Beginner level · Module 5: Business Analytics Cases · Lesson 1 of 3
Sales Performance Case
Diagnose why a business's sales changed using KPIs, segmentation and the driver tree.
In this lesson you will
- Apply a KPI tree to diagnose sales change
- Recommend actions from the diagnosis
Key concepts
sales driverssegment analysisdiagnosisrecommendation
The lesson
A distributor's sales fell 8% last quarter. Use the driver tree: did the number of customers fall, did they order less often or did order size shrink?
Segment by branch and product to locate the problem — for example, fewer orders from small shops in one area after a competitor opened.
Recommend actions that target the driver, and propose a leading indicator to watch.
Step by step
- Break the sales change into drivers.
- Segment by branch and product.
- Identify the main cause.
- Recommend actions and an indicator.
Practice activity
Write a one-paragraph diagnosis and recommendation for the sales case.
Expected result: A diagnosis supported by driver and segment figures.
Check your understanding
-
Which three drivers explain revenue change?
Show answer
Number of customers, purchase frequency and order size.
-
Why propose a leading indicator after a diagnosis?
Show answer
To see early whether the action is working.
Taught live by an instructor — online or in person. Free course lessons are for self-study and do not lead to a certificate — see registration options.