CRM Sales Dahboard

Summary

Report submitted for FP20 Analytics ZoomCharts Challenge 17 (July 2024). The report was built with the CRM & Sales Pipeline Analysis dataset and includes ZoomCharts custom Drill Down PRO visuals for Power BI. 

Author's description:
The dataset is about a company who 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 also assessed the health of the sales pipeline, forecast potential income over the next few months, as well as compared sales agent performance.