Short demo describing DataSelf’s "Infinite Drill Down" feature for ranking and analyzing top customers, sales reps, and items. The speaker explains that users can customize time ranges (e.g., four to ten years), change ranking measures (annual sales, gross profit, quantity sold), and drill into custom fields to reveal trends and inform business decisions.
Chapters
Ranking your best customers, best sales reps, or best items. For most businesses, determining these three rankings would require three reports. Of course, that's only until someone asks, what do you mean by best? Most revenue generated Highest gross profits Greatest quantity sold for too many businesses, the more they want to drill down into the details of business metrics, the more reports they need. Unless they have data self take a look at the report in front of you. By default, ranking your customers annual sales for four consecutive years and if four years isn't long enough, change it perhaps to 10. And if annual sales isn't a good enough gauge, change the measure that ranks customers to something else like gross profits. Unless what you really want to see is how your top selling items are doing, Or perhaps even the performance of your sales team. These different views of the performance of your business are empowered by the data cell feature called Infinite Drill Down. Infinite because dataself doesn't decide what you can and can't drill into, you do. Even if you've added custom fields to your business apps, you can drill into them. However you slice and dice your data insight awaits, whether it's last year's top ranking customer dropping because you changed their sales rep, newly added products with skyrocketing sales volumes, or struggling sales reps due to regional downturns in the economy. With dataself, ranking is much more than an exercise in knowing who's hot and who's not. It's about understanding trends, trends in customers, products, regions, or any other criteria you require. Dataself helps you see these trends and make decisions in the best interests of your business.