Transforming your line item data into actionable insights.

Case Studies

One of our clients, a Bath & Beauty company, has 10 rep groups with 130 sales reps and roughly 2,000 customers. The sales manager was spending about 30 hours per month sending out monthly PowerPoint reports to each rep group and sales rep. These reports included the rep’s MTD and YTD sales and brief analysis of the fragrance and collection sales for that rep. We were contacted to help improve the manager’s process and the analytics that were being provided to each rep and group.

We created a solution utilizing VBA in Microsoft Excel and PowerPoint that analyzes the rep’s MTD, YTD, TTM sales, gave an in-depth analysis on the rep’s performance with each fragrance and collection, as well as supplied each rep with their unique list of customers showing their last order dates. Rather than the process taking 20-30 hours, the process start to finish takes about an hour. 

We charged 30 billable hours for the process and analytics, or $1,800. The sales manager saves roughly 29 hours a month, or 348 hours per year. With an hourly wage of $40/hour, the cost savings are about $12,000/year as well the 348 hours the manager has earned back to focus on more important aspects of the business.

A common request we get is for a KPI Dashboard revolving around Sales. This began when a client wanted a dashboard where they could analyze their overall performance MTD, YTD, and TTM as well as how their current year is performing versus their prior year and budget. 

We created a solution in Microsoft Excel utilizing Pivot Tables, VBA and formulas to deliver a Sales Dashboard with several Key Sales Performance Indicators. Our client can now view their sales performance from a 30,000 foot view while being able to dig into the details as well. For example, our client can view each of their top customer’s performances year over year and, at the click of a button, generates a customer report to dive deeper into the details.

We charged 40 billable hours for the automation and analytics, or roughly $2,400 for the solution. The client also utilizes our monthly retainer for data management and small dashboard changes. The client now has an effective analytics tool at their fingertips that generates information for key decisions. 



Currently, we are charging $60/hour for our analytics service. As demand grows for our business, our hourly rates may increase. However, customers will retain the rate at which their first job was completed.

Monthly Retainer

With our monthly retainer you are paying for an estimated amount of hourly work each month. Monthly retainers work well for customers with ongoing ad-hoc analytics projects or for monthly data management.   


search previous next tag category expand menu location phone mail time cart zoom edit close