Challenge
One of our clients in the professional services space, a leading consulting firm, was helping one of its clients improve its overall sales performance. The end client has a global presence, with its sales function divided across geographic territories and product categories.
As part of this exercise, the consulting firm wanted to analyze and present the performance of its client’s sales teams at territory and product category level, along with benchmarking/comparing their performance against the overall organization and top performing territories/product categories. The usage of traditional tools, including PowerPoint and Excel, to analyze and visualize/present data at the desired level of granularity was not suitable for the following reasons:
- Presenting the desired analysis would have resulted in hundreds of PowerPoint slides while Excel was not a suitable option for visually compelling presentations.
- The consulting firm had to present the findings to different departments and had to customize their presentations as per the requirements of each department.
Solution
Phronesis Partners leveraged its data analytics and visualization capabilities to come-up with the optimum solution:
- Phronesis took sales data from different client systems, and cleansed and structured it to enable further analysis.
- Once the data was transformed into the desired format/structure, Tableau was used to visualize the complete data set and to present the required insights.
- Tableau allowed users to select all the required filters, such as territories, product categories, designation, time period and other required cuts, and view the resultant output in a visually appealing manner on a single tab
- Users now have the option to compare different territories/product categories side by side through simple drag and drop functionality.
- Additionally, all the customized views are downloadable in PowerPoint or PDF, allowing users to share customized results through the click of a button.
Impact
- Client teams no longer need to create hundreds of customized decks consisting of different slides to show various data points.
- Tableau dashboard allows the client to make real-time changes by editing/appending additional backend data.
- Client can now generate data and insights using different cuts/filters on a real-time basis and without having to scan through multiple decks.
