Business Intelligence Wahba

Mohamed Wahba - Forecasting

Sales Management > Business Analysis & Planning

What’s Inside the Deck 1. Foundations of Sales & Marketing Intelligence Sales Marketing Intelligence Framework Data analysis principles Definitions of key territory performance indicators 2. Understanding the Territory Situation Territory diagnosis steps Situation analysis checklist Territory Analysis Tool (visual framework) 3. Full Territory Assessment Area-level situation summary PY vs. CY performance overview HCP Segmentation Summary Performance assessment tables 4. External & Internal Analysis Tools Internal Analysis Framework (Product → Territory → Company) External Analysis Framework (Opportunities/Threats) SWOT Analysis 5. Macroenvironment Assessment PEST / STEP Framework 5C Analysis Balanced Scorecard overview 6. Strategic Prioritization & Planning Prioritisation Matrix Identified Priorities Territory Objectives Action Plan Template