CocaCola and SageData Case Study

CocaCola and SageData Case Study

Creating insightful management reports for data-driven brand strategy.

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About Coca-Cola


Industry: Beverage

With more than 2,800 products available in more than 200 countries, Coca-Cola is the largest beverage manufacturer and distributor in the world and one of the largest corporations in the United States. 


  • SageData worked on Tableau
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The Challenge


When we started working with Coca-Cola, the company was working with disparate data sets across multiple platforms, as well as disparate reports about their brand and HR performance. 

disparate data sets for brand performance – multiple data sources, providing products specific information, but lacking unification.

✗ disparate data sets for HR performance – multiple data sources, providing important HR metrics, but lacking unification.

✗ combining data  – difficulties in combining data sources and gathering the appropriate information for the teams.

✗ lack of unified dashboard data source – existence of multiple dashboards and reports, each one focusing on same metrics from different data source.

Due to diverse data source and dashboards, management was struggling to find accurate numbers for their HR and product metrics. There was a lack of overview and deep understanding of brand and employee performance.


The Solution


Clarify and align all important metrics and KPIs, which were to understand Coca-Cola’s brand performance, as well as their HR performance.

  1. Calculate the KPIs and Metrics important to the management and teams.
  2. Create combined master reports for their brand performance. One dashboard with drilled down geography and product metrics.
  3. Pattern recognition in dashboards for identifying trends or underperformance.
  4. Create a master report for HR  for better understanding employee satisfaction. 

Furthermore, we have created unified monthly and weekly reports, which were updated and refreshed multiple times a day. This allowed the management team to create a fuller grasp of their brand performance and adjust strategy accordingly. Furthermore, HR was able to manage their workforce and focus their efforts on the right goals – employee education, training and workforce diversity.

Our best work in Data Stories



KPIs and Metrics, North Star, Trends, Budgets and Forecasting, we do it all. SageData team helps you collect data, transform it and create insightful reports.


Marketing Attribution and Customer Journey Analytics. SageData team helps you collect data, transform it and create insightful reports.

Sales Dashboard


Sales reports can group the revenue by geography, product, customer segment. Great for companies who started to expand into new markets

Finance KPIs Dashboard


Finance metrics show overall health of the company and compare trends to the budgets and forecasts.

Results achieved for Coca-Cola with SageData


In the end, SageData helped Coca-Cola’s managers by providing them with an insightful report that clearly tells them the performance of their brands. They had a more clear view of how their brands were acting vs. their goals. The team was able to react sooner and faster when they saw indicators for underperformance. The HR management team was able to improve employee happiness and engagement by providing them with proper training and education tools. Hundreds of hours of management work was saved, by providing them directly with the right data.

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How we achieve excellence


Aligning the KPIs

We spend time with you and your stakeholders in order to understand what is important to you and how you look at your business. We ensure that everyone speaks the same data-language by consolidating KPIs, their definition and formulas.

Data Source Mapping

We deconstruct your KPIs into the relevant data components and link them back to the data sources.

Data Granularity

We establisht he data granularity so you always have the lowest level of drill down available to your teams.

Data Architecture

Our engineers work with your Data Teams to establish the best data engineering practices and create an architecture that will be easy to maintain and scale.

Transforming the Data

The Data Analysts in SageData team will set up data modeling processes that will efficiently transform and aggregate your data.

Data Accuracy

Our team will seet up the tests and checks to validate the data before your reports are updated so you have complete trust that your analytics are always accurate.

Training and Education

We train your teams on the best data practices and methodologies to ensure that our collective knowledge is used to support your business in the future.

Self-Service Analytics

Our goal is to ensure that your teams are well equipped to analyse the data and get the needed insights will into the future.

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Transform your Data

Load the data into your own Data Warehouse and apply your KPIs and Metrics.

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