CRM Sales Opportunities

Sales Dashboard for MavenTech

Business Case:

MavenTech, a B2B computer hardware company, lacked visibility into their CRM data, hindering their ability to track sales performance and make data-driven decisions. This project aimed to create an interactive Power BI dashboard to address this challenge and empower sales managers to:

• Gain insights into sales trends and identify high-performing companies and sectors.
• Analyze individual sales rep performance and identify areas for coaching and improvement.
• Track progress toward sales goals and make informed decisions to optimize sales strategies.

Key Insights:

The dashboard revealed valuable insights into MavenTech's sales landscape, including:

• Top revenue-generating companies and sectors, enabling targeted sales efforts.
• Trends in sales performance over time, highlighting areas of strength and potential weaknesses.
• Individual sales rep performance, allowing for recognition of top performers and identification of reps needing support.

Impact:

This interactive dashboard equips sales managers at MavenTech with the information they need to make data-driven decisions and improve overall sales performance. By leveraging these insights, MavenTech can:

• Optimize sales strategies by focusing on high-value clients and sectors.
• Implement coaching programs to improve sales rep effectiveness.
• Set and track achievable sales goals based on data-driven insights.

Overall, this project empowers MavenTech to achieve a significant competitive advantage through data-driven sales management.