Sales & Marketing Reporting: Top Analytics to Track in Power BI & Tableau

Top Sales Analytics to Track in Tableau and Power BI

Revenue analytics:

• Invoiced sales current month (prior month)
• Invoiced sales current quarter (prior quarter)
• Invoiced sales current year to date (prior year to date)

Customer analytics for this quarter:

• Customer with sales: number of distinct customers invoiced this quarter
• New customers: number of distinct customers invoiced this quarter not been invoiced previously
• One-time customer invoices created during this quarter

Actual vs. target sales quarter/year-to-date analytics:

• Percentage growth compared to last quarter/year
• Current quarter/year to date
• Prior quarter/year to date
• Prior year same quarter/year value
• Current quarter/year forecasted sales

Top regions:

• Invoiced sales by order account customer location

Sales forecast analytics:

• Forecasted sales amount vs. invoiced sales value

Sales trend analytics:

• Growth per quarter for last four quarters
• Current year sales vs. prior year sales amount by quarter

Sales opportunities analytics:

• Opportunity by owner
• Opportunity by product type
• Opportunity by top 10 opportunities
• Opportunity estimated open revenue by rating
• Opportunity by pipeline stage
• Opportunity by pipeline stage and month
• Opportunity by status
• Opportunity by status and month
• Opportunity accuracy
• Opportunity average days close
• Opportunity average days open
• Opportunity Count—less is better
• Opportunity Count—more is better
• Opportunity win percentage

Sales quotes analytics:

• Quote analysis by account type and status
• Quotes analysis by product type
• Quote win percentage by top 10 owners
• Quotes by status

Sales orders analytics:

• Orders analysis by account type and status
• Orders analysis by product type
• Orders by status

Sales invoices analytics:

• Invoice analysis by outstanding customer
• Invoice analysis by product
• Invoice analysis by territory
• Invoice analysis by top 10 customer accounts
• Invoice analysis by average amount
• Invoice analysis by product revenue
• Invoice analysis by revenue

Delivery performance analytics:

• In-full delivery: percentage of sales orders delivered in full on first delivery (measures delivery fulfilment)
• On-time delivery: percentage of sales orders delivered within expected delivery date (measures delivery precision)
• Perfect order index (POI): delivery precision, delivery fulfilment

Customer delivery performance over time analytics:

• In-full delivery percentage over last twelve months
• On-time delivery percentage over last twelve months
• Perfect order index (POI) (delivery precision, delivery fulfilment over last twelve months

Sales order by status:

• Sales order amount by current sales order line status

Contribution margin analytics:

• Invoiced sales amount, contribution margin, and quantity sold in sales units

Backlog ratio analytics:

• Rolling sales over X years, backorder amount
• Sales backlog ratio
  
  

Top Marketing Analytics to track in Tableau and Power BI

Marketing leads analytics:

• Leads analysis by source
• Leads analysis open by campaign
• Lead conversion ratio by owner
• Lead conversion by Top 10 owners
• Leads analysis open by owner
• Leads count by status
• Leads created across months
• Lead conversion percentage
• Leads count—less is better
• Leads count—more is better
• Leads neglected percentage

Campaign analytics:

• Campaign analysis by type/channel
• Campaign cost variations
• Campaign effectiveness
• Campaign performance by type
• Campaign responses by channel
• Campaign ROMI (Return On Marketing Investment) by type
• Campaign cost as percentage of budget
• Campaign expenditure
• Campaign response accuracy
• Campaign ROI
  
  

Getting the Most from Your Sales and Marketing Data 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:

• Dynamics 365 for Sales reporting software
• Dynamics 365 for Finance and Operations reporting software
• Dynamics AX reporting software
• Dynamics NAV reporting software
• Dynamics GP reporting software

ZAP is a Sage Rockstar ISV and ZAP Data Hub is optimized for key Sage products as:

• Sage Data & Analytics / Sage X3 reporting software
• Sage 1000 reporting software
• Sage Line 500 reporting software
• Sage 500 reporting software
• Sage 300 reporting software
• Sage X3 HR / Sage X3 People reporting software

ZAP Data Hub is also optimized for other major platforms:

• SAP Business One reporting software
• Salesforce reporting software