Case Study
Sales Performance Reporting
OVERVIEW
In today’s competitive sales environment, timely insights into sales data are crucial for driving growth and maximising performance. Dennis Butler’s organisation recognised the need for a comprehensive and user-friendly Sales App to track key performance indicators (KPIs) and analyse sales trends efficiently. Tick9 developed a robust solution using Qlik, integrating sales data into a highly visual, tablet-friendly app that enables the team to access vital sales metrics quickly and on the go.
Project Components
Sales App Overview
The Sales App serves as a centralised platform for tracking and analysing core sales metrics, empowering Dennis Butler’s team to make informed decisions based on up-to-date information. The app is designed for easy navigation and quick access to sales KPIs, tailored specifically for tablet (iPad) use, enabling employees to interact with the data from anywhere. With trend analysis tools included, the app also allows the team to monitor shifts in sales data over time, revealing patterns that can guide strategic adjustments.
Customer and Product-Specific Tabs
The app simplifies analysis with tabs for viewing sales data by Customer and Product. The Customer tab provides detailed sales statistics, helping the team analyse purchase history and customer trends and identify key clients or areas needing attention. The Product tab allows the team to track product performance, identifying best-sellers, underperformers, and seasonal trends, which aids in more targeted inventory management and sales strategies.
Trend Analysis Tools
The Sales App provides powerful trend analysis tools to track product popularity, customer behavior, and market shifts, aiding strategic decision-making. The app allows the team to monitor sales trajectories over various time periods, identifying growth or decline trends, seasonal patterns, and other influencing factors. Visualisations highlight fluctuations in sales across customers and products, helping the team spot correlations and act quickly to capitalise on positive trends or address downturns.
The Benefits
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Increased Sales Visibility
The Sales App consolidates critical sales data into a single platform, providing an accessible and comprehensive view of sales performance across all customers and products.
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Enhanced Decision-Making
Customer and Product-specific tabs streamline data access and analysis, enabling Dennis Butler’s team to make quick, informed decisions tailored to individual customer and product needs.
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Mobility and Accessibility
The app is optimised for tablets, allowing the sales team to access and interact with data in real-time from any location, making it ideal for meetings, customer visits, and remote work environments.
CONCLUSION
The Qlik-powered Sales App developed by tick9 has transformed Dennis Butler’s approach to sales performance analysis. By delivering key insights into customer and product trends and enabling quick access on-the-go, the Sales App has empowered the sales team to make informed, agile decisions that drive growth. The customised approach—providing both high-level metrics and detailed breakdowns by customer and product—has enhanced the team’s ability to respond to changing conditions and align with the organisation's strategic goals, supporting a data-driven culture that fosters long-term sales success.