Sales Team Management

Company size:

Presence:

Technologies:

50+ Employees

New Zealand & Australia

Power BI

01:

CHALLENGE

Customer selling car products had an open-source ERP system with limited reporting capabilities. There was a need to improve visibility and monitoring capabilities for Sales, Supply Chain, Stock, and Finance areas. With long shipping lines, identification of best-selling products and dead stock was crucial to improve company results. Additionally, the customer had an issue with monitoring their sales team:

  • no visibility on current targets and sales results,
  • hard monitoring of personal sales performance,
  • issues with sales team motivation and bonuses.

02:

SOLUTION

  • analysis of source data and source data model in ERP system
  • design and implementation of database enhancements (materialized views, ETL procedures)
  • understanding business context and design of processes enhancements
  • creation of Power BI data model and Power BI Service structure
  • set of analytical reports in Financial, Sales, Shipments, and Stock, Forecasting areas

03:

RESULTS

  • huge improvement of the decision-making process and shortening it from 20 up to 50%
  • limitation of dead stock products by 50%
  • increased sales and revenue by 5-10% together with the elimination of out-of-stock products
  • improved financial monitoring and minimizing stock in warehouses by 5-25% depending on the products group
  • process of consolidation and year closing takes 50% less time

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contact

Let's talk

Katarzyna Strzelecka

Sales Operations Manager

+48 722 233 444

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contact

Let's talk

Clouds On Mars needs the contact information you provide to us to contact you about our products and services. You may unsubscribe from these communications at any time. For information on how to unsubscribe, as well as our privacy practices and commitment to protecting your privacy, please review our Privacy policy.

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