CRM Dashboards
The need:
The project aimed to meet the needs of Sales & Marketing analysis with a preponderance of the following objectives:
Strategy: Measure and analyze market data to measure the performance of the products.
Sales planning: Validate global sales initiatives while defining a sales plan and associated objectives.
Management: Enable market directors and managers to monitor the performance of their sales teams.
Individual KPI: Allow each salesperson to have a cross-view view of their individual KPIs.
The solution:
For 12’000 direct end-users we provided Power BI Datasets and Dashboards
The solution is spread over several markets and refreshed according to the time zone
Over 26 datasets, 250 measurements were produced
The solution ingests data from +125 tables
Corporate models are enriched locally by fully autonomous markets
Corporate reports and Dashboards were produced to serve the need
An internal Power BI community was created
An internal training catalogincluding templates, roles, responsibilities, and best practices was provided.
The ROI:
Management now has a much better operational follow-up.
Adoption: ~2350 distinct users consult this solution daily, 200 analysts (Worldwide) already produce new analyses.
End users have now access to terabytes of unified and centralized data.
This project has triggered new needs (data-driven apps, AI, …)