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  • Provide insights within Customer and Sales Insights dashboards

  • Enablement of business conversations related to the data on the dashboards:

    • Uncovering trends in respective areas

    • Drilling down for more granular detail

    • Filtering specific items based on described criteria

  • Provide recommendations on associated use cases:

    • Churn Risk

    • Margin Outliers

    • Low Margin Deals

  • Suggest recommended actions in the price setting area

  • Convert insights into actions (ie. revise Price List, update LPG, etc.)

  • Provide guidance to users to finish the business flow

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Dashboard Analysis Step by Step

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Step 1-Analyze Customer Insights/Sales Insights Dashboards

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