This session will interest both existing BI clients and clients curious about what BI can do for their organization. Client best practices: We’ll take a look at some of the most useful reporting techniques we’ve seen clients implementing over the last year. Automated report delivery: Learn how this can transform the flow of information in your organization. Exciting new features: We’ll also preview our Summit Release, which includes some big changes to cube data, and great new canned reports we can’t wait to show you. And… We’ll also introduce an exciting new way to consume your data (and we’re pretty sure you’re going to love it). Sarah will also speak about changes to BI data and how to make them work for your organization, and Tony will blow your mind with some exciting new data visualizations in our latest reports that you’ll be able to access shortly after Summit.

1. ®
Advanced BI Training:
Take BI to the Next Level
Sarah Tuff & Tony Burbage

2. ®
Welcome

3. ®
Tony Burbage
Sarah Tuff

4. We Will Cover…
•
•
•
•
•
•
•
•
•
What is BI? ( Tony )
Brief Product Update ( Sarah )
New Visualizations ( Tony )
New Standard Reports ( Tony )
Customer Success Stories (Sarah )
New: DW Cube Additions (Sarah)
New: Build from Excel (Sarah)
New: Product Library (Tony)
Close
®
BI

5. ®
Why BI?

6. Why Use Business Intelligence?
®
$
Knowledge
Reporting
Actionable
Steps
What am
I going
to do?

7. ®
Standard
Reports
Visualizations
Custom
Reports
Ad-Hock
BI - Ecosystem

8. ®
Product Update

9. Old
New
®

10. Features
®

11. Use Anywhere
®

12. Export and Subscribe
Tuesday
Weekly
@9AM
®
DF
P
Excel
Image
Word

13. Build Your Own Reports
®

14. Existing Standard Reports
®

15. Existing Standard Reports
®
Refunds
Growth Trends
Inventory
Dead Stock
Order Forecast
Stock on Hand
Top and Bottom
Rank
Stock Out

16. ®

17. ®
Now for some stats…

18. ®

19. ®
STATS – in the USA alone
• 117 customers
• 1,837 custom reports
• 75% customers using
• custom reports
• 259,532 report runs a year on
average

20. ®
Visualizing Data

21. ®
Design Patterns

22. Data Density
Calendar Heat Maps
®

23. Maps
®
Contextual Maps

24. ®
Connects to iQmetrix Maps

25. New Standard Reports
®

26. ®
Browse your data

27. ®
Browse your data
Employee
Location
Product

28. ®
Employee

29. ®
Employee

30. ®
Location

31. ®
Product

32. ®
How Are
Customers
Using BI?

33. Automation & Delivery
®

34. ®

35. ®
?

36. ®

37. ®

38. ®

39. Commission Success
®

40. Reports for Vendors
®

41. ®
Reports for Vendors

42. Market Only Access
®

43. Flexible Security
®

44. Field Team Access
®

45. Email: External & Infrequent
®

46. Sales Audit: Coupon Abuse
®

47. Sales Audit: Purchase Orders
®

48. My Own View
®

49. Accessory Dead Stock
®

50. Traffic Conversion
®

51. Advanced Goal Setting
®

52. Visualizations Matter
®

53. ®

54. ®
Cube Additions

55. Handset Profit
•
•
•
•
Rate Plan
Term
Hardware
Add-On Items
®

56. BI PAW
BIPAW CubeCube
• Most Profitable Activations
• Top Performing Rate Plans
• Am I selling what's most
profitable
• Am I Selling new plans
• Am I Discounting?
®

57. Building your Data Set
®

58. New Additions
®

59. ®
• Activation Count
• Average PAW Profit
• PAW Profit/PAW Qty
• PAW Discounting

60. ®

61. ®
Prepaid
8%
No
Contract
3%
Other
1%
New Activation
Upgrade
Prepaid
No Contract
Other
Upgrade
62%
New
Activation
26%

62. ®
PAW

63. ®
Inventory Attributes

64. ®

65. ®
xcel!
E

66. ®

67. Build Report from within Excel
®

68. Use the Same Data …
Use the same Data
®

69. Completed Report
®

70. ®

71. ®
Product Library
=
Awesome
Reporting!

72. Product Library
®
Attributes
Colors
Images
Descriptions

73. ®
Product Library

74. ®

75. ®

76. ®

77. ®
Compare

78. ®
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