Problem
It’s hard to keep your finger on the pulse with your hands full, leading various company-wide transformation efforts and implementing a new ERP system. The management and salespeople are aware about the changes in sales but may not know what’s causing them.
Solution
The team and I have designed several dashboards to provide them with much needed insight on the go, first using Microsoft Power BI (PBI) and then D3.js. Salespeople can now see their performance, down to their customers, the product types and brands they buy and compare it to previous year’s data for the same month:
Reps can also see each of their customer sales, product sales, recent sales, ABC reports, and even which products, colours and sizes are trending at the moment.
PBI or similar tools (Google Data Studio, Chart.js, D3.js) can securely connect to your company’s ERP system’s database from select whitelisted IP-ranges. The analysts and designers can then help make sense of the raw data and present it via interactive dashboards with robust filtering by branch, salesperson, customer, supplier, product type, product collection and even a stock-keeping unit for specific date / date-range:
