MavenTech Sales

Objective:

To design and implement an interactive dashboard for MavenTech, aimed at providing sales managers with real-time visibility into their team's quarterly sales performance. This initiative is part of MavenTech's strategic move towards leveraging data analytics for enhanced decision-making within its sales operations.

Goal:

The goal is to transform MavenTech into a data-driven enterprise by extracting, visualizing, and analyzing sales data from their new CRM system. Through the dashboard, sales managers will gain insights into sales opportunities, track progress against targets, and identify areas for improvement, thereby driving sales effectiveness and efficiency across the organization.

Key Takeaways

1. The initial challenge faced by MavenTech was the lack of visibility of CRM data for comprehensive analysis. By successfully extracting and transforming this data, I've laid the groundwork for deeper insights into sales activities and opportunities.

2)A well-structured data model is pivotal for accurate analysis and reporting. For MavenTech, creating a relational model that connects sales pipline across different dimensions (like Accounts, sales teams, and product) has enabled more nuanced analysis and understanding of sales dynamics.

3)The development of sophisticated DAX measures has been crucial for calculating key performance indicators (KPIs) such as quarterly sales growth, team performance benchmarks, and individual sales contributions. These measures offer precise and dynamic insights essential for strategic decision-making.

4)Additionally, a customized dashboard was developed for each manager to monitor their team's performance. Looking ahead, these dashboards can be integrated with Row-Level Security (RLS), ensuring managers have access exclusively to their team's data, enhancing both security and personalization.