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.