Utilize Power BI reports

It’s very important in today’s competitive environment to know as much about your customer as you can. Using Power BI can enable you to understand vital statistics such as what products, area and day customers enjoying shopping at your business. One of the basic and most important ways to learn about your customers and your business is by statistical comparison. And Power BI helps to do it easily.

Below is a sample report with Power BI to extract your customers data based on sales and customer information. These data sources are pretty simple to obtain and every company should record; products, branch, date, and customer ID if possible. There are 3 areas in this report, basic information area, graph area and filter area.

Power BI report sumple

Customers are classified into 4 groups depending upon their sales. The highest sales group is named STAR, followed in descending order by PROMISING, NOVICE and NEW.

When you begin analysing your company sales, it is important that you include basic information such as;
– branch sales per month
– sales per customer, expressed as a percentage
– what your top selling products are, and how many customers buy those products

Even though you may already know this instinctively, using this chart makes it easier to share those information with your colleagues. Furthermore, you can immediately start comparing various views with a simple click. This chart enable you to drill down into your sales data, correlating the main factors that affect sales.

For example, when you want to find out which product has the potential for increased sales, one of your research options is customer segmentation.
For example, you might find that more ‘Star’ customers buy Group C products, (especially C3 and C5), than other customers, and this tendency is particularly prominent in your Hamilton branch.

Now you focus on C3 in detail so that you can find some ideas to increase sales in other branches.

There are many options to gain new insights from existing company.
I am confident that it will give you a good starting point for your sales and customer analysis.

Here is the sample of power BI report I have made from website data.

waste management

real estate

5 Tips to succeed optimization in your business

1. Begin with bottom up and top down

Bottom up: real opinion from employees (your colleagues)
Top down: decision making or common goal
These stage is quite important, because
-everyone doesn’t prefer changes even if they know it is useful.
-On the other hands, we like to hear that our opinion works to company decisions.
-To go next action, everyone need to get images how will this changes result in.

2. Think out how to involve your colleagues

-utilize number : track and find out small changes
If possible , it should be quickly shown as results. Even if it was really tiny improvements. Visualization moves people with convincing.

3. Try “Cushion step” before introducing new system
4. Enjoy try and error(run PDCA cycle)
5. Utilities structure, not rely on individual efforts

Analyze key factors for actionable insight

According to business process breakdown and organizing small goals and tasks, I researched and analyzed sales data ,customer data and website data.

Sales data analysis

Purpose : checking company achievements and issues roughly
After summarize data, I proceed detail research of each issues.

Sales data summary
Sales data summary

Also I measured each process time from recieving new application to payout and  to grasp correlation between process time and cancel rate.

process time summary
process time summary

Repeat customer analysis

Picked up the data of current customer who got finance twice or more with us and analyzed customer’s attribute and profile. After grabbed tendency, we utilized it for repeat customer marketing.

Search Engine market and keyword research for overseas customer

According to demographics of New Zealand and current customer’s tendency, I estimated our target potential customer and summarized main keyword in each countries native language. After that we made Landing Page with search engine optimization and also I registered our website to prime search engine such as Google, Baido, Sogou, Yandex du.


Business Process Breakdown

Goal : Increase Business

It can be roughly divided into two ways o achieve the goal, “improve success rate after customer applied finance”, “increase new application”. The former is divided into detailed process rate and the latter is divided into channels. In this way, the goal get rolled into concrete process and it help considering next step.

business flow breakdown
business flow breakdown

And I also made staff workflow breakdown to visualize where is there a problem to hinder the finance process.

Staff workflow
Staff workflow

According to the goal and each business process, we set a couple of CSF and KPI.


Next Step : Organizfe small goals and tasks