Graphical user interface for customer information management

• US 6,169,534 B1
• Filed: 06/26/1997
• Issued: 01/02/2001
• Est. Priority Date: 06/26/1997
• Status: Expired due to Term

• Current Assignee: Lantern Technology Corporation, Latern Technology Corporation, Oracle America, Inc. (Oracle Corporation)
• Original Assignee: Upshot.com
• Inventors: Currie, Christine, Currie, Robert E., Schulman, Robert M., Raffel, Keith, Baker, Dixie Ellen
• Primary Examiner(s): Cuchlinski, Jr., William A.
• Assistant Examiner(s): Marc-Coleman, Marthe Y.
• Application Number:
  US08/884,113
• Time in Patent Office: 1,286 Days
• Field of Search: 345/473, 345/474, 345/475, 345/33, 345/35, 345/140, 345/36, 345/133, 345/118, 345/440, 345/441, 345/356
• US Class Current: 345/581
• CPC Class Codes: G06Q 10/10 Office automation; Time management
• CPC Class Codes: G06Q 30/02 Marketing; Price estimation or determination; Fundraising

Abstract

A method and apparatus for displaying information regarding an event are provided. The method and apparatus meets objectives of increasing sales and marketing efficiency and efficiency of technical and customer support by providing a multi-dimensional display of event information to a user. As such, a radar screen-like presentation of data is generated that allows the user to see a visual representation of the best prospective opportunities based on the strategic business importance of an event. The method and apparatus functions by determining at least one event to be displayed and generating for graphical display an event object and label corresponding to the event. The radial location of the event object on the display is related to the stage of the particular corresponding event. The location of the event object on the display can also be indicative of other characteristics of the corresponding event. Each event object has variable size, color, and shape, all of which are indicative of characteristics of the corresponding event. In addition, a displayed event object may have an object tail which is indicative of characteristics of the corresponding event. The radar screen-like display may be comprised of sectors, and the location of an event object in a particular sector is indicative of a characteristic of the corresponding event. Each event object provides an electronic link to detailed information about the corresponding event.

Claims

1. A method for displaying information regarding at least one event, comprising the steps of:

determining said at least one event to be displayed;

generating for display an event object corresponding to said at least one event;

displaying said corresponding event object a determined distance from a central point on the display, wherein said determined distance of said event object represents a related stage of a plurality of stages of said event, said central point representing a final stage of the plurality of stages of the event.

2. The method of claim 1, wherein the plurality of stages are temporally related.

3. The method of claim 1, wherein the event reflects a sales deal.

4. The method of claim 1, wherein the event reflects a service to be performed.

5. The method of claim 1, wherein the event reflects a product defect.

6. The method of claim 1, wherein the event reflects a call by a representative.

7. The method of claim 1, wherein said corresponding event is a sales deal, said central point representative of completion, the distance the event object is displayed from the central point indicative of time to completion of the deal.

8. The method of claim 7, wherein the distance is a number of predefined stages away from completion of the deal.

9. The method of claim 7, wherein the distance is an estimated time period away from the completion of the deal.

10. The method of claim 7, wherein the distance is a time a call has been open.

11. The method of claim 7, wherein the distance is a time a defect issue has been open.

12. The method of claim 1, wherein the size of said event object is indicative of a measure of importance of said corresponding event.

13. The method of claim 12, wherein said measure of importance of said event is the amount of money involved in said corresponding event.

14. The method of claim 13, wherein said measure of importance is determined by comparing the expected value of events, said expected value of an event being equal to the probability of completing an event multiplied by the monetary value of the event.

15. The method of claim 12, wherein said corresponding event is a sales deal, and wherein said measure of importance is the monetary value of said sales deal.

16. The method of claim 12, wherein said measure of importance is the number of interactions related to an event.

17. The method of claim 12, wherein said measure of importance is the relative magnitude of a problem corresponding to an event.

18. The method of claim 1, wherein the color of said event object is indicative of at least one characteristic of said corresponding event.

19. The method of claim 18, wherein the color of said event object is indicative of the personnel involved in said corresponding event.

20. The method of claim 18, wherein the color of said event object represents a level of priority of said corresponding event.

21. The method of claim 18, wherein the color of said event object represents the geographical area in which said corresponding event is located.

22. The method of claim 18, wherein the color of said event object represents the strategic importance of said corresponding event.

23. The method of claim 18, wherein the color of said event object represents a product line that is the subject of said corresponding event.

24. The method of claim 18, wherein the color of said event object indicates the corresponding event that has the highest probability of completion.

25. The method of claim 18, wherein the color of said event object indicates the probability of completion of said corresponding event.

26. The method of claim 18, wherein the color of said event object indicates the stage of an event.

27. The method of claim 18, wherein the color of said event object indicates a level of severity of an issue associated with said corresponding event.

28. The method of claim 18, wherein the color of said event object is red for an event having a highest level of severity with regards to a particular characteristic, wherein the color of said event object is blue for an event having a medium level of severity with regards to the particular characteristic, wherein the color of said event object is yellow for an event having a lowest level of severity with regards to the particular characteristic.

29. The method of claim 1, wherein the shape of said event object is indicative of at least one characteristic of said corresponding event.

30. The method of claim 29, wherein the shape of said event object is indicative of the personnel involved in said corresponding event.

31. The method of claim 29, wherein the shape of said event object represents a level of priority of said corresponding event.

32. The method of claim 29, wherein the shape of said event object represents the geographical area in which said corresponding event is located.

33. The method of claim 29, wherein the shape of said event object represents the strategic importance of said corresponding event.

34. The method of claim 29, wherein the shape of said event object represents the product line that is the subject of said corresponding event.

35. The method of claim 29, wherein the shape of said event object indicates the corresponding event that has the highest probability of completion.

36. The method of claim 29, wherein the shape of said event object indicates the probability of completion of said corresponding event.

37. The method of claim 29, wherein the shape of said event object indicates the stage of an event.

38. The method of claim 29, wherein the shape of said event object indicates a level of severity of an issue associated with said corresponding event.

39. The method of claim 29, wherein the shape of said event object represents a type of event.

40. The method of claim 1, wherein said at least one event is displayed as a corresponding animated event object, said animation of said corresponding event object showing the progression and regression of said corresponding event over a specified period of time.

41. The method of claim 1, wherein said displayed event object further comprises an object tail, the length of said object tail indicative of at least one characteristic of said corresponding event.

42. The method of claim 41, wherein the length of said object tail represents a speed at which said corresponding event is progressing or regressing relative to completion.

43. The method of claim 41, wherein the length of said object tail represents a speed at which said corresponding event is progressing or regressing relative to resolution.

44. The method of claim 41, wherein the direction of said object tail is indicative of another characteristic of said corresponding event.

45. The method of claim 42, wherein the direction of said object tail represents the progression or regression of the corresponding event relative to completion.

46. The method of claim 1, wherein said display is divided into a plurality of sectors, the location of said event object in a particular sector representative of at least one characteristic of said corresponding event.

47. The method of claim 46, wherein said sector in which said event object is located identifies the geographical area in which said corresponding event is located.

48. The method of claim 46, wherein said sector in which said event object is located identifies the personnel involved in said corresponding event.

49. The method of claim 46, wherein said sector in which said event object is located represents a level of priority of said corresponding event.

50. The method of claim 46, wherein said sector in which said event object is located represents the product line that is the subject of said corresponding event.

51. The method of claim 46, wherein said sector in which said event object is located indicates the probability of completion of said corresponding event.

52. The method of claim 46, wherein said sector in which said event object is located indicates the stage of an event.

53. The method of claim 46, wherein said sector in which said event object is located indicates a level of severity of an issue associated with said corresponding event.

54. The method of claim 46, wherein said sector in which said event object is located represents a type of event.

55. The method of claim 1, wherein said event object is labeled.

56. The method of claim 1, wherein said event object provides an electronic link to a detail page, said detail page containing information relating to said corresponding event.

57. The method of claim 1, wherein the fill pattern of said event object is indicative of at least one characteristic of said corresponding event.

58. The method of claim 57, wherein an event object has a hollow center, said hollow center indicative of a failed event.

59. A computer system comprising:

a display device;

a processor coupled to said display device, said processor,

configured to determine said at least one event to be displayed;

configured to generate for display an event object corresponding to said at least one event;

configured to display said corresponding event object a determined distance from a central point on the display, wherein said determined distance of said event object represents a related stage of a plurality of stages of said event, said central point representing a final stage of the plurality of stages of the event.

60. The computer system of claim 59, wherein the plurality of stages are temporally related.

61. The computer system of claim 59, wherein an event is a sales deal, said central point representative of completion, the distance the event object is displayed from the central point indicative of time to completion of the deal.

62. The computer system of claim 59, wherein the size of said event object is indicative of a measure of importance of said corresponding event.

63. The computer system of claim 59, wherein the color of said event object is indicative of at least one characteristic of said corresponding event.

64. The computer system of claim 63, wherein the color of said event object is indicative of the personnel involved in said corresponding event.

65. The computer system of claim 63, wherein the color of said event object represents a level of priority of said corresponding event.

66. The computer system of claim 59, wherein the shape of said event object is indicative of at least one characteristic of said corresponding event.

67. The computer system of claim 66, wherein the shape of said event object represents the geographical area in which said corresponding event is located.

68. The computer system of claim 66, wherein the shape of said event object represents the product line that is the subject of said corresponding event.

69. The computer system of claim 66, wherein the shape of said event object indicates the corresponding event that has the highest probability of completion.

70. The computer system of claim 59, wherein said at least one event is displayed as a corresponding animated event object, said animation of said corresponding event object showing the progression and regression of said corresponding event over a specified period of time.

71. The computer system of claim 59, wherein said displayed event object further comprises an object tail, the length of said object tail indicative at least one characteristic of said corresponding event.

72. The computer system of claim 71, wherein the direction of said object tail is indicative of another characteristic of said corresponding event.

73. The computer system of claim 59, wherein said display is divided into a plurality of sectors, the location of said event object in a particular sector representative of at least one characteristic of said corresponding event.

74. The computer system of claim 59, wherein said event object is labeled, and wherein said event object provides an electronic link to a detail page, said detail page containing information relating to said corresponding event.

75. The computer system of claim 59, wherein the fill pattern of said event object is indicative of at least one characteristic of said corresponding event.

76. A system for presenting information, comprising:

at least one event;

an event object corresponding to said at least one event;

a display for presentation of said event object a determined distance from a specific point on said display, wherein said determined distance of said event object represents a related stage of a plurality of stages of said event, said specific point representing a final stage of the plurality of stages of the event.

77. The system of claim 76, wherein the size of said event object is indicative of at least one characteristic of said corresponding event.

78. The system of claim 76, wherein the shape of said event object is indicative of at least one characteristic of said corresponding event.

79. The system of claim 76, wherein the color of said event object is indicative of at least one characteristic of said corresponding event.

80. The system of claim 76, wherein said at least one event is displayed as a corresponding animated event object, said animation of said corresponding event object showing the progression and regression of said corresponding event over a specified period of time.

81. The system of claim 76, wherein said event object is displayed in a graphical manner comprising a plurality of display sectors.

82. The system of claim 76, providing an electronic link to a detail page, said detail page containing information relating to said event.

83. The system of claim 76, wherein the fill pattern of said event object is indicative of at least one characteristic of said corresponding event.

84. A computer readable medium containing executable instructions which, when executed in a processing system, causes the system to perform the steps for displaying information regarding at least one event comprising:

determining said at least one event to be displayed;

generating for display an event object corresponding to said at least one event; and

displaying said corresponding event object a determined distance from a central point on the display, wherein said determined distance of said event object represents a related stage of a plurality of stages of said event, said central point representing a final stage of the plurality of stages of the event.

85. The computer readable medium of claim 84, wherein said plurality of stages are temporally related.

86. The computer readable medium of claim 84, wherein the size of said event object is indicative of at least one characteristic of said corresponding event.

87. The computer readable medium of claim 84, wherein the shape of said event object is indicative of at least one characteristic of said corresponding event.

88. The computer readable medium of claim 84, wherein the color of said event object is indicative of at least one characteristic of said corresponding event.

89. The computer readable medium of claim 84, wherein said at least one event is displayed as a corresponding animated event object, said animation of said corresponding event object showing the progression and regression of said corresponding event over a specified period of time.

90. The computer readable medium of claim 84, wherein said event object is displayed in a graphical manner comprising a plurality of display sectors.

91. The computer readable medium of claim 84, providing an electronic link to a detail page, said detail page containing information relating to said corresponding event.

92. The computer readable medium of claim 84, wherein the fill pattern of said event object is indicative of at least one characteristic of said corresponding event.

93. A method for displaying information regarding at least one event, comprising the steps of:

determining said at least one event to be displayed;

generating for display an event object corresponding to said at least one event;

displaying said corresponding event object a determined distance from a reference point on the display, wherein said determined distance of said event object represents a related stage of a plurality of stages of said event, said reference point representing a final stage of the plurality of stages of the event.

94. The method of claim 93, wherein the plurality of stages are temporally related.

95. The method of claim 93, wherein said corresponding event is a sales deal, said reference point representative of completion, the distance the event object is displayed from the reference point indicative of time to completion of the deal.

96. The method of claim 95, wherein the distance is a number of predefined stages away from completion of the deal.

97. The method of claim 93, wherein the size of said event object is indicative of a measure of importance of said corresponding event.

98. The method of claim 97, wherein said measure of importance of said event is the amount of money involved in said corresponding event.

99. The method of claim 93, wherein the color of said event object is indicative of at least one characteristic of said corresponding event.

100. The method of claim 93, wherein the shape of said event object is indicative of at least one characteristic of said corresponding event.

101. The method of claim 93, wherein said at least one event is displayed as a corresponding animated event object, said animation of said corresponding event object showing the progression and regression of said corresponding event over a specified period of time.

102. The method of claim 93, wherein said displayed event object further comprises an object tail, the length of said object tail indicative of at least one characteristic of said corresponding event.

103. The method of claim 93, wherein said display is divided into a plurality of sectors, the location of said event object in a particular sector representative of at least one characteristic of said corresponding event.

104. The method of claim 93, wherein said event object provides an electronic link to a detail page, said detail page containing information relating to said corresponding event.

105. The method of claim 93, wherein the fill pattern of said event object is indicative of at least one characteristic of said corresponding event.

106. A computer readable medium containing executable instructions which, when executed in a processing system, causes the system to perform the steps for displaying information regarding at least one event comprising:

determining said at least one event to be displayed;

generating for display an event object corresponding to said at least one event; and

displaying said corresponding event object a determined distance from a reference point on the display, wherein said determined distance of said event object represents a related stage of a plurality of stages of said event, said reference point representing a final stage of the plurality of stages of the event.

107. The computer readable medium of claim 106, wherein said plurality of stages are temporally related.

108. The computer readable medium of claim 106, wherein the size of said event object is indicative of characteristics at least one characteristic of said corresponding event.

109. The computer readable medium of claim 106, wherein the shape of said event object is indicative of characteristics at least one characteristic of said corresponding event.

110. The computer readable medium of claim 106, wherein the color of said event object is indicative of characteristics at least one characteristic of said corresponding event.

111. The computer readable medium of claim 106, wherein said at least one event is displayed as a corresponding animated event object, said animation of said corresponding event object showing the progression and regression of said corresponding event over a specified period of time.

112. The computer readable medium of claim 106, wherein said event object is displayed in a graphical manner comprising a plurality of display sectors.

113. The computer readable medium of claim 106, providing an electronic link to a detail page, said detail page containing information relating to said corresponding event.

114. The computer readable medium of claim 106, wherein the fill pattern of said event object is indicative of characteristics at least one characteristic of said corresponding event.