Dashboard Granularity Refinement for Sales Pipeline Demand Supply Alignment
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Solution Overview
Problem
Current methods for managing a sales pipeline are inefficient due to manual steps and inaccuracies, which hinder effective demand and supply alignment.
Innovation Solution
A system and method that determine total demand and current supply, identify demand gaps, and provide a dashboard view with granular options, using processor-based calculations to refine views and generate fill rates, supply data, and lead data for categories or locations, thereby automating sales pipeline processes.
Engineering Contradictions & Design Principles
Engineering Contradiction Analysis
1Productivity
If manual steps are used in sales pipeline management, then flexibility and adaptability are maintained, but accuracy and efficiency deteriorate
Solution Approach 1:
The patent replaces manual mechanical processes with an automated computer-based system that calculates total demand, identifies current supply, determines demand gaps, and generates dashboard views. This substitution eliminates manual errors while maintaining measurement precision through systematic automated calculations.
Solution Approach 2:
The system performs self-service by automatically determining demand, identifying supply, calculating gaps, and generating refined dashboard views without requiring manual intervention. The automated process serves itself by continuously updating demand and supply data to maintain accurate alignment.
2Loss of information
If granular data analysis is provided, then decision-making quality is improved, but system complexity increases
Solution Approach 1:
The patent segments data analysis into multiple hierarchical levels, providing both high-level summary views and detailed granular views. The system divides the dashboard into different granularity levels that can be accessed as needed, allowing comprehensive data analysis without overwhelming the user with all details simultaneously.
Solution Approach 2:
The system adds a dimensional layer of granularity control to the dashboard, allowing users to view data at different levels of detail. This dimensional approach organizes complex information hierarchically, making it manageable while preserving access to detailed data when needed.
3Productivity
If automated calculations are implemented, then efficiency is improved, but computational resource requirements increase
Solution Approach 1:
The system performs preliminary calculations by determining total demand and identifying current supply in advance, before generating the dashboard. This preliminary action organizes data systematically, reducing the computational burden during dashboard generation and refinement operations.
Solution Approach 2:
The patent merges multiple computational functions into a unified automated system that handles demand determination, supply identification, gap calculation, and dashboard generation together. This consolidation improves overall efficiency by coordinating these functions systematically rather than processing them separately.
Data Source
AI summary
Provided herein are systems, methods and computer readable media for providing a dashboard. An example method comprises determining, using a processor, a total demand for one or more promotion tuples, identifying a current supply, wherein the current supply is identified in an instance in which the current supply is usable to satisfy the total demand, determining one or more demand gaps based on a difference between the total demand and the current supply, providing a first view in a lead dashboard, the first view comprising at least one of a total demand, current supply or one or more demand gaps, receiving a selection of one of a plurality of granularities of either a location or category, and refining the first view into a second view, the second view comprising additional granularity of at least one of a total demand, current supply or one or more demand gaps when compared to the first view.