Description
Instrumente De Business Intelligence Pentru Monitorizarea Vanzarilor
Munich Personal RePEc Archive
Instrumente de business intelligence
pentru monitorizarea vanzarilor
Luminita Serbanescu
University of Pitesti, Romania
April 2008
Online athttp://mpra.ub.uni-muenchen.de/13942/
MPRA Paper No. 13942, posted 11. March 2009 02:21 UTC
1520
BUSINESS INTELLIGENT INSTRUMENTS FOR SALES
MONITORING
ùerb?nescu Lumini?a
University of Piteúti, Faculty of Economics Sciences, Piteúti, str. Negru-Vod?, bl. D3, sc. a, sp. 1, Argeú,
[email protected], 0745030906
Abstract. The managerial structures need a powerful instrument for measuring, monitoring and tracking
down the key business processes. Under harsh competitive conditions, managers are now forced to solve
complex problems, often not sufficiently clearly- defined, which have multiple-planned implications. Their
reactions to the business demand must be not only quick, but also the right ones. They must achieve short-
term results, but also have long-term orientation. The BI solutions have appeared as a response to
managers’ demands to obtain quickly matched synthesis information, with explanatory details, associated
with the displayed synthesis. In this article, I will present a BI solution, implemented through QlikView
Application, thanks to which it is possible to monitor the company sales, (by establishing the performance
pointers).
Keywords: sales, business intelligence, QlikView, monitoring, evolutions
The IT revolution which invaded all the domains of human development could not ignore the world of
sales. The reasons why Business Intelligence needed to be introduced, at a certain moment, in the activity
of a company or institution in our country are not only due to the need to face the competition imposed by
the European market, to the standards and the legislation that have to be observed, but also to the acute
need to save time and to enhance performance.
An efficient solution for Business Intelligence must not be limited to a single department of the company.
Its beneficiaries must be from all the hierarchical organizational levels so as maximum of profit can be
taken from this application. Business Intelligence is also needed because all the companies need
information in order to make decisions.
The Organizational Management considers Business Intelligence to be a vital means of activity
improvement, gaining of competitive advantage and meeting the strategic goals.
In Romania, the market of Business Intelligence solutions, together with that of ERP solutions (Enterprise
Resource Planning), experienced an impressive evolution due both to the national economical development
and to meet the need of companies to remain competitive on the market.
The work instruments which Business Intelligence applications offer give the managerial department of the
company the possibility to get involved and to begin analyzing data, without having to wait for the IT
departments to hand in complex reports.
To be more precise, such applications can do many operations and, what is more, they can be done in
various departments of the company. One of the activities performed by this application is marketing
analysis.
In this way, demographic analysis are done by using the information about clients and the data of sales, the
response to price, the preferences regarding products. By using this information, the marketing campaigns
can be better planned and their effect can be measured. As for the analysis of sales, the system identifies
the tendencies, analyzes the seasonableness and establishes matches between products. By using this
information you can set sales aims and you can measure the progress with regard to these aims.
In order to build the monitor of sales application we made use of the QlikView application, a strong and
complete pack of Business Intelligence software and of data analysis which offers a better means of
handling the data of a business.
The strong engine Business Intelligence of QlikView analysis uses the revolutionary technology AQL
(Associative Query Logic), which accesses structured information from various sources in an interactive
and dynamical way, propelling the selections of analysis throughout the entire available data basis in order
to build an associative, non-relational and extremely efficient data basis.
1521
AQL offers QlikView the possibility to work with millions of data cells and yet to answer the questions
within less than a second. By replacing the classic relational technology with AQL, QlikView replaces the
need of pre-aggregation of data.
Furthermore it gives the possibility of connecting to any source of data (ERP, CRM, Microsoft Excel, logs,
Access data bases), thus achieving the gathering of the pieces of information generated by the multitude of
independent applications used within a company.
Any objective in QlikView – from lists to graphics and tables – is accessible through a “click”. QlikView
enables the users to find their own way towards the analysis and understanding of things.
To give an example we considered a company that deals with product distribution. The company has got
several warehouses situated at different addresses and furnishes products to several clients from all over the
country. The used information refers to:
• Articles characterized through: Product Code, Product Name, Weight, Product Group, Group Type;
• Customers defined through: Customer Code, Customer Name, Location Code, Customer Location
Name, Customer Group, Customer Group Type, Department, Town, Invoicing Code;
• Invoice heading which comprises: ID, Invoicing Code, Date, Warehouse Location, Warehouse and
Bill
• Invoice lines consisting of: ID, Product Code, Quantity and Price.
The most important operation that can be done very easily with QlikView is the “Filter” spreadsheet. This
allows visualizing several pieces of information at the same time. The operations that can be made on this
page are:
• The simple or multiple selection: for example if we select a certain product we can visualize
information about the name, the customer’s type and location to whom the product was distributed,
about the group of product to which the particular product belongs, the warehouse, the delivered
quantity and the price of the product, about the bills released for the sell of the product.
• The search: for example, if we want to find a bill number in order to see the information comprised in
this particular bill (sold product, date of release, quantity, price), we have to select the thing
corresponding to the bill and introduce the number of the bill. As the numbers are being introduced, all
the bills that have the specified values comprised in their number are selected (see fig. 1).
Figure 1 - Filter Page
A very important thing for the drawing of all the spreadsheets is the dimension established as
representative for them. Thus we used as dimensions: time, location of warehouses, customers, products,
etc. These can be selected and altered on each sheet and we can use combinations of these dimensions in
order to define groups. Using the information taken from the database described above we made the
following spreadsheets:
1522
1. Sales map: where the sales in each warehouse are graphically represented for the selected period.
We can get a clear picture of the sales from each day, week or month, for a certain group of
products, or for a certain group of customers. (see fig.2)
Figure 2 - The Sales Map
2. Q, RON, PM which contains the following graphics:
• Periodical evolutions. It is a graphic representation of the sales from each month following several
dimensions, such as: value, pieces, average price.
• The number of clients, products and sales volume. Here we analyze the sales from the monthly point
of view.
• Top 10 customers. It displays the first ten clients in the order of the sold values.
• Comparisons. Here we draw graphics in which we can change axes depending on the values used(see
fig. 3)
•
•
1523
Figure 3 - Comparisons
•
• Region sales. We build the annual or monthly evolution of sales for each warehouse.
•
•
Figure 4 - Region Sales
3. Comparative evolution where we make a detailed analysis of the sales following several
dimensions graphically represented on one axis or two. Here we can establish if there is or not
logical correlation between the chosen dimensions, on certain periods of time, for example
between the average price and quantity (we can study what happens to the quantity if the average
price rises, or the other way) (see fig. 5)
Figure 5 - Comparative evolution
4. Comparisons on certain periods such as:
• Comparisons between the days of the week. We build the evolution on a certain day of the week of the
value, average price and sold quantity. For example, establishing the date of 01.08.2007 we get
specific data for the three dimensions only for the day of Wednesday from the current or previous
1524
month (we take in account the last 4 weeks) and we compare these days to one another in order to
establish if there was or not an evolution of the sales.
•
•
Figure 6 - Days of the week comparisons
•
• Period comparisons era done using the same dimensions, but we establish a certain period for which
we want to visualize sales evolution. For example, if we use a 7 days period, this does not mean that
we built the evolution for that week, but for a 7 days period previous to the analysis date.
• Monthly comparisons – we draw the sales evolution following the three dimensions for each of the 12
months previous to the analysis date.
Conclusions
The need of Business Intelligence solutions is obvious, especially in those companies where the top-
management realizes they cannot make tactic decisions in due time based on the existent information under
certain forms inside the company, they cannot harmonize the strategies in order to reach the aims and the
are dangerously heading towards a competitively risky situation on the market. Taking the current
dynamics into account, the data a company holds must be used 100%. They must be translated into
information which can answer the critical questions of the management. In the cases where the reports still
represent the main support for decision making, presenting all the necessary data but not an analysis or
interpretation of these, the need for a Business Intelligence software will, sooner or later, impose itself in a
clear way. That is because the current business environment does not accept anything else but well-
founded, fast and based on reliable information decisions which, once taken, gain credibility and extra
value for the company.
Evidently, when we take into account the implementation of such a solution, one of the questions that arise
concern the possibility of customizing of the application taking into account the needs and aim of the
company. Not only is the answer a positive one, but it also constitutes one of the main advantages such an
application offers.
The benefits of implementation of a Business Intelligence system are:
• It simplifies the analysis for each person in the company;
• It is easy to use – the ultimate users do not need training;
• It is flexible – unlimited dimensions that can be changed within seconds;
• It is integrated – solution of business analysis integrated with the ERP system and other independent
applications used within the company;
• It is strong – immediate response for huge bulks of data.
1525
Bibliography
1.http://www.qlikview.com
2. IRENE BARRALL, CHRISTINE JOHNSON, TONYA TRAPPE and GRAHAM TULLIS,
Intelligent Business,http://www.intelligent-Business.org
3. QWT Business Intelligence – Enterprise Script, QlikTech International, 2005
4. QWT Business Intelligence – Professional Layout, QlikTech International, 2005
5. WAQAR SADIQ, FELIX RACCA: Business Services Orchestration, Cambridge University
Press, 2003
doc_167621049.pdf
Instrumente De Business Intelligence Pentru Monitorizarea Vanzarilor
Munich Personal RePEc Archive
Instrumente de business intelligence
pentru monitorizarea vanzarilor
Luminita Serbanescu
University of Pitesti, Romania
April 2008
Online athttp://mpra.ub.uni-muenchen.de/13942/
MPRA Paper No. 13942, posted 11. March 2009 02:21 UTC
1520
BUSINESS INTELLIGENT INSTRUMENTS FOR SALES
MONITORING
ùerb?nescu Lumini?a
University of Piteúti, Faculty of Economics Sciences, Piteúti, str. Negru-Vod?, bl. D3, sc. a, sp. 1, Argeú,
[email protected], 0745030906
Abstract. The managerial structures need a powerful instrument for measuring, monitoring and tracking
down the key business processes. Under harsh competitive conditions, managers are now forced to solve
complex problems, often not sufficiently clearly- defined, which have multiple-planned implications. Their
reactions to the business demand must be not only quick, but also the right ones. They must achieve short-
term results, but also have long-term orientation. The BI solutions have appeared as a response to
managers’ demands to obtain quickly matched synthesis information, with explanatory details, associated
with the displayed synthesis. In this article, I will present a BI solution, implemented through QlikView
Application, thanks to which it is possible to monitor the company sales, (by establishing the performance
pointers).
Keywords: sales, business intelligence, QlikView, monitoring, evolutions
The IT revolution which invaded all the domains of human development could not ignore the world of
sales. The reasons why Business Intelligence needed to be introduced, at a certain moment, in the activity
of a company or institution in our country are not only due to the need to face the competition imposed by
the European market, to the standards and the legislation that have to be observed, but also to the acute
need to save time and to enhance performance.
An efficient solution for Business Intelligence must not be limited to a single department of the company.
Its beneficiaries must be from all the hierarchical organizational levels so as maximum of profit can be
taken from this application. Business Intelligence is also needed because all the companies need
information in order to make decisions.
The Organizational Management considers Business Intelligence to be a vital means of activity
improvement, gaining of competitive advantage and meeting the strategic goals.
In Romania, the market of Business Intelligence solutions, together with that of ERP solutions (Enterprise
Resource Planning), experienced an impressive evolution due both to the national economical development
and to meet the need of companies to remain competitive on the market.
The work instruments which Business Intelligence applications offer give the managerial department of the
company the possibility to get involved and to begin analyzing data, without having to wait for the IT
departments to hand in complex reports.
To be more precise, such applications can do many operations and, what is more, they can be done in
various departments of the company. One of the activities performed by this application is marketing
analysis.
In this way, demographic analysis are done by using the information about clients and the data of sales, the
response to price, the preferences regarding products. By using this information, the marketing campaigns
can be better planned and their effect can be measured. As for the analysis of sales, the system identifies
the tendencies, analyzes the seasonableness and establishes matches between products. By using this
information you can set sales aims and you can measure the progress with regard to these aims.
In order to build the monitor of sales application we made use of the QlikView application, a strong and
complete pack of Business Intelligence software and of data analysis which offers a better means of
handling the data of a business.
The strong engine Business Intelligence of QlikView analysis uses the revolutionary technology AQL
(Associative Query Logic), which accesses structured information from various sources in an interactive
and dynamical way, propelling the selections of analysis throughout the entire available data basis in order
to build an associative, non-relational and extremely efficient data basis.
1521
AQL offers QlikView the possibility to work with millions of data cells and yet to answer the questions
within less than a second. By replacing the classic relational technology with AQL, QlikView replaces the
need of pre-aggregation of data.
Furthermore it gives the possibility of connecting to any source of data (ERP, CRM, Microsoft Excel, logs,
Access data bases), thus achieving the gathering of the pieces of information generated by the multitude of
independent applications used within a company.
Any objective in QlikView – from lists to graphics and tables – is accessible through a “click”. QlikView
enables the users to find their own way towards the analysis and understanding of things.
To give an example we considered a company that deals with product distribution. The company has got
several warehouses situated at different addresses and furnishes products to several clients from all over the
country. The used information refers to:
• Articles characterized through: Product Code, Product Name, Weight, Product Group, Group Type;
• Customers defined through: Customer Code, Customer Name, Location Code, Customer Location
Name, Customer Group, Customer Group Type, Department, Town, Invoicing Code;
• Invoice heading which comprises: ID, Invoicing Code, Date, Warehouse Location, Warehouse and
Bill
• Invoice lines consisting of: ID, Product Code, Quantity and Price.
The most important operation that can be done very easily with QlikView is the “Filter” spreadsheet. This
allows visualizing several pieces of information at the same time. The operations that can be made on this
page are:
• The simple or multiple selection: for example if we select a certain product we can visualize
information about the name, the customer’s type and location to whom the product was distributed,
about the group of product to which the particular product belongs, the warehouse, the delivered
quantity and the price of the product, about the bills released for the sell of the product.
• The search: for example, if we want to find a bill number in order to see the information comprised in
this particular bill (sold product, date of release, quantity, price), we have to select the thing
corresponding to the bill and introduce the number of the bill. As the numbers are being introduced, all
the bills that have the specified values comprised in their number are selected (see fig. 1).
Figure 1 - Filter Page
A very important thing for the drawing of all the spreadsheets is the dimension established as
representative for them. Thus we used as dimensions: time, location of warehouses, customers, products,
etc. These can be selected and altered on each sheet and we can use combinations of these dimensions in
order to define groups. Using the information taken from the database described above we made the
following spreadsheets:
1522
1. Sales map: where the sales in each warehouse are graphically represented for the selected period.
We can get a clear picture of the sales from each day, week or month, for a certain group of
products, or for a certain group of customers. (see fig.2)
Figure 2 - The Sales Map
2. Q, RON, PM which contains the following graphics:
• Periodical evolutions. It is a graphic representation of the sales from each month following several
dimensions, such as: value, pieces, average price.
• The number of clients, products and sales volume. Here we analyze the sales from the monthly point
of view.
• Top 10 customers. It displays the first ten clients in the order of the sold values.
• Comparisons. Here we draw graphics in which we can change axes depending on the values used(see
fig. 3)
•
•
1523
Figure 3 - Comparisons
•
• Region sales. We build the annual or monthly evolution of sales for each warehouse.
•
•
Figure 4 - Region Sales
3. Comparative evolution where we make a detailed analysis of the sales following several
dimensions graphically represented on one axis or two. Here we can establish if there is or not
logical correlation between the chosen dimensions, on certain periods of time, for example
between the average price and quantity (we can study what happens to the quantity if the average
price rises, or the other way) (see fig. 5)
Figure 5 - Comparative evolution
4. Comparisons on certain periods such as:
• Comparisons between the days of the week. We build the evolution on a certain day of the week of the
value, average price and sold quantity. For example, establishing the date of 01.08.2007 we get
specific data for the three dimensions only for the day of Wednesday from the current or previous
1524
month (we take in account the last 4 weeks) and we compare these days to one another in order to
establish if there was or not an evolution of the sales.
•
•
Figure 6 - Days of the week comparisons
•
• Period comparisons era done using the same dimensions, but we establish a certain period for which
we want to visualize sales evolution. For example, if we use a 7 days period, this does not mean that
we built the evolution for that week, but for a 7 days period previous to the analysis date.
• Monthly comparisons – we draw the sales evolution following the three dimensions for each of the 12
months previous to the analysis date.
Conclusions
The need of Business Intelligence solutions is obvious, especially in those companies where the top-
management realizes they cannot make tactic decisions in due time based on the existent information under
certain forms inside the company, they cannot harmonize the strategies in order to reach the aims and the
are dangerously heading towards a competitively risky situation on the market. Taking the current
dynamics into account, the data a company holds must be used 100%. They must be translated into
information which can answer the critical questions of the management. In the cases where the reports still
represent the main support for decision making, presenting all the necessary data but not an analysis or
interpretation of these, the need for a Business Intelligence software will, sooner or later, impose itself in a
clear way. That is because the current business environment does not accept anything else but well-
founded, fast and based on reliable information decisions which, once taken, gain credibility and extra
value for the company.
Evidently, when we take into account the implementation of such a solution, one of the questions that arise
concern the possibility of customizing of the application taking into account the needs and aim of the
company. Not only is the answer a positive one, but it also constitutes one of the main advantages such an
application offers.
The benefits of implementation of a Business Intelligence system are:
• It simplifies the analysis for each person in the company;
• It is easy to use – the ultimate users do not need training;
• It is flexible – unlimited dimensions that can be changed within seconds;
• It is integrated – solution of business analysis integrated with the ERP system and other independent
applications used within the company;
• It is strong – immediate response for huge bulks of data.
1525
Bibliography
1.http://www.qlikview.com
2. IRENE BARRALL, CHRISTINE JOHNSON, TONYA TRAPPE and GRAHAM TULLIS,
Intelligent Business,http://www.intelligent-Business.org
3. QWT Business Intelligence – Enterprise Script, QlikTech International, 2005
4. QWT Business Intelligence – Professional Layout, QlikTech International, 2005
5. WAQAR SADIQ, FELIX RACCA: Business Services Orchestration, Cambridge University
Press, 2003
doc_167621049.pdf