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Customer Analytics 101

Private Equity Funcast

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How to Create a Customer Master and Product Master

The more assumptions that you have to make, whether it's on the front end creating the customer master or the product master, I always try to go back and validate my thinking saying, here's kind of what I'm seeing. Here are the assumptions I'm using. Does this sort of pass the smell test? Same thing on the initial outputs that I'll look at in Excel,. So I may create 15 or 20 different views and Outputs on different analyses. But there's a lot that you can do just with a transaction sales history that gives you a much richer view on what's happening in the business than is often reported in a confidential investment memorandum., he says.

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