Abstract: Described herein are systems and methods for facilitating the information entry and task updates to a task database in a cloud server. The task database is in synchronization with a customer relationship management (CRM) system. The systems and methods described herein enable users to update the task database and enter information into the task database in a timely manner such that the task database can stay updated. The updated database can be used to construct a suggested task set at the beginning of a period of time to meet a preset target sales value for the end of the period of time.

Abstract: According to some embodiments, described herein is a system and method for classifying and grouping users of a task database system based on their activities in completing tasks defined in the task database system. A cloud server communicatively coupled to the task database system receives task data from the task database system, receives a request for ranking users under a particular level in a user hierarchy, gathers user activity data from an activity data server, uses a predetermined algorithm calculate a raw score for each user based on the user's activity, normalizes the raw score, and generates a ranking of the users based on their normalized scores. The ranking can be used as an indicator for determining which users need additional training in communicating with outside parties in completing assigned tasks.

Abstract: Through a first processing thread, a first database is accessed via a first API to retrieve a list of event objects of the first database. Through a second processing thread, for each of the event objects, participant identifiers (IDs) are determined from the event object. For each of the participant IDs, a domain ID is extracted from the participant ID. A list of one or more entity objects are identified based on the domain ID, where the entity objects are stored in a second database such as a task database storing and managing many tasks. At least one attribute of at least one of the entity objects is modified based of the participant ID and the domain ID, which generates a modified entity object. Through a third processing thread, any event objects that have been modified are transmitted to the second database via a second API over the network.

Abstract: A request is received for determining a task completion rate of each of a first set of tasks associated with a set of task attributes. The first set of tasks are scheduled to be completed within a first timer period. An MAPE score is calculated or obtained for each of the completion rate predictive models, which is determined based on prior predictions performed in a second time period in the past. The duration of the second time period is a multiple of the first time period. One of the predictive models is selected based on the MAPE scores of the predictive models, where the selected model has the lowest MAPE score amongst the predictive models in the set. In another embodiment, a predictive model is selected further based on the volatility scores of the predictive models. A model with a combination of lowest MAPE score and volatility score is selected.

Abstract: A first request is received at a server for a view of a chart graph from a client device over a network. The first request includes a first view identifier (ID) identifying a first of the views and a first filtering parameter for filtering data to be associated with the first view. A second request is transmitted to a CRM system over a network to retrieve live data associated with one or more chart elements of the first view. The second request includes information identifying the first filtering parameter such that only live data satisfying the first filtering parameter is retrieved from the CRM system. In response to the live data received from the remote CRM system, the live data is transmitted to the client device, wherein the client device renders a chart graph based on the live data and displays the chart graph at the client device.

Abstract: Systems and methods are provided for analyzing a history of meetings, the attendees, date of occurrence, and other content to determine the value of the meetings and the attendees. The importance of people and the meetings they attend can be derived based on patterns of attendees. In one embodiment, the meta-data of meetings and the attendees can be used to determine value without requiring time-consuming manual steps or manual evaluation of people and their titles. A graph of meetings and its attendees can be generated and used by one or more automated software agents to place value to the content of the meeting, its agenda, and other meeting collateral such as meeting briefs/attachments of meetings. Accordingly, embodiments dramatically reduce the need for human examination of meeting history.

Abstract: A request is received from a client for determining task completion of a first set of tasks associated with attributes, the first set of tasks scheduled to be performed within a first time period. For each of the attributes, a completion rate of one or more of a second set of tasks is calculated that are associated with the attribute. The second set of tasks has been performed during a second time period in the past. An isotonic regression operation and/or temporal smoothing are performed on the completion rates associated with the attributes of the second set of tasks that have been performed during the second time period to calibrate the completion rates. Possible completion for the attributes of the first set of tasks to be performed in the first time period is calculated based on the calibrated completion rates of the second set of tasks.

Abstract: A first request is received at a server for a view of a chart graph from a client device over a network. The first request includes a first view identifier (ID) identifying a first of the views and a first filtering parameter for filtering data to be associated with the first view. A second request is transmitted to a CRM system over a network to retrieve live data associated with one or more chart elements of the first view. The second request includes information identifying the first filtering parameter such that only live data satisfying the first filtering parameter is retrieved from the CRM system. In response to the live data received from the remote CRM system, the live data is transmitted to the client device, wherein the client device renders a chart graph based on the live data and displays the chart graph at the client device.