5 Report Types Made Easy with GoodData v2
Five Report Types Made Easy with GoodData Below are five report types that demonstrate the power of GoodData for regular business reporting and analysis. All of these are built once, placed on dashboards, and automatically populated with the latest data. Many are especially powerful in conjunction with GoodData’s ability to historically snapshot data from any system such as a CRM system.
Historical Trending Reports
Historical Trending charts track changes over time of a single metric or series of metrics. This level of historical trending enables you to understand how your business is changing over time, in contrast to line-of-business apps that give you only ‘today’s view.’ In this case, you can see that while your pipeline size fluctuates over time, the majority of the pipeline is dominated by deals in the $5001-$50000 and $0-$5000 range.
Tiering & Grouping Tiering & Grouping Reports take any metric and group them for easier reporting and analysis. For instance, it’s easy to track deals that are 0-60 days old, or opportunities that are between $50,000-$200,000
Here you see a simple colored line chart which
Rolling Period Reports let you track changes over time to a much
tracks quarterly sales by pipeline age. You can see
greater level of specificity, with little to no effort. Regardless of
an aberration in Q2 of 2009, annotated with an
when the report is written, you can automatically track ‘rolling
explanation. Sometimes the simplest visualization is
periods’ - set automatically (e.g., quarterly, monthly) or custom. In
the most powerful.
this case, you can see quarterly pipeline by opportunity age - deals that are 0-60 days, 61-120 days, etc.
Waterfall Reports
Waterfall Reports - often called What’s Changed Reports - track a cohort group of metrics or facts over time to see what happens to them. Where did the opportunities go through the quarter? What happened to the leads we got at that trade show? In this case, we are tracking deals that start a quarter in the Initial Offer stage - we can see that 60% of them remained in that stage throughout the quarter, while only 3.8% moved to a later stage. The same reporting be done for marketing or customer service analytics.
Exception Reports Exception Reporting allows you to track a metric that deviates from any set standard. This is among the most powerful business reporting features of GoodData - letting you track where marketing leads, sales opportunities or service incidents are deviating from the norm. For instance, you can easily report on Leads that Take Longer than 90 Days to Convert, Opportunities Expected to Close in the Next Two Weeks (see right), or Customer Service Incidents for Customers Over $50,000 in Revenue. Adding conditional formatting makes this reporting even more visually impactful.
Multidimensional Visualization The most powerful visualizations in GoodData allow you to track many dimensions for immediate visual insight. There are loads of ways to achieve this in GoodData. Here you see opportunities across four dimensions: size, age, win status and time. You can immediately see two key insights: (1) you are winning more opportunities early in sales cycles - as an opportunity ages, the likelihood of winning goes down; and (2) you are losing more small deals. The bigger the deal value, the better chance you will win.
Historical Trending Reports
Historical Trending charts track changes over time of a single metric or series of metrics. This level of historical trending enables you to understand how your business is changing over time, in contrast to line-of-business apps that give you only ‘today’s view.’ In this case, you can see that while your pipeline size fluctuates over time, the majority of the pipeline is dominated by deals in the $5001-$50000 and $0-$5000 range.
Tiering & Grouping Tiering & Grouping Reports take any metric and group them for easier reporting and analysis. For instance, it’s easy to track deals that are 0-60 days old, or opportunities that are between $50,000-$200,000
Here you see a simple colored line chart which
Rolling Period Reports let you track changes over time to a much
tracks quarterly sales by pipeline age. You can see
greater level of specificity, with little to no effort. Regardless of
an aberration in Q2 of 2009, annotated with an
when the report is written, you can automatically track ‘rolling
explanation. Sometimes the simplest visualization is
periods’ - set automatically (e.g., quarterly, monthly) or custom. In
the most powerful.
this case, you can see quarterly pipeline by opportunity age - deals that are 0-60 days, 61-120 days, etc.
Waterfall Reports
Waterfall Reports - often called What’s Changed Reports - track a cohort group of metrics or facts over time to see what happens to them. Where did the opportunities go through the quarter? What happened to the leads we got at that trade show? In this case, we are tracking deals that start a quarter in the Initial Offer stage - we can see that 60% of them remained in that stage throughout the quarter, while only 3.8% moved to a later stage. The same reporting be done for marketing or customer service analytics.
Exception Reports Exception Reporting allows you to track a metric that deviates from any set standard. This is among the most powerful business reporting features of GoodData - letting you track where marketing leads, sales opportunities or service incidents are deviating from the norm. For instance, you can easily report on Leads that Take Longer than 90 Days to Convert, Opportunities Expected to Close in the Next Two Weeks (see right), or Customer Service Incidents for Customers Over $50,000 in Revenue. Adding conditional formatting makes this reporting even more visually impactful.
Multidimensional Visualization The most powerful visualizations in GoodData allow you to track many dimensions for immediate visual insight. There are loads of ways to achieve this in GoodData. Here you see opportunities across four dimensions: size, age, win status and time. You can immediately see two key insights: (1) you are winning more opportunities early in sales cycles - as an opportunity ages, the likelihood of winning goes down; and (2) you are losing more small deals. The bigger the deal value, the better chance you will win.
