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BI & KPI for Sales, Distribution and Marketing

To win and retain customers in today’s competitive business world, you must establish and maintain a seamless buying process. Marketing, sales, and distribution must be in sync to satisfy the customer requirement and provide products and services when the client is ready to buy, with the appropriate product to meet their needs. ElegantJ BI BI for Sales solutions can satisfy the needs of every organisation, no matter or large or small, with affordable, practical, simple solutions.

BI for Sales function can help the sales director, sales manager and sales representative to analyse results by product, SKU, customer, customer demographic, region, team and sales individual. Using an intuitive, single view of data, the team can build a picture of sales, with data integrated from other enterprise systems including purchasing, production, sales contact systems, spreadsheets and other data sources. BI for Sales solution will help the team and the organisation to monitor and adjust targets and to better forecast and predict results.

To adapt to the changing competitive and market landscape, the organisation must monitor changes in buying behaviour based on demographics, geographies, psychographics and behavioral buying data. True marketing business intelligence requires a concise data mining process using data from existing enterprise data bases and systems. However, many organisations find it difficult to leverage and understand this data, because the information they need resides in disparate locations and is difficult, if not impossible, to integrate and summarize.

True business intelligence can provide a critical foundation for distribution professionals and help the organisation to synchronize demand and supply, anticipate production needs, prepare and forecast distribution needs to satisfy seasonal, regional and customer requirements, and ensure that production, warehouse, sales, marketing and customer service professionals are working with the same information. Your team can create a single, integrated view of data from disparate enterprise systems and data sources and use this information to establish personalised views that meet the requirements of the end-user.

No matter how complex your data analysis needs, ElegantJ BI can provide a solution. Our on premises and hosted, Software as a Service (SaaS) implementation models provide the flexibility you need to quickly and easily implement Business Intelligence and analyse data with forecasting, predictive analysis using data integrated from disparate enterprise systems and sources.

Business Intelligence Tool

Integrated Business Intelligence for Every Facet of Sales, Distribution and Marketing

BI for Sales with KPI for Sales

  • Align marketing campaigns and pricing policies and plans with sales goals and objectives
  • Identify valuable customers and create customer profiles based on buying patterns, e.g., how much they buy and how frequently they buy, the revenue they generate, and the cost of service
  • Monitor and allot sales resources more effectively with complete insight into performance by volume, sales and region effectiveness; directing resources to areas where they will have the best output
  • Analyse trends in revenue with regard to region and/or product and monitor each region and product to determine where sales are shifting or declining
  • Integrate performance management features to enhance sales performance, identify the best clients and achieve revenue goals
  • Provide information to the sales force regarding key sales transactions and share the information with flexible user-friendly reports, dashboards, automated alerts, and analyses to illustrate top customers by revenue, sales by region and sales plan versus actual
  • Generate accurate customer profiles to provide the sales force with a clearer picture of their client target
  • Plan, implement and monitor campaigns to increase market share
  • Fine tune marketing policies for shipping and billing, to allow efficient delivery to customers
  • Monitor the sales organisation and streamline the sales cycle, quickly adapting to shifting market conditions

Business Intelligence for Marketing with KPI for Marketing

  • Achieve competitive advantage by filtering, sorting and ranking information to identify the clients who purchase more products, those who buy frequently and who require minimum service costs
  • Identify and retain valuable customers and improve campaign revenue on investment
  • Monitor critical data and build a stable brand by assessing response rates, e.g., demographic group, market segmentation, geographic region, and seasonal buying behavior
  • Synchronize marketing strategies with company financials with a clear view of the effects of marketing efforts on sales, purchasing and production plans
  • Achieve an integrated view of performance and establish performance management metrics for use by the entire marketing team
  • Generate flexible, user friendly reports, dashboards and analyses to fulfill the information requirements of all users and present data in a way that is meaningful to each user role
  • Acquire information on brand performance, customer profiles, product revenue, customer profitability, customer sales growth and market penetration by industry
  • Develop forecasts and plans across departments and regions for promotional campaigns and product lifecycle predictions to retain and acquire more customers
  • Perform market research based on historical results, buying behavior, market and competitive trends, client profiles and other critical information to increase the effectiveness of marketing campaigns and new product plans

Business Intelligence for Distribution with KPI for Distribution

  • Provide up-to-date distribution information and make confident decisions, with integrated data and a clear picture of results
  • Eliminate problems associated with, inconsistent, inaccurate business data and present information in a way that is meaningful to every user, with a smooth flow of order and shipment information across the distribution network
  • Monitor logistics and third party logistical (3PL) agent performance against plan and metrics, with better visibility of customer data to optimise the cost of operation and better understand performance
  • Accurately and consistently achieve distribution and delivery schedules with data integration from transporters, wholesalers and distributors
  • Generate reports and alerts to monitor the various components of the distribution channel, e.g., units damaged during distribution, cost of distribution, delivery schedule percentage, cost per unit of weight for a specified distance, frequency of delivery, and size of the order, delivery agent performance against established goals
  • Analyse distribution data from various perspectives, e.g., fiscal month or year, product, SKU and brand, customer, transport or distributor or agent, or region.

If you need a rich, intuitive Business Intelligence solution, coupled with robust CPM features, we encourage you to contact us today to discuss your unique requirements and get started with the ElegantJ BI solution suite. Email us at sales@ElegantJBI.com

Business Intelligence Video

YoY Sales Analysis

Business Intelligence Video - YoY Sales Analysis

Browse through our online video library to learn more about ElegantJ BI solutions. You will find valuable information about BI and how it can help you to be more productive and efficient, and the various ways in which our solutions can help you to achieve true BI. Explore the powerful world of Business Intelligence and find out how we can help you achieve your vision and stay on target to business success!


"ElegantJ Business Intelligence played a pivotal role helping my team tap into the huge amount of timekeeping data our firm had assiduously collected over several years, but which we had extracted very little value from. We realised that with ElegantJ BI we could gain an insight into our business performance and trends which we were then able to present to Management in a digestible form. As a direct result of our analysis using ElegantJ BI we were able to ensure that scarce resources were ring-fenced for critical operations whilst also freeing up resource from other areas to improve productivity and allocate costs more accurately across our operations. ElegantJ BI proved an excellent partner, listening to and taking our feedback on-board, then delivering changes and improvements to the product."

– World leader in financial news &
data feeds, UK

Business Intelligence Case Study

Customer Success Story

Business Intelligence Tool – Case Study

The client, a leading Industrial Chemical Marketing & Distribution Company having a pan-India presence, nationwide branches and a wide distribution network is engaged Read full story »