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Business Intelligence for Owners & Managers Series - Part 3

  • 19 Oct 2021
  • 2:00 PM - 2:30 PM

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Managing and maintaining accurate and up-to date reports is critical to the success of every organization. This three-part webinar series will cover what you as an owner or manager can do with reports and how you can strategically use reports to look for answers to your questions. This webinar series will also demonstrate how easily you can move through interactive reports to quickly find areas of interest with the click of a mouse.

After attending this webinar series, you will know how to:

  1. Gain instant access and update key performance indicators (KPIs). Forecast versus actual is no longer an issue: granularity of the data is easily managed (e.g., a monthly forecast versus daily actuals), as is comparing year to date with last year. Filtering a report to focus on areas of interest is a game changer. Updating reports, even when multiple data sources are used, is simple and quick.
  2. Use geographic maps that can zoom from a single postal code to multiple continents and everything in between and provide better visualizations of results. Add a graph to categorize your results and add the ability to “hover” over a segment for details that adds clarity to the picture. Filter data to instantly see the results.
  3. Slice data into predetermined buckets (age, market, price range, etc.) to make it more meaningful. Used in conjunction with maps and data tables, it is possible to focus on important results and have the ability to click on a number and immediately see the transactions that created the number.

About Dan MacLeod,  Co-owner of Dunvegan Loyalty Builders Inc.

In his first career, Dan was a Senior Sales Manager with MT&T (now Bell). He was responsible for sales force automation, and held several Sales Management roles including Data Communications, Mobile and Cellular service, and in small/medium business telecommunications. Dan introduced Cognos data mining software to MT&T. Ken (his business partner) and Dan formed Dunvegan in 2000 and incorporated in 2005.

Dan wrote and delivered a national automotive accessories sales process for Ford of Canada. He and Ken wrote and delivered anational accessory sales training course for Toyota Canada; as well as aTrain the Trainer program for the MT&T Cellular Call Centre. Including other brands, Dan has worked on data and process improvement projects in over 650 new vehicle dealerships. Our work also includes dozens of small and medium businesses, not-for-profits, government departments, and charities.

Dan learned and has been using Power BI tools in Excel since 2012 with Dunvegan’s regional and national clients. He is certified by Power Pivot Pro and has been working diligently to stay current with Microsoft Power BI Desktop. Power BI Desktop is constantly being updated (11 times a year) and has become the flagship Business Intelligence product for Microsoft. Dunvegan is not affiliated with Microsoft; it just uses their products.

Dan’s particular focus when training people to use data analytics is practical; use your numbers to improve and grow your business.

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