Use Case: Sales Director/Sales Analyst

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Course Description

As an analyst you may often need to support the rest of your organisation with targeting lucrative customers. By focusing on data-driven targets you can help optimise the sales elements of your business. This course will show you how to create a targeted customer list that focuses on the top customers for each period.

This training is based on Pyramid 2020.20. Make sure to download the training materials for the Sales Director use case as well as the three examples in the Model folder here.

Please adjust your screen zoom setting when you open the use case to see it in full screen mode. 

You will learn:

  • How to apply a scoring algorithm to a list of customers
  • Use the results to generate a customized customer target list

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