Automation of sales dashboards for proactive and intelligent sales management

Content

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
Share this article
Erhalten Sie innerhalb von zwei Werktagen eine indikative Bewertung Ihres Unternehmens.
Wir berechnen auf dieser Basis gerne einen indikativen Wert Ihres Software- oder Tech-Unternehmens. Für eine genauere Bewertung müssen wir im zweiten Schritt weitere sensible Daten erfragen, für die wir Ihnen vorab eine Vertraulichkeitsvereinbarung zukommen lassen.

*FLEX Capital ist ein Private-Equity-Buyout-Investor mit Spezialisierung auf den Softwaresektor. Wir verfügen über maßgebliche Expertise bei der Unternehmensbewertung in diesem Segment.

Get a reliable valuation of your business within 48 hours.

We are happy to calculate an indicative value of your software or tech company on this basis. For a more detailed assessment, we need to ask for further sensitive data in the second step, for which we will send you a confidentiality agreement in advance.

*FLEX Capital is a private equity buyout investor specializing in the software sector. We have significant expertise in company valuation in this segment..