Sales Performance Analysis

The xViz Performance Flow offers a comprehensive view of sales performance at the regional, departmental, and salesperson levels, using Decomposition Trees to break down key metrics.

Image 1: Sales Performance in xViz Performance Flow

The visual offers the following features to effectively display the Sales Performance:

1. Layout & Orientation:

Arrange nodes efficiently using layout and orientation options to optimize data presentation. This approach enhances clarity, reduces clutter, and ensures smooth data navigation. For instance, you can plot the sales performance of employees by region, following the Region Head hierarchy for a clearer view of performance across different levels.

GIF 1: Layout & Orientation in xViz Performance Flow

For detailed information on using layout & orientation, refer to this documentation - Layout & Orientation

2. Conditional Formatting:

Use conditional formatting to highlight top and bottom performers, making it easy to identify key outliers. This approach enhances exception reporting, allowing you to quickly focus on areas that need attention or improvement. Additionally, focus on specific datapoints using legend click functionality.

GIF 2: Conditional Formatting in xViz Performance Flow

For detailed information on using Conditional Formatting, refer to this documentation - Conditional Formatting

3. Sparkline Trends:

The visual displays monthly sales budget and forecast trends with a trend line, highlighting the comparison between forecasted and actual sales for each salesperson.

GIF 3: Sparkline Trends in xViz Performance Flow

For detailed information on using Sparkline Trends, refer to this documentation - Sparkline Trends

4. Notes:

The Notes feature in the visual allows sales managers to access additional context on each salesperson. For instance, if there’s a significant dip in performance, Notes can immediately reveal underlying causes, like health issues, reducing the need for formal reviews.

GIF 4: Notes in xViz Performance Flow

For detailed information on using Notes, refer to this documentation - Notes & Annotation

5. Search:

The visual includes a Search feature that enables managers to quickly locate specific salespeople within the hierarchy, saving time by eliminating the need to navigate through the entire structure manually.

GIF 5: Search feature in xViz Gantt Chart

For detailed information on using Search feature, refer to this documentation - Search

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DDownload the sample report file (.pbix) or install the visual directly in your reports from Microsoft AppSource