EPM Strategy - The Sales Contest
This showcase is an example of a Sales Contest to help each salesperson know where they are in relation to their goals and to each other. It also helps management see the results over the course of time. The results can be filtered by many different criteria, including the Customers, Regions, dates, areas and regions. The Ribbon Chart allows the salespeople and managers to understand how much revenue each salesperson is bringing in relative to each over - and over time. The Enlighten fish visual is a fun way for each salesperson to see how their sales are in relation to their goals (the sharks and fish).Kontakta partner Titta på video
This showcase is an example of an organization that has many salespeople and has a sales contest going on to determine who meets their goals. Each salesperson has their own goals and the organization has overall goals that they want met.
The first tab of the report has a numerical breakdown by Territory with the key measures and fields that the organization and each salesperson is concerned about in regards to their goals and current sales. There is a drill down ribbon chart showing each salesperson's sales against each other over time. The third visual is a Treemap to make for an easy way to see an overall totals comparison. The slicers are designed to be able to filter the information in any of the main ways that either management or individual salespeople want to view the information.
In this showcase, we are not using role level security. However, in an actual implementation our suggestion would be to have the security based upon the salesperson's territory or region so that they only see their pertinent information.
The second tab has a few key slicers with the Net Revenue and Goals in text format. The visual shows the sales (based in Revenue) against the goals. The dark blue line is the baseline goal for each salesperson to reach as their minimum. The light blue line is the salesperson's Revenue line. The red line is the stretch goal. In this case, anybody hitting the stretch goal OR the salesperson closest to it is the one(s) that get an additional bonus. This visual can be drilled down based upon as well.
The third tab is the quick and easy tab. Each salesperson is represented by the shark and their sales goals are the fish. This is a way for each salesperson to see how close their to their own goals as the shark and fish are the same color for each salesperson.