instructions for how to deploy it below if you wanted to take a closer look at it in your own environment.

The dashboard includes key performance indicators for important business processes. In the upper left hand corner are the most important metrics as this is where the eye generally starts looking for content on a dashboard. You’ll find metrics on sales, traffic and returns and sparkline chart indicating how these metrics are trending.

To the left of this area are key metrics broken out by sales channel. It compares the key performance indicators across channels. In this case how they are performing on the web channel versus how they are performing in the contact center channel.  

Finally at the bottom we have some more interesting content indicating the top ten selling products by net sales as well as top revenue producing search terms and what products were purchased using those terms.

The great things about this dashboard is that it brings together a lot of data from multiple sources into a single place where it can be reviewed daily. Add baslines and targets for these metrics and the dashboard because a great tool for performance management. It’s an excellant example of how you can use ATG Customer Intelligence to bring data from multiple products in the ATG Commerce Suite including  Commerce Search and ATG Commerce Service Center.

The following step-by-step instructions can be used to install the report in your environment.

  1. Copy report definition to clipboard.
  2. Start Report Studio with the ‘Commerce (model)’ package.
  3. Select ‘Create a new Report or Template’.
  4. Select a ‘Blank’ Template.
  5. From the Tools menu select ‘Open report from Clipboard’.
  6. Save the report definition to the content store.

Click here to download the report definition (Note: In order to workaround some limitations in wordpress I’ve created the definition in a word document.)




2 responses

23 01 2009
Anjan Pathak

Thanks for your blogs on ACI. I had to install ACI and give a demo for one of my clients. It was hard with ATG 2007.1 as lot of links on the documentation were missing. Looks like 9.0 docs are better. However it might be also a good idea to include a sample data dump with ACI (not sure if it is included with 9.0) for demo purpose. I had to use the Cognos Go data dump.
Keep posting.


28 01 2009

We’ve invested a lot of time and effort to improve ACI for the 9.0 release. Hopefully it should pay off making it easier on customers to configure and install.

Thanks for the suggestion to ship sample data with the product to demo. I’ll take that back to the product manager. Keep the suggestions coming…


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