Chapter 8. Fact Sheets

When sales representatives make customer visits, we want to give them the opportunity to quickly review information about each customer and make every visit as productive as possible. Our proposal to meet this need is to combine the most important measures from several perspectives into one customer fact sheet.

In the same way that we create a customer fact sheet, we can also create a product, an employee, a supplier, or a branch fact sheet. In each fact sheet, we focus on one master data element and include related facts from multiple perspectives. For example, in our customer fact sheet, we include information from our sales, marketing, working capital, and operations perspectives.

Our goal is to discover techniques to best ...

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