In a data-driven world, businesses must unlock the potential of their sales data to drive actionable insights. However, raw data often lacks structure, making it difficult to extract meaningful intelligence. The AI Foundations – Sales IQ offer addresses this challenge by transforming your ERP sales data into a clean, structured, and analytics-ready environment, paving the way for AI-driven sales intelligence.

**Solution Overview: **

AI Foundations – Sales IQ is designed to help organizations rapidly establish a solid foundation for analytics and AI insights. Built on Microsoft Power BI & Fabric, this solution converts raw ERP data, spanning Customers, Items, Sales Reps, Transactions, and Dates, into a dynamic reporting layer.

Offer Benefits & Highlights:

AI Foundation: Delivers a clean, governed, and extensible data layer, not just a reporting tool, but a launchpad for AI-driven sales transformation.
Data Readiness: Standardizes and models core sales data tables, eliminating manual setup and ensuring consistency for various analytics use cases.
Rapid Deployment: Move from raw data to actionable dashboards in just weeks, reducing technical overhead and accelerating time-to-value.
Scalable Insights: Pre-built metrics like total sales, units, cost, profit, and margin, alongside time-based comparisons (YoY, growth%), create a robust base for trend analysis and forecasting.
Security & Governance: Dynamic security roles ensure that data access aligns with organizational hierarchies, a critical prerequisite for responsible AI deployment.
Customization & Extensibility: A flexible solution that allows businesses to tailor visuals, filters, and KPIs to evolving needs or to feed more advanced AI models.

Process & Methodology:

Step 1: Data Preparation – Integrate and model core sales data from your ERP system.

Step 2: Solution Setup – Configure Microsoft Power BI & Fabric to connect seamlessly with your ERP data.

Step 3: Dashboard Creation – Develop pre-built dashboards and visualizations to gain immediate insights.

Step 4: Security Setup – Implement role-based data access using dynamic security roles for controlled access.

Step 5: Customization – Adapt the solution with custom visuals, KPIs, and filtering to suit business-specific needs.

Offer Deliverables & Core Features

Pre-built AI Agent optimized to support Q&A and generative insights on the core data model
Pre-built dashboard and visualizations for immediate insights
Dynamic filtering and slicing by customer, item, sales rep, and more
Built-in comparisons to prior periods
Dynamic security roles for role-based data access
Clean, customizable, and extensible reporting layer

Core Metrics

Total Sales ($)
Total Units
Total Cost
Total Profit
Total Margin
Total Customers

Time Perspective

Time Perspectives
Current Period
Same Period Last Year
Year-over-Year (YoY) Growth
Growth Percentage

Data Model Requirements

To use AI Foundations – Sales IQ, you only need a few standard ERP tables:

Customers
Items
Sales Reps
Transactions
Dates

The Transactions table should include:

Item
Customer
Quantity
Price
Cost
Sales Rep

Pricing & Value Proposition

Microsoft Licensing Requirements:

Microsoft Fabric Capacity: (Commercial Pricing)

Power BI Pro Licenses: (Commercial Pricing)

Services & Implementation:

Implementation Fee: $15,000 – covers setup, configuration, and deployment of the Sales IQ solution.
One-Time IP Fee: $5,000 – grants access to Citrin Cooperman’s proprietary Sales IQ framework and templates.

What You Can Expect:

Rapid deployment from raw data to actionable insights
A clean, structured, and AI-ready sales data environment
Customizable dashboards and metrics
Pre-built comparisons for trend analysis and forecasting
Secure, governed data access tailored to your organization's needs

Key Benefits:

Accelerated Insights: Quickly gain access to sales data insights and trend analysis.
Scalable Data Transformation: Build an AI-ready infrastructure for future applications and advanced analytics.
Increased Efficiency: Streamline data analysis with pre-configured metrics and automatic data modeling.
AI-Driven Innovation: Lay the foundation for future AI applications in sales processes.
Data Security: Ensure compliance and protect sensitive data with dynamic security roles.

Contact us today to learn how AI Foundations – Sales IQ can help you unlock the full potential of your sales data and transform your business with AI-driven insights.

AI Foundations – Sales IQ

Citrin Cooperman Advisors, LLC

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