I’ve been in sales longer than some of my peers at Pragmatic Works have been alive. If there is one thing that I have learned in all these years, it’s that I am still learning. Before I share my top five tips for being successful, let me share a little about me, so you understand where I am coming from.
Category: Sales4 Results
In my previous blog post, I shared my initial experience with using Power BI to analyze some transaction trends by customer type. I fully anticipated building upon this solution based off of new questions that arose as I explored the transaction data. That plan has been temporarily delayed since a new analytical challenge was brought up by one of my peers who asked to see a breakdown of revenue by state over a period of time. This new question presented me with an opportunity to use a new visual type in Power BI Desktop, a filled map and slicers. I’m sure I’ll have the chance to get back to expanding the Transaction Size BI Solution, but for now I’m diving into this geography based solution. This kind of redirection or change in reporting priorities is probably very familiar to most data professionals.
I am a sales professional - not a formally educated data professional. (I swear!!)
With that being said, my primary focus, here at Pragmatic Works, is to assist my team in generating top-line revenue. In my role, I need to make critical decisions that ensures our sales organization is set up for success – and, ideally, these decisions are supported by data. Fortunately, Pragmatic Works specializes in helping organizations leverage their data to make more informed, intelligent business decisions. To my benefit, I have access to some amazing training resources (the Pragmatic Works Power BI Desktop and Dashboards On-Demand class taught me everything I needed to get started) and talented B.I. professionals that work with data for a living. A virtual thank you to Devin Knight and the Pragmatic Works Virtual Mentoring Team for being available to help me work through this small project!