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Scenario 8: Dan, The Sales Director


Rob Goris

Posts: 309

Joined: Wed Mar 18, 2009 7:26 pm

Post Mon Jun 14, 2010 9:45 am

Scenario 8: Dan, The Sales Director

Dan is a sales director managing a team of three sales people. Every week or so he wants to view the overall sales orders for the

current quarter and in specific the sales orders for his team and individual team members. He also likes to see how certain products

are selling and who is selling them.


Typical Tasks:

  • Filter sales orders by team or multiple sales persons

  • Manipulate data (view by product, region, period, etc.)

  • View sums

  •  Reuse filters, queries, views

Update 22/06: I have added an alternative end scenario (last 3 slides) using an inner join operation.

Updated 28-06: With user feedback after UFO sessions

Post Edited by rgoris at 28/06/2010 14:20
(974 Bytes) Downloaded 162 times

Jan Hendrik Mensen

Posts: 158

Joined: Wed Mar 18, 2009 7:25 pm

Post Thu Sep 02, 2010 5:27 pm

RE:Scenario 8: Dan, The Sales Director

These features do not fade in awesomeness imo.

BUT if I were Dan i'd opt for a graphs and comparison tool since a number by itself is just one word in a story. It's such a shame that Pentaho professional is so expensive for the small to medium sized businesses.

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