3 posts tagged with "excel"

Unlock the Power of Automated Customer Retention Analytics with Sheetloom Decision Intelligence​

Streamlined Data Integration​

Sheetloom seamlessly connects to your enterprise systems, including NetSuite, HubSpot, Salesforce, transactional databases, and even CSV files, extracting and injecting transaction and customer data into a customisable Excel Customer Retention model.

Get Actionable Insights​

• Segment Customers or Users: Automatically group customers into cohorts by the month of first purchase and track purchase behaviour over time
• Performance Comparisons: Analyze and compare cohorts to uncover patterns, evaluate campaign impact, and benchmark success
• Visualized Impact: Easily identify trends driven by campaigns, external events, or uncover anomalies requiring further investigation
• Integrated AI engine to help explain the reasons behind unexplained and unexpected anomalies.
  
  

Effortless Automation​

• Configure the Retention Analysis Excel template once and upload it to Sheetloom—Sheetloom handles the rest.
• Receive automatic regular updates to ensure your model stays current and actionable.
• Leverages a tool your team already knows—Excel—reducing the learning curve and promoting adoption.
• Integrates seamlessly into your existing tech stack, ensuring scalability and ease of use.
  
  

Focus on Insights, Not Data Prep​

With Sheetloom taking care of the grunt work—data integration, preparation, and updating—you and your team have more time to focus on what truly matters: analyzing your customers’ behaviour, identifying actionable insights, and making strategic decisions.

Easily hook up Sheetloom to a NetSuite™ database.

No more data exports, no more manual updates and cut and paste hell, no more wrangling with malformed csv files—once connected the latest data flows into Excel models and dashboards at the touch of a button.

Sheetloom can connect to Suite Analytics Connect paid service, or use no fee Suite QL. Suite QL set up involves a lot of knowledge, grunt and configuration work to prepare the data queries. However, the good news- this is already done for the sales and orders datasets. Payment data is next, and more continues to be added.

• Get NetSuite™ data into Excel at the touch of a button or on schedule, ensuring spreadsheets are always up to date
• Centralised production, distribution, and scale out of live spreadsheets across the enterprise, all containing one version of the truth
• Restrict spreadsheet access to specific users
• Version Control. Spreadsheet timestamping gives users the confidence they are working with the latest version of the data; version rollback gives visibility into point in time data used for decision making- handy for audit or investigation for example
• Enrich analysis by configuring Sheetloom to blend external data into models. Sheetloom can use traditional database connection methods, CSVs, or apis
• Scale out decision intelligence across the enterprise at a fraction of the price of other solutions
• Define and build Excel templates to handle complex calculations with data sets numbering into the billions of rows
• Custom dashboards: transform spreadsheets into dynamic dashboards. Impress the team with visually stunning pivot tables, charts and graphs
• Enterprise-Grade Security: rest easy knowing sensitive NetSuite™ data is protected with state-of-the-art security measures.

Although Sheetloom has a wide variety of use cases, its NetSuite™ module is particularly useful to:

• Finance Teams: Streamline reporting and forecasting
• Sales Teams: Access sales and orders data for strategic decision-making
• Operations Teams: Optimize processes with up-to-the-minute insights

Sheetloom can be accessed from anywhere, anytime, on any device. Its cloud-based solution ensures individuals, teams, even enterprises stay connected and productive, whether they're in the office or on the go.

Transform the way you work with NetSuite™ data and elevate the Excel experience.

Experience the future of automated decision making with Sheetloom

All Business Intelligence (BI) vendors have a dirty little secret. It’s hidden under a weighty digital rock, keeping all those electronic worms company. It’s shared by Looker, Pentaho, Power BI, Tableau, SAP, Quicksight, et al.

It’s obvious, but seldom noticed. Take a deep breath, here it is;

In fact, the most popular BI feature is the “Export to Excel” button.

It’s the same across all the tools. It doesn’t matter how beautiful your dashboard looks; nor how fast your pivot table slices; nor how fine grained and comprehensive your report is.

None of the above matters to the end consumer looking at the screen. They want that data out…all of it, and in double quick time. Only when they have it, in the raw and in tab called “Sheet 1” will they be happy.

In other words, the vendors are selling BI and their clients are doing DI. Whisper it. Those super expensive BI tools are largely being used just to shovel data into existing Excel decision models.

Because traditional BI is unidirectional…the tools throw data at you and DI is bidirectional, the data flow goes both ways. That’s the reason BI tools never contain all the data necessary to make a business decision. BI tools handle contextual data badly, if at all.

Actual business decisions are carried on a wind of events that never settles comfortably in a BI system. These include things like; market changes, personal hunches/preferences, competitor activity, company credit movements, economic developments, political changes and legislation.

All these events can be modelled in Excel, with weightings applied in a free form manner. The best decision intelligence systems can model the impact of real world events on organisational data sets.