ALteryx Use Cases

Sales Report Automation: Actuals vs Forecast vs Budget- Technology Company

This workflow helps to automate the refresh of weekly and monthly Sales actuals updated from SAP ECC, Sales Forecast from SFDC and Budget from SAP BPC to 11 reports each for 13 countries in the Asia Pacific region. In addition to the current period, users are able to do ad-hoc queries on historical data with selection Country, Year, Week and Month parameters to re-generate those 11 outputs by country