Part of our reporting & analytics service, we compile sales data from multiple sources and deliver an interactive dashboard full of insights. Sales leaders can drill into sales by product, type, customer, region, sales rep, and more.
CLIENT
This is an example business intelligence project similar to interactive tools that have been created for multiple clients
YEAR, LOCATION
2024, USA
SERVICE
Reporting & Analytics
TOOLS
THE CHALLENGE
The challenge with creating meaningful analytics is clean data from multiple sources. Many businesses need to relate data from sales tools (shopify), a CRM (hubspot), marketing (facebook, google), and spreadsheets. Compiling and cleaning the data in a central location is the dirty work necessary to create meaningful insights.
01
Combine Data To Create 1:1 and 1:Many Relationships
02
Create An Interactive, Visual Display For Quick Insights
RESULTS
Play around with the live, interactive dashboard here. In order to not share sensitive sales data, we've modified one of our custom Google Looker templates to include sales data from a fictional beverage company, SIPP.
This template provides a map view of the company's sales, broken out by state. Hover to see a state's sales or click to isolate that state's sales. Once you click on a state, you'll notice the table below updates to show the sales product category mix for that state.
Right click to drill down on a product category, and you can view the individual products that make up the sales. Drill down on a 2nd time on a specific product, and view the sales of that product by customer.
Additional filters allow you to narrow in on date ranges, business segments, specific sales reps, and more.
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