Custom Dashboard Reports Current Process SuccessFactors Professional Services v 3.0

Custom Dashboard Report Delivery Model Report Services Process Report Services Timeline Custom Dashboard Pricing Matrix Custom Dashboard Functionality Appendix: Additional Requirements Information Appendix: Custom Dashboard Scoping Questions Appendix: Objective Dashboard Examples Appendix: Performance Dashboard Examples Appendix: Competency Dashboard Examples Appendix: Compensation Dashboard Examples

Report Services Process INITIATE PS Solutions Team & PR consultant meet with the customer to review report mockup PR consultant performs data availability and solutions assessment with dev team SOW & Scheduled A created and submitted to customer by sales DOCUMENT Report Specs documented Project Plan created Dev resources planned & allocated DEVELOP Build out report templates per requirements specification TEST Test report against a set of technical criteria as well as specific functional criteria Testing is performed by SF & also required by customer ACCEPT Customer approves reports & formally signs off on report MAINTAIN Customer contacts the CS team to request changes to existing report that are covered under subscription fee CS Team creates JIRA ticket Reporting team works on changes

Report Services Timeline INITIATE/SCOPE DOCUMENT DEVELOP TEST ACCEPT 5-7 days 4 weeks MAINTAIN 1 week

Custom Dashboard Pricing Matrix ComplexMediumSimpleMaintenance Requirements Up to 3 modules (data sets) > 4 widgets > 5 languages > 3 drilldown tables with advanced logic Export to XLS/CSV Advanced custom tooltips (detailed mouse over text) Advance calculations/logic Custom filters 1-2 modules (data sets) 3-4 widgets 2-5 languages 1-2 drilldown tables/charts 2-3 iterations Export to XLS/CSV Custom tooltips (basic mouse over text) Advance calculations/logic Custom filters 1 module (data set) 1-2 widgets 1 Language No drilldown in the tables/charts No export to XLS/CSV Simple calculations & logic (e.g.: sum, counts, averages) No custom filters Change titles/texts Rearranging position of charts/widgets Disable/enable charts/widgets Change colors and fonts Adding languages to the dictionary Price Range 16-40hrs (dev) 6K-16K hrs (dev) 6K-10K 8-10 hrs (dev) 3K-5K Subscription Fee 2K* Timeline4 wks3-4 wks2-3 wks1 wk *2K per report, 5K max

Custom Dashboard Functionality DependenciesCapabilitiesLimitations Images/logos/graphics need to be on the internal customer FTP folder Most browsers are supportedNo PDF or PPT outputs Customer will provide language translations where needed Multi-languages are supportedIE 6.0 or lower browser versions may not be supported Ad Hoc needs to be turned onDrill down functionality for charts/widgets Dashboard 2.0 needs to be turned on Custom/advanced calculations & logic Access to the customer’s environment Can only export to XLS and CSV Test users need to be set upCustom report filters are supported Advanced custom tooltips are supported Multiple types of charts (pie, line, bar, stacked-bar, area, scatter).

Appendix: Additional Requirements  Translations are not included in price, but the logic to handle multiple languages in the same dashboard are supported with the ability to load languages into dashboards  Complexity depends on the # of customized calculations/logic, the number of cross dataset joins, and the complexity of getting the data pulled from adhoc. For example, a 1 chart solution can be very complex, but a 5 chart can be simple. Reference the Pricing Matrix for guidance on the requirements.

Appendix: Custom Dashboard Scoping Questions  How many datasets are needed?  How many languages are required in the Dashboards?  How many currencies if any are needed? Do we need conversions?  What kind of visual charts and tables are required? (e.g.: Pie, Bar, Column, Stacked bar/column, line, area, tables, scatter)  Will any of charts/widgets have drilldown or export functionalities?  Will the dashboards require custom report filters?  Separate dashboards or solutions may be required for different types of users (c-level, line managers, employees). Who is the audience of the reports and how will the reports be shared?

Appendix: Objective Dashboard Examples

Appendix: Performance Dashboard Examples

Appendix: Competency Dashboard Examples

Appendix: Compensation Dashboard Examples