A client’s business has been going through a bit of a transition lately. So we pulled together a monthly and annual listing of their data going back four years; this was to ease the monthly comparison for longer term trends and the annual was just for more basic review.
The client wanted to take a more micro view at the sales trend from the macro metrics. So we were able to do a deep drive and check-up and verify client individual trends.
Since this was our first time doing this type of analysis with the client we focused only on “Total Income”. The clients were pleased with the results of the meeting.
So we now plan to meet and to review the monthly metrics every quarter. This will allow the client to work in and on their business simultaneously. They have been given some homework assignments.
They are contacting clients who have stopped ordering and will follow-up; we discussed a new approach to marketing to a specific market segment. They need to work on theses before we do another deep dive.
How often are you doing a deep dive into your data to review the metrics? For assistance call our offices.