Building Effective Hierarchy Structures in Power BI Organizational hierarchy or account mapping adds complexity to reporting. Being able to work with it with basic reporting tools like Salesforce report is impossible. For example, if your company sells to big customers with hundreds of subsidiaries, chances are that account mapping is quite important for your selling…
Forecasting Sales Run Rate: Leveraging Historical Performance for Accurate SaaS Projections A run rate is a forecast based on current performance. For SaaS companies, this metric is interesting to compute as their future performance is highly influenced by the actual ARR of the company. For example, if a company sells yearly subscriptions, the sales “seasonality”…
Users often need to see the data in different angles to find the business insights they’re looking for. Instead of creating dozens of visuals in your reports, solutions exist to reduce the number of visuals while giving users control over it. In this post, I’ll detail 4 different ways to achieve this, and I’ll discuss…
Applying the Pareto Principle: Categorizing Products for Sales Analysis in Power BI The Pareto principle says that about 80% of the effects come from 20% of the causes. In this article, I’ll create a Power BI measure to rank products from Adventure Works into 4 categories, to show that a few products represent most of…
A Beginner’s Guide to Business Intelligence: Access, Clean, Organize, and Present Data with Power BI Getting started with business intelligence is easy. In this post, I’ll share a few steps to follow to get access to data, start building a data model and create a report in a client application like Power BI. To do…
If you’re familiar with Salesforce, you know that customizing it to fit your SaaS company metrics can be challenging. For SaaS forecasting, the default field Salesforce utilizes is the Amount field on the Opportunity object. In this post, I’ll explain why you shouldn’t use the amount field for forecasting, and how you can forecast properly…