Sales CRM Dashboard

The Sales CRM Dashboard 2017 is an interactive dashboard designed to help sales managers track their team's quarterly performance. The dashboard provides an at-a-glance overview of key sales metrics, including deals won and lost, win/loss ratios, and opportunities won by each account. The tool aims to enhance decision-making by providing clear and actionable insights into sales performance across various dimensions.

Key Features

1. Interactive Filters:
   • Quarter: Filter data by specific quarters to analyze performance trends over time.
   • Month: Drill down further to monthly performance within each quarter.
   • Manager: View the performance of sales agents under specific managers.
2. Sales Performance Metrics:
   • Deals Won and Lost: Visual representation of the number of deals won and lost by each sales agent.
   • Total Won% & Lost% Ratio: Pie chart showing the percentage of deals won and lost.
   • Deals Won w.r.t Total Opportunities: A visual indicator of deals won relative to the total number of opportunities.
3. Opportunities by Account:
   • Bar chart showing the number of opportunities won by each account, helping identify key accounts and areas of focus.
4. Reset Filters:
   • A convenient reset button to clear all filters and view the entire dataset without any applied filters.

Visual Components

1. Sales Agent Performance Table:
   • A table listing sales agents along with the number of deals they have won and lost, accompanied by data bars for quick visual comparison.
2. Pie Chart:
   • Displays the win and loss percentages, providing a quick overview of the overall performance.
3. Bar Chart:
   • Illustrates the opportunities won by each account, enabling managers to pinpoint top-performing accounts.
4. KPI Indicator:
   • Highlights the total number of opportunities and the proportion of deals won, offering a succinct performance summary.

Technical Implementation

• Data Source: The dashboard uses sales data, including information on sales agents, deals, and accounts.
• Tools Used: Power BI Desktop was used to design and implement the dashboard, leveraging its robust data visualization and filtering capabilities.
• Conditional Formatting: Applied to the Deals Won and Deals Lost columns to enhance readability and facilitate quick performance assessment.
• Interactivity: Utilized slicers to allow users to filter data dynamically by quarter, month, and manager, making the dashboard highly interactive and user-friendly.

Usage Scenario

This dashboard is intended for sales managers who need to monitor their team's performance regularly. It helps them identify high-performing agents, understand the win/loss dynamics, and strategize accordingly. The interactive elements allow managers to focus on specific periods and personnel, making it a versatile tool for performance analysis and decision-making.

Benefits

• Enhanced Visibility: Clear visualization of sales performance metrics.
• Improved Decision-Making: Data-driven insights to guide strategic decisions.
• Efficiency: Quickly identify trends and outliers with interactive filters and visual indicators.

By providing a comprehensive yet easy-to-navigate interface, the Sales CRM Dashboard 2017 aims to streamline the sales management process and support managers in achieving their sales targets.