Data, Analytics & Dashboards

Most B2B companies are drowning in data and starving for insight. Your ERP holds years of transaction history, your CRM has customer interactions, your phone system has call logs, and your warehouse has inventory data. But none of it talks to each other, and turning any of it into actionable intelligence requires hours of manual report building. This session changes that.

We start with executive KPI dashboards, the 8-12 metrics that every B2B leader should be able to check in 30 seconds or less. Revenue by territory, customer acquisition cost, average order value, days sales outstanding, inventory turns, rep activity scores. We will show you how to build dashboards that update in real-time and answer the questions you are actually asking, not the ones your ERP vendor assumed you would ask.

Customer 360 views are the foundation of modern B2B intelligence. Imagine clicking on any customer and instantly seeing their complete history: every order, every call, every support ticket, every payment, every quote, all in one place. We will show you how AI can analyze that unified profile to predict future behavior, flag risks, and recommend next actions.

The session wraps with real-time alerting: systems that proactively notify you when something important happens. A top customer's order volume drops 30%. A territory is trending 15% above forecast. An inventory SKU hits its reorder point. Instead of discovering these things in a monthly report, you will know about them as they happen and be able to act immediately.