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ID517 - Power BI Sales Orders Insights Overview & Sample

Power BI Dashboard for Sales Order insights

 

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Overview

Overview

ID348 is our process designed to keep sales reps etc updated on the status of their sales orders; however, we never had any visuals to go with it. This Power BI dashboard is not just a visual for all equipment orders but will also allow you to research all orders. ID815 will auto update the status on equipment orders as well as create the setup and delivery calls needed. Our CRM connector (SalesForce, SalesChain etc) will allow you to push orders into eAuto and have one order per host.
We also show what equipment (manufacturer, model or IT) your reps are selling, average days to invoice, where in the delivery each deal is with drill down, rep ranking, deal profit, and much more. See samples below.
We use the term "Deal" for the complete order versus the many Sales Order you may have in eAuto, we recommend one order per host.

Download template here: https://hub.ceojuice.com/517

 

 

Type of Output: On Demand Power BI Dashboard Report

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Sample

Sample

Home Page:

ID517HomePage.PNG

Open Orders Cockpit:

We break orders into 6 buckets. (1) Pending, (2) Procurement, (3) Shop/Prep, (4) Ready for Delivery, (5) Ready to Bill & (6) Invoiced. Then show you $s & number of Orders for each bucket.

ID517OpenOrders.PNG

Orders by bucket

id517_orders_by_bucket.PNG

Average Days to Invoice

id517_days_to_invoice_1.PNG

By Cluster

id517_days_to_invoice.PNG

Deal Profit

id517_deal_profit.PNG

 

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Variables

Variables

Variables required so your report can include needed Order Types as well as statuses:

ID517Var1.PNG

ID517Var7.PNG

 

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Alert Functionality

Alert Functionality

(1) See here for getting Power BI in place. 

Download template here: https://hub.ceojuice.com/517

(2) Be sure to set this one to refresh every 90-minutes so it is real time for you.

(3) Need to complete Model Mapping of Model Categories (via ID295 App) to see reporting at Model Category Level, details HERE

 

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Power BI Reporting

Power BI Reporting

(1) Four Main Sections, with descriptions:

ID517Sections.PNG

Summaries & Workflows

For example, see Profit by Sales Manager, then Sales Rep:

ID517Profit.PNG

Open Orders broken down by status:

ID517OpenOrders.PNG

 

Sales Performance

By Product / Model Category:

 

ID517ModelCategry.PNG

Operational Effectiveness

Average Days to Invoice:

ID517AvgDaysInvoice.PNG

 

Financial Contribution

Sales in Progress:

ID517SalesinProgress.PNG

 

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Related Alerts

Related Alerts

ID281 - Customer Retention Rate Power BI

ID568 - eAuto Activity Trends Power BI

ID704 - The Financial "Model" Power BI

ID770 - Financial Dashboard Power BI

ID771 - Service MIF & Profitability Power BI

ID774 - Customer Business Review Power BI

 

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Webinar

Webinar

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