Continuing with the theme of Analytics and Visualisations this week we are going to take a look at Power Map for Excel. This used to be known as GeoFlow but is the same thing as Power Map. In this article we will see how we can further analyse our Opportunity information using Power Map and also taking advantage of census data from the cloud, all within Excel. We will use the same data set as my previous article “Power View with CRM 2011 and CRM Online“. I must take this opportunity to thank Marco Amoedo for designing this demo scenario.
What we will notice from a CRM Analytics perspective is how our Loans (we are a bank in this scenario) are not doing so well in our Birmingham region, using Power Map, CRM and Census data together tells us that we have a high concentration of Managers and High Net Worth individuals (the red patches). Perhaps we should be offering different products and services in that region?
When you done, you should see your CRM data looking like this:
- Install PowerMap (Make sure you have the latest version, there are some important changes)
- Download Sample Opportuntities & Excel File
Step by Step Instructions
- Open the Excel Spreadsheet provided – This is the exported Opportunity data from CRM and also includes Censuses Data on Sheet 1
- From the Insert Tab > Map > Launch PowerMap
- New Tour
- On the right hand pane under Choose Geography select Country and City and then click Next.
- Add Product, Actual Revenue and Actual Close
- Add Layer
- Add Postcode -> Other and Click Next (the first time this generates it can take a while)
- Add Managers change chart to heat map
Video Recording (No Audio)
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Next time on Mark Margolis’s Blog: CRM 2013 Posts, Activities & Notes Control