Every organization has reams of data stored in CRM systems, POS systems, ERP systems and more.
What do you do when you want an overview of all your data in relation to a particular customer, salesperson, employee or location? You export that information to CSV or Excel to start investigating and gaining insight. Manipulating data in a spreadsheet is cumbersome. It’s time consuming and can be very frustrating. Mapping excel data using software like eSpatial can help you in many ways, which we will look at in this blog post.
1. Mapping Saves You Time
When the end of quarter is rapidly approaching, the weight of the reports you will need to complete is growing heavy on your shoulders. Key stakeholders have different requirements for the same data, one wants just an overview of national sales performance while another wants it broken down by product sold. You could gather the data, summarize it and create a lovely chart in excel, but that could take you a whole day. If you were mapping that excel data, you could realistically have your maps created, styled, annotated and shared within an hour.
2. Mapping Puts All The Pieces Together
Mapping excel data is not just about plotting locations. Attached to each location pin can be a wealth of useful information -including the information you find relevant such as sales, salespeople, customers, product purchased, and sales value. This allows you to filter and analyze to get different views of your data. In addition, webpage links can be built into the map that allow direct map viewers relevant to CRM records or online reports. A map is an overview and an active tool for monitoring sales, revealing what is often hidden or overlooked in other channels.
3. Mapping Helps Data to Be Understood Quickly
Organizing and arranging a series of spreadsheets that express volumes or trends in your market is probably one of the most time consuming activities one can undertake. When mapping excel data different icons and color coding on a map can convey the same level of complex sales data in a more engaging, colorful and compelling manner. Data visualization enables you to make decisions faster leading to increased ROI and, as mentioned before, less time dealing with spreadsheets.
4. Mapping Makes It Easier To Focus On Relevant Data
After mapping excel data, you will want to share your insights and findings with others, whether they are management, peers, or staff. Interactive maps are the best way to do this and you can create many views by filtering your data. The filter functionality means that you can not only drill down deeper into your data, you can also use filtering tools to focus on an area of particular interest and share that as you need to.
5. Mapping Makes Data More Accessible to Non-Analysts
While analysts are comfortable in a world of spreadsheet data, the colleagues they influence are likely to prefer to view findings expressed in a less mathematical format. A map is a universal communication tool, understood by all. If sharing an interactive map, you can give them the same information found on the spreadsheet and they can take their time diving into it.
6. Mapping Makes Analysis More Stimulating.
That sounds strange, but it’s true. The brain is stimulated by colors and movement. Compare trawling your way through data on a spreadsheet with visualizing that data across an entire country. You can instantly identify hotspots and gaps allowing you to help your organization to improve and grow.
Are you a Salesforce User? Check out eSpatial for Salesforce on the AppExchange!
Why not give mapping a go
See what insight you can get from your business data