Sage SalesLogix Advanced Business Analytics.....
Sales By Geography
Sage SalesLogix Advanced Analytics provides a way for users to identify sales based on a geographical region using a map visualization. With this release, the only map available is for the USA. Other maps will be provided in the future. There is no drilling capability with this map at this time. The sales, which is measured as the sum of Actual Amount for closed-won opportunities, are color-coded by state based on the volume or size of the sale. Since Actual Amount can be entered for opportunities that do not have products, a separate table is provided in the visualization to view sales for any marked (i.e. selected) states in the map. Users can filter sales a number of ways, including by Product Hierarchy, Product Family and Product Name. They can also filter by Opportunity Manager, Opportunity Close Date, Sales (range), Industry and many more.
The key benefits of this dashboard are:
- Ability to identify trends or see patterns in sales based on the geographical region.
- Understand how well each product is doing in each geographical region.
- Identify data quality issues because some accounts do not have proper addresses assigned (e.g. might be missing the country or postal code)
- The ability to analyze geographical sales performance based on a period of time.
- Identify which industries are selling the most in each area.
- Analyze the areas where each sales representative seems to be having the most success
- Determine if forecast/quota will be met for each sales period
- Identify who will make their numbers
Sage SalesLogix Advanced Analytics provides a sales forecast analysis within the Sales dashboard. This analysis displays the sales and the projected sales for each quarter and month within the selected calendar year. Sales is calculated using the actual amount for closed-win opportunities. The time period that sales is reported is based on the closed date of the opportunity.
Projected sales is measured using the weighted sales potential for open opportunities. The time period that projected sales is reported is based on the estimated close date. The time period that sales is reported. Opportunities are counted regardless of whether the Add to Forecast checkbox on the opportunity has been checked, however, there is a filter in the dashboard that allows users to filter out opportunities that do not have the Add to Forecast checkbox checked.
The Sales Forecast analysis allows managers and individual sales people to keep track of whether or not quota will be met for a given month, quarter or year. Upon selecting a time period, the user can see which salespersons are going to achieve their individual quota. Sales managers would need to track quotas for individual sales people, since this is not currently tracked in Advanced Analytics.
The key benefits of using this dashboard are:
- Provides window into future as to whether quotas will be met based on the forecasted and actual sales
- Allows managers to see forecast of entire team, and then see which salespeople are ok and which are behind