You can use BI Vision to quickly see which product group is driving your revenue, who's selling it, and where the gaps are. Follow the steps below to drill from product group to salesperson to customer in a few clicks.
Tutorial Video
3 Decisions from your BI Data
Open BI Vision
You can open BI Vision from your Unleashed dashboard in either of these ways:
Click Explore BI Vision on your dashboard.
Click Business Intelligence, then click Sales.
đ Note: BI Vision (Business Intelligence Vision) opens filtered to month-to-date and shows sales revenue by default.
Drill down from product group to salesperson to customer
Follow the steps below to find your top product group, see who's selling it, and identify where the gaps are.
Step 1: Find your top product group
Scroll down to the Product Group chart. This shows your product groups ranked by sales revenue for the current month to date.
Identify your highest-ranked product group; this is where you'll start drilling.
Step 2: Click the bar to filter
Click the bar for your top product group. This adds it as an additional filter at the top of the page.
Everything on the page now shows sales revenue filtered by that product group only.
Step 3: See who's selling it
Scroll back up to the Salesperson chart. You can now see which of your salespeople are most productive in selling this product group.
Look for who's leading and who has a gap worth closing.
Step 4: Drill into customers
Scroll down to the Customer chart to see which customers are buying this product group.
Click on a customer segment to filter further. You can now see which salesperson is driving revenue in that customer group, and which salespeople aren't.
Step 5: Cross-filter by salesperson
Click on a specific salesperson's name to see exactly which customers they've been selling to, and where their success is concentrated.
This tells you whether a gap is a targeting issue, a channel issue, or something else entirely - so you can have a specific conversation, not a general one.
đ Tip: Click the Ă on any filter chip at the top of the page to remove a filter and broaden your view again.
3 decisions you can make from this data
You see one customer driving 40% of revenue in your top category
That could be a concentration risk. You now know to either deepen that relationship or actively grow others in the same category before that customer becomes a vulnerability.
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âDecision: Who to call this week, and why.
One salesperson is significantly outperforming the others
What are they doing differently? Is it the customers they're targeting, the way they're pitching, or the timing of their follow-ups? Now you have a specific conversation to have with your team.
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âDecision: Where to focus your next sales team conversation.
Revenue in this category is trending down over the last 90 days
Is it a stock issue? A pricing issue? A competitor? Cross-filter by customer and you'll quickly see whether it's one account pulling the number down, or a broader pattern. Two very different problems, two very different responses.
Decision: Whether this needs urgent action or just monitoring.
Explore the other BI Vision views
BI Vision has five views, each answering a different question.
View | Key question it answers |
Sales | Where is my revenue coming from, and who's driving it? |
Production | How much does it cost to build my stock, and how long does it take? |
Customers | Who are my most valuable customers right now? |
Inventory | What's moving, what's sitting, and what do I need to reorder? |
Purchasing | Am I buying the right things at the right time? |
If you're new to BI Vision, start with Sales. It's the fastest way to surface a decision you can act on today.
Get the most out of BI Vision
Use the date filter at the top of the page to switch between month to date, quarter to date, or a custom range.
Each chart click adds a filter, and you can stack multiple filters to get very specific results.
Click the Ă on any filter chip to remove it and broaden your view again.
This workflow takes under five minutes, so try it before your next sales meeting.