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In briefShow moreShow lessThe article describes a webinar on how to create effective sales reports in Power BI for real-time insights into sales and customer processes.
- The article describes a webinar on how to create effective sales reports in Power BI for real-time insights into sales and customer processes.
- ProsessPilotene shares insights from several years of data-driven work and presents six recommended reports for sales departments.
- The reports covered different parts of sales work.
The story
The article describes a webinar on how to create effective sales reports in Power BI for real-time insights into sales and customer processes.
What this means for the work
ProsessPilotene shares insights from several years of data-driven work and presents six recommended reports for sales departments.
The webinar focuses particularly on reports for leads, the service pipeline, activities/sales results, delivery status, customer follow-up, and revenue.
Independent research places the subject in a wider context than the tool itself. In March 2023, Forrester identified data accessibility, availability and readiness as persistent barriers to turning analytics into decisions. A report or platform therefore has to be assessed together with definitions, ownership and working practices.
Gartner’s April 2024 trends highlighted trust in data as a central challenge for data and analytics leaders. Faster visualisation or more self-service creates value only when users understand where figures come from and when they can be used.
Management should agree on data quality, access, common metric definitions and responsibility for corrections. The effect can be measured as less manual work, shorter time from question to answer, or fewer disputes about the underlying figures.
Sources and perspectives
ProsessPilotene: Six sales reports presented in a Power BI webinar
Forrester: The Key To Insights-Driven Decisions Is Curiosity Velocity (8 March 2023)
Gartner: Top Trends in Data and Analytics for 2024 (25 April 2024)
Practical follow-up
The reports covered different parts of sales work. Someone following up a customer needs a different level of detail from a manager reviewing the whole department. Purpose, audience and definitions therefore need to be agreed before building the report.
Join the discussion
What information does a salesperson need to follow up the next step? Discuss what is missing in your team.
