Demo Web Portal

https://bi1.dataself.com/t/demo/views/DataSelfAnalyticsv2201/Home

Scroll down here for credentials to enable the Natural Language Query (NLQ) page.


Intro Script

  1. Let’s begin by looking at sales growth numbers . . .

    1. We’ll click on the ‘Year Over Year Variances’ analytics.

 Like most DataSelf dashboards, this one gives you insight from the highest to the lowest-level of detail.

2. Let’s begin by selecting the specific time period you want to focus on;

a .we’ll select Fiscal Year 2022, months 1-9, and click on “Apply”.

Note how the window at the top-left show you the ‘big picture’ – sales this year versus last year, and the variance (in dollars) and as a percentage.

Just below that you get a bit more detail –sales figures per month (note the variances in month #8 & #9), and, below that, a geographic representation that highlights the regions with the greatest sales growth and decline.

Next check out the top-right “Customer” section – providing even deeper insight into the specific clients whose sales have increased or decreased the most.

Let’s see if we can find out why sales for the customer “Marina Golf” have dropped. We’ll click on their name to break-down their sales by product.

(CLICK ON CUSTOMER ‘MARINA GOLF)

In the “Item” section you’ll see the products this client has purchased – their sales totals and variances from last year to this.

You can use the ‘Sort’ icon in the variance column to see clients’ top product sales by sales growth or decline.

(CLICK ONCE . . . THEN TWICE . . . ON THE SORT ICON)

We can even drill-down into details of this client’s invoices for their top-declining products. Let’s look at their top 3 products whose sales have declined.

BOX THE TOP 3 ITEMS; SELECT ‘SHOW DETAILS’)

You now see specific invoice details telling you where, why, and when this client’s sales have declined.

Of course you could also focus on other KPIs such as gross profit, cost-of-sales, and quantity sold – all without leaving this dashboard.

Without DataSelf, you’d need to write additional reports for each additional KPI.

(CLICK ON THE ‘HOME’ ICON TO RETURN TO THE MAIN DS WINDOW.)
Let’s take a look at another set of analytics . . . this one focused on receivables.

Writing off bad debt is one of least enviable tasks that a CFO has to perform. With DataSelf, you can anticipate potential bad debt situations – and prevent them –resulting in the savings of thousands of dollars every year.

(CLICK ON THE ‘AR HIGH RISK DEBT CUSTOMERS BUTTON)

The ‘High Risk Debt Customers’ gives you big-picture details via two dashboards on the top-left, followed by consolidated customer details (on the lower-left), and then specific customer aging details on the right.

As in the previous analytics, you can control the order in which records are displayed, you can drill-down into specific records, and you can use the selection criteria window on the far-right to view only specific aging buckets, clients, salesreps – or even “risk quotient” customers – in this case, your highest-risk clients only.

Okay . . . let’s take a look at another set of analytics . . .

(CLICK ON THE ‘HOME’ ICON.)

One of the most valuable aspects of DataSelf is its predictive abilities. And -- for any organization that keeps an inventory, the ability to avoid – or at least minimize – stock shortages is critical.

(CLICK ON THE ‘INVENTORY PLANNING WORKBOOK’ BUTTON)

By analyzing past and pending transactions, DataSelf Analytics can predict potential shortages or stock outages, This enables you to take pro-active steps to ensure that you’ll be able to fulfill future orders.

At the top-left of this dashboard is a description of the calculation used to make an accurate forecast of inventory needs. Of course you can modify this – as DataSelf doesn’t force you into a “one size fits all” equation.

Note the numbers in the “Projected Excess or Short” rows. Those numbers in RED show a projected shortage – and this insight lets you address those shortages, enabling you to fulfill future orders, and realize revenue that might otherwise be lost.

Note also the selection window on the far-right -- of special interest is DataSelf’s ability to let you generate different forecasts based on variable factors – in this case, a variable of increased sales (for example, a 10% increase) and how that would affect inventory projections.

Let’s go back to our main window to discuss one more option.

(CLOSE THE INVENTORY PLANNING WORKBOOK WINDOW)

Notice the first option at the top-left titled “NLQ” for ‘natural language query’. This is your ad-hoc dashboard tool. It lets you interrogate any aspect of your data using plain English – it’s just like using Google Search.

So – do you want to see sales for this year, broken out by salesperson? No problem – just type in your request and let the system do the rest.

(TYPE IN ‘SALES BY SALESPERSON IN 2022’ AND PRESS ENTER)

Instant insight. Now let’s break this down by month:

(TYPE IN ‘BY MONTH’ AND PRESS ENTER)

You can continue to add filters, sorting, and drill-down until you get the precise information you’re looking for.

With NLQ, your executives, managers, or anyone who wants a custom report or dashboard DON’T have to wait for someone in IT to design it for them. After all, when you’re looking for insight, you’re looking for it NOW.

Watch the script here:

https://www.youtube.com/watch?v=I08Mu2QiKAQ

Customizing the Demo (Ad Hoc)

With the following credentails, one can edit and create new reports and dashboards. You won’t be able to overwrite the existing demo templates. Contact DataSelf to subscribe and gain full control of your own DataSelf Web Portal. Note: the NLQ demo page only works when users are logged to the portal - see credentials below.

Embedding DataSelf in your Source System

Search words: 5min, short demo, quick demo, simple demo