“As a data analyst, I help companies become more profitable through reporting, analysis, and optimization.”
 

1. Reporting:
   Building clear financial, sales, and production reports from ERP systems, CRM systems, and databases.

2. Analysis:
   Increasing profitability through data-driven decision-making. Examples include 80/20 analyses, FP&A, dashboards, and KPIs.

3. Optimization:
   Optimizing sales prices, logistics routes, and inventory levels.

 

The 80/20 Focus Matrix for Fast Results with Data Analytics

A highly practical tool for driving rapid impact is the 80/20 Focus Matrix, which prioritizes initiatives based on high ROI and ease of implementation.
 

Used together with what-if forecasting and strategic agility, it forces us to concentrate on the few levers that really move the needle. It surfaces quick wins, aligns effort where it matters most, and often delivers visible results within weeks, not months, while building momentum and confidence.
 

The matrix evaluates opportunities along two dimensions:

1. Potential ROI / financial impact – ranging from low to high ROI (vertical axis)

2. Ease of implementation – ranging from difficult to easy (horizontal axis)

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CASE STUDY: Operating Margin Decline

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Challenge:
Operating margin has fallen to 25.5%, well below the historical 33.5%.
 

Our what-if forecast (0% expected growth) shows a worst-case margin of 27.78%. Since the actual margin is below even the worst-case scenario, this indicates a significant structural issue, not normal fluctuation or noise.
 

Approach: 🔍 Modeling → 🎯 Deciding → ⚡ Acting
 

• Modeling: Use what-if forecasting to understand expected, best, and worst outcomes.

• Deciding: Drill into cost drivers to identify the biggest levers.

• Acting: Implement a small number of high-impact actions.
   

Drill-Down: Contribution Analysis
Contribution analysis highlights how revenue covers variable costs. In this case, Service & Other Costs increased to 7.1m, compared to a historical 6.2m.

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This rise appears to be the primary driver of the margin decline. Reducing this category could raise operating margin toward 30%, making it an ideal 80/20 lever.
 

Takeaway
What-if forecasting identifies when performance breaks outside expected ranges. A focused drill-down then reveals the most impactful lever. Here, the team traced the margin decline to one major cost category, enabling a targeted plan to lift margins closer to historical levels.

My book "What-If Forecasting" on Amazon

My Tableau portfolio

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