Anna can help finance teams monitor and analyse revenue performance, maximise profitability and uncover new opportunities. You can read more here on our website.

This article will cover:

  • Example insights from this use case
  • Recommended data structure for this use case

What sort of insights can Anna help me uncover?

We've outlined some example questions which Anna can help answer through a combination of her proactive insights, Search, and What caused this? analysis:

Analyse revenue, team & product performance

  • Revenue by product category
  • Monthly percentage growth of profit by sales office
  • Worst performing sales offices for Q1 FY20
  • Highest revenue by account manager last month

Maximise profitability

  • Best performing products for FY19
  • Worst performing products for Q1 FY20
  • Profit by country and product
  • Worst performing channel
  • Quarter on quarter profit compared to the previous comparable period for Q1 FY20

Uncover new opportunities

  • Growth by channel last quarter?
  • Best performing product category month on month?
  • Profit by channel and product category
  • Percentage growth for revenue by product name last financial year

How do I structure my data?

  • Anna requires structured, transactional data, with at least 1 measure (e.g. profit) and 5 segments (e.g. product names). In addition, we recommend at least 7 months of data (at monthly or daily granularity) so you can take full advantage of Anna's Unexpected Changes feature.
  • Anna can connect to databases and .csv files. For this type of use case, we recommend a direct database connection.

Example data structure

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Please refer to this article for more information about data structure.

Segments

Here are some of the typical segments we find in revenue data. A segment is a qualitative value, like names or categories:

  • Customer attributes: Customer name, salesperson name, customer size, etc.
  • Product attributes: Product category, product sub-category, product type, product name, etc. 
  • Other attributes: Channel, sales office location (in natural language, e.g. Sydney, Melbourne, etc.)

Measures

A measure is a quantitative, numeric value. Some of the typical measures include profit, revenue, margin, quantity sold, etc.

Related material
Revenue performance use case
What type of data can be used in Anna?
Options for ingesting data into Anna
Quick guide to Anna

If you have any questions, please contact us at support@hyperanna.com. 

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