Large manufacturing company in midwest US and with several brand outlets acquired through many acquisitions had major difficulties in having a unified view of forecasting their expenditure and revenue estimates
Challenges
The manufacturing company acquired multiple brands under its umbrella and it was not possible to view performance of each brand on a daily basis
Salesforce reports from multiple brands were available but a consolidated visualization wasn’t possible
Stakeholders had limited insights on non proper performing departments other than Finance, Sales and Marketing
Tools
Salesforce Einstein Analytics Studio
Result
Using Salesforce Einstein dataflow all the information required for creating a particular dashboard was stored in a specific dataset, necessary dataset specific transformations was performed on the dataflow definition file
Using Salesforce Einstein, different dashboards were created for the following departments - Finance, HR, Marketing, Operations, Inventory, Safety
Each departments dashboard would contain multiple lens for expenditure and revenue on day/week/month/quarterly/yearly and other future predictive estimations
Each lens is a graphical visualization of the data present in the department specific datasets. We used Einstein Analytics Studio to build these stakeholder specific dashboards