While scouring an enormous amount of your company’s sales data is likely not at the top of your to-do list, it should be. Simply put, what is not measured can’t be improved and this goes for your sales performance.
A sales analysis is an empirical examination of your business' performance that provides insights into the past, present, and future of your business.
An effective sales analysis is a powerful tool that can help you forecast trends, identify weaknesses and opportunities for growth, and gauge your sales team’s performance.
First, I will upload my file, a 329.5 MB CSV with 1.8 million rows of a toy company’s sales data.
Choose My Device, and then select the file:
Next, I will get a feel for my data using aggregations. I am specifically interested in determining how many unique values there are in the Account Owners, Territory, and Purchaser columns.
Despite my very large data set, I can quickly see that my data contains 755 unique account owners, representing 275 territories and 5 separate purchasers. Additionally, by sorting the Close Date column, I determined that the the range of close dates is 47 months (~ 4 years of data). Using the Percent Unique aggregation on the Next Steps column, I can tell that approximately 2% of rows don’t include next steps.
The 2% of rows that don’t include next steps makes me interested in analyzing this further to identify which sales representatives are driving this. Let's do so using groupings. First let’s group by the Forecast Category column, which shows me that approximately 6% of my 40,422 committed deals (with a value of $100,104,710) don’t have next steps.
Let’s continue to group by quarter and account owner and sort by % empty in next steps. That way, we can identify our account owner problem children who are driving the 6% of committed deals without next steps.
We can see that 33% of Devin Y. and Dominic E.’s committed deals don’t include next steps. Sales management is going to have to take action!
Now that we’ve identified our problem children let’s identify our stars. Let’s add a territories grouping, showing that New York, Los Angeles, and Dallas were the top three territories during Q2 2022 with $1.4 million, $1.0 million, and $0.6 million in committed deals, respectively.
We can further drill down and see that Nicholas R., Taylor E., and Jack L. were the top three account owners in Q2 2022 in the New York territory. President's Club, here they come!
In under 10 minutes without writing any code or queries, we’ve effectively performed multiple sales analyses on an enormous data set!
Want to continue analyzing this data set? Click here for the data grouped by account owner and here for the data grouped by territory. Or better yet, upload your own sales data and start analyzing it today!