DATA VISUALIZATION AND USER INTERFACE FOR MONITORING AND PREDICTION OF DEAL PERFORMANCE

Data visualizations and user interfaces help managers monitor progress in meeting their performance targets and explore hypothetical situations for meeting performance targets. A pending deal visualization is partitioned into first and second portions representing times prior to and following a perf...

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Bibliographische Detailangaben
Hauptverfasser: PEASE JEFFREY, MILANES DANIEL VALDIVIA, AVILEZ FERNANDO FRANCISCO DINGLER, STEPHENS DAVE, WEIR HEATHER, LIU BAO
Format: Patent
Sprache:eng
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Beschreibung
Zusammenfassung:Data visualizations and user interfaces help managers monitor progress in meeting their performance targets and explore hypothetical situations for meeting performance targets. A pending deal visualization is partitioned into first and second portions representing times prior to and following a performance period deadline. Deal icons are arranged in either portion based on their expected deal closing dates. Deal icons may also be positioned based on their probabilities of successful completion. A performance goal visualization includes indicators for the progress towards a performance goal. A user may move deal icons between the first and second portions in the pending deal visualization to explore hypothetical changes in deal closing dates and view the impact on goal progress in the performance goal visualization. Proposed changes to expected deal closing dates may be saved for future reference and/or distributed to other users to act on these changes.