Abstract: Data visualizations and user interfaces help managers monitor progress in meeting their performance targets and explore hypothetical situations for meeting performance targets. A pending deal visualization is partitioned into first and second portions representing times prior to and following a performance period deadline. Deal icons are arranged in either portion based on their expected deal closing dates. Deal icons may also be positioned based on their probabilities of successful completion. A performance goal visualization includes indicators for the progress towards a performance goal. A user may move deal icons between the first and second portions in the pending deal visualization to explore hypothetical changes in deal closing dates and view the impact on goal progress in the performance goal visualization. Proposed changes to expected deal closing dates may be saved for future reference and/or distributed to other users to act on these changes.

Abstract: Data visualizations and user interfaces help managers identify promising deals requiring additional attention as well as other deals receiving a disproportionate amount of effort relative to their expected return. A deal forecast visualization positions deal icons at a distance from an origin point based on deal attribute values of associated pending deals. Deal icons may be positioned based on deal attributes including deal activity levels and expected closing dates. Deal attribute values may be retrieved from a CRM application. Visual indicators may provide additional information about pending deals. Deal icons may be scaled, colored, and/or shaded based on one or more attribute values of their respective pending deals. Additionally, the data visualization may be partitioned into circular segments, with each segment enclosing related deal icons and having an angular size based on the aggregate value of an attribute of the enclosed deal icons.

Abstract: Data visualizations and user interfaces help managers view the totality of deal opportunities in progress and identify potential shortfalls. A deal stage visualization includes deal stage regions corresponding with deal stages and arranged along a first axis. Deal icons represent individual pending deals and are assigned to one of the deal stages. The set of deal icons associated with each deal stage form a deal icon set. The deal stage visualization also includes a second axis representing aggregate values of the deal stages. Each deal icon set is associated with a display region having a displayed size along the second axis that is proportional to an aggregate value of its included deal icons. Different icon sets with different aggregate deal values will have different size scrollable display areas. The size of the display area associated with an icon set remains unchanged during scrolling.