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VisualCue for Salesforce Frequently Asked Questions

A sales enhancement app. VisualCue gathers your disparate Salesforce reports into one visualization that’s easy to understand.

VisualCue uses your same login credentials to access the data stored in Salesforce. Once a connection has been made VisualCue refreshes the data in Salesforce in real time.

VisualCue for Salesforce is designed to give you insight into the entire sales pipeline. Tiles detailing sales representatives, leads, accounts, opportunities and tasks each contain dozens of key performance indicators with history. And since VisualCue can track an unlimited amount of data there is no organization too large or small.

VisualCue for Salesforce requires no advanced set up or instructions. Just enter the Salesforce credentials into VisualCue and your information automatically populates VisualCue Tiles.

No. VisualCue for Salesforce does not change the data generated in Salesforce. The system accesses the data in real-time to power visualizations but does not delete or alter the source data in any way, keeping your raw information secure at all times.

You can sign on to VisualCue with a secure name and password like any other website or software. Within the system permissions can be established regarding which users have access to certain information.

General Frequently Asked Questions

VisualCue is a Business Activity Monitoring Platform that increases overall efficiency throughout the entire organization. It is an intuitive way to show your real-time business data in a way that any employee can understand. Decisions can be made quickly and real change can happen now, when it matters most.

By definition, Business Activity Monitoring (BAM) allows you to manage aggregations, alerts, and profiles to monitor relevant business metrics (called Key Performance Indicators, or KPIs). VisualCue is a Business Activity Monitoring Platform that allows everyone within an organization to instantly see the performance of all aspects of the business, and make decisions quickly.

VisualCue connects to your data source and translates the rows and columns in the spreadsheets into visual icons called Cues. Weights and thresholds are then applied to Cues to determine their color. In this way every single KPI surrounding a person, process or asset in your business is given a visual representation.

VisualCue uses sophisticated data connection software to read data from databases and spreadsheets- all you need to provide is a username, password and any other specific credentials for the data source. When the system is first implemented you can determine how frequently VisualCue accesses the data stored in these sources which then drives the visualization.

Traditional visualizations, such as the charts and graphs you find in most dashboards, can only offer a high level overview of a few key performance indicators at a time. These visualizations can be difficult for some people to understand quickly. VisualCue’s Tiles, on the other hand, gather all of the major KPIs relating to every person, process or asset in your organization and put them on a single screen. This is how you can see not only a high level overview but also the actionable details in a single visualization.

The Tile is VisualCue’s most powerful data visualization tool. It starts with an entity in your business- a truck, a sales representative or a process you need to complete. A visual icon is assigned to that person, process or asset and that is what you see at the center of the Tile. All of the key performance indicators relating to that entity are then displayed around it in their own icons. Each Tile can hold dozens of key performance indicators, allowing you to see every important detail at a glance.

A Mosaic is a collection of Tiles. A Tile is a visual representation of a person, process or asset and all of their key performance indicators, while a Mosaic is a visual representation of your entire organization, seeing every Tile on the screen at once. Mosaics come in different varieties- the basic Mosaic, which puts Tiles side by side in a grid which can then be sorted, grouped and filtered to find patterns and make connections, or Tiles can be arranged on maps, diagrams or calendars to get even more insight from the data.

A Cue is the most basic unit of VisualCue’s data visualization language. A Cue is a visual representation of a person, process or asset and the key performance indicators that go along with it. But instead of a number or tabular data VisualCue translates that information into visual icon. The color of the icon tells you what state the data is in, whether it is above, below, or meeting expectations set by either industry standards or management’s own goals.

No. At VisualCue we believe data should be available for everyone. That’s why our pricing focuses on how much data you use, not how many people want to use it.

There are lots of options for establishing your VisualCue system. Some implementations such as our Salesforce solution can be implemented fairly quickly due to predefined Tiles and variables. However, being a platform, VisualCue can be customized to suit your specific needs and designed from the ground up. These advanced systems can be set up in as little as a few days to as long as a few weeks depending on the size and complexity of your data.

Each VisualCue Tile can contain dozens of Cues, and a Mosaic can contain hundreds or thousands of Tiles. This means that essentially there is no limit to the amount of data VisualCue can track in real time.

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