UNIFIED DATAFLOW + DASHBOARDS
Unifying dataflow powers a host of beneficial dashboards and enables self-service.
- THE PROBLEM
A high tech company uses multiple third party data housing systems with main source of CRM data in Salesforce. Some analytics teams are enabled for a self-service process through a review program we configured. Several teams require IT to lead the strategy, architecture, and development process for Einstein Analytics.
The company faced challenges with Renewals VP + persona, Sales persona, Sales AM/ Specialist Persona, and self service.
The company faced challenges with Renewals VP + persona, Sales persona, Sales AM/ Specialist Persona, and self service.
- THE SOLUTION
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
- THE BUSINESS IMPACT
Renewals VP+ Persona: C Level Executives leverage Renewals Dashboard for weekly planning on renewals opportunities.
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.
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.
