Use Case

Sales Operations and Reporting


Hidden signals in sales data often go unnoticed when sales managers rely on spreadsheets and dashboards. They may see the What and the How of their next steps, but they miss the all-important Why that speeds up decisions and actions in the business.

Top-Line Growth

Find the customers that provide the highest value to your company and prioritize those accounts

Bottom-Line Returns

Reduce the time spent on reporting and free up sales reps to focus on selling

Efficiency Gains

Arm sales reps with deeper insights and keep mundane analysis to a minimum


Business Problem

On average, sales reps spend about 20% of their time on administrative tasks, including reporting and identifying which accounts to prioritize. They can get insights from tools like dashboards or spreadsheets, but every minute they spend manually analyzing opportunities is a minute less they spend addressing customer needs. The sales operations analysts they turn to for data-led insights are often overwhelmed with the volume of requests.


Alteryx Solution

The process of optimizing sales performance and understanding accounts requires automation and a concise view of the most important sales metrics. The ideal tool uses AI to make trends and high-priority accounts stand out. It clearly defines exceptions and unexpected changes and unlocks the Why of sales opportunities. With a segmented view of customers based on key metrics, sales reps can focus on the highest-value accounts and identify opportunities that have gone unnoticed in high-level dashboards. They can triage unexpected changes and apply winning strategies to targeted accounts.

With Alteryx Auto Insights, you can:

  • Draw out hidden signals in your data that would have gone unnoticed in traditional visualization tools
  • Quickly scale automated insights and exceptions to focus on what matters across the organization
  • Enable anyone to derive useful insights into sales operations and see the background information that speeds decisions and actions in the business

1 – Connect your data

No need to build a new workflow

2 – Get deeper insights

Get immediate, AI-powered insights

3 – Completely automated

Deeper insights for everyone, in seconds


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