Glad to have found this forum! I have a new responsibility at work (consulting-type business) analyzing service provided to accounts vs. revenue. I have no experience with this - basically there is one set of CRM output with service detail (which consultant provided what service to which client) and another set of output containing revenue attribution/client feedback.
I've played around with Pivots/Power Pivot, etc to generate heat maps. Basically a consultant vs. client matrix, one for service levels, another for revenue. I want to be able to overlay these views to illustrate gaps (e.g. X amount of service was provided, but revenue is below Y). What is the best way to approach this?
Any other ideas for these types of analytical projects?
I've played around with Pivots/Power Pivot, etc to generate heat maps. Basically a consultant vs. client matrix, one for service levels, another for revenue. I want to be able to overlay these views to illustrate gaps (e.g. X amount of service was provided, but revenue is below Y). What is the best way to approach this?
Any other ideas for these types of analytical projects?