Engagement: Sales Reporting for Decision Making

Client

A leading technical software vendor.

Challenge

Managers find it hard to answer questions about sales trends from complex sales data in diversified company.

Solution

  1. Define segments by products, locations, industries, revenue categories.
  2. Adjust sales for exchange rates, seasonality, geographic pricing, discounts, price changes, etc.
  3. Use normalized product units to interpret mix of individual and concurrent licenses.
  4. Use appropriate analyses for different situations: color maps for company-wide trends, detailed pivot tables for smaller segment trends, market basket analysis for add-on purchases.

Client Impact

Revolutionized decision making at business unit level by augmenting intuition with knowledge backed by quantitative data.

Sales pivot reports give executives overviews of product-market segments without too much detail, while enabling product managers to drill down to assess situations involving specific products, countries, industries, license types or support contracts, time periods.


Sales pivot reports Model



Color Maps help spot segments with good and bad sales results


Color Maps help spot segments