Intro / Purpose
• We need a dashboard for deep insight into a single customer
• Need to be able to see demand trends, what they are buying, how important they are to our overall business, and how they compare to their peers
• Important to see if there are opportunities to target each customer differently
Data Used
• Datasource: Wholesale Sales Transactions
• Key Fields: Date, Beer, Customer, Container, Sales, Margin, Volume
Topics
• Recent performance of customer compared to all other customers during the period
• Demand trend for customer compared to previous periods
• Ranking of importance of customer compared to all other customers
• Listing of what customer is buying and how that compares to their peers
Features
• Highlight individual customer
• Choose periods to view
Sample Questions Answered
• How is this customer performing? Above or below all other customers?
• How have they been ranking in terms of importance to our overall sales? Increasing or decreasing?
• What are they buying and how does that compare to their peers? Are there opportunities to sell them something different?
• What is their margin for kegs and cans and how does that compare with others?
Thanks for viewing!
I created this content hub to offer insights on all things analytics but primarily focused on:
Use Cases
Analytics Best Practices
Tableau Training
Central Coast Analytics Info/Approach
I'd love to hear any feedback you have on these blog posts or if you have suggestions about future topics!
My email is: jeremy@centralcoast-analytics.com