Improve Your Sales Analytics with Alteryx and Microsoft Power BI

Improve Your Sales Analytics with Alteryx and Microsoft Power BI8 / 23 / 2016

SpeakersDan Ganancial, Alliance Marketing Manager, Alteryx

Ali Sayeed, Solutions Engineer, Alteryx

Miguel Martinez, Product Marketing Manager – Power BI, Microsoft

© 2016 Alteryx, Inc. | Confidential

The Leading Platform for Self-Service Data Analytics

Prep, blend, and analyze all your data using a repeatable workflow

Deliver deeper insights in hours, not weeks

Deploy and share analytics at scale

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• Integration of Data• Data Blending• Advanced Analytics

Alteryx Analytics

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Prep, blend, and analyze data using a repeatable workflow, then deploy and share analytics at scale for deeper insights in hours, not weeks

146.03K145.84K145.96K146.06K 40.08K38.84K39.99K40.33K

Data challenges can be a drain on many organizations

Time-consumingSlow

Poor visibility Tactical

Requires IT involvementSilo’d

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Long analysis timeframes delaycritical decision-making that could impact your sales yield

Hunting for sales trend data and creating mash-ups can take the majority of analysts’ time

Too much time is spent cutting and pasting data from CRM and forecasting tools into a single report

Cannot view forecasts, sales performance and KPIs in one place

Understanding pipeline health and drilling into detail can be tough

Poor visibility makes it difficult to manage variance across sales teams and geographies

Dependence on IT to build queries, dashboards and reports

Mobile users cannot easily view pipeline and quota attainment while on-the-go

Data is silo’d in different sales tools, and it’s difficult to spot trends

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Get the most out of your data with Power BI

Get results fasterAccelerate

Be more strategic Transform

Work together more effectivelyCollaborate

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Speed time to insight by viewing pipeline, quota, and forecast data in one place

Use pre-built dashboards and reports for a growing list of SaaS platforms and connect to your data in as little as 4 clicks

Connect to on-premises and cloud data sources using Power BI Desktop and design your own reports quickly and easily

Get line-of-sight into top-level results and the underlying details behind sales trends

Get insights that drive action by analyzing Excel-based data in new ways –Power BI seamlessly integrates with Microsoft Excel

Free up time for strategic analysis by reducing busy work such as finding data and mashing it up

Collaborate with your sales team on the go with mobile apps for Windows, iOS, and Android

Build interactive reports, dashboards and visualizations to get 360° views of your business without the need for IT involvement

Share dashboards and reports securely within your organization in a few clicks

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Three Ways to Improve Your Sales Analytics

PREDICT WHICH CUSTOMERS TO TARGET WITH OFFERS

VISUALIZE DATA TO GAIN DEEPER INSIGHTS

BLEND ALL RELEVANT DATA FROM MULTIPLE SOURCES

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Share

Sales Analytics: From Data Preparation to Visualization

Enrich

Prep & Blend Analyze

Input All Relevant Data

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Output All Popular Formats


Delays Are Causing Business Problems

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Organizations want insight in hours or less, not weeks or days

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What is the preferred timeframe to get insights?

Seconds 14% Minutes 37% Hours 35%


MAZDA MOTOR CORPORATION

• Founded 1920 (Toyo Cork Kogyo)• 44,000 employees globally• Global production footprint; USA vehicles sourced

from Japan and Mexico• US headquarters in Irvine, CA• Small company for an automaker (but that’s a good

thing!)• R360 was the first Mazda passenger vehicle (1960)• RX-7, the only rotary engine sportscar in the USA,

launches (1978)• MX-5 Miata reignites the roadster market globally

(1989)

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• Lots of data in lots of places. Mostly in excel or PDFs.

• Lots of static reports; combining data sources requires re-entry into Excel

• Japanese and US management team, who all like reports in a certain format.

• Decision by gut, not by data

• Different definition of KPIs

Key Business Intelligence Challenges

• No central repository of data

• No centralized data control

• Lack of understanding of what data can do

• Lots of sales people, not a lot of data people

• Many vendors promising an analytics revolution, only to be let down…

Download a FREE Trial: alteryx.com/trial© 2016 Alteryx, Inc. | Confidential

Solution –Enter in Alteryx and Power BI

• Use Alteryx to reduce time spent blending and prepping data

• Perform fast and dynamic data mashing across data sources for new insights

• Bridge the gap between statistic models -> predictive insights -> prescriptive action

• Export the data to Power BI for manipulating visualizations instantly

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https://www.alteryx.com/download


Application: Better Sales and Incentive Reporting

• Mazda knows how many retail vehicles were sold by month, by market with a low lag time (data driven, not Alteryx driven).

• By combining this data with competitor incentive intelligence, Mazda knows why they are under or over performing.

• Some of this data is exported to Power Pivot/Excel.


Application: Predicting Sales

Using Alteryx predictive functions made it easy to figure out how many cars Mazda will sell on any given day of the month.


Alteryx & Microsoft Power BI Enable Mazda

Gain new perspectives in the industry

Predict the future, or at least have a reliable

benchmark to assess performance

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1 2Focus on the next

problem vs. recurring problems

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Three Ways to Improve Your Sales Analytics

PREDICT WHICH CUSTOMERS TO TARGET WITH OFFERS

VISUALIZE DATA TO GAIN DEEPER INSIGHTS

BLEND ALL RELEVANT DATA FROM MULTIPLE SOURCES

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Demonstration

Improve your sales analytics and generate deeper insights!

Get started with a free trial of Alteryx & Microsoft Power BI

alteryx.com/alteryxformicrosoft

powerbi.com

https://www.alteryx.com/download

Technology

Improve Your Sales Analytics with Alteryx and Microsoft Power BI