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Driving Predictable Growth with Sales Analysis Dashboards: A Case Study in AI Finance Solutions

Driving Predictable Growth with Sales Analysis Dashboards: A Case Study in AI Finance Solutions

by AnshumanD | Feb 3, 2025

Executive Summary Client: Mid-sized AI finance solutions provider ($50M annual revenue, ~200 employees) Challenge: Fragmented reporting led to missed sales targets and unreliable forecasting; sales leaders lacked visibility into bookings, renewals, and opportunity...
Pipeline Analysis Dashboard for an AI-Driven Finance Firm: How We Unlocked Deal Visibility, Faster Conversions, and Smarter Forecasting

Pipeline Analysis Dashboard for an AI-Driven Finance Firm: How We Unlocked Deal Visibility, Faster Conversions, and Smarter Forecasting

by AnshumanD | Feb 2, 2025

Executive Summary Client: US-based AI Finance Solutions Provider with annual revenue of about $50M annual revenue and 200 employees. Challenge: Incomplete visibility into opportunity stages, stagnant pipeline entries, and unpredictable closures. Tools: Tableau, Excel,...
Reducing Churn By Forecasting At-risk Accounts And Improving Product Adoption

Reducing Churn By Forecasting At-risk Accounts And Improving Product Adoption

by AnshumanD | Jan 31, 2025

Discover how we helped a financial fraud detection service reduce churn and sustain revenue by analyzing high-risk accounts and product usage patterns. The solution provided insights to enhance product adoption and improve customer retention. Download the case study...
Sales Forecasting Dashboard for a Consumer Services Firm : Driving Predictable Growth with Tableau

Sales Forecasting Dashboard for a Consumer Services Firm : Driving Predictable Growth with Tableau

by AnshumanD | Jan 25, 2025

Executive Summary Client: A mid-sized AI-based surveillance and automation solutions company (~$400M revenue, 500+ employees). Challenge: Forecasting sales was reactive and error-prone, with variance between forecast and actuals often exceeding 20%. Reports were...

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