Business Case

MavenTech is working to leverage the sales data in CRM systems because of a lack of visibility into sales team performance and sales opportunities and a company's tendency to make strategic decisions based on data. Therefore, this project aims to create dashboards using Excel to utilize, analyze, and visualize the data in the CRM system and provide sales team managers with insight into sales opportunities and the ability to track progress toward goals, which will help identify areas of improvement, thereby improving sales performance and its effectiveness within the company.

Goals :

1. Dashboard Creation: Develop an intuitive and interactive dashboard that consolidates relevant sales data from the CRM system, allowing sales managers to track their team's performance effortlessly.
2. Key Performance Indicators (KPIs): Identify and display essential KPIs, such as revenue, conversion rates, days to close a deal, and individual/team performance metrics, enabling sales managers to monitor progress effectively.

Methodology :

1.Prepare the data for analysis- First objective is to explore the sales pipeline dataset, conduct some basic data QA and profiling, and join it with the sales team table to prepare the data for analysis.

2.Explore the data with pivot tables-second objective is to slice and dice the sales pipeline data with pivot tables, and create views to analyze quarterly trends and sales agent performance.

3.Build a dynamic dashboard- final objective is to visualize the data with charts and add filters to design an interactive dashboard for sales agents to track quarterly performance.

Key insights :

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.
• Conversion Rate (Win %) - this is the percentage of a sales agent of closing the deal with the customer.