Sales Rep Re-Allocation via What If Scenario Modelling

Power BI Data Model
1

Hi,

Currently I am in a project where I’ve been tasked to do following.
Based on Sales Force Data extract, we need to assess below

  • Sales Reps performance grouped by Franchise.
  • Assess Market Revenue based on Competitors data(Flat File other source)
  • Pull total costs which includes Rep Compensation, Commission, Other Costs etc.,
  • Re-align Sales Reps to appropriate Franchise to grab more revenue - identify & utilize opportunity that’s in Market.

Basically we have all data coming from various sources.

We ended up getting good results with Solver Add-In or spinning What If logic in Excel

So my ask is if we have all data elements required above, can we achieve this in Power BI without relying on Excel(Solver) using Scenario Modelling.

Anyone did such project or similar one please share your two cents/suggestions it will help a lot in direction.

Please guide or help with your suggestions or insights around this area.

Thanks
Archer

2

Hi @Archer, we aim to consistently improve the topics being posted on the forum to help you in getting a strong solution faster. While waiting for a response, here are some tips so you can get the most out of the forum and other Enterprise DNA resources.

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3

Hi @Archer, we’ve noticed that no response has been received from you since the 26th of March. We are waiting for the masked demo pbix file, images of the entire scenario you are dealing with, screenshot of the data model, details of how you want to visualize a result, and any other supporting links and details. In case there won’t be any activity on it in the next few days, we’ll be tagging this post as Solved.