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Analytics Automation Solutions

Jumpstart your analytics use cases across finance, sales, marketing and more with Savant’s pre-built solution workflows.

Experience faster business outcomes with Savant Analytics Automation Solution Templates. Accelerate analytics across finance, sales, marketing and more by simply selecting a Solution template and connecting the workflow to your data sources!
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Agency

Analyze assets, run asset and liabilities reconciliation reports, and automate analytics across various key areas of finance. Eliminate wrangling spreadsheets and error-prone, repetitive tasks.

Asset and Liability Reconciliation is a crucial task for every business to ensure accurate financial reporting. However, traditional methods of reconciling assets and liabilities can be time-consuming and prone to errors. Savant’s Asset and Liability Reconciliation template automates and streamlines the process.
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When it comes to calculating state sales tax liabilities, the process can be time-consuming and error-prone. However, with this analytics template businesses can accelerate creating sales and use tax analytics.

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Cashflow forecasting involves complex spreadsheets and processes to combine data from financial systems, resulting in time-consuming work prone to errors. Savant provides a recurring automated process across data access, data prep, business logic, and output.
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Calculating and analyzing financial KPIs can be complex given the variety of data sources, spreadsheets, and metrics involved. Savant’s Analytic Solution Template offers a comprehensive template to simplify, consolidate, and automate finance KPI reporting.
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Sales tax rates vary across states & regions. It’s complex to generate and verify accurate tax calculations and rates, entailing time-consuming data collection, quality checks, calculations, and spreadsheet maintenance. Savant automates the process end-to-end.
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Currency and tax data and logic resides in complicated spreadsheets and systems. Finance teams are consumed in creating standard reporting formats, including converting local currencies. Savant automates the end-to-end process, eliminating time-consuming tax calculations and spreadsheet wrangling.
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Consultants

Track sales and SDR metrics including opportunity change reports, Sales and SDR outbound touches, meeting rates, and overall SDR activity. Identify what’s working, what’s not, best performing processes and assess Sales and SDR productivity.

The opportunity pipeline change report template is a powerful tool that enables you to track changes in your Salesforce opportunity pipeline, and understand the attribution of new opportunities, closed opportunities, updated opportunity amounts, and changing close dates. This template is designed to help you gain valuable insights into your opportunities and make informed decisions that drive growth.
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The Rolling 30 Day Usage Report template provides a simple way to calculate two usage periods (0-30 days and 30-60 days) by a selected dimension. This template is designed to analyze product usage over a rolling 30-day period and compare the usage metrics on a month-over-month basis.

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This template provides an easy-to-use framework for aggregating tasks, calls, and emails with leads. By leveraging data from sources such as SFDC, Salesloft, Hubspot, and Marketo, you can gain valuable sales productivity insights into your team’s performance and optimize your outreach strategy.
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The Meetings Preprocess template provides a simple way to aggregate meeting information from multiple sources, including SFDC, Salesloft, Hubspot, and Marketo.
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The SDR Activity template allows you to seamlessly merge tasks and meeting data with lead data, all while selecting the dimensions that matter most to you.
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Freelancers

Accelerate marketing analytics across demand generation, funnel performance, lead management and website metrics with Savant’s ready-to-use analytics automation workflows.

This template provides the ability to easily enrich leads with insights to enable targeted marketing and contextual sales campaigns. It utilizes website activity data for enrichment, but the applications are limitless.
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The Lead Funnel Metrics Report provides a simple and comprehensive way to connect leads and opportunities, giving you a holistic view of lead engagement within the sales funnel.

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In this template, we will explore a fast and efficient approach to consolidating data from multiple sources. The goal is to understand the connection between leads and accounts, providing valuable insights for sales and marketing teams.

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The Web Activity Analytics template provides a powerful tool to analyze user behavior on websites and extract valuable insights. Get Access

It Firms

Leverage ready-to-use automation workflow templates for popular analytics tasks and data sets, and create end-to-end analytics automation workflows.

This template provides a solution to automate the synchronization of US Census data to a database, eliminating the need for manual and cumbersome refreshes. By following the steps outlined in this document, you can ensure that your US Census data is always up to date and readily available for analysis.

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This template provides a simple way to compare customers in a specific geographic area to the number of households. It focuses on market penetration by analyzing the customer base in relation to household counts and can be helpful in learning more about customers and planning sales and marketing activities.

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A fast way to send any spreadsheet as an email report to your stakeholders on a repeated schedule. Eliminate manual report generation and sharing of reports, and let Savant’s analytics automation bots do it for you.

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This template provides a method of updating human resource databases using a spreadsheet input with an email alert feature. It offers a convenient solution to quickly verify data entry accuracy and optimize the process. The template utilizes employee onboarding sample data, so its application possibilities are limitless. Get Access
This template is designed to be applied to various types of data in a database, including monthly expenditures (actuals). The template uses a sample product marketing budget as an example, it can be adapted to suit different scenarios.
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Analytics dashboard for Elotree agency

Accounting firms

Leverage ready-to-use automation workflow templates for popular analytics tasks and data sets, and create end-to-end analytics automation workflows.

This template provides a solution to automate the synchronization of US Census data to a database, eliminating the need for manual and cumbersome refreshes. By following the steps outlined in this document, you can ensure that your US Census data is always up to date and readily available for analysis.

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This template provides a simple way to compare customers in a specific geographic area to the number of households. It focuses on market penetration by analyzing the customer base in relation to household counts and can be helpful in learning more about customers and planning sales and marketing activities.

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A fast way to send any spreadsheet as an email report to your stakeholders on a repeated schedule. Eliminate manual report generation and sharing of reports, and let Savant’s analytics automation bots do it for you.

Get Access
This template provides a method of updating human resource databases using a spreadsheet input with an email alert feature. It offers a convenient solution to quickly verify data entry accuracy and optimize the process. The template utilizes employee onboarding sample data, so its application possibilities are limitless. Get Access
This template is designed to be applied to various types of data in a database, including monthly expenditures (actuals). The template uses a sample product marketing budget as an example, it can be adapted to suit different scenarios.
Get Access
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Analytics dashboard for Elotree agency
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