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0 pointsvyrotek10y ago0 comments

Can someone use Segment to generate per-user reporting data?

So, instead of Total Company Sales this Month, I want Bob's Sales, Joe's Sales, etc. It feels like this is just a filter on top of what you already have. Almost like a parameterized query? (pass in @UserId for a where statement)

I originally thought maybe this is the job for one of your visualization partners but you really need to filter the results before you perform the aggregate.

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2 comments · 2 top-level

n2parko10y ago

hey vyrotek - you can definitely build that report using Segment sources + BI tool.

Our salesforce source pulls in the Salesforce `Opportunities` and `Users` table (your sales team members). So to get sales by sales rep, you can join the `Opportunities` table to `Users` table, and then aggregate by sales rep.

Once you get the raw data into your data warehouse, you have a ton of flexibility with how you aggregate and analyze it.

dwmintz10y ago

That's kind of a broad question, but in theory, for sure. Once you've got the raw data in your own warehouse, you can roll up at any level of specificity. So that could be per salesperson, per product, per date, per office, whatever. The key is first getting the raw data out of the vendors' control and into your own warehouse.

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