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Create interactive Salesforce dashboards with BIRT

Posted by averma  Icon, 30 October 2011 - 01:28 PM

Are you still pulling your Salesforce data in Excel to do analysis? Now there is a more efficient way to visualize your SFDC data using rich interactive dashboards. Actuate's new Dashboard pack for Salesforce comes with prepackaged sales and pipeline dashboards along with several BIRT reports and gadgets.
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The setup utility quickly uploads the necessary files to your on-premise BIRT iServer and you can start working with it right after. Here is a short video that goes over installation and gives a glimpse of what you can expect to see after you set it up.
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These dashboards and gadgets are driven by a sample BIRT data object as a data source that could easily be replaced with your own data objects. This can be done by editing datadesign files to provide your SFDC credentials and making necessary SQL modifications to adapt the data set to your SFDC data model. These datadesign files can then be scheduled to generate BIRT Objects at regular intervals within your BIRT iServer environment. The datadesign files and reports can be edited using BIRT Designer Pro, which supports all the features of open source Eclipse BIRT Designer and is compatible with reports developed with it. You can download and install free evaluation copies of BIRT Designer Pro and BIRT iServer from here.

Filed in BIRT dashboard, Salesforce, sales dashboard, salesforce dashboard, pipeline dashboard

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