Roadmap to Client Profitability Reporting

A common item on many business leaders’ wish lists is Client Profitability reporting.  The ability to determine which clients are delivering the most (and least) margin, measure the operations teams’ efficiency in delivery, and compare actual results back to the...

Drive User Adoption with Tableau Server

The goal of any business analytics project is to have a positive impact on the organization.  That may come in the form of improved profit margins, higher sales, or happier clients among other potential benefits. The expectation is that if we deliver a brilliant...

Life Hacks for the Sales Bookings Forecast

Every great budget hinges on the revenue forecast. How many new accounts will we sell? How large will these accounts be and how fast will we close these deals? It is every analyst’s challenge to answer these questions using the data they have available to them....

Sales Win Rate

How transparent is the productivity of your sales team? Each individual team? Each individual salesperson? Many companies grapple with these questions as they strive to optimize their sales function. No matter the industry, the challenges with generating a reliable...