UNIFIED DATAFLOW + DASHBOARDS
The company faced challenges with Renewals VP + persona, Sales persona, Sales AM/ Specialist Persona, and self service.
Search Discovery delivered dashboards for:
Renewals to provide executives a view of Total Annual ATR (Available to Renew), Products Annual ATR and Services Annual
20+ KPIs such as Funnel Growth, Funnel Creation, Stage Regression, Missed Funnel etc
Highlighting Difference of opinion AMs and Specialists may have on EBD, Amount, Products
Showcasing acquisitions Opportunities
We created unified dataflows that not only power a host of dashboards across the organization but also enable self service
Sales Persona: Entire Sales Organization leverages dashboards weekly to monitor/plan their funnel activities.
Sales AM/Specialist Persona: Account Managers and Tech. Specialists are able to view difference of opinion on opportunities.
Acquisitions VP+ Persona: Acquisitions Leaders leverage dashboard to explore cross-sell opportunities.
Self-Service: We’ve ensured data democratization and performance across each business unit.