Goal

The goal of this project was to develop an interactive dashboard that enables sales managers to track their team's quarterly performance.

Approach

My approach was to calculate the measures and get insights in the following dimensions:

1. Company level
2. Team level
3. Sales agent
4. Product

Data

The data consists of a fact table with sales data and three dimensions tables with customer accounts, product and sales team data. Additionally I added a calendar table for the needed measures on the quarterly performances.

Measures

Essentially the whole data model revolves around these measures and they are applied to the above mentioned dimensions on a quarterly timeline basis:

• Sales value - this is the total amount in sales for the quarter.
• Average sales value - this is the average sale value of each win.
• Wins - when a sales agent converts an opportunity into a sale.
• Win % - this is the ability of a sales agent of closing the deal with the customer.
• Average days to close - how long does it take on average to close a deal.