Documented KPIs
Consistent comparisons
DATA FOR DECISIONS
Business Intelligence
A shared view of sources, the funnel, teams, and results.
We agree on definitions, connect authorized sources, and build dashboards with reporting periods and traceability.
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THE CHALLENGE
A clear process starts with understanding the problem.
Separate reports show incompatible figures when each channel defines a lead or a sale differently.
SCI / BUSINESS-INTELLIGENCE
We agree on definitions, connect authorized sources, and build dashboards with reporting periods and traceability.
CAPABILITIES
Configure what your team actually needs.
Scope is defined during implementation and depends on authorized accounts and channels.
Funnel by source and team
Bottleneck detection
Cohorts and trends
Evidence-based prioritization
Export or BI connection
OPERATIONAL FLOW
From the signal to action.
A specific sequence for defining owners, controls and reports.
- 01Sources
- 02Definitions
- 03Model
- 04Dashboard
- 05Decision
COMMERCIAL VISIBILITY
Your team sees what comes next.
The illustrative interface shows how the stages connect for business intelligence. Actual records and metrics depend on authorized information.
- Consistent comparisons
- Bottleneck detection
- Evidence-based prioritization
SCI / Business Intelligence
OverviewFlowTeamMetrics
CONCEPTUAL VIEW
Business Intelligence
A shared view of sources, the funnel, teams, and results.
01Sources
02Definitions
03Model
04Dashboard
05Decision
Components of this solution
Documented KPIs
Funnel by source and team
Cohorts and trends
Illustrative interface · No client data
APPLICATIONS
Two specific situations.
Configuration examples, without attributing undocumented results to clients.
Compare responses and closed deals by campaign.
Stages, messages and responsibilities are adapted to the client's operation.
Analyze sales representatives’ progress by stage.
Stages, messages and responsibilities are adapted to the client's operation.
POSSIBLE CONNECTIONS
Connect the work you already do.
Each integration is activated only after checking accounts, permissions, costs and provider compatibility.
See the integration architectureFREQUENTLY ASKED QUESTIONS
Before getting started.
Can data from other platforms be integrated?
Yes, if they offer exports or authorized access compatible with the project scope.
Does a dashboard demonstrate causality?
Not on its own. Comparisons must take data quality and process changes into account.
KEEP EXPLORING
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