Track and analyze sales by using a PerformancePoint dashboard (SharePoint Server 2010)


Applies to: SharePoint Server 2013 Enterprise, SharePoint Server 2010 Enterprise

Topic Last Modified: 2011-08-05

This scenario provides detailed guidance on how to create a sample corporate sales dashboard that uses the business intelligence capabilities in Microsoft SQL Server 2008 R2, Microsoft SharePoint Server 2010, and Microsoft Office 2010. This scenario covers creating a dashboard that uses PerformancePoint to include various reports. These include a KPI details report, analytic bar and pie charts, Reporting Services report, Excel Services report, and a Web Page report. This scenario includes a document titled “Creating and Using a Sales Dashboard,” which provides information to assist you to create a similar dashboard in your environment. The major sections of the document include the following:

  • Overview

  • Phase I: Preparing the Environment

  • Phase II: Planning the Dashboard

  • Phase III: Building the Dashboard

  • Phase IV: Using the Dashboard

  • Additional Resources

  • Cross-Functional Flowcharts