Exploring Analytics Features

Objective

After completing this lesson, you will be able to configure the analytics features included with the Enterprise Service Management solution.

Prelude

Explore the Analytics features within SAP Sales Cloud and SAP Service Cloud Version 2 by diving into its key components and embedded features. This journey will equip you with the skills to set up and configure stories and reports. Analytics is integrated in the solution to support and monitor business processes, helping you to make informed decisions. 

Analytics

By default, the system is available with a prepackaged integration with SAP Analytics Cloud (SAC), offering an embedded SAC to all users. With this prepackaged embedded SAC, you can use all features of the system. 

Key Features:

- Real-time, In-built Analytics

- Single Sign-On (SSO)

- Seamless Analytics Experience  

- Automatic Provisioning of SAC Tenant

- No need to re-build Authorization 

- Live-Connectivity 

- Advanced data visualization and analytics features

With the embedded analytics attributes, such as real-time connection, single sign-on, automatic provisioning, query designer, unified authorization, SAC explorer, page and story creation filters and advanced visualization, you can benefit from all the functionalities.

Example Reports

Keep track of opportunities for the current period, in terms of status, progress, and expected closing, and identify your most valuable customers and regions where sales representatives need to focus the most.

Pipeline Overview

The Pipeline Overview section provides details of current and future opportunities, as well as the top-performing accounts and sales representatives’ pipelines, helping you make informed decisions.

The image showcases Sales and SAP Service Cloud v2 pipeline overview.

Sales Performance Overview

Sales Performance helps you monitor key metrics, including total won/lost, win/loss rate, and average deal size. It allows you to identify your top-performing sales representatives based on total won value, number of deals closed, and success rate, while gaining insights into the effectiveness of your sales processes.

The image showcases SAP Sales Cloud and SAP Service Cloud Version 2 Sales Performance Overview.

Case Insights

Case Insights helps you prioritize and investigate cases, enabling you to take appropriate actions based on detailed analysis and insights.

The image showcases SAP Sales Cloud and SAP Service Cloud Version 2 Sales Case Insights.

Case Escalation Metrics

Case Escalation Metrics drills down into specific cases or accounts, raising awareness of important customer issues and enabling timely and effective resolution.

The image showcases SAP Sales Cloud and SAP Service Cloud Version 2 Sales Case Escalation Metrics.

Agent Performance Metrics

This dashboard is designed to efficiently track and analyze agents' performance, providing valuable insights into case management and activity levels.

The dashboard showcases SAP Sales Cloud and Service Cloud Version 2 Sales Agent Performance Metrics, displaying details such as the number of open and closed cases per agent, average closed cases, and case counts categorized by priority code.

For a complete review, please check out this blog: Configuring Embedded SAC in SAP Sales and SAP Service SAP Cloud Version 2.

Conclusion

After the initial configuration, your organization will be able to access, create, and manage stories providing real-time access to transactional data, enabling immediate insights and decision-making for the stakeholders. Analytics specialists can create custom KPIs, reports, and dashboards tailored to specific business needs.