Business intelligence project
Franchise Commercial Operations
This page presents the Sales Intelligence project case study, including an overview, tools used and key findings.
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The company has a network of over 250 franchises, each operating with its own business model, data extraction processes and information management, without a defined standard. Most of the reports were created in Excel, making the process susceptible to errors, inconsistencies and rework.
In addition, the franchises had to report data to the head office on a monthly basis, but many of them faced challenges due to the lack of professionals trained to structure reports and analyze performance metrics. This made decision-making difficult for both franchisees and the head office, impacting operational efficiency and the identification of opportunities for improvement.
Overview
Challenges
Each franchise used its own format and method for extracting and managing information, making it difficult to consolidate data in the matrix. The reliance on Excel spreadsheets increased the susceptibility to manual errors, outdated versions and inconsistencies in the reported data. Many franchises did not have professionals experienced in data analysis, making it difficult to create structured reports and interpret essential metrics for the business.
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- Development of an interactive dashboard in Power BI to consolidate and visualize key performance indicators.
- Creation of support material and training so that franchisees could interpret the reports and make more informed decisions.
Implemented Solutions
Results Obtained
The implementation of the dashboard brought about a significant transformation in franchise management. With a clear and structured view of the main indicators, franchisees were able to quickly identify trends and opportunities, adjusting their strategies more quickly and assertively, without relying on a technical professional to develop reports and dashboards. Monitoring results became intuitive and accessible, encouraging proactivity in analyzing performance and making strategic decisions.
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Overview
Detailed analysis of franchised unit operations, providing a strategic view of financial performance, operational efficiency, customer retention and business growth. The dashboard allows precise monitoring of the network’s health, facilitating the identification of opportunities for improvement and ensuring compliance with the standards established by the parent company.
Performance Analysis
Analysis of individual and team performance, evaluating the effectiveness of employees and squads in retaining, maintaining and losing customers.