Business Intelligence Tools and Techniques
MSIS 5633
THA # 3
Submitted by-
ABHINAV GARG
CWID : 1176380
1. Using the existing shared report, generate Lead activity Quarterly Trends report to display the total leads, qualified leads and the % leads converted qualified for each of the lead source and report the screenshots.
Following is the Lead activity Quarterly Trends report for 2010 data set:
2. Using the existing shared report generate a new report that shows all districts’ Current Pipeline vs. Quota for US Region for easy comparison for (2010 Q1). In the report, display metrics relevant to this report and columns as Northern, Central, and Southern Europe, as well as Total. Drill down the details as far as possible in the existing report. Provide screenshots of your results.
Below is the report that shows Current Pipeline Vs Quota for US Region for easy comparison for (2010 Q1) –
Metrics relevant to this report and columns as Northern, Central, and Southern Europe, as well as Total is shown below -
3. Go to shared reports. Select the dashboards and scorecards section and run – Sales Dashboard Summary and Sales Performance Scorecard.
a. Explain the use of Sales Dashboard by running various scenarios possible and report the screenshots.
The Sales Management Dashboard is an interactive platform which provides Territory Overview and Individual Account Representative View for different country. It provide user a quick access to essential information in
You can use this workbook for analyzing many companies and saving your analysis for each one, like many professionals. Just like them, over time, you can compare a company’s actual performance to your analysis and predictions. Saving your analysis sheets can help sharpen you analytical skills.
If we take an example of retail industry dashboards can be beneficial in analyzing the customers’s buying behaviour and analyzing the market situations. Retailers who use data to drive decisions run more efficient businesses and are more change-ready than others. Customized Dashboards offers solutions that can help retail industry visualize the market situation,increase customer satisfaction, reduce
Congressional Budget Office, Congressional Budget Office , 22 June. 2015, https://www.cbo.gov/budget-options/2013/44786 Accesses 8 Mar. 2017
The detailed report provides visit level data to evaluate specific trends and collaborate with your assigned Financial Analyst to identify areas for improvement. A comment column is provided to comment why specific departments are
items such as “Product Per Unit” and “Product Sales” to list reports as in the
Also take careful attention to notice the difference in the two quarters from 2004 and 2006. It looks like a majority of your sales representatives are making solid revenue for the company.
budget for these activities. Two of the six BIDs I analyzed closely, had over 30% allocated to Tier I activities and another two had over 40% allocated to them. One had only 4% (Table 6).
To monitor the KPI of the business a monthly report is run which gives us the percentage of orders that were shipped and delivered to the customer within their 10 working day SLA,
To help the readers understand the report I would use pie charts for each period with the different sales segments in corresponding colours.
Below are the February “at-a-glance” stats that you will find in each of the reports:
According to the percentages the allocations were calculated and the recommendations are as listed: Growth
Describe how the budget is used to monitor work, performance, variation, and team/ division outputs.
SYSCO was a highly decentralized business composed of over 100 operating companies. Senior executives believed in treating these companies as largely independent businesses whose leaders should be entrepreneurial and growth oriented. Consequently, operating company managers had substantial autonomy; they could market to customers and invest in their businesses as they saw fit.2
(500,000) 1,215,153 1,308,558 1,379,154 248,357 257,664 262,899 $ 668,334 $ 719,707 $ 758,535 $ 136,596 50,000 134,271 46,500 98,000 120,000 50,000 635,367.52 32,966.63 6,191.88 26,774.75 73,275 (426,725) (432,153) 141,715 146,478 46,500 98,000 120,000 552,693.02 167,013.88 31,369.01 135,644.87 182,145 (244,580) (275,993) 144,595 146,478 46,500 98,000 120,000 555,572.33 202,962.18 38,120.92
A management dashboard developed with the help of SAP shows how smoothly a critical process is running at a certain point in time. Information from the dashboard helps Burtons users identify inconsistencies a problems that should be monitored more closely.