Success Stories

Business Development - Customer Dashboard

The report is trying to showcase the significant elements of the Client Activity for a consulting firm, specialized in different areas of expertise for clients all over the world. The major elements the report is measuring are the following:
 
  • Projects by Client, Country, Region, Practice, Contact....vs Current Year, vs Prior Year
  • Revenue by Client, Country, Region, Practice, Contact....vs Current Year, vs Prior Year
  • Client Interactions by contacts and agents
  • Relevant geographical elements for the client, agents, projects
  • Retention Rates and Churn Rates

 

The datasources reference in this report are coming from SQL databases in Azure, and the model being used is a snowflake schema.

Among the different measures developed for the report, a person can find time intelligence measures, financial measures and relevant marketing measures

Operations Report - Missed Visit Traker

The report is trying to showcase a lot of different elements relevant for the visiting store operation, and the impact of those visits against the sales. The report is intended to be a tool for managers to keep track of the different variables in their processes, and also to be a tool for managers and Senior Management to get visibility of their results and operation. Here are some of the elements tracked in the report:
 
  • Scheduled visits by chain, region, country...
  • Impulse visits by chain, region, country...
  • Sales behavior against visits
  • Relevant geographical elements and timelines for the visits

 

The data sources referenced in this report are coming from SQL databases in Azure Synapse, and the model being used is a snowflake schema.

The report has a lot of navigation items such as bookmark and drill through buttons to give the user a better usage experience, and to allow him to search for themselves their conclusions

Finance Report - Revenue Report

The report is trying to showcase overtime behavior of the revenue results for the company, and compare those against budget and the same period last year, to be able to measure and track the company's performance at the week level. Here are some of the elements tracked in the report:

  • Current Year vs Prior Year Revenue by Week
  • Current Year vs Prior Year Revenue by Retailer and Chain
  • Current Year Actuals Vs Budget by Week
  • Current Year Actuals Vs Budget by Retailer and Chain

 

The data sources referenced in this report are coming from SQL databases in Azure Synapse, and the model being used is a start schema.

The report has a lot of navigation items such as bookmark and drill through buttons to give the user a better usage experience, and to allow them to search for themselves their conclusions

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