In the latest Quick Take, Manager of Decision Support and Data Analytics Andy Zhou (@andyzhou) and Data Visualization Analyst Elise Batchev (@ebatchev1) share what's driving JMP’s 2026 data-driven decision initiatives.
The team recently automated store territory assignments and simplified multi-currency pricing to save staff time. They also worked with Finance to build an adaptive forecasting model that hit 98.9% revenue accuracy in Q2, while integrating e-commerce orders into renewal tracking and identifying 175,000 active Student Edition users as a key commercial growth pipeline.
Additionally, jmplivesales reporting now tracks marketing impact, sales meetings, and student demo performance, with plans to migrate the Data Depot from OneDrive to AWS-hosted jmplivesales by 2027 to unify reporting.
If you need help with metrics, Salesforce data, or privacy compliance, you should contact jmpdecisionsupport@jmp.com.
Related links
Zhou and Batchev mentioned several JMP Live reports during their talk. A few of them are available here:
You can learn a little more about how Zhou and his team are driving some of the 2026 initiatives in this Taking the Initiative article on InsideJMP, and you can learn more about all of JMP's 2026 goals and initiatives here.
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