About Data Visualization

This topic summarizes the data visualization feature. This feature is new as of Siebel CRM 22.5 Update. This release also provides new data visualization components.

Dashboards provide an intuitive approach to consuming aggregated data and insight and are often used to track key performance indicators (KPIs) and other metrics relevant to core business objectives. The data visualization feature provides a framework to help you to build dashboards faster and more efficiently.

The data visualization feature consists of data visualization components and dashboards.

Data Visualization Components

Data visualization components are the building blocks of the sample industry dashboards provided and of any other dashboards you configure. The following data visualization components are provided with this feature:

• Infolet components. For more information, see Infolet Components.

• Timeline components. For more information, see Timeline Components.

• Hierarchy components. For more information, see Hierarchy Components.

For more information, see About Data Visualization Components and Configuring Data Visualization Components.

Sample Industry Dashboards

Dashboards can include various types of data visualization components. Sample dashboards are provided that have been designed to support users in key roles for the following Siebel CRM industry applications:

• Siebel Financial Services. This dashboard provides a 360-degree view of a customer. For more information, see Siebel Financial Services Dashboard.

• Siebel High Tech and Industrial Manufacturing. This dashboard is an agent dashboard and provides a 360-degree view for an agent. It can be used by any sales or relationship partner. For more information, see Siebel High Tech and Industrial Manufacturing Dashboard.

• Siebel Telecommunications. This dashboard provides a 360-degree view of an account. For more information, see Siebel Telecommunications Dashboard.

In each case, dashboard content supports typical agent tasks and relevant data relating to customers, accounts, and other key entities. The sample dashboards can be adapted for use in other Siebel CRM applications. For more information, see About Sample Industry Dashboards and Creating a New Data Visualization Dashboard.

Also refer to information about applet visualization and tile visualization in Configuring Siebel Open UI.

Requirements for Implementing Data Visualization Dashboards

To be able to implement and use any data visualization dashboard, you must run the RepositoryUpgrade utility after installing Siebel CRM 22.5 Update or later and allowing the PostInstallDbSetup utility to complete. The RepositoryUpgrade utility adds Siebel repository data supporting the data visualization functionality. You must configure the appropriate data using Siebel Web Tools or Siebel Tools in order to implement or customize data visualization components or dashboards.