PERSONALIZED METRIC TRACKING

• US 20160098467A1
• Filed: 03/23/2015
• Published: 04/07/2016
• Est. Priority Date: 10/06/2014
• Status: Active Grant

• Current Assignee: Salesforce.com, Inc.
• Original Assignee: Salesforce.com, Inc.
• Inventors: REED, Cameron Rose, MEHTA, Lajja, GOWRU, Kapil Reddy, DARTUS, Pierre-Marie, SY, Angela Lee
• Granted Patent: US 10,133,795 B2
• Time in Patent Office: Days
• US Class Current: 1/1
• CPC Class Codes: G06F 16/25 Integrating or interfacing systems involving database management systems
• CPC Class Codes: G06Q 10/06398 Performance of employee with respect to a job function

Abstract

A system, method and apparatus for providing real-time tracking of user personalized metrics from a database are provided. A request is received from a user device for personalized metrics data from a customer relationship management (CRM) application. A home page user interface is transmitted for display on the user device. The home page user interface provides several icons for user selection, where each of the several icons corresponds to a unique personal metrics category. A selection of one of the several icons is received. A user interface for a personal metrics category corresponding to the selected icon is transmitted for display on the user device. The user interface provides for display on the user device at least one personalized metrics data corresponding to the personal metrics category.

Claims

1. A method for providing real-time tracking of user personalized metrics from a database system, the method comprising:

receiving, by the database system, a request from a user computing device for personalized metrics data from a customer relationship management (CRM) application;

transmitting, by the database system, a first user interface for display on the user computing device, the user interface providing a plurality of selectable icons, each of the plurality of icons corresponding to a unique personal metrics category;

receiving, by the database system, a selection of one of the plurality of icons; and

transmitting, by the database system, a second user interface for a personal metrics category corresponding to the selected icon for display on the user device, the user interface providing at least one personalized metrics data corresponding to the personal metrics category.

2. The method of claim 1, wherein the selection of one of the plurality of icons may be received as one of touching the icon on a touchscreen computing device, clicking the icon with a pointer device, or a series of swiping actions on the touchscreen computing device from the first user interface.

3. The method of claim 1, wherein the plurality of selectable icons provided on the first user interface comprises icons for a deals page, an activities page, a leaderboard page, and a personal best page.

4. The method of claim 3, wherein each of the deals page, the activities page, and the leaderboard page comprises a menu for selecting a temporal characteristic, wherein the temporal characteristic represents a time period for which personalized metrics are presented for each of the respective pages.

5. The method of claim 4, wherein the temporal characteristic is further customizable by at least one of the user or an administrator of the CRM application.

6. The method of claim 3, wherein each of the deals page and the activities page provides a progress bar that provides a graphical representation of user progress for each of the respective pages.

7. The method of claim 3, wherein the personalized metrics are presented as at least one of an absolute numerical value, a percentage numerical value, a bar graph, or a hierarchical chart.

8. The method of claim 3, wherein the transmitted second user interface provides a plurality of additional icons selectable by the user,

the method further comprising:

receiving, by the database system, a selection of one of the plurality of additional icons, and

providing, by the database system, for display on the user computing device a detailed view of data corresponding to the selected additional icon.

9. A computer program product comprising computer readable program code for providing real-time tracking of user personalized metrics from a database system, the program code to be executed by one or more processors when retrieved from a non-transitory machine-readable medium, the program code including instructions to:

receive, by the database system, a request from a user computing device for personalized metrics data from a customer relationship management (CRM) application;

transmit, by the database system, a first user interface for display on the user computing device, the first user interface providing a plurality of selectable icons, each of the plurality of icons corresponding to a unique personal metrics category;

receive, by the database system, a selection of one of the plurality of icons; and

transmit, by the database system, a second user interface for a personal metrics category corresponding to the selected icon for display on the user computing device, the user interface providing for display on the user computing device at least one personalized metrics data corresponding to the personal metrics category.

10. The computer program product of claim 9, wherein the plurality of selectable icons on the first user interface comprises icons for a deals page, an activities page, a leaderboard page, and a personal best page.

11. The computer program product of claim 10, wherein each of the deals page, the activities page, and the leaderboard page comprises a menu for selecting a temporal characteristic, wherein the temporal characteristic represents a time period for which personalized metrics are presented for each of the respective pages.

12. The computer program product of claim 11, wherein the temporal characteristic is further customizable by at least one of the user or an administrator of the CRM application.

13. The computer program product of claim 10, wherein each of the deals page and the activities page provides a progress bar that provides a graphical representation of user progress for each of the respective pages.

14. The computer program product of claim 10, wherein the personalized metrics are presented as at least one of an absolute numerical value, a percentage numerical value, a bar graph, or a hierarchical chart.

15. The computer program product of claim 10, wherein the transmitted second user interface for the personal metrics category provides a plurality of additional icons selectable by the user, the program code further including instructions to:

receive, by the database system, a selection of one of the plurality of additional icons, and

provide, by the database system, for display on the user computing device a detailed view of data corresponding to the selected additional icon.

16. A system for providing real-time tracking of user personalized metrics from a database system, the system comprising:

one or more processors; and

a non-transitory computer readable medium storing a plurality of instructions, which when executed, cause the one or more processors to;

receive, by the database system, a request from a user computing device for personalized metrics data from a customer relationship management (CRM) application;

transmit, by the database system, a first user interface for display on the user computing device, the first user interface providing a plurality of selectable icons, each of the plurality of icons corresponding to a unique personal metrics category;

receive, by the database system, a selection of one of the plurality of icons; and

transmit, by the database system, a second user interface for a personal metrics category corresponding to the selected icon for display on the user computing device, the user interface providing for display on the user computing device at least one personalized metrics data corresponding to the personal metrics category.

17. The system of claim 16, wherein the plurality of selectable icons provided on the first user interface comprises icons for a deals page, an activities page, a leaderboard page, and a personal best page.

18. The system of claim 17, wherein each of the deals page, the activities page, and the leaderboard page comprises a menu for selecting a temporal characteristic, wherein the temporal characteristic represents a time period for which personalized metrics are presented for each of the respective pages.

19. The system of claim 17, wherein the personalized metrics are presented as at least one of an absolute numerical value, a percentage numerical value, a bar graph, or a hierarchical chart.

20. The system of claim 17, wherein the transmitted second user interface for the personal metrics category provides a plurality of additional icons selectable by the user,

the computer readable medium further storing instruction to:

receive, by the database system, a selection of one of the plurality of additional icons, and

provide, by the database system, for display on the user computing device a detailed view of data corresponding to the selected additional icon.