Sales and finance departments that communicate and collaborate effectively and efficiently, can help drive profitability by transforming the selling process and creating more targeted sales strategies.
However, static revenue reports that are not user-friendly and require manual effort to build, creates a “lose-lose” situation. Sales do not get the information they need quickly enough to make data-driven decisions, with analysis rarely moving beyond top level trends. And for Finance, the manual effort required for building and maintaining reports, or answering basic ad hoc questions, wastes time and diverts effort away from more value-add and strategic activities.
Anna, empowers Finance to move beyond routine transaction and processing roles and partner more effectively with other functions in the organisation.
In Anna, the automatic creation of dynamic revenue reports with root-cause analysis, coupled with the ability to get real-time answers to business questions, frees up analyst time.
Additionally, by surfacing anomalies and outliers in the data, Anna helps finance become more proactive. Ultimately ensuring your organisation is selling products that are targeted to grow top line revenue, avoid negative margin deals, and find more profitable customers.
Please refer to this article for a guide to implementing this use case, including the data structure and sample questions.
For more information, here is a guide on the data structure and sample questions on how to implement this solution.
“When I saw Anna, I saw a huge potential in being able to open information to our people and being able to do it in a way that allowed them to inquire from their own point of view, I was blown away.”
"We use Hyper Anna to report from a sales perspective, it’s much faster to get data insights. The less time we spend creating reports, the more time we get to spend with our customers."
“Anna does really change the way we operate and run our organisation, so from a data perspective, absolutely a game changer.”