Business Analyze and SuperOffice: How to gain insight by embedding analytic dashboards

SuperOffice is packed with features to help you keep track of opportunities, manage your sales processes and close more deals. But did you know that you can also integrate Business Analyze reports and dashboards into SuperOffice web panels?

Every Business Analyze dashboard and report can be embedded in SuperOffice helping sales teams improve performance and work more effectively without leaving SuperOffice.

You can centralise all details about opportunities, contacts, goals, budgets, activities or other information in the SuperOffice web panel of your choice. Embedded reports can be fully customised to show the information you choose. Reports may include calculations.

Find tune and embed your reports – Contact us for details

Example: Complete control of ‘My sales’ – Open-Won-Stalled-Lost and sum per month

If you want to help sales manage their sales processes, you can embed the Business Analyze report ‘My Sales’.

The report gives a fast listing of open-won-stalled-lost sales and the sum per month – on the sales card.

From each month you drill down to underlying cases and can navigate directly to the desired sales process.  This saves valuable time navigating from case to case.

A sales manager will see all  the sales with totals, for his/her team.

Picture: Example of how a salesperson can use Business Analyze report embedded in SuperOffice mini-panel to navigate quickly and get instant customer insights.

Embed a report today or contact us to explore more possibilities. We’re here to help.

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    How to find forgotten customers – and grow sales

    Sales results are driven by sales activities. That’s why successful sales teams set activity goals and measure activities  – and why activity reports are pre-defined in our analytics for SuperOffice.

    Activity reports give insight into how many activities, like telephone calls, meeting booked, or offers are carried out, and how much value is created.  By analyzing activities, sales managers get detailed information they can act on and use to influence results.

    You can compare different periods and see which activities the sales rep made that led to a difference in numbers,, and decide next activities to drive more business.

    Which customers should we follow up?

    Consider another scenario. Instead of asking “What activities are we doing?” why not ask “Which customers do NOT have activities?  What companies have we not been in touch with during the past 6 months? Where aren’t there any planned activities during the next 6 months?

     

    Number of planned sales activities = Zero (0)

    Number of completed sales activities = Zero (0)

    By clearly identifying ‘Forgotten’ customers, you avoid losing customers and can put a more effective follow-up strategy in place. There is enormous opportunity to boost sales by reaching out and taking care of customers.

    Follow these steps:

    1. Create a list of ‘Forgotten customers – use Selections in SuperOffice or generate list automatically with Data Optimisation Dashboards
    2. Structure a process for sales to follow up  –   includes who, when and what activities
    3. Monitor the results – keep track of progress and share results with the team

    Do you use SuperOffice CRM?

    Get your own Forgotten customers report and optimse your use of SuperOffice data with Data Optimisation Dashboards.

    Interested in learning more about sales analytics and reporting? Contact us

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      Tinde grows revenues 50%. Big jump in use of business analytics.

      The Norwegian company, Tinde, is a well known designer and builder of turnkey cabins. Their models are available in many styles at prime mountain locations.

      During the past 3 years, the company has experienced significant growth, doubling their revenues. This year they are building 30% more cabins compared to this period last year. The company employs 100 people and recently opened offices in Stryn in addition to their main office in Ringebu.

      Can’t effectively manage projects with spreadsheets

      Four years ago Tinde started using Superoffice CRM to manage customer information. Like many other project-based organisations, however, project members stored lots of information in their own spreadsheets: Tasks, activities, prices, style, model, size, location, design, owners, materials, permits, milestones and deadlines.

      When the number of projects doubled in a short time,  the traditional way of working didn’t scale. There was:

      • too much time spent looking for information – leaders need faster answers to specific questions
      • too high risk – deadlines or deliverables weren’t clear enough for managers
      • lack of visibility – designers needed a clearer overview of upcoming tasks

      Changed to combination of CRM and business analytics

      Tinde moved all project information into SuperOffice CRM.  They added fields to capture information that was previously in Excel and they set up helpful guides to organize sales and project activities. Then they set up digital dashboards to present select sets of essential information for each user and role.

      Above: Tinde CEO Audun Skattebo checks today’s sales and project reports on digital dashboards.

      Different dashboards allow users to see exactly what they need at a glance. All  information that is entered into SuperOffice, is organized and structured with Business Analyze.

      Project dashboards for example, highlight activities, tasks and deadlines for each person. A construction manager, for example, sees when materials have been delivered on-site for all his/her projects, or where there is a delay, and can get specific details in one click.

       The company has been through an incredible growth spurt. We simply couldn’t manage using the old methods of spreadsheets. CRM software combined with business analytics keeps us closer to what is important and we move faster.  Audun Skattebo, CEO at Tinde

      More than 45 people use dashboards daily. Some examples include:

      CEO Dashboard

      • List of top 10 sales for closing
      • Graph showing all projects sorted per phase
      • Sale last 3 months
      • Activities in organisation
      • Sale vs budget
      • And more specific details about sale/projects

      Designers

      • ‘To-do-list’ of upcoming tasks for the team
      • ‘To-do-list’ of a person’s own tasks
      • List of individual tasks that are overdue
      • List of all tasks that are overdue

      Smoother workflows. Greater efficiencies.

      The company estimates 20-30% savings in terms of efficiencies and upwards of 50% time saved creating weekly and monthly reports. The next phase is to connect information from  ERP system into dashboards. Then sales reports will also contain invoicing and payment details.

      More about Tinde: www.tindehytter.no

      Our role: Business analytics and dashboard software

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        6 Signs you should have a Sales Commission Dashboard

        Calculator with word commission

        Sales commissions are an important part of sales compensation plans.

        Sometimes, however, communicating, managing and administering commissions plans can be overwhelming. If you are doing calculations by hand, it can take hours or even days – and when you least need it issues arise.

        That’s where sales commission dashboards come in.

        Dashboards eliminate manual calculations and enable sales reps to see their earnings anytime they want. Every time a commission is earned, the dashboard is updated based on data from a sales or accounting system. Dashboards can also show potential future earnings – giving sales reps an extra motivational boost.

        Is a sales commission dashboard right for you?

        While sales commission dashboards have many benefits, they aren’t for everyone. There are several factors that come into play and the benefits must outweigh the costs.

        Use these questions to help you evaluate whether commission dashboards are right for you. If you answer ‘yes’ to any of these questions, you should have one.

        1. Do you have complex or multi-tiered commission plans?

        Do you have complex commission plans? Do you have multi-tier targets or use weighting? The more complex the plan, the more likely errors or confusion occur, and the longer it takes to solve problems. This is when you see the biggest gains from commission and compensation dashboards.

        2. Do employees ask a lot of questions?

        New employees join and existing employees may forget how the commission plan works. Sometimes discrepancies occur. Either way, if you have a large sales team or receive a lot of questions, a dashboard reassures people reporting to you that they are being well looked after.

        3. Do you see that commission or bonuses are not having the desired effect on motivation?

        Most businesses design commission plans to motivate higher levels of achievement or performance. That’s why people need to be informed of their progress underway, rather than after the fact. Being informed gives them a chance to react, make changes and reach the next level. The longer the time it takes to earn a bonus, the more important it is to be informed. Business Analyze uses easy-to-understand indicators to show people how they are doing and what is required – and to help you congratulate them when they have been successful.

        4. Do you find errors or discrepancies?

        Errors in commission reports don’t build trust and they may be costly. Errors may even lead to hard feelings between employee and employer. If this occurs, don’t put off creating a dashboard.

        5. You’re rolling out a new plan or changing current plans

        This is a good time to introduce commission dashboards because you can communicate clearly what the new plan involves. Insights about achievements and rewards can be reviewed at employee feedback meetings.

        6. You’ve recently changes systems where data for calculations is stored

        In some cases there is no choice but to change the ways commission is reported. When old routines are a waste of time, or the costs outweigh the benefits, then it is time to move on.

        A final word

        Like all Business Analyze dashboards, different insights are available for different users. Aggregated visualizations tell leaders or managers about accumulated earnings for departments or teams. Details about a specific case, transaction or employee are available from drill-downs.

        Commission dashboards complement your existing dashboards. Using a well-thought out design, they may also replace other dashboards or combine information on one screen. The background information about prices, margins, sales or invoices can come from almost any system or source.

        Deeper analysis of the data gives insight that can be used to fine-tune compensation plans in the next phase.
        Interested? Contact us for an example of a sales commission dashboards.

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          Cloud analytics: year in review

          Automation, digitalization and customer focus are driving the need for business analytics. The business-to-business companies we meet are gathering increasing amounts of data in their current systems, and in new systems as they increase investment in apps.

          In this article we take a look at what happened in 2016 and what our customers can expect in the new year.

          BAjulekort2016-final

          Our customers use CRM systems, websites, marketing automation tools, order, payment and invoicing systems, and specialized applications to continuously develop their offerings. All the systems gather increasing amounts of valuable data – but there is less time to figure out what all the data means. How can data be put together and used to make better, more accurate decisions?

          The answer is clear: Cloud analytics.

          -No installation. No server maintenance. Easier to combine data from different systems into one view.

          This was our goal at the start of 2016. With more than 350 business customers across the Nordic we believed 2016 was the time to ‘Go Cloud’.

          The development of our visual analytics platform as a cloud service was well underway. During the first months of the new year we continued tweaking, testing and preparing the service for launch in the second quarter.

          Cloud analytics for SuperOffice

          In March, we introduced the new ‘Business Analyze Cloud’ at our partner conference. The response was warm – participants agreed this was a milestone in a complex transition. The potential for customers was clear: 1) faster access to their data 2) easier to tailor-make to specific requirements.

          We focused first on connecting to SuperOffice Online CRM. By June, the service was certified and available directly from SuperOffice app store. We owe special thanks to pilot customers, partners, Visma and SuperOffice for their commitment and support in making this not only possible, but a truly rewarding experience.

          Throughout the summer we pressed on, making adjustments to ensure that it was easy to connect data. The more data that is connected, the more interesting insight can be gained.

          Combine data from multiple sources

          The ‘Data Connector’ was ready in the autumn. This smart piece of software does an important job – making on-premise data available in the cloud.

          Turns out this was a popular alternative – analyze either on-premise or cloud data, wherever it lies – using a cloud solution. The number of customers requesting a ‘Trial’ doubled.

          Looking ahead

          We appreciate expectations are high and customers have put their faith in us. We take this seriously and have increased focus on helping customers use the service:

          This includes:

          • introducing a 30 day free trial
          • redesigning the user community
          • developing videos, resources and tools to support self-learning

          As we look to 2017, three key areas of development are:

          • Design and configuration – making it easier to customize and configure your own custom dashboards from an increasing number of datasources
          • Availability on mobile devices – the benefits of dashboards, reports and analytics available from mobile devices
          • SaaS metrics – ready-to-use dashboards and analytics to help businesses with a SaaS model or mixed business model track key metrics and identify opportunities

          Deep thanks again to our customers and partners for a great year. We look forward to meeting each of you in 2017.

          Should you have any questions or comments, please get in touch.

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