Compelling reports and dashboards developed in Power BI
Understand the correlation between sales and customer engagement with your email marketing strategy.
Evaluate month over month sales performance. Determine which state or sales team performs best and the channel that disposes product fast.
Stock Market Dashboard
Dive into dynamic stock market data, reviewing key pricing and trading information
HR Consultation Insights
Evaluate how individual employees react to each consultation and the trends for each interviewer.
Call Center Insights
Review call center performance by analysing key metrics such as abandon rate, satisfaction score, SLA, and average answer speed.
Gain insights into your marketing initiatives by comparing campaign performance over time
Compare Sales vs Engagement. Determine the effectiveness of your marketing strategy towards sales.
Insurance Portfolio Analysis
Analyse who your active customers are. Evaluate which product category sells insurance fast and the distribution channel that works best.
Manage sales forecast versus inventory, analyzing cash requirements and stock replacement projections
Financial Reporting Application
Comprehensive financial reporting application. Includes P&L, Balance Sheet, Cash Flow reports. Dynamic visualizations around key financial metrics
Project Management Insights
Dynamic gantt chart showcasing project management timelines and progress. Advanced example of matrix conditional formatting in Power BI
Accounts Receivable Reconciliation
Review historic or future cash forecasts. Select date and dynamically calculate the expected account receivable with various breakdown possibilities
Regional Profit Insights
High level regional insights, includes cross-selling analysis, scenario events, cohort analysis encompassed within an 'application like' development
Product Sales Overview
Evaluating product profitability for regional business, including cluster analysis through time, logistics insights & advanced ranking techniques
Advanced cohort insights for software as a service organisation. Understand customer churn and also retention dynamically across different regions.
Answers to data questions for every corner of the global economy
Territory Sales Breakdown
Showcase territory analysis of companies sales. Drill into product insights to evaluate future revenue opportunities
Segment regional data and break down performance drivers. Showcase dynamically attributes driving historic results
Sales Scenario Analysis
Test outcomes of sales scenarios, including changes in pricing and demand of products. Review overall performance
Highlight performance divergence across regional and country centers. Slice information by key products and sales groups to identify trends
Review key sales and financial metrics in this executive dashboarding example. Dynamically drill into key dimensions for additional insights
Evaluate performance of insurance applications and sales process. How effective is the organisation at receiving and then executing on new business opportunities
Banking Clients & Risk Analysis
Total review of all banking credit risks, for management reporting and relationship banking dashboards. Drill into clients by relationship, location, risk weighting and more. Identify credit risk at the regional level and/or drill into data at the individual client level.
Retail Store Demand
Manage all key metrics around a retail store environment. Understand where your most profitable stores are, and which sales reps are the top performers. Understand foot traffic and average historic sales during certain parts of the day so that you can optimise staffing at key locations.
Sales analysis for FMCG business selling throughout the US. Drill into sales performance of each region or state. Watch key sales metrics as they happen and look for emerging trends in performance of products or customers.
FX Risk Management
Keep track of all trading in financial market products, including forward exchange contracts and currency options. Includes ability to; monitor hedging ratios versus set benchmarks, analyse achieved hedging rates through time and manage counter-party trading and credit risk.
Scenario and data simulated for a transportation company that receives bookings from a variety of clients and through a number of different channels including web, phone and walk ups. Reports enable deep analysis of key business metrics including bookings, profits, sales, discounts and more.
Retail Sites Performance
Dynamically review key revenue and profitability information over pre-set time frames. Select short term or long term time frames and have visuals automatically update. Review which products or regions are delivering the best performance across retail sites network.
Measure insurance applications across sales and branch networks, real time updates on application assessment times and product popularity, measure premiums versus insurance coverage ratios and evaluate key customers and risk assessments at a group or individual level.
Review time spent on specific engagements and project with clients. Which business units are utilising services more than others. Evaluate professional service utilisation rates through time. Review return on time or effort versus value added per project
Discover the possibilities throughout your organisation
Financial Reporting Templates
Create comprehensive and detailed financial reporting tables inside Power BI using custom templating technique
Quarterly Business Insights
Showcase valuable business insights across fiscal quarters of all important organizational metrics
Report on detailed Profit & Loss data with Power BI. Compare results over different time periods and versus budgets
Compare actual results to budgets. Distribute budgets across year according to seasonality within data. Complex analytical techniques
Deep dive into key performance metrics for stock and inventory control. Manage stock levels within warehouse assets to current sales and future predicted sales
Summary human capital insights for large corporate business. Analyse trends and breakdown of employee make-up. Simple and effective dashboarding techniques
Collect and manage organisation wide customer sales budgets. Gain insight into where your future revenue will derive from. Who are your key clients? Who are they internally managed by? Where do you need to allocate resources both tactically and spatially to make sure each clients get the correct coverage for maximum impact.
CRM Sales Data
Detailed analysis on customer relationship management (CRM) sales data. Understand where your sales have derived from, where the next opportunities are and be on top of the probabilities and financial implications of successful future sales pursuits.
Real time financial analytics for asia-pacific focused corporate. See key financial results including total; sales, cost, profits and more. Drill into key products and clients. Identify emerging trends, explore future sales opportunities and monitor key stock levels. Compare across territories and through time.
Global Finance Function
Finance function within global food distribution organisation analysing key metrics for entire financial year. Ability to access greater analysis across regions and through time. Gain insights in sales performance per products and product categories.
Human Capital Analytics
Gain a full overview of all your employee metrics and movements in real time. Human capital strategy relies on advanced analysis for effective decision making. Not only do you need to run analysis on historical information but also simulate future changes, and the flow on impacts these may have on organisational profitability or well-being.
Anlayse key attributes of website and constantly review engagement of visitors and subscribers. Review by region, traffic source, device, age segment and more. Review entry and exit points of website and make changes based on actual raw website data.
Monitor your manufacturing operations with detailed reporting and dashboards of key metrics from the factory floor to your sales teams. Review daily your new invoicing versus your products being produced. Understand your production cycle and where operational hold ups are occurring. Review factory output and current live orderbank across a range of production centers.
Monitor inventory levels across warehouses versus trends for revenue across sales channels. Review short term cash requirements for upcoming stock re-order programs. Analyse key vendors and look for procurement discounting opportunities. Review real time stock-take analysis and evaluate value of inventory sitting on warehouse floors.
Automate insights for complex enterprise scenarios
Detect outliers or anomalies within your data. Showcase trends and change over time for this abnormal results
Dive into key performance metrics that showcase results in a simple and intuitive way. Review results via a top-down approach
Compare performance across regional sectors. Identifying near term trends and filter information by numerous attributes within datasets
Product Discounting Scenarios
Run unlimited 'what if' scenarios for product discounting strategies. Measure effectiveness of discounting to follow up demand. Track key overall performance indicators
Dynamic visualisation technique to effectively showcase the regional performance of store sales and profitability
Understanding Your Customers
Deep dive into customer revenue and profitability information. Identify where you are making sales and when via which products or services. Drill into specific customers or groups of customers. Review performance through time of various important client metrics.
Learn everything you need to know on your customer data. Understand which sales are occurring in which sales regions. Analyse trends over time, how customer sales are tracking versus last year and customer profitability. Compare results versus individual customers and within regions.
Review key metrics through time, comparing current actuals to same period last year. Analyse total; sales, costs and profits. Identify trends as they emerge, and develop conversation about key profitability drivers within a sales organisation. Evaluate product performance regional and per client.
Through purchasing an Enterprise DNA Membership you will gain access to not only these Power BI models & resources but also detailed training videos & on-going support for continuous learning for Power BI users of all levels.