Our client had needed a more efficient way to analyze sales metrics using tabular reporting models. To accomplish this, they had to move the current system to a model that would allow for quick and easy viewing of the team’s performance over varied amounts of time and have the ability to compare an individual team member against the average as a whole.
Aptitive used an iterative development approach with testing occurring along with the development to complete the project in just four weeks. Our team was responsible for the SSAS Model changes as well as the creation of Power BI Dashboards. We focused heavily on handling all business rules in SSAS, which reduced the client’s workload to get this data into the data warehouse. Business users had buy-in on the dashboards from day one, allowing the finished product to better suit the various stakeholder needs.
Aptitive developed several dashboards that allowed greater insight into sales team performance both at the management and individual team member levels. Some of the benefits of our solution included:
- Drill-down dashboards for self-service analytics
- Global view for management
- Custom views for individual business users with data relevant to their role
- Foundation to integrate all existing dashboards to the new model
Cierra Valor is a Senior Data & Analytics Consultant at Aptitive, as well as the Retail & Marketing Analytics Practice Lead. In her role, Cierra works directly with executives across departments to create both technical and strategic solutions that automate the delivery of key business insights to drive a higher ROI.