Customer Segmentation XLCubed blog header

Customer Segmentation By Revenue Contribution

We recently had a customer asking us for some assistance with a business challenge.

He had been asked to provide a report analysing their customer base by % contribution to company revenue. But that wasn’t all! He also had to produce an additional report that tracked the customers ‘lost’ by the company Year on Year by looking at sales activity.

This approach is also often used when looking at profitability, and many businesses like to classify their customers in this way:

  • group ‘a’ of key customers make up 40% of our company revenue and group ‘b’ make up the next 30%
  • which customers have we ‘lost’ or have become inactive over a period

This is where XLCubed’s capability and flexibility comes into play – we have an advanced selection mode for handling exactly this type of scenario.

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Data Mashups 101

In an ideal world for report designers, all the data required for a report is available in one data source, and the structure and hierarchies perfectly match the reporting needs. Sadly, the world isn’t always ideal (just ask Theresa May…).

We often see scenarios where users are reporting numerical data from Analysis Services but want to include descriptive or textual information held elsewhere. People have approached this in different ways, but XLCubed’s mashup capability can make it a much more streamlined and maintainable process.

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No comment? We’ve got plenty to say!

Today’s blog will run through XLCubed’s commentary functionality.

At XLCubed we have seen a lot of customer interest in commentary and collaboration in the last couple of years.

We’re all familiar with the standard comments functionality in Excel where you add a comment to an Excel cell.

However, in a dynamic BI environment it can be limiting.  For example, say I add an Excel comment to cell $C$10, then the comment is tied to that specific cell.  If a user changes a filter selection, the numbers change but the comment does not and may not now be relevant.

This is where XLCubed commentary shines through.

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