Sales Performance For A New Zealand Wholesaler and Importer


Who: Tyre Wholesaler & Importer
Where: New Zealand
Challenge: Ineffective sales performance monitoring, labour intensive manual reporting processes
Solution: Live-updating, mobile-friendly sales metrics and high level analysis of customer segments, market trends and sales forecasting

Client Requirements

Vision BI was approached by a large New Zealand-based tyre wholesaler and importer struggling to manage their sales team’s performance and associated bonus scheme.

Prior to contacting us, their internal administration staff and accounting team were wasting time by manually preparing and updating excel spreadsheets every week, and distributing these to both the sales staff and management team to track performance.

These time-consuming processes meant that information was slow to reach its destination, and often contained mistakes due to human error. These issues in turn created significant disputes and headaches for the salesmen and management staff while trying to track bonus entitlements.

Outcomes

  • Vision BI created an automation for the extraction of all relevant data from the backend of this client’s systems
  • The client could access in-depth, structured data on an hourly basis, which previously took weeks to collate
  • The sales team were then able to access live metrics from their mobile phones while travelling on the job
  • The client’s management teams leveraged this to perform live, high level analysis of customer segmentation, salesman performance, trends analysis, and forecasting of both future sales and bonus payouts
  • This mobile dashboard created significantly better, data-driven decision making for the client on multiple levels for operational and executive teams