The SMB Analytics Wire – March 2025
Sales Analysis – A Manager’s Daily Snapshot
Sales Managers are a hard lot to please; when asked ‘what report do you most reply on?”, their answer reveals a surprising lack of consensus:
- “Total sales revenues”
- “Gross profit by salesperson”
- “A list of today’s transactions”
- “Sales totals by item”
- “Regional sales totals”
What’s most telling about these responses is their remarkable lack of unanimity; not only do different sales managers (and executives) want different information, there’s not even agreement among them regarding whether they’re more interested in aggregated metrics (i.e., totals and subtotals) or the details of individual sales transactions.
See how DataSelf’s Sales Daily Flash Dashboard Offers Sales Analyses Any Way You Want It >>
DataSelf Reports & Dashboards…for Construction
Are you fed up with WIP reporting that’s incomplete, out-of-date, and filled with inconsistencies? How well can you evaluate the performance of your technicians? Are analytics such as budget-versus-actual, average response time, and time-to-fix ratios on your wish list? DataSelf’s library of reports and dashboards are designed specifically for the construction industry . . .
Learn more about DataSelf’s reports and dashboards for construction >>
DataSelf Reports & Dashboards…for Distribution
Do you need better visibility into your supply chain? Are your inventory projections more of a ‘best guess’ than an accurate prediction of needs? Would you like to know about delayed shipments before they impact customer satisfaction?
Learn more about DataSelf’s award-winning library of reports and dashboards for distributors >>
DataSelf Reports & Dashboards…for Manufacturing
Do your reports show incomplete or inaccurate bill-of-materials data that cause delays in the production of finished goods? Are multi-level BOMs difficult to analyze? Do increased costs go unnoticed until it’s too late? And do your reports take hours — or days — to run? DataSelf’s BI-based Reporting provides greater visibility into your production with reports than run in under ten seconds.
Learn more about DataSelf’s award-winning library of reports and dashboards for manufacturers >>
Revolutionizing Business Reporting: How AI & ML are Transforming ERP and CRM Insights
Artificial Intelligence (AI) is no longer a futuristic concept—it’s transforming the way businesses interact with data today. Traditional reporting methods have long been hindered by rigid selection criteria and a lack of proactive insights. DataSelf’s AI/ML-powered report generation eliminates these challenges, enabling users to request reports in plain English, receive intelligent suggestions, and generate insights in seconds. Discover how AI-driven analytics can streamline your reporting process and enhance decision-making like never before.
2025 Events, Demos and Webinars
We love getting to meet up with clients and businesses at conferences, webinars and everywhere in between! It is more important than ever that executives and managers have access to clean data and accurate reporting to make better, easier, and faster decisions!
Upcoming Training Class Highlight
DataSelf offers ongoing training classes to ensure you and your staff are getting the most benefit from your BI-based reporting solution. We hold monthly live classes for each training level as well as self-service options for those unable to make the scheduled dates. Our upcoming classes include:
- White Belt (1 Session) – An introduction to viewing DataSelf workbooks in Tableau
- Register for the next class: April 1st, 2025 – 10 am – 11:30 am Pacific
- Self-Service White Belt Training
- Orange Belt (4 Sessions) – Introduction to designing workbooks in the DataSelf Tableau Workbook Application
- Register for the next group of sessions: April 8th – 11th, 2025 – 10 am -11:30 am Pacific
- Self Service Orange Belt Training
- Blue Belt (1 Session) – Using ETL+ and Tableau Desktop for creating and maintaining Tableau Data Sets
- Register for the next session: April 15th, 2025 – 10 am – 11:30 am Pacific
- Self Service Blue Belt Training
- Tableau Site Administration (1 Session) – Structure of Projects & Groups, Configuring Permissions, Alerts & Subscriptions, Site Status Information
- Register for the next session: April 22nd, 2025 – 10 am – 11:30 am Pacific
- Self Service Site Administration Training
- Purple Belt (2 Sessions) – Intermediate level with a deeper dive into calculations, table calculations, sets and more in the Tableau Workbook Application.
- Register for the next group of sessions: May 22nd – 23rd, 2025 – 10 am – 11:30 pm Pacific
- Self Service Purple Belt Training
Join the DataSelf Team!
DataSelf is on the lookout for more Data Heroes to add to our team! Are you passionate about accurate, accessible, and consistent data? If so, join us!
DataSelf offers competitive compensation, significant professional growth, a flexible work environment, and a growing team of motivated, collaborative, fun colleagues.
We are looking for the following experts to join our team:
Recordings & Resources
- Dashboard Demo: A Sales Managers Daily Snapshot
- DataSelf Reports & Dashboards for Construction
- DataSelf Reports & Dashboards for Distribution
- DataSelf Reports & Dashboards for Manufacturing
- Revolutionizing Business Reporting: How AI & ML are Transforming ERP and CRM Insights
- 2025 Events – 1st Quarter Update
- Upcoming Training Classes
- Join the DataSelf Team!
