Quarterly Sales Report - Power BI, Time Intelligence, KPI Reporting

This report is designed for sales managers to track their team performance on a quarterly basis. Given a sales pipeline with 8800 total opportunities from Oct 2016 – Dec 2017, I set the analysis in January 2018. Closed transactions covered only 3 quarters (Mar – Dec 2017), so the time series analysis focuses on quarter-over-quarter change in key metrics.

Sales managers have 4 key goals: customer acquisition, customer retention, maintaining a high-performing sales team, and monitoring product performance. Because of the small sample size and limited sales timeframe, I decided to present results about the best performing customer sectors and top products at the corporate rather than the market level.

The company summary presents topline KPI results for the company overall including the total revenue compared to Q3 and the total won transactions and win rate. The performance of each manager is also detailed here, and the top performing sales agent and top performing product are recognized. The best performing sectors based on revenue growth were finance and medical. Marketing, service and finance also tended to have relatively short sales cycles, suggesting demand in those sectors for Maven Tech products.

Team performance presents topline KPI results for any selected region and manager including total revenue and won transactions compared to the previous quarter as well as average order value and win rate compared to the company average. The report ranks agents by revenue and assesses their pipeline volumes with existing and new customers broken out.

The rep detail report presents the same topline quarterly KPIs on an individual level. It also identifies each agent’s highest volume sector, their biggest quarterly wins by revenue, and the biggest open sales opportunities.