The Art of the possible...

Common Tableau Business Analytics Examples

INTRO TO

Demand Analytics

Potential Datasources

  • Incoming Created Orders
  • Open Orders / Backlog
  • Shipments / Invoices
  • Funnel / Quotes

Potential Topics

  • ​Product / Customer Hierarchy Performance
  • Margin / Pricing Performance
  • Product / Customer Mix
  • Performance to Quota / Forecast
Demand Example jpg

Sample Questions Answered

  • What have incoming Order/Shipment rates looked like compared to budget? What are areas of concern?
  • How is our customer/product base performing to prior periods? Do any customers/products stand out that we should do something different with?
  • How has our price performance been? Is it tied to our strategy and budget?

INTRO TO

Marketing Analytics

Potential Datasources

  • Email Campaign
  • Digital Ads
  • Web Traffic
  • Customer Feedback

Potential Topics

  • Brand Performance
  • Campaign Performance
  • Awareness (Impressions)
  • Engagement (Clicks)
Marketing Example jpg

Sample Questions Answered

  • How effective are our email campaigns? Are they getting better or worse?
  • What does our website traffic look like? Are people aware of it and are they engaged in it?
  • ​How impactful are our digital adds? Which are most efficient?

INTRO TO

Operations Analytics

Potential Datasources

  • Inventory
  • Shipments
  • ​Customer Traffic
  • ​Productivity / Scrap
  • ​Customer Returns

Potential Topics

  • ​Traffic Patterns
  • On Time Delivery
  • ​Lead Time
  • Availability of Product
  • ​Production Efficiency
  • ​Quality Tracking
Inventory Example jpg

Sample Questions Answered

  • What does our incoming customer traffic patterns look like? Are we staffed accordingly?
  • What is our inventory profile? Is it adequate to customer demand?
  • How well do we ship to our customers? Is it getting better or worse?
  • ​Who are we receiving the most returns from? Can we reduce?

INTRO TO

Procurement Analytics

Potential Datasources

  • Purchase Orders
  • Contracts
  • Supply Chain

Potential Topics

  • Supplier Performance
  • ​Contract Coverage / Efficiency
  • ​Spend Analysis
  • Purchase Price Tracking
Procurement Example jpg

Sample Questions Answered

  • How are our suppliers currently performing? Who is the biggest concern and is their performance getting better or worse?
  • Are purchase prices changing? How do they compare to budget a prior periods?
  • How well are we currently covered with our contracts? What are some of the next big ones that are up?

INTRO TO

Financial Analytics

Potential Datasources

  • General Ledger
  • Balance Sheet
  • ​Accounts Payable
  • Accounts Receivable
  • ​Cash Flow

Potential Topics

  • ​Profit & Loss Performance
  • Cost Management
  • Performance to Budget
  • AR/AP Aging
Finance Example jpg

Sample Questions Answered

  • How profitable are we? How does that compare to previous periods and budget?
  • What is our cost profile? How is that evolving?
  • What is our AR aging performance? Who are the biggest offenders with late payments?

INTRO TO

HR Analytics

Potential Datasources

  • Headcount
  • Labor Expenses
  • Recruiting Info
  • ​Expense Reports

Potential Topics

  • Workforce Evolution
  • Hiring Efficiency
  • Employee Retention
  • Expense Report Tracking
HR Example jpg

Sample Questions Answered

  • How efficient are our recruiting efforts? Is it changing over time?
  • ​How does our labor spend compare to budget and prior year?
  • ​What is the make up of our workforce? Is that changing?
  • ​Who is spending the most money on expense reports? What are they spending it on?

I'd love to discuss these Solutions and others with you!

The possibilities are endless...