Sales Reporting
Aligning BI Strategies with Business Goals
Visibility
Data Visualization Techniques for Analysts
Insights through Analysis
Exploring Data Trends through Visualization
Performance Indicators
Using Analytics to Improve Processes
Analyzing Business Performance 
To determine the efficiency of marketing and
sales efforts
...the question, “What happened?” and includes techniques such as: Data Visualization Statistical Analysis
Reporting Tools Descriptive analytics helps organizations identify patterns and trends over time, enabling them to make data-driven decisions
...
Aligning BI Strategies with Business Goals 
Improve stakeholder engagement through transparent
reporting ...Operational Efficiency Market Share Percentage of an industry or market's total
sales that is earned by a particular company
...
Visibility 
Data Collection The process of gathering relevant data from various sources, including
sales, customer feedback, and market trends
...Reporting Generating reports that provide stakeholders with a clear understanding of business performance
...
Data Visualization Techniques for Analysts 
Showing trends over time, such as
sales growth or stock prices
...Integrating with Microsoft products and quick
reporting ...
Insights through Analysis 
Interpretation and
Reporting Translating data insights into actionable recommendations and presenting them to stakeholders
...Sales: Analyzing sales data to identify trends, forecast demand, and improve sales strategies
...
Exploring Data Trends through Visualization 
Comparing
sales across different regions
...Power BI - A Microsoft product that integrates with various data sources and provides robust
reporting features
...
Performance Indicators 
Finance, Marketing
Sales Growth Rate Tracks the increase in sales over a specific period
...Use Technology: Leverage business intelligence tools to automate data collection and
reporting ...
Using Analytics to Improve Processes 
Reporting: Presenting insights in a clear and actionable format for stakeholders
...Performance tracking,
sales analysis Diagnostic Analytics Examines data to determine why something happened
...
Records 
list of common types of records used in business: Transactional Records: Data generated from transactions, such as
sales, purchases, and payments
...Improved
Reporting: Streamlines the reporting process by providing readily available data
...
Building a BI Strategy for Growth 
Key components of BI include: Data Mining
Reporting Performance Metrics and Benchmarking Predictive Analytics Data Visualization Steps to Build a BI Strategy Developing a BI strategy involves several critical steps, each designed to align BI initiatives with business objectives
...Examples of KPIs include:
Sales Growth Rate Customer Retention Rate Net Profit Margin Choosing the Right BI Tools Selecting the appropriate BI tools is a critical step in the strategy development process
...
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