Key successes
- Implementation of Power BI as a visualization tool
- Replacement of the monthly sales report consisting of over 20 PDF pages
- Automated integration and visualization of real-time data
- Management relief through automated dashboards
- Proactive sales management
- AI-based revenue forecasting per employee
Background
Due to the lack of resources in the analytics and business intelligence area, the management has been creating a monthly report in Excel, which was shared with the sales team. The report contained many important metrics, but they were often difficult to interpret at a glance, making it challenging to identify current customer needs or market dynamics in a timely manner. As a result, many up-selling and cross-selling opportunities were missed.
Support from FLEX Capital
In advisory collaboration with FLEX, the EVEX Group has implemented the following measures:
- Mapping the database structure
- Development of dashboards and KPIs
- Expansion of analyses to include forecasting models
- Automation of data imports and dashboards
- Creation of documentation and a handbook
- Training for management and sales representatives
