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ImproveYour SalesAnalytics with Alteryx
and Microsoft Power BI
8 / 23 / 2016
Speakers
Dan 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 DataAnalytics
Prep, blend, and analyze
all your data using a
repeatable workflow
Deliver deeper insights
in hours, not weeks
Deploy and share
analytics at scale
3
© 2016 Alteryx, Inc. | Confidential
• Integration of Data
• Data Blending
• Advanced Analytics
Alteryx Analytics
4
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-consuming
Slow
Poor visibility
Tactical
Requires IT involvement
Silo’d
YouYourTeam
Long analysis timeframes delay
critical 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
7
Get the most out of your data with Power BI
Get results faster
Accelerate
Be more strategic
Transform
Work together more effectively
Collaborate
YouYourTeam
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
8
© 2016 Alteryx, Inc. | Confidential
ThreeWays to ImproveYour SalesAnalytics
PREDICT WHICH CUSTOMERSTOTARGET WITH OFFERS
VISUALIZE DATATO GAIN DEEPER INSIGHTS
BLEND ALL RELEVANT DATA FROM MULTIPLE SOURCES
9
1
2
3
© 2016 Alteryx, Inc. | Confidential
Share
Sales Analytics: From Data Preparation toVisualization
Enrich
Prep & Blend Analyze
Input All Relevant Data
10
OutputAll Popular Formats
© 2016 Alteryx, Inc. | Confidential
DelaysAre Causing Business Problems
11
© 2016 Alteryx, Inc. | Confidential
Organizations want insight in hours or less, not weeks or days
12
What is the preferred timeframe to get insights?
Seconds 14% Minutes 37% Hours 35%
© 2016 Alteryx, Inc. | Confidential
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)
13
© 2016 Alteryx, Inc. | Confidential
• 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 IntelligenceChallenges
• 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 FREETrial: alteryx.com/trial© 2016 Alteryx, Inc. | Confidential
Solution –
Enter in Alteryx
and Power BI
• UseAlteryx 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
15
© 2016 Alteryx, Inc. | Confidential
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.
© 2016 Alteryx, Inc. | Confidential
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.
© 2016 Alteryx, Inc. | Confidential
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
19
1 2
Focus on the next
problem vs. recurring
problems
3
© 2016 Alteryx, Inc. | Confidential
ThreeWays to ImproveYour SalesAnalytics
PREDICT WHICH CUSTOMERSTOTARGET WITH OFFERS
VISUALIZE DATATO GAIN DEEPER INSIGHTS
BLEND ALL RELEVANT DATA FROM MULTIPLE SOURCES
20
1
2
3
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

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Improve Your Sales Analytics with Alteryx and Microsoft Power BI

  • 1. ImproveYour SalesAnalytics with Alteryx and Microsoft Power BI 8 / 23 / 2016
  • 2. Speakers Dan Ganancial, Alliance Marketing Manager, Alteryx Ali Sayeed, Solutions Engineer, Alteryx Miguel Martinez, Product Marketing Manager – Power BI, Microsoft
  • 3. © 2016 Alteryx, Inc. | Confidential The Leading Platform for Self-Service DataAnalytics Prep, blend, and analyze all your data using a repeatable workflow Deliver deeper insights in hours, not weeks Deploy and share analytics at scale 3
  • 4. © 2016 Alteryx, Inc. | Confidential • Integration of Data • Data Blending • Advanced Analytics Alteryx Analytics 4 Prep, blend, and analyze data using a repeatable workflow, then deploy and share analytics at scale for deeper insights in hours, not weeks
  • 5.
  • 7. Data challenges can be a drain on many organizations Time-consuming Slow Poor visibility Tactical Requires IT involvement Silo’d YouYourTeam Long analysis timeframes delay critical 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 7
  • 8. Get the most out of your data with Power BI Get results faster Accelerate Be more strategic Transform Work together more effectively Collaborate YouYourTeam 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 8
  • 9. © 2016 Alteryx, Inc. | Confidential ThreeWays to ImproveYour SalesAnalytics PREDICT WHICH CUSTOMERSTOTARGET WITH OFFERS VISUALIZE DATATO GAIN DEEPER INSIGHTS BLEND ALL RELEVANT DATA FROM MULTIPLE SOURCES 9 1 2 3
  • 10. © 2016 Alteryx, Inc. | Confidential Share Sales Analytics: From Data Preparation toVisualization Enrich Prep & Blend Analyze Input All Relevant Data 10 OutputAll Popular Formats
  • 11. © 2016 Alteryx, Inc. | Confidential DelaysAre Causing Business Problems 11
  • 12. © 2016 Alteryx, Inc. | Confidential Organizations want insight in hours or less, not weeks or days 12 What is the preferred timeframe to get insights? Seconds 14% Minutes 37% Hours 35%
  • 13. © 2016 Alteryx, Inc. | Confidential 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) 13
  • 14. © 2016 Alteryx, Inc. | Confidential • 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 IntelligenceChallenges • 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…
  • 15. Download a FREETrial: alteryx.com/trial© 2016 Alteryx, Inc. | Confidential Solution – Enter in Alteryx and Power BI • UseAlteryx 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 15
  • 16. © 2016 Alteryx, Inc. | Confidential 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.
  • 17. © 2016 Alteryx, Inc. | Confidential 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.
  • 18. © 2016 Alteryx, Inc. | Confidential 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 19 1 2 Focus on the next problem vs. recurring problems 3
  • 19. © 2016 Alteryx, Inc. | Confidential ThreeWays to ImproveYour SalesAnalytics PREDICT WHICH CUSTOMERSTOTARGET WITH OFFERS VISUALIZE DATATO GAIN DEEPER INSIGHTS BLEND ALL RELEVANT DATA FROM MULTIPLE SOURCES 20 1 2 3
  • 21. Improve your sales analytics and generate deeper insights! Get started with a free trial of Alteryx & Microsoft Power BI alteryx.com/alteryxformicrosoft powerbi.com