Maven Tech Sales

Link to interactive version : Power BI project

Key Features:

1. Performance Tracking:

• The dashboard enables sales managers to monitor on a quarterly basis, key performance indicators such as total sales, win rates, sales cycle length, average deal size and more.
• Performance metrics are visualized by sales teams to identify trends and areas for improvement.

In the Overview page, I used four visuals. The intent behind the first one was to visualize how opportunities move in the pipeline stage to do so I designed this IBCS (partially) bar chart that mimics a funnel, it was probably the trickiest to set up as it required further modeling and some tricks I learned online to pull off. (credits below)

The second visual is presented as a card, giving an overview of our key performance indicators (KPIs). Below the card, reference labels offer more context regarding our quarterly performance.

The third visual is a dynamic scatter plot that offers an overview of each sales agent's performance based on the chosen metric.

Lastly, we have the option to switch between two visuals: a matrix and a 100% area chart. Both of these visuals provide additional context on how each product series or sales agent perform, one in terms of the share of revenue won, open, or lost, the other (matrix) in terms of total sales Year to date and the respective win rate.

A look at our data model:

2. Customer Segmentation:

After conducting further research on customer segmentation and its application in grouping businesses according to firmographic criteria, I developed the second part of the project, which utilizes two segmentation methods to categorize business accounts based on their purchasing behaviors.

• First Segmentation Method: Based on revenue and number of employees, categorizing businesses into tiers that reflect their size.

• Second Segmentation Method: Focuses on purchase habits, including how much they spend, how often they purchase, and the recency of their last transaction.

These segments help in identifying important customer groups such as Champions, Loyal Customers, Promising, At Risk, and Hibernating.

What for?

In a real world setting, the segmentation analysis provides actionable insights into customer behavior, enabling targeted marketing and personalized sales strategies. It allows Sales managers to identify high-value customers, at-risk accounts, and potential opportunities for upselling and cross-selling.

Credits

• All icons used in the UI are from Flaticon kudos to their respective creators.
• The wireframes were designed using Figma and the design is my own, although I get inspiration on clean UI/UX on Dribble and some awesome designers I follow on YouTube.
• Images used for the slicer a from report shared a while back by the PBI core Visuals team LinkedIn.
• Gustaw Dudek, Injae Park, Bas Dohmen, Solutions Abroad, Kerry Kolosko, just to name a few awesome PBI creators I get inspiration from.
• Mina Saad's remarkable entry for this challenge