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The current setup provided a story at the end of the Sales journey. Showing revenues, costs and profits, however, this doesn't explain how these metrics came to be...
They are customers of HubSpot (CRM SaaS), a tool that the staff would use on a daily basis for managing their sales pipeline - deals won, lost and still pending. Using the expertise of Simple Analytics, they hoped to gain a full picture of their Sales process. Having more visibility of this data assists in answering questions like -
How long are deals pending?
How many deals are pending?
How many deals are lost?
Another issue they they faced with their current MYOB report is that it was clunky and could take up to 15 minutes to refresh the data in Power BI.