Sales Performance Dashboard

Below is the steps I worked for this project.

Step 1 : Define Project Objective

To create an interactive dashboard for sale managers to track their team's quarterly performance. It is intended to provide these info to sale manager

1. How the company is doing?

2. How their team is performing against Company KPIs and comparing with other team

3. To see individual performance and progress against company KPIs

Step 2 : Data Exploration

There are 3 tables (Sales pipeline, account, products). After exporting the data, I have some basic info about the tables. The company is running 7 products from 2 different series with 6 sales manager in 3 regions. Most of the accounts are based in US. Sales pipeline include engaged deals start from 2016 and closed in 2017. There are some opening engaged deals.

Step 3 : Data Wrangling

1. Data merging to be a single table then it can help for better manipulation

2. Fixing Typo error

3. Missing data imputation - to have meaningful data

4. Making a table in excel to add new records and update data automatically for future purpose

5. Adding new columns about Quarter, Month, Year for Close date and Engage date of sales pipeline

6. Adding engage length to measure as one of the sales person performance

Step 4 : Visualization

Firstly, I worked to calculate KPI to track sales team performance

Win Value : Total close value generated from the won deals.

Win : Total number of won deals.

Success Rate : The percentage of number of won deals out of total (lost+won) deals.

Avg. Engaged Length : The average number of days taken to close the won deal.

Avg. Value Variation : The variation between suggested price and close value.

Lost Value : Total suggested price generated from the lost deals.

Opportunity Value : Total suggested price generated from the engaged and prospect deals.

I planned to compare KPIs against previous quarter to know its progress.

I am considering to display other below points.

• Which region is the most revenue?

• Which series/product is the most revenue?

• Which sector is the main customer for the company?

• Top 3 Sale Agent with sale manager and their performance

• Sale person performance by measuring total value and engaged length and rank in team and whole

• Sale manager performance by measuring total value and engaged length and rank in whole

Sale managers can access sale agents' performance based on their number of deals and close value. They can give instruction to sale agents where to improve their performance based on this dashboard.