Posted by Trevor Legg on 04 December 2020
Tableau and Microsoft Power BI are data visualization tools that can be used by sales and marketing departments to track and report on their performance. Businesses often use CRM software to run their sales and marketing processes, alongside ERP or finance software to run the financial side of the business. CRM, ERP, and finance software are the primary sources of data for businesses that want to analyze their sales and marketing performance with Tableau and Power BI.
A CRM system creates lots of transactional data as it automates sales and marketing processes, while the ERP or finance software records the associated revenue data. But in order for the data from these systems to be turned into valuable sales and marketing insight, it first needs to be integrated and reorganized, via a process of data transformation, into a structure for reporting and analytics.
(You might also like "5 Reasons Why Excel Isn’t Enough For Financial Reporting")
Data management automation software, also known as ELT data warehouse software, like ZAP Data Hub, accesses transactional data from business systems such as CRM, ERP, and finance software, integrates it, and structures it ready for reporting with BI tools such as Power BI and Tableau.
Once CRM, ERP and finance data is integrated and structured for reporting, a business has to decide what sales and marketing analytics and KPIs to track. This should reflect the nature of the business’s sales processes, marketing processes, and its broader objectives.
Deciding where to start with sales and marketing analytics can be a challenge. That’s why we’ve produced this report – “Sales and Marketing Reporting and Analysis Top Analytics to Track”. It’s designed to provide a starting point for businesses looking to kick-start their sales and marketing reporting.
(We also recommend "ERP Manufacturing Reporting & Analysis: Top Analytics to Track in Power BI & Tableau")
Customer analytics for this quarter:
Actual vs. target sales quarter/year-to-date analytics:
Sales forecast analytics:
Sales trend analytics:
Sales opportunities analytics:
Sales quotes analytics:
Sales orders analytics:
Sales invoices analytics:
Delivery performance analytics:
Customer delivery performance over time analytics:
Sales order by status:
Contribution margin analytics:
Backlog ratio analytics:
Marketing leads analytics:
If you are a business using CRM, ERP and Finance software and would like to report on your sales and marketing performance in Power BI and Tableau, then ELT Data Warehouse automation software like ZAP Data Hub makes it easier to produce meaningful sales and marketing analytics from this data.
(You might also want to read "Do Tableau and Power BI replace the need for a Data Warehouse?")
ZAP Data Hub automates the processes of accessing and structuring data for analytics and reporting in Tableau, Power BI, Qlik and other BI tools. It is specifically optimized for the Dynamics 365 suite providing:
ZAP is a Sage Rockstar ISV and ZAP Data Hub is optimized for key Sage products as:
ZAP Data Hub is also optimized for other major platforms:
Trevor is a 20+ year seasoned professional who is passionate about delivering solutions that are based on analytics, data management, Business Intelligence, strategic planning, and coaching for individuals or organizations looking to optimize their performance.
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