Our client, Rivas Opstaele wanted us to develop a reporting interface for their healthcare equipmentï¿½s sale on monthly, quarterly and yearly basis. Utilizing Power BI, we created the reports for the clients wherein they can view and compare the sales of their healthcare equipment for a particular period of time.
The reporting feature provides sales forecast in a better way and allows the client to achieve increased profitability on each sale. The report provides an overview to the client of their sale of healthcare equipment from multiple aspects like the product, customer, geography etc. The reports allow the business managers get a pulse on how healthcare equipment business is doing and provides them ability to dive deeper into the data to efficiently identify the marketing strategies for increased sales.
The reports quickly address the some of the key business issues like:
- Are the current sales trends meeting the organizational goals?
- Which products and regions are performing the best, and which are worst.
- The profit and loss data compared to last month, quarter or year.
- Return on investment over a specified period.
- Which sales channels are outperforming the others and who are the top customers of the business.
With healthcare equipment sales reporting, the company gains the agility to respond quickly to the changing market demands and predict opportunities for the sales force. The business also gains a better understanding of their overall sales data throughout the organization, and across its multiple branch locations. A big pain point for the sales managers is trying to find information on a prospectï¿½s sales history at a crucial juncture in the sales process, which often leads to dissatisfied customers and wasted opportunities. This was one of the challenges that we faced.