Door to Door Sales Campaign

Configure dashboard

The Door to Door Sales Dashboard is a configuration of ArcGIS Dashboards. This dashboard provides marketing and sales managers a view of the door to door sales campaign status.

To configure a door to door sales dashboard, create a Dashboard in ArcGIS Online or Portal for ArcGIS. You can then configure the dashboard elements for your door to door sales campaign.

Create a dashboard

  1. Verify that you are signed in to your organization with privileges to create content.
  2. Click the Apps button in the header of your site. Add an application
  3. Select the Operations Dashboard app.
  4. Click Create Dashboard.
  5. Provide a title for your dashboard.
  6. Optionally specify search tags, a summary, and a target folder.
  7. Click Create Dashboard.

Add a map

  1. Click the Add button.
  2. Select Map from the menu.Add a map element
  3. Search for Door to Door Sales Campaign and select the map.
  4. Specify any settings for the map and click Done.

Total services sold indicator element

To configure the total services sold element, complete the following steps:

  1. Add a new indicator element and select the Customer Locations layer as the data source.
  2. Configure the data settings to view the sum of services sold.
    • Value Type: Statistic
    • Statistic: Sum
    • Field: Total Customer Services
  3. Configure the general settings:
    • Title: Total Services Sold
    • Description: Total services sold during the campaign.

Campaign progress gauge element

To configure the campaign progress gauge element, complete the following steps:

  1. Add a new gauge element and select the Customer Locations layer as the data source.
  2. Configure the data settings to show the target range for the total number of prospective customers targeted in the campaign and include a threshold value.
    • Filter: Door Knocked? equal Yes
    • Statistic: Count
    • Minimum Value: 0
    • Maximum Value: 800
  3. Configure the gauge settings to show the threshold value. Configure the gauge settings to show the threshold value
  4. Configure the general settings:
    • Title: Campaign Progress
    • Description: Shows the current progress of the door to door sales campaign.

Doors knocked pie chart element

To configure a pie chart element for the number of doors knocked on, complete the following steps:

  1. Add a new pie chart element and select the Customer Locations layer as the data source.
  2. Configure the data settings for the doors knocked on during the campaign.
    • Categories From: Grouped Values
    • Category Field: Door Knocked?
    • Statistic: Count
  3. Configure the appearance of the pie chart, including color ramp and labels in the Chart and Slice tabs.
  4. Configure the general settings:
    • Title: Doors knocked
    • Description: Doors knocked on during the campaign

Internet services indicator element

To configure the total Internet services sold element, complete the following steps:

  1. Add a indicator element and select the Customer Locations layer as the data source.
  2. Configure the data settings for total internet services sold.
    • Filter: Is Internet Customer? equal Yes
    • Statistic: Count
  3. Configure the general settings:
    • Title: Internet Service
    • Description: Total Internet services sold

Phone services indicator element

To configure the total phone services sold element, complete the following steps:

  1. Add a indicator element and select the Customer Locations layer as the data source.
  2. Configure the data settings for total phone services sold.
    • Filter: Is Phone Customer? equal Yes
    • Statistic: Count
  3. Configure the general settings:
    • Title: Phone Service
    • Description: Total phone services sold

TV services indicator element

To configure the total TV services sold element, complete the following steps:

  1. Add a indicator element and select the Customer Locations layer as the data source.
  2. Configure the data settings for total TV services sold.
    • Filter: Is TV Customer? equal Yes
    • Statistic: Count
  3. Configure the general settings:
    • Title: TV Service
    • Description: Total TV services sold

Save the dashboard

  1. Save the Door to Door Sales dashboard and update the dashboard information:
    • Name: Door to Door Sales Campaign
    • Thumbnail image: Door to Door Sales Campaign Thumbnail
    • Summary: Dashboard to view the progress of the current door to door sales campaign.
  2. Share the Door to Door Sales Dashboard with your ArcGIS organization's Sale and Marketing groups.
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