BUSINESS PERFORMANCE MONITORING (BPM) SOLUTIONS

Transcription

1 BUSINESS PERFORMANCE MONITORING (BPM) SOLUTIONS Fast forward from data to decisions with easy, on-demand access to all your business metrics

2 Cogs Cost of Revenue Opex Campaign Performance Cost of Sales Cases by Queue Quick Ratio Leads by Campaign KPIs Web Traffic Business performance 2 Adwords Conversion Rate Return on Equity Billable Hours # Deals won YTD Sales by Segment ROI Month to Date Wins by Channel Employee Satisfaction Resource Utilisation Lead to Win

3 What if you could monitor Business performance 3 all your business data from anywhere If you could have insight into business performance instantly.

4 Have all your KPIs and metrics Business performance 4 displayed in one place. Right at your fingertips.

5 5 Sean Chief Financial Officer Total Payables for CY 2014 FINANCIAL FIGURES AT YOUR FINGERTIPS Payables by month Checks accounts receivable/payable while getting his morning coffee.

6 6 Sean Chief Financial Officer Revenue YTD $32.7M $29.1M Gross profit margin 2013 v FINANCIAL FIGURES AT YOUR FINGERTIPS Checks accounts receivable/payable while getting his morning coffee. 64.5% compared to 58.9% Finds answers regarding YTD revenue and financial forecasts in minutes.

7 7 Sean Chief Financial Officer Sean, CEO here is the updated income statement report. FINANCIAL FIGURES AT YOUR FINGERTIPS Checks accounts receivable/payable while getting his morning coffee. Finds answers regarding YTD revenue and financial forecasts in minutes. Michael, CEO Updates the income statement report on his evening commute home.

8 8 Maria National Sales Manager Sales Overview Closed won deals vs target IMMEDIATE INSIGHT INTO SALES ACTIVITIES Pipeline by Rep Reviews this month s sales targets before boarding her flight.

9 9 Maria National Sales Manager Opportunities by stage IMMEDIATE INSIGHT INTO SALES ACTIVITIES Reviews this month s sales targets before boarding her flight. Top 10 open opportunities Discovers a new lead opportunity while in the air.

10 10 Maria National Sales Manager Deals # Deals Month Won to YTD Date IMMEDIATE INSIGHT INTO SALES ACTIVITIES Reviews this month s sales targets before boarding her flight. # Lost Deals by Reason Discovers a new lead opportunity while in the air. Glances over her sales team s progress on the way to pick up luggage.

11 11 Jordan Digital Marketing Manager New Wins by Channel MAKE SENSE OF MARKETING CAMPAIGNS IN MINUTES Expected revenue by campaign type Views open & click rates, number of new leads and ROI for this month s campaign before catching his train.

12 Business performance Jordan Digital Marketing Manager MAKE SENSE OF MARKETING CAMPAIGNS IN MINUTES Follower demographics Views open & click rates, number of new leads and ROI for this month s campaign before catching his train. Twitter Stats Compares social traffic and conversion across Facebook, Twitter and Pinterest before arriving to the office. 12

13 13 Jordan Digital Marketing Manager $ Follower demographics MAKE SENSE OF MARKETING CAMPAIGNS IN MINUTES Views open & click rates, number of new leads and ROI for this month s campaign before catching his train. Compares social traffic and conversion across Facebook, Twitter and Pinterest before arriving to the office. Reviews current website performance metrics between meetings.

14 14 Karen Director of Human Resources HR Metrics Employee Absenteeism UNCOVER IMPORTANT TRENDS Reviews employee absenteeism over the past 12 months before arriving to her 9 a.m. meeting.

15 15 Karen Director of Human Resources Absence Reason Summary Personal leave Vacation UNCOVER IMPORTANT TRENDS Reviews employee absenteeism over the past 12 months before arriving to her 9 a.m. meeting. Personal Leave Absence Breakdown 2 Days (53%) 5-7 Days (27%) 7-15 Days (12%) 15+ Days (8%) Identifies a spike in the number of personal days taken last month without plowing through endless spreadsheets.

16 16 Karen Director of Human Resources Absence Deals Duration Month Top to Date 5 Employees UNCOVER IMPORTANT TRENDS Vacation Personal leave Staff Turnover Reviews employee absenteeism over the past 12 months before arriving to her 9 a.m. meeting. Identifies a spike in the number of personal days taken last month without plowing through endless spreadsheets. Compares the cost of employee absenteeism across the office branches while on her train ride home.

17 17 Michael CEO Debt to Equity SEE INTO EVERY Return on Equity CORNER OF YOUR BUSINESS Won Deals YTD by Month Catches up on the company s financial performance during his morning workout.

18 18 Michael CEO Pipeline from Adwords SEE INTO EVERY CORNER OF YOUR BUSINESS Catches up on the company s financial performance during his morning workout. Page Views & Visitors Notices the AdWords campaign is exceeding projected targets on his way to a management meeting.

19 19 Michael CEO Closed Deals Leader Board SEE INTO EVERY CORNER OF YOUR BUSINESS Catches up on the company s financial performance during his morning workout. Lead to Win Notices the AdWords campaign is exceeding projected targets on his way to a management meeting. Finds answers regarding revenue growth, closed deals and new opportunities in the palm of his hand.

20 Complete visibility Time savings Ongoing improvements Business performance 20 Empower users Spot trends IMAGINE THE POSSIBILITIES. Turn data into insight Share KPIs accross Departments Make data-driven decisions On the wall or on the go Gain a bird s eye view of performance Increase transparency

21 21 Pipeline from Adwords Pipeline by Rep Deals Month to Date Revenue YTD Employee Absenteeism $32.7M $29.1M We help bring all your company s raw, complex and scattered data together and display it on business dashboards - presented the way it makes sense for your business - so you can monitor your KPIs from anywhere and quickly move from data to decisions.

22 Business performance A 360 view of your business from any device Monitor your organisation s KPIs and business metrics from every angle while at home, at your desk or on the road. Interact with dashboards using any device desktop, tablet or smartphone. Lead to Win New Wins by Channel Deals Month to Date Revenue YTD $32.7M $29.1M Pipeline from Adwords # Deals Won YTD Pipeline by Rep # Lost Deals by Reason AbsenceDeals Duration Top 5 Employees Month to Date Staff Turnover Employee Absenteeism Leads Created by Month Vacation Personal leave Staff Turnover 22

23 Combine data from different sources Built directly in Salesforce Customisable to fit your business Easily bring together and display data from multiple sources - databases, spreadsheets, data warehouses and other data sources - in visually engaging, dashboards. All dashboards are built right in your company s Salesforce instance and linked with the information you want tracked and visualised enabling you to access all your core business metrics from a single location. We customise dashboards to fit the needs of all industries and departments. We ll create dashboards displaying KPIs that are important to your business, in a clear, easy-tounderstand way.

24 Contact us to learn more about how we can help you monitor your business performance in a way that works for you. Peter Thompson, Director pthompson@brandstate.com.au Skype: peter.thompson