Registration Open
Registration Open
19 June | 21:00
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Welcome to the FP20 Analytics July 2024 Challenge!
Jun 19 - Jul 24, 2024 | EDT
Time to boost sales! Analyze CRM and sales pipeline data to uncover valuable insights and answer critical business questions. π
Timeline
Workshop | Workshop: Exploring CRM and Sales Dataset using Power BI and ZoomCharts
Workshop | Workshop: Exploring CRM and Sales Dataset using Power BI and ZoomCharts
03 July | 11:00
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Webinar | Reviewing Top 5 Reports: CRM and Sales Pipelines
Webinar | Reviewing Top 5 Reports: CRM and Sales Pipelines
25 July | 11:00
19 June - 19 July
Submitted Reports
About challenge
How to participate
The Brief
Judging criteria
Timeline
Dataset
Past challenges
Winner of the challenge
All Submissions
About FP20 Analytics ZoomCharts Challenge
Want to learn to build PRO reports? With personalized feedback and informative workshops, this is your opportunity to take your report-building skills to the next level, build your professional portfolio, and network with like-minded people.
The ZoomCharts challenge is hosted in partnership with FP20 Analytics – a group that unites passionate and inspiring data enthusiasts, and helps new data analysts improve their skills and build a competitive portfolio. Join in and sharpen your skills together with this open and friendly data community. Read more about the challenges on the FP20 Analytics website. Join the community on LinkedIn.
Participate in FP20 Analytics ZoomCharts Challenge to enrich your skill in creating PRO reports that help business users explore data quickly and intuitively.
- Free License: All participants receive a free ZoomCharts Developer License that gives access to the full Drill Down PRO visuals library. License will remain active for 1 year after the challenge.
- Learn from Experienced Professionals: As part of the challenge, we host live workshops on report building and visualizing the challenge’s dataset in Power BI. Challenge participants can also book an individual consultation with an experienced Power BI mentor to ask questions and get personalized tips.
- Tailored Feedback: Every challenge submission will receive personalized feedback, giving participants the chance to hone their skills and improve their reports.
Prizes
The best report’s creator will receive a $300 Amazon gift card from ZoomCharts. The ZoomCharts winner will be announced in a special live webinar session on July 25, where we will review the top entries from the challenge.
Webinar recordings
How to participate?
1. Register for the challenge:
- Download the Challenge dataset either on this Challenge page or from FP20 Analytics website.
- Register for the FP20 Analytics ZoomCharts Challenge.
- Activate your free Drill Down Visuals Developer License for Power BI. Read license setup instructions.
- Read the challenge brief (see "The Brief" section) for additional info about the dataset and to see what questions your report should answer.
2. Build your report in Power BI:
- Set up an account in Power BI using the assigned license details (if you have participated in ZoomCharts Challenges in the past, you can use the same account you set up before).
- Use the account to access the full library of custom ZoomCharts Drill Down visuals.
- Use the dataset to build a Power BI report including at least 2 ZoomCharts Drill Down Visuals in one report page.
- Reports are restricted to a maximum of 2 pages.
3. Improve your report and learn new skills:
- To learn more about applying ZoomCharts visuals in your reports, participate in the challenge workshop.
- If you have any questions or need advice, you can book a free individual consultation.
- Check out the submissions from past challenges for inspiration.
4. Submit your challenge entry:
- Submit your report in .pbix format for validation.
- If your submission doesn’t match the challenge criteria, you will be notified by email indicating the reason. Don't worry if this happens! You can fix the issue and resubmit your report.
- Together with validation confirmation, you will receive a publish to web link that you can use to add the report to your portfolio or publicly share online.
- All validated entries will receive personalized feedback from the evaluation team. You can use this feedback to revise your report and resubmit it before the deadline. Feel free to resubmit your entry as many times as necessary before the deadline.
5. Finalize your participation to compete for the ZoomCharts grand prize:
- (Optional) Upload your publish to web link on NovyPro.β― If you opt to post your report on NovyPro, for instructions on how to do this, refer to the video link provided.β―NovyPro: https://www.novypro.com/
Instruction Video: https://www.youtube.com/watch?v=jkcAYgFGWUY - Post the final version of your submission in PDF format on your LinkedIn profile.
- Use the caption "I am participating in FP20 Analytics Challenge 17”.
- Include a summary of your report's key insights and add the ZoomCharts publish to web link or NovyPro link.
- Use the hashtags #FP20Analytics, #FP20CRMandSalesPipeline, #builtwithzoomcharts, tag @Federico Pastor and @Zoomcharts.
- Additionally, post your report in the FP20 Analytics LinkedIn Community group.
- Follow ZoomCharts on LinkedIn
6. Attend challenge closing webinar to hear the results:
- The submissions are evaluated by ZoomCharts team (see "Judging criteria" for more info). The submissions of Top 5 ZoomCharts Mini Challenge finalists are analyzed live during the challenge closing webinar to share the best practices and learning opportunities with the community.
- The author of the best report is awarded with a $300 Amazon gift card.
About the dataset
A company aims to evaluate its CRM data and sales pipeline for leads registered over the last five months. The task is to build a comprehensive analytical report that provides insights into lead distribution across countries, industries, and organization sizes. The report will assess the health of the sales pipeline, forecast potential income over the next few months, and compare sales agent performance.
What should your report include?
Create a report that allows end users to easily find answers to the following questions:
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Who are the top-performing sales agents?
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What are the conversion rates from leads to paying customers in different countries?
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How does sales performance vary across different industries?
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How healthy is the sales pipeline month-over-month, considering the number of leads at each stage of the sales funnel?
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What is the average time taken by sales agents to respond to new leads, and how does it impact conversion rates?
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What are the trends in average deal values? Are there noticeable fluctuations?
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Based on current pipeline data and historical trends, forecast potential income for the next few months. What factors are considered in your forecasting model?
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Does the size of the organization affect the sales cycle duration and deal value?
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How effective are sales strategies for different products offered (e.g., SAAS vs. other product types)? Compare the deal closure rates and values between products.
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Assess the time taken from lead acquisition to deal closure. Which factors (country, industry, agent) influence the duration of the sales cycle?
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Investigate the common characteristics of lost opportunities. What are the primary reasons for deals not closing, and how do these reasons vary by industry or country?
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How accurate are the sales forecasts in terms of expected versus actual close dates?
Technical requirements
- Build your report using only Power BI
- Reports are restricted to a maximum of 2 pages
- Canvas size is 16:9 (Default Power BI size) or Full HD size = w:1920 - h:1080
- The report should contain at least 2 ZoomCharts Drill Down visuals within a single page. See a practical guide for using Drill Down visuals here
Judging criteria
Business users use reports to make data-driven decisions. That’s why reports are called effective if they enable users to drill down and filter data quickly and intuitively to find answers to any question they might have and analyse data in all possible directions and dimensions. We will evaluate:
- How easy is it to understand the data? (max 10 points)
- Is too much text used for explanation?
- Are the indicative colors in charts instinctually understandable?
- Does it tell a story?
- How easy-to-use is the report? (max 14 points)
- Cross-chart filtering implementation across the report. Can other visuals provide relevant data as the user explores the report?
- Response time
- Drill Down: multi-layer data exploration. Can the user drill down and gain additional insights within the report?
- Use of tutorial overlays and other elements to assist new users. Can a new user start using this report straight away with just the guidance provided within the report itself?
- How good is the report design and is it suitable for its purpose? (max 10 points)
- Visual design: is the overall look consistent, no empty spaces, no overcrowding?
- Interface design: are there unnecessary visualisations/buttons/complexity in use?
- UX design: is the produced report usable?
- Report design: is the main challenge answered?
- Technical: are all the fonts used the same, are the sizes readable?
You are encouraged to use various techniques at your disposal, such as tooltips, drill-throughs, drill-downs, cross-chart filtering and page navigation features, to enhance your analysis.
Timeline
Workshop | Workshop: Exploring CRM and Sales Dataset using Power BI and ZoomCharts
Workshop | Workshop: Exploring CRM and Sales Dataset using Power BI and ZoomCharts
03 July | 11:00
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Webinar | Reviewing Top 5 Reports: CRM and Sales Pipelines
Webinar | Reviewing Top 5 Reports: CRM and Sales Pipelines
25 July | 11:00
19 June - 19 July