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Introduction
The scope of this project was to build an interactive dashboard that enables sales managers at MavenTech to track their team's quarterly performance.
Methodology
The data was already clean and well organized. Besides including a space in the GTX Pro product (so it matches the naming in the product table), no further data cleaning was needed and the data model could be set up:
Metrics
The main KPIs are:
These were chosen as they are easy to understand and together they provide a clear picture of how the team/agent/product is performing.
Other metrics have been included in the detailed overview page to provide some addition context. Those are:
Full definition of metrics can be found in the data dictionary part of the dashboard.
RFM analysis
Customers were segmented into three groups:
This allows managers to understand performance by customer group and and pay extra attention to the customers in the "Need attention" group to ensure that they don’t become inactive or churn.
Complete RFM analysis can be found in the data dictionary part of the dashboard.
Conclusion
An interactive dashboard, consisting of two parts, was built to understand and track quarterly performance at MavenTech. The first part focuses on the three KPIs: win %, revenue per deal and average engagement days. The second part focuses on assessing all the relevant metrics for MavenTeach and understanding quarter over quarter performance in a more detailed format. The dashboard enables managers to filter by quarter, their team, consumers, as well as zoom in on individual agents and products in one, single view.