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For this project I play the role of a Sales Analyst who is building a dashboard that helps the Sales Manager to view the Sales Performance at various levels.
The dataset contains B2B sales pipeline data from MavenTech, a company that sells computer hardware, including information on Accounts, Products, Sales Teams, and Sales Opportunities.
The dashboard would be used primarily by the Sales Manager who is looking for answers to the following questions:
Considering the above questions from the Sales Manager, I am making the following assumptions:
This can be called the Homepage where the Sales Manager looks at the performance of the current Quarter.
The five important Sales KPIs are discussed here. Comparison against the previous Quarter, regional average and global average has been provided for the KPIs as well.
The Opportunity Pipeline shows the potential revenue that can be generated if all deals in the ‘Engaging’ status can be won. Also, it shows the exact count of the opportunities in ‘Engaging’ stage.
Other visuals show the same KPIs for various agents and products.
Breakdown of Sales during the selected Quarter by Sector, Sales Agent, Product and Customer Accounts. It helps to dive deep into the Sales statistics.
A dashboard listing various Sales KPIs ranking the team accordingly in the list of all teams. A quick comparison that shows where do we stand in our region and globally.
The progress of Sales over time on a quarterly basis, showing the successful products and agents throughout the year. It also shows the opportunities in “Engaging” status created in a Quarter, which would help the Sales Manager to pursue to win the open opportunities.
A list of all the open opportunities with the necessary details. This would help the Sales Manager to reach out to the potential customers, offer services, and win the deals in an effective way.