Maven Monitor

Demonstration of CRM Sales Dashboard

About this project

Goals of the Project:

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 Enhanced Data Visibility:
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Make the data from the new CRM system accessible and interpretable outside the system itself. This involves creating representations that can be easily understood and utilised by non-technical stakeholders.

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 Performance Monitoring:
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Develop capabilities to monitor the quarterly performance of sales teams. This goal is focused on enabling real-time tracking to respond swiftly to trends and make informed decisions.

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 Interactive Dashboard Development:
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Create an interactive dashboard that not only presents data but also allows users to explore different dimensions of the data (e.g., time periods, teams, products). This interactivity is essential for allowing managers to dig deeper into metrics and gain insights that are specific to their needs.

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 Drive Data-Driven Decision Making:
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By providing detailed insights into sales operations, the dashboard should empower managers to make strategic decisions based on data, thus fostering a data-driven culture within the company.

Business Needs:

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 CRM System Utilisation:
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The business needs the CRM data to be fully exploited to improve sales strategies and outcomes.

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 Quarterly Performance Analysis:
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There's a need to evaluate the effectiveness of sales strategies on a quarterly basis to ensure that the company's sales efforts are aligned with its business objectives and to adjust tactics as necessary.

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 Team Management and Motivation:
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Sales managers need tools to better manage their teams, including understanding individual and team performance metrics to effectively guide and motivate their teams.

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 Operational Efficiency:
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With better insights and visibility, the organisation can streamline operations, reduce time spent on manual data compilation and analysis, and focus more on strategic activities that enhance revenue and market position.

Discovering and Presenting Meaningful Insights:

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 Data Aggregation and Visualisation:
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· Sales Performance Overview: Utilising line graphs for trend analysis to view quarter-on-quarter trends in revenue, broken down by different factors selected by the dashboard user.

· Opportunity Pipeline: Displaying the number of opportunities broken down by various deal stages, providing users with insights into the number of opportunities still in progress and how many have been closed.

 Deep Dives into Product and Customer Analytics:

· Sales by Product and Account:*Utilising a treemap visual to break down sales revenue by product category (and any factor chosen by the user), and using a bar chart to visualise the top 10 accounts by closed deal values. This approach aids in identifying best-selling products and focusing efforts on profitable client relationships.

 Team and Individual Performance Tracking:

· Leaderboard and Performance Trends: Incorporating an agent table that details each agent's win-loss opportunities, enabling comparisons with other agents within their teams.

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 Geographic Sales Analysis:
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· Regional Performance: Analysing the breakdown of revenue and quarter-on-quarter performance by region using treemap and line graph visuals (with factors chosen by the user).