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This page is utilizing the SharePoint Data Zoom Web Part and the SharePoint Data Zoom Extensions for salesforce.com Sales to demonstrate a simple application.  In the application below, live sales activity data is retrieved from salesforce.com through its web services and rendered in SharePoint by the Data Zoom Web Part. 

 

 
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 The Data Zoom script used in this demo application can be found in the community site here.

 SharePoint Data Zoom Web Part Demo - Sales Funnel

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Tony Bierman | Shelley Levene | Willie Loman | Ricky Roma | John Williamson | All
 1-43 
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Opportunity name Sales stage Amount Probability Expected revenue Close date Salesperson
Overdue
Probably going to choose our mountain bikes for this year. Open $36,891.09 86 % $31,726.34 6/4/2009
69 Lower level touring bikes - followup Open $103,534.79 86 % $89,039.92 6/4/2009
Very likely will order 18 Road bikes this year. Open $27,494.94 85 % $23,370.70 6/5/2009
Interested in Mountain Bikes; 47 of the new model Mountain-400 and Mountain-400-W. Open $94,679.24 82 % $77,636.98 6/8/2009
Click for account details GenePoint Lab Generators Id. Decision Makers $60,000.00 82 % $49,200.00 6/8/2009
5 Road-150 bikes. Needs a discount to get him on board. Open $20,256.59 81 % $16,407.84 6/9/2009
34 mid level road bikes Open $68,435.97 79 % $54,064.42 6/11/2009
Click for account details Grand Hotels Guest Portable Generators Value Proposition $250,000.00 78 % $195,000.00 6/12/2009
44 High end road bikes Open $87,289.47 77 % $67,212.89 6/13/2009
Interested in road Bikes; 35 of the new model 250. Open $93,433.84 75 % $70,075.38 6/15/2009
5 Touring Bikes - medium and lower level Open $7,643.89 64 % $4,892.09 6/26/2009
Click for account details United Oil Installations Negotiation/Review $270,000.00 63 % $170,100.00 6/27/2009
6 Bike order - probably road and touring. Open $9,904.42 62 % $6,140.74 6/28/2009
Will expand their accessories to include water bottles, caps, lights, and locks. Open $15,267.49 59 % $9,007.82 7/1/2009
Will be ordering about 76 bikes of various types. Open $188,987.65 56 % $105,833.08 7/4/2009
Follow-up with Oscar regarding Mountain bikes Open $18,389.45 55 % $10,114.20 7/5/2009
Click for account details Edge Emergency Generator Id. Decision Makers $35,000.00 54 % $18,900.00 7/6/2009
Click for account details University of AZ Installations Proposal/Price Quote $100,000.00 53 % $53,000.00 7/7/2009
May expand from BMX into mountain bikes. Open $15,564.26 52 % $8,093.42 7/8/2009
Click for account details Express Logistics SLA Perception Analysis $120,000.00 50 % $60,000.00 7/10/2009
Looks good for 50 Touring bikes; they want our caps as a give-away promotion. Open $106,420.55 45 % $47,889.25 7/15/2009
Restock their helmet supply; will purchase 25-50 helmets. Open $24,645.89 44 % $10,844.19 7/16/2009
4 Lower level touring bikes Open $10,453.34 35 % $3,658.67 7/25/2009
25 Mountain bikes and at least 5 road bikes. Some interest in our clothing. Open $94,800.82 34 % $32,232.28 7/26/2009
10 Touring Bikes this summer Open $14,589.45 33 % $4,814.52 7/27/2009
They sell both touring frames and bikes. May order saddles as well. Open $25,851.65 28 % $7,238.46 8/1/2009
Will be ordering about 110 bikes of all types Open $275,043.67 28 % $77,012.23 8/1/2009
10 Bike order - probably road and touring. Open $22,469.39 27 % $6,066.74 8/2/2009
Will be ordering about 32 bikes of various models. Open $78,459.23 26 % $20,399.40 8/3/2009
Some interest in 21 High level road bikes Open $40,201.49 24 % $9,648.36 8/5/2009
Click for account details United Oil Refinery Generators Proposal/Price Quote $270,000.00 23 % $62,100.00 8/6/2009
Click for account details United Oil Plant Standby Generators Needs Analysis $675,000.00 22 % $148,500.00 8/7/2009
Click for account details United Oil Office Portable Generators Negotiation/Review $125,000.00 21 % $26,250.00 8/8/2009
Click for account details Pyramid Emergency Generators Prospecting $100,000.00 20 % $20,000.00 8/9/2009
Interested in Mountain Bikes; 14 of the new model. Open $42,568.34 19 % $8,087.98 8/10/2009
Looks good for 13 Road bikes this year. Open $24,749.68 18 % $4,454.94 8/11/2009
Very likely will order 73 Road bikes this year. Open $153,385.37 17 % $26,075.51 8/12/2009
Click for account details Express Logistics Portable Truck Generators Value Proposition $80,000.00 6 % $4,800.00 8/23/2009
Will order socks, jerseys and gloves soon. Likes the Touring-2000 model Open $29,028.40 6 % $1,741.70 8/23/2009
Interested in Mountain Bikes; 45 of the new model. Open $85,599.47 5 % $4,279.97 8/24/2009
25 Road Bikes next quarter Open $52,229.95 2 % $1,044.60 8/27/2009
Click for account details Dickenson Mobile Generators Qualification $15,000.00 2 % $300.00 8/27/2009
Click for account details Grand Hotels Kitchen Generator Id. Decision Makers $15,000.00 1 % $150.00 8/28/2009
$3,983,269.78 $1,647,404.61


 
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