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This solution scenario walks you through the process of creating and then using a basic dashboard to track organizational performance.

• This solution scenario walks you through the process of creating and then using a basic dashboard to track organizational performance. The dashboard includes various report views that empower users to quickly and easily gain insights through Microsoft business intelligence. Follow the guidance on the corresponding Sales Dashboards solution scenario resource center to get started, and download the materials on this page for comprehensive information to learn how to create and use a corporate sales dashboard that contains a variety of reports. Documents:
  1. Creating and Using a Sales Dashboard.docx: Detailed description of the scenario
  2. Dashboard_Swimlane_by_Phase.vsd: Visio diagram outlining the scenario by phase
  3. Dashboard_Swimlane_by_Role.vsd: Visio diagram outlining the scenario by role
  4. Sales Dashboard_pdf.pdf: Interactive sales dashboard diagram designed to provide a visual flow of tasks for an overall look as you customize the scenario to meet your own corporate needs.

Files

Status: Live This download is still available on microsoft.com. The downloads below will come directly from the Microsoft Download Center.

File	SHA1 Hash	Size
Creating and Using a Sales Dashboard.docx	753e307ab9a13ea015986a1ede1fc1261ea33ada	1.23 MB
Dashboard_Scenario.zip	85d087edabe86b10536445c4de2f3f8c5697b799	2.91 MB
Dashboard_Swimlane_by_Phase.vsd	2d751a00206956e5a0bf01208baaa3b8240a97af	99 KB
Dashboard_Swimlane_by_Role.vsd	857c144cb6fea553cf1bd9dd9b3fc680324839a7	94 KB
Sales Dashboard_pdf.pdf	893cbe34efc63131557d9b8e3a4bb8b9b90cf767	1.49 MB

File sizes and hashes are retrieved from the Wayback Machine’s indexes. They may not match the latest versions of files hosted on Microsoft servers.

• Server:
  • SharePoint Server 2010, Enterprise Edition, including the following:
  • PerformancePoint Services in Microsoft SharePoint Server 2010
  • Excel Services
  • SQL Server 2008 R2, including the following:
  • Analysis Services
  • Database Engine (for the Contoso DW database)
  • Reporting Services (installed in SharePoint Integrated mode)
  • Reporting Services Add-in for SharePoint Products and Technologies
  Client:
  • Office 2010, including the following:
  • Excel
  • PowerPoint
  • Microsoft Silverlight 3

• There are four files available in this scenario. You can download them separately, or you can download them all together by getting the compressed .zip file. After download, to extract the entire contents of a compressed folder, right-click the folder, click Extract All, and then follow the instructions.