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…
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…
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…
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…
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…
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,…
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…