Anna can help sales teams understand sales patterns, optimise team performance 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:
Understand sales patterns
Revenue by product category
Best performing channel by revenue
Month on month revenue compared to the previous comparable period for Q4 FY19
Best performing products for Q1 FY20
Optimise team performance
Monthly percentage growth of revenue by sales office
Worst performing sales offices for Q1 FY20
Highest revenue by account manager last month
Quarter on quarter revenue compared to the previous comparable period for Q1 FY20
Uncover new opportunities
Growth by channel last quarter
Best performing product category month on month
Revenue by channel and sales office
Percentage growth for revenue by account manager last financial year
How do I structure my data?
Anna requires structured, transactional data, with at least 1 measure (e.g. Revenue) and 5 segments (e.g. Customer 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.
Example data structure
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Please refer to this article for more information about data structure.
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.)
A measure is a quantitative, numeric value. Some of the typical measures include revenue, profit, margin, etc.
If you have any questions, please contact us at firstname.lastname@example.org.