Maven Tech CRM Sales Analysis

Maven Analytics Guided Project - I am acting as a Sales Manager for a company that sells computer hardware to large businesses. With their new CRM data tracking system, I was given the task of pulling the data from the platform and creating an interactive dashboard to enable sales managers to track their data team's quarterly performance.

Data:

CSV file provided by Maven Analytics on 04/03/2024 - B2B sales pipeline data from a fictitious company that sells computer hardware, including information on accounts, products, sales teams, and sales opportunities.

Number of records: 8,800 Number of fields: 18

1. Prepare the data for analysis:

First, I explore the sales pipeline dataset, conducted some basic data QA and profiling, and joined it with the sales team table to prepare the data for analysis.

I merged the "manager" and "regional_office" columns from the "sales_teams" table into the "sales_pipeline" table using the XLOOKUP function. I copied and pasted the values into the appropriate columns.

2. Explore the data with pivot tables:

To explore the sales pipeline data with pivot tables and created views to analyze quarterly trends and sales agent performance.

3. Build a dynamic dashboard:

I visualized the data with charts and add filters to design an interactive dashboard for sales agents to track quarterly performance.

After gathering all my visuals into a dashboard layout, I added the Maven Tech Logo (which I designed), a title and adjusted visual properties to align with the same color scheme.

Analysis:

Regional Office Performance - Comparing each sales team performance in the 4th quarter, the models show that the West office is performing better with 63% wins over losses. East office has the least wins, with only 58%. West office is the only one who increased their opportunities throughout each quarter. East seems to be on a downward trend in opportunities and closing values.

Sales Agent Performance in the 4th Quarter - The top sales agent overall is Darcel Schlecht with 94 won opportunities, soaring over all the other agents with 26 more won opportunities over the second highest agent. Garret Kinder under Cara Losch in the East office is lagging behind with only 16 won opportunities. This could be a reason the East office is lacking in performance.

Overall, comparing the 4th quarter with the previous quarter, it seems like opportunities won have decreased. Focusing on some areas for improvement can help prevent a further loss in the next year.