Tag Archives: Risk Reporting

Business Intelligence Self Service

Why use Business Intelligence Self Service?

 

Business Intelligence Self Service Solutions at M Mobile Solutions

M Mobile Solutions helps companies design, develop and build business intelligence service portals. After implementing the reports, Business Departments, such as HR, Sales and Marketing are able to design and run daily or monthly reports, without any IT support.
The self service reports can run on a mobile device and PC. Also the user can easily share his reports with his or her colleagues. We have experience in Business Intelligence Self Service Solutions since 2008. Our clients are based in London, New York, Johnsburg and Amsterdam.

M Mobile Solutions use Agile SCRUM methodology to develop the aforementioned reports. Click here to download our free training.

What is Business Intelligence Self Service?

When it comes to IT terms, there are two definitions of what business intelligence self service is. The bad thing is that most people mix them up which in turn creates a lot of confusion. So the first definition is the “business need”. This means business people accessing data they require for the making of a certain decision. But how is that different from regular BI? Well they access the data without the help of technology experts. Thus the “self service” part. The second definition is the technology used to fulfill the aforementioned business requirement. These tools can be used for:

  • Gathering information from multiple sources
  • Analyzing large amounts of data
  • Sharing the report with other people

And all this without having to go to the trouble of learning the technical protocols required to access the information. If you are looking for a job, click here.

What can people misunderstand about Business Intelligence Self Service?

The business need creates requirements for the business intelligence self service is a very broad concept that covers a wide range of technologies and data stores. The very thin line between “reports”, “dashboards”, “data recovery”, etc is very blurry. So there is no truly business intelligence self service solution. Someone has done some work in advance thus the above statement. All this information that is gathered by non-professionals, at some point, has to come together. And if this is to be done the right way, a technology expert has to come into play. Click here to find available candidates.

What are the benefits of Business Intelligence Self Service?

In 1991, BusinessObjects was explicitly a business intelligence self service tool. What is interesting is that business needs do not change that much over time. What changes though, is the technology used, the amount of data stored, and the level of information use. Click here to sign up for a Business Intelligence event.

What about visual analytics?

Of course, we are talking in the context of business intelligence self service here. So visual analytics means that instead of having users ask a question, then get a result and then from that result make a chart, there is much more to be done from the chart itself. A human being learns way faster by images and data presented in a visual fashion, than through conversation.

How does Business Intelligence Self Service improve the use of BI tools?

Business intelligence self service builds on “traditional” BI, in a sense, i.e. the trusted data sources, that are available through the data warehouse are a crucial part of the data analysis done in the business intelligence self service tools. Click here for free Web Intelligence training material.

 

Relevant topic:

sap, bi, certification , SAP, XML. ABAP, SQL, Business intelligence basis training, UK  Datawarehouse, project management, Data migration project, business intelligence data analyst, business intelligence reporting analyst, etl developer, Risk Reporting, Brussel, London business intelligence tools, big data, data mining, enterprise data integration, customer data integration, data integration software, data integrator, data integration tools, data integration, erp, customer relationship management, risk management

 

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Sales Performance Report Template Excel

What is a Sales Performance Report Template Excel?

 

What is Sales Performance?

We will start simpler by explaining what sales performance is before going to sales performance report template excel. Sales performance is the “coefficient” of each and every seller’s ability to, well, sell products and services in a given company. So for example, if sales are very high in a given month, the sales performance is considered high too and vice versa. Then we have sales performance management (SPM), which is the act of monitoring and guiding employees to take their selling abilities to a higher level. Click here to download a free training.

The key objectives of SPM are:

  • Increase the knowledge of sellers
  • Teach sellers how to use motivation
  • Instill a goal oriented mindset into sellers
  • Educate sellers the best way to satisfy customers

What is Sales Performance Report Template Excel?

A sales performance report template excel is a ready to use excel spreadsheet. The name itself says it. It is a report template, which has already been designed by a professional to manage sales performance. It is practically a report waiting for you to put your data in. Click here to find a job.

A typical sales performance report template excel can have the following information:

  • A table for sales for month
  • Number of sales for that month
  • Revenue for that month
  • Margin/Contribution
  • Number of orders
  • Average order value
  • A table for a forecast for next month’s sales
  • A table for a quarter forecast
  • A table for a year forecast

In each of these tables, the following columns are recommended to be included. Starting with actual, which is the actual number of sales. Then moving on to plan, which will hold what the planned number of sales was. The third column should be variance, which holds the difference between the actual and the planned sells. And the last one is the percentage of successful sells. Click here to find available candidates.

What to put after the Tables in the Report Template?

After the tables, the sales performance report template excel can have a few optional fields. The first one can be a summary of the sales and activities for the current month and for the forecasts. The second one can contain comments on internal services affecting sales and customers (orders processing, customer services, stock, service support, invoicing, etc). Click here if you want to sign up for a Business Intelligence event.

The third one, which is used very often, is competitor activity. Comparing your company’s sales performance to that of the competitor is a great indicator of how well things are going. Optional market comments can also be added to the sales performance report template excel. These can be trends, developments, SWOT factors of note, opportunities, threats, etc. Click here for free Web Intelligence training material.

What to put at the end of a Sales Performance Report Template Excel?

At the very end of the report template, the credentials of the one who prepared and executed the report must be added as well as the current date for which the report is valid. Also, I have seen this on many occasions, where some templates have a detailed visual analytics in the form of a pie chart. This captures all of the essence of the report in an easy to comprehend graphic.

 

Relevant topic:

sap, bi, certification , SAP, XML. ABAP, SQL, Business intelligence basis training, UK  Datawarehouse, project management, Data migration project, business intelligence data analyst, business intelligence reporting analyst, etl developer, Risk Reporting, Brussel, London business intelligence tools, big data, data mining, enterprise data integration, customer data integration, data integration software, data integrator, data integration tools, data integration, erp, customer relationship management, risk management

 

 

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