Perfect Probability Pipeline

The way I see it, if you're gonna build a time machine into a car, why not do it with some style? The 1981 DeLorean DMC-12 had it all - a weak V6, leaky doors, rear window louvers, coke in the spare tire, and stainless steel!

Just to be clear, I'm not linking the 'pipe' in pipeline to the extra-curricular profit pursuits of John DeLorean or the classic guitar licks of Jimi Hendrix.

What I am saying is that if you don't build some style into your pipeline, you'll be ignored like a Chrysler K-car.

In the last post, we learned how to create actions that help the user to focus their activity on the right opportunity. This time, we'll help them fine tune their forecasts.

That's some next level button!

One of the knocks on dashboards is that they give you some good information on what is or what was, but don't help you know what to do. In a sales organization, 'what to do' generally means pipeline management. A typical pipeline tab might look something like:

Nice and clean, right? Some good spot info along the top. The stacked bar chart is a nice histogram of your possible future revenue. Finally, some detail info at the bottom. The end user can click around, filter down to their territory, and see some good info. They are practicing 'data discovery' just like we want them to.

You sit back, proud of yourself, thinking, "You recognize the skills, so I don't want nobody calling me son or kid or sport or nothing like that." But there's some next level stuff going on slick, and I need to tell you something about all your skills. As of right now, they mean precisely... zilch.

The next level is to help your users get to actionable info and give them a reason to come back as often as possible. In this case, one click to show the opportunities that are close to close. For this, 'close to close' is defined as an opportunity that has an anticipated close date that is less than 30 days from today.

Better List Boxes

You know the kind of guy who does nothing but bad things, and then wonders why his life sucks? Well... that was me. Every time something good happened to me, something bad was always waiting around the corner. Karma. That's when I realized I had to change. So, I made a list of every bad report I've ever done and, one by one I'm going to make up for all my mistakes. I'm just trying to be a better analyst. My name is Mike.

# 48,408,730 on my list is creating boring List Boxes. Every dashboard out there has something like this:

While it's a useful tool and let's your users filter and experience Qlikview's associative power, it's really boring. And to top it off, that bold, blue caption bar screams, "I'm important!" As all faithful FortuneCookieBI fans know, screaming is only for actually important things, not for captions. See what I did there?