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Leanx Analytics · BI Analysis

Turn Scattered Data
into Consistent Management Answer

Connect sales, marketing, orders, services, supply, and financial data to unify metrics, real-time cockpit, self-service analytics, and AI insights, helping each team make trusted decisions faster.

✓ Built on the Salesforce Platform✓ Connect CRM, ERP and Supply Chain Data
Enterprise Management Analysis Cockpit
全球业务 · 实时刷新
Annual Contracted Amount¥2.86亿↑ 18.4%
Pipeline Coverage Rate3.7×Target 3.2x
Order Delivery Rate96.8%↑ 2.1pt
Comprehensive Gross Profit35.6%↑ 1.4pt
Contract and Revenue TrendRolling 12 Months · Million
ContractIncome
10月12月2月4月6月8月
Pipeline Conversion本季度 · 全球
Winning Rate 31.6%
Recognized¥342Million
Verified¥238Million
Proposal Confirmed¥167Million
Contract Negotiation¥92Million
Reginonal Target AchievedCheck Details
EC
96%
SC
108%
Abroad
82%
AI Anomalies Insights3 条
!
Overseas Pipeline Newly Decrease 17%主要来自新能源行业
✦
华南赢单率连续 3 周提升建议复用高转化方案
✦AI has identified key changesOverseas new energy customer acquisition requires special attention
One Set of IndicatorsUnify Standard and Business Definition
Ominichannel DataConnect Front-desk Business and Back-end Operation
Real-time InsightsFrom Change to Reason and Actions
Reliable GovernancePermission, quality and data kinship
Connected Analytics Loop

From Data Access to Business Actions, Establishing the Complete Analysis Closed Loop

Let data no longer stay in reports, but continue to enter the business field, helping teams discover changes, identify reasons, make decisions, and track results.

01
⇄

Connect Data

Aggregate CRM, ERP, marketing, service, supply chain, and external data sources.

02
◇

Unified Model

Associate customers, products, orders, and organizations to establish consistent data relationships.

03
▦

Define Indicators

Accumulate enterprise level indicators and criteria such as contract signing, revenue, profit, and delivery.

04
✦

Discovering Insights

Identify trends, anomalies, and causes through cockpit, self-service analysis, and AI recognition.

05
✓

Drive Actions

Push insights to the responsible team, track actions, results, and indicator changes.

Semantic Metrics Layer

First Unify the Indicator Language, and then Let Everyone Analyze it Themselves

Consolidate business definitions, calculation logic, time scales, and permissions into reusable indicator layers to avoid different departments giving different answers to the same number.

1

Enterprise Level Indicator Contents

Centralize management of core indicators such as contract amount, revenue, gross profit margin, delivery rate, and responsible person.

2

Dimension and Standard Reuse

Unify customer, regional, product, industry, and organizational dimensions to reduce redundant modeling.

3

Penetrating Details from Summary

Drill down layer by layer from the business overview to customers, orders, and original business records, and the answer can be verified.

Unified Data and Indicator Layer

From Business System to Trusted Business View
数据质量 98.7%
CRMCustomer and SalesReal-time Sync
ERPOrder and FinanceSync Every Hour
SCMSupply and InventoryReal-time Sync
↓
Leanx Unified Indicator Layer38 个认证指标
Contracted AmountPipeline Coverage RateOrder Delivery RateIncomeGross Profit RateCustomer Retention Rate
Managing CockpitManagement Overview
Business AnalyticsSelf-assisted Exploration
Intelligent ReminderAbnormal Actions
✓ Governance Status: Indicator Standard, data kinship, permission and refresh rate have been controlled.
Core Capabilities

Six Core Competencies Covering Enterprise BI Analysis

From data connectivity and governance to visualization, self exploration, and intelligent insights, enabling different roles to obtain consistent, timely, and actionable answers.

⇄

Multi Source Data Connection

Connect Salesforce, ERP, databases, files, and third-party platforms to form a unified analytical foundation.

  • Batch and real-time data access
  • Data Mapping and Incremental Synchronization
◇

Data Modeling and Governance

Unify business entity, relationship and permissions, guarantee data quality, kinship and access compliance.

  • Customer and business subject models
  • Quality rules and data kinship
▦

Operating Cockpits

Establish real-time cockpits by managment level, regin and business functions, centralizing targets and results.

  • Comparison among KPI, trend and targets
  • Mobile and large screen adapatation
⌁

Self-assisted Exploration Analysis

Let business reps verify problem hypothsis rapidly through selection, connection, drilling and multiple dimensional analysis.

  • Drag and drop visualization analysis
  • Drill down business details from summary
✦

AI Intelligent Insights

Automatically discover trends, anomalies, and key driving factors, and explain the reasons for changes in natural language.

  • Abnormal testing and drive analysis
  • 自然语言问数与摘要
!

Warning and Actions Alignment

Proactively remind based on indicator thresholds and abnormal changes, and push the analysis results to the business process.

  • Subscribe threshold value and intelligent alerts
  • Responsibility actions and result tracking
Business Value

Make Data the Foundation of Desion-making in Organizations

Reduce the time spent on taking, logarithming, and interpreting numbers, and devote more energy to judgment, action, and business improvement.

01 · See Everything

Form the Unified Business View

By integrating customer, sales, order, service, and financial data, management can penetrate from the results to the business site.

02 · See Accurately

Eliminate Indicators Standard Deviation

Through unified model, authentication indicators and data governance, different teams can collaborate based on the same fact.

03 · See Early

Discover Risk and Opportunity Faster

Monitor changes real-time, explain abnormalies by AI and push teams to take actions

Make Every Business Problem Gain Reliable Answers Faster

Schedule a Leanx Analytics product demonstration and plan an enterprise analysis system that connects data to business actions based on your current data situation and management goals.

Book a Product Demo →
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