• A leading packaging materials manufacturer operates across six locations and employs over 400 salesmen.
•  The company faces challenges in tracking daily sales performance due to the separation of actual sales data in the ERP system and budget information maintained in Excel.
• Comparing budget versus actual on a daily basis is a manual and time-consuming task, taking several days to complete.

Introduction

A leading packaging materials manufacturer operates across six locations and employs over 400 salesmen.

Challenges

Data Warehouse

•  SQL Server
•  SSIS

Data Sources

•  Sales Data   - Microsoft Dynamics
•  Client Visits  - CRM
•  Budget      – Web Application
•  Sales Forecast – Web Application
•  Sales Organisation Hierarchy – Web application

Solution

•  Data retrieved from ERP , Web application, Excel and CRM • Data Modelling in Data warehouse built on SQL Server.
• Visualisation in Power BI
•  Hierarchy support for Sales Organisation
•  Data Security.
• KPI- Number of visits, % achieved ,Variance analysis(evaluating the actual and expected results)

Key Benefits

•  Preparation for Monthly reviews is reduced from a week to close to an hour in a month
•  Ability to view CRM, ERP, Excel , Web application in a single report