{"id":3331,"date":"2024-08-05T09:00:55","date_gmt":"2024-08-05T08:00:55","guid":{"rendered":"https:\/\/data4success.de\/?p=3331"},"modified":"2024-08-05T10:04:14","modified_gmt":"2024-08-05T09:04:14","slug":"detailed-evaluation-of-customers-and-articles-maximize-your-potential-with-power-bi","status":"publish","type":"post","link":"https:\/\/data4success.de\/en\/detailed-evaluation-of-customers-and-articles-maximize-your-potential-with-power-bi\/","title":{"rendered":"Detailed analysis of customers and articles: Maximize your potential with Power BI"},"content":{"rendered":"<div data-elementor-type=\"wp-post\" data-elementor-id=\"3331\" class=\"elementor elementor-3331\" data-elementor-post-type=\"post\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-b19f16e elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"b19f16e\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-90da96c\" data-id=\"90da96c\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-655709a elementor-widget elementor-widget-text-editor\" data-id=\"655709a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>In today's business world, it is essential to have a clear overview of item sales and customer trends. Unfortunately, many ERP (Enterprise Resource Planning) systems do not provide the necessary graphical reports to effectively analyze this data. This is exactly where our new, customized report comes in, which we would like to present to you today.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-bbd97f8 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"bbd97f8\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-0612a1c\" data-id=\"0612a1c\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-d5895ee elementor-widget elementor-widget-text-editor\" data-id=\"d5895ee\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<h4>A look at the report<\/h4><p>In this video, a specially developed report is presented that makes it possible to graphically analyze which items were sold to which customers and how these sales have developed over time. The report is based on one million invoice items and provides detailed insights into sales, customer behavior and item development. It can be seamlessly integrated into the existing ERP system and offers a visually appealing and interactive presentation of the data.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-0c7f595 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"0c7f595\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-e58795e\" data-id=\"e58795e\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-9994b63 elementor-widget elementor-widget-html\" data-id=\"9994b63\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"html.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div style=\"position: relative; padding-bottom: 62.5%; height: 0;\"><iframe src=\"https:\/\/www.loom.com\/embed\/5824045ae4c94616a05b1a9858650bb7?sid=654ac09e-575c-42d9-90bb-21c9bb5275ec\" frameborder=\"0\" webkitallowfullscreen mozallowfullscreen allowfullscreen style=\"position: absolute; top: 0; left: 0; width: 100%; height: 100%;\"><\/iframe><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-220df2d elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"220df2d\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-8bc713c\" data-id=\"8bc713c\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap\">\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-8c21071 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"8c21071\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-0f40782\" data-id=\"0f40782\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-14acbd6 elementor-widget elementor-widget-text-editor\" data-id=\"14acbd6\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<h4>Sales analysis in detail<\/h4><p>A summary of the annual turnover can be seen in the top left-hand corner of the report. The current turnover is 6.1 million euros, which corresponds to a slight decrease of 145,000 euros compared to the previous year. This key figure makes it possible to see at a glance how the business has developed.<\/p><p>To the right is a monthly sales trend compared to the previous year. Months in which sales were below the previous year's figure are shown in red, while green bars indicate months in which sales increased. This visual representation helps to quickly identify seasonal trends and anomalies.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-5ac810e elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"5ac810e\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-fbb781f\" data-id=\"fbb781f\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-1d08a09 elementor-widget elementor-widget-text-editor\" data-id=\"1d08a09\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<h4>Article and customer analysis<\/h4><p>The lower section of the report is particularly interesting. On the left is a breakdown of sales by product. For example, the XL bedroom set brought in 357,000 euros in sales this year, an increase of 9,500 euros compared to the previous year. Such detailed analyses make it possible to identify the top sellers and track their development over time.<\/p><p>On the right, on the other hand, you can see the distribution of turnover by customer. Here it is clear that \"Schmitt Holz\" is the best customer, with a turnover of 146,000 euros this year, which corresponds to an increase of 11,000 euros compared to the previous year. This information is particularly valuable for the sales department to plan targeted customer approaches.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-07c2320 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"07c2320\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-b1160d7\" data-id=\"b1160d7\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-343b993 elementor-widget elementor-widget-text-editor\" data-id=\"343b993\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<h4>Interactive functions<\/h4><p>The true value of this report lies in its interactivity. You can click directly on a customer, for example on \"Schmidtholz\", and the entire view immediately adjusts to show only the data for this customer. This makes it possible to see at a glance which articles this customer prefers and how their purchasing behavior has developed over the months.<\/p><p>You can also filter by item. As a product manager, for example, it might be interesting to see how sales of bedroom sets have developed. By selecting the relevant items, you can immediately see which customers have bought these sets and how their purchasing behavior has changed.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-732ca1d elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"732ca1d\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-9fc270c\" data-id=\"9fc270c\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-008f293 elementor-widget elementor-widget-text-editor\" data-id=\"008f293\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<h4>Conclusion<\/h4><p>This customized report transforms invoice items into valuable insights. Whether Dynamics 365, SAP or another ERP system is used - the report can be connected to the system. For just a few thousand euros, you get a powerful tool that helps you to better understand the business and make strategic decisions.<\/p><p>If you are interested in implementing this report in the ERP system, please contact us. <a href=\"https:\/\/data4success.de\/en\/contact\/\">Contact<\/a> with us or visit our <a href=\"https:\/\/data4success.de\/en\/training-courses-power-bi\/\">Training<\/a>. We look forward to demonstrating how our solutions can maximize the benefits of ERP data.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>","protected":false},"excerpt":{"rendered":"<p>In der heutigen Gesch\u00e4ftswelt ist es unerl\u00e4sslich, einen klaren \u00dcberblick \u00fcber den Verkauf von Artikeln und die Kundenentwicklung zu haben. Leider bieten viele ERP-Systeme (Enterprise Resource Planning) nicht die n\u00f6tigen grafischen Auswertungen, um diese Daten effektiv zu analysieren. Genau hier setzt unser neuer, ma\u00dfgeschneiderter Report an, den wir Ihnen heute vorstellen m\u00f6chten. Ein Blick auf [&hellip;]<\/p>\n","protected":false},"author":4,"featured_media":3354,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-3331","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized"],"_links":{"self":[{"href":"https:\/\/data4success.de\/en\/wp-json\/wp\/v2\/posts\/3331","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/data4success.de\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/data4success.de\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/data4success.de\/en\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/data4success.de\/en\/wp-json\/wp\/v2\/comments?post=3331"}],"version-history":[{"count":9,"href":"https:\/\/data4success.de\/en\/wp-json\/wp\/v2\/posts\/3331\/revisions"}],"predecessor-version":[{"id":3359,"href":"https:\/\/data4success.de\/en\/wp-json\/wp\/v2\/posts\/3331\/revisions\/3359"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/data4success.de\/en\/wp-json\/wp\/v2\/media\/3354"}],"wp:attachment":[{"href":"https:\/\/data4success.de\/en\/wp-json\/wp\/v2\/media?parent=3331"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/data4success.de\/en\/wp-json\/wp\/v2\/categories?post=3331"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/data4success.de\/en\/wp-json\/wp\/v2\/tags?post=3331"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}