IP Library Granted Patent US 10,133,795
Granted Patent B2
US 10,133,795 · App. 14/665,139 · Granted Nov 20, 2018

Personalized metric tracking

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Quick Facts
Patent No.
US 10,133,795
App. No.
14/665,139
Granted
Nov 20, 2018
Kind
B2
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 (42)

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, the personalized metrics data being unique to a user who is requesting the personalized metrics data, the database system comprising a collection of objects, each object in the collection of objects containing personalized metrics data fitted into one of a plurality of unique personal metrics categories;

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 in response to receiving the request for personalized metrics data, each of the plurality of icons corresponding to one of the plurality of unique personal metrics category that is unique to the user who is requesting the personalized metrics data;

receiving, by the database system, a selection of one of the plurality of icons corresponding to a unique personal metrics category that is unique to the user who is requesting the personalized metrics data; 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 calculated for a period of time corresponding to the personal metrics category, the at least one personalized metrics data being unique to the user who is requesting the personalized metrics data.

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 a non-transitory computer-readable medium having computer readable program code embodied therein to be executed by one or more processors, 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, the personalized metrics data being unique to a user who is requesting the personalized metrics data, the database system comprising a collection of objects, each object in the collection of objects containing personalized metrics data fitted into one of a plurality of unique personal metrics categories;

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 in response to receiving the request for personalized metrics data, each of the plurality of icons corresponding to one of the plurality of unique personal metrics category that is unique to the user who is requesting the personalized metrics data;

receive, by the database system, a selection of one of the plurality of icons corresponding to a unique personal metrics category that is unique to the user who is requesting the personalized metrics data; 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 calculated for a period of time corresponding to the personal metrics category, the at least one personalized metrics data being unique to the user who is requesting the personalized metrics data.

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, the personalized metrics data being unique to a user who is requesting the personalized metrics data, the database system comprising a collection of objects, each object in the collection of objects containing personalized metrics data fitted into one of a plurality of unique personal metrics categories;

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 in response to receiving the request for personalized metrics data, each of the plurality of icons corresponding to one of the plurality of unique personal metrics category that is unique to the user who is requesting the personalized metrics data;

receive, by the database system, a selection of one of the plurality of icons corresponding to a unique personal metrics category that is unique to the user who is requesting the personalized metrics data; 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 calculated for a period of time corresponding to the personal metrics category, the at least one personalized metrics data being unique to the user who is requesting the personalized metrics data.

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.

Assignments (2)
CHANGE OF NAME Recorded Oct 25, 2024
From: SALESFORCE.COM, INC.
To: SALESFORCE, INC.
Reel/Frame 069268/0034 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Mar 23, 2015
From: REED, CAMERON ROSE; MEHTA, LAJJA; GOWRU, KAPIL REDDY; DARTUS, PIERRE-MARIE; SY, ANGELA LEE
To: SALESFORCE.COM, INC.
Reel/Frame 035228/0347 →