How to build a Pipeline Waterfall from scratch with Power BI The pipeline waterfall report is one of the advanced visuals the sales department can benefit from. Sales Operations often get access to this analysis through third-party forecasting software companies. However, it’s not uncommon to have data issues with this visual. In another article, I…Details
Data into Actionable Insights
The art of sales operations, business intelligence and any data related roles is to turn Data into Actionable Insights. I build business applications for software companies to help business leaders leveraging their data.
In this blog, you’ll find articles related to Sales Operations, Business Intelligence and Business System Architecture. I mainly worked with Salesforce, SQL Server and Power BI.
As a data modeler, you need to understand the “one or many date tables” dilemma. You don’t want having to switch from one option to another after a few weeks of development, as it’d be a painful change to go through. In this post, I’ll try to give you a clear overview of these two…Details
Organizational hierarchy or account mapping adds complexity to reporting. Being able to work with it with basic reporting tools like Salesforce report is impossible. For example, if your company sells to big customers with hundreds of subsidiaries, chances are that account mapping is quite important for your selling strategy. Account executives need analytics suited to…Details
A run rate is a forecast based on current performance. For SaaS companies, this metric is interesting to compute as their future performance is highly influenced by the actual ARR of the company. For example, if a company sells yearly subscriptions, the sales “seasonality” will be influenced by contract anniversary. Business intent The purpose of…Details
Users often need to see the data in different angles to find the business insights they’re looking for. Instead of creating dozens of visuals in your reports, solutions exist to reduce the number of visuals while giving users control over it. In this post, I’ll detail 4 different ways to achieve this, and I’ll discuss…Details
The Pareto principle says that about 80% of the effects come from 20% of the causes. In this article, I’ll create a Power BI measure to rank products from Adventure Works into 4 categories, to show that a few products represent most of the sales from the FactResellerSales table. It’s similar to the Pareto’s principle,…Details
Getting started with business intelligence is easy. In this post, I’ll share a few steps to follow to get access to data, start building a data model and create a report in a client application like Power BI. To do business intelligence, you need to: Access data Clean data Organize data Present data Business Intelligence…Details
If you’re familiar with Salesforce, you know that customizing it to fit your SaaS company metrics can be challenging. For forecasting, the default field Salesforce utilizes is the Amount field on the Opportunity object. In this post, I’ll explain why you shouldn’t use the amount field for forecasting, and how you can forecast properly within…Details
One query to convert them all Change management is one of the main key success factors in any Salesforce project. How do you track adoption? How do you ensure that Salesforce users follow your new process? In this blog post, I’ll show how to query the “LightningUsageByPageMetrics” object to get some insights about user adoption.…Details
Organize your Trailhead Superbadges with GitHub and Salesforce DX Trailhead Superbadges are great to apply what you’ve learned in real business cases. However, there is no easy way to retake these Superbadges for now. If you wanted to, you would have to create a new Trailhead account and complete all Superbadges pre-requisites… which is…Details