In this project I played the role of a BI developer at MavenTech, a company that specializes in selling computer hardware to large businesses. They've been using a new CRM system to track their sales opportunities but have no visibility of the data outside of the platform.
In an effort to become a data-driven organization, they want to create an interactive dashboard that enables sales managers to track their team's quarterly performance.
The Dataset
The data contains B2B sales opportunities from a CRM database, including information on accounts, products, sales teams, and sales opportunities.
Objectives
The main goal is to enable to managers to track their team's quarterly performance, the following KPIs to track the team's performance:
Total Sales: total dollars made from sales.
No. Sales: total number of sale opportunities.
Avg. Sale Value: average price at which a product is sold.
Avg. Weeks to Close: how many weeks on average does it take to close a deal?
Conversion Percentage: the percentage of won sales.
Percentage of Sales Discounted: the percentage of products sold at a price lower than their suggested retail price.
These KPIs are calculated for each team for the latest quarter, which is the fourth quarter in 2017 in this dataset.
Other than quarterly performance managers would also like to see how their team performs in comparison to other teams in this quarter, they also want to know the overall performance in the current year.