CRM and Sales Pipeline Challenge July 2024

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:
This report aimed to understand the relative performance of owners across new sales and customer portfolio growth. Supported by analysis of Owner performance and activity across country, and organisations. With a focus on Revenue, Win / Loss Ratios, Deal Size, Close Speed, Customer Retention / Replacement. The data highlighted the hunters and farmers in the team. Confirming yet again that teams where BDM and Customer retention work is required of an individual mangers need to pay close attention to metrics when assessing performance. ie Based on BDM performance David Wilson would be sacked however his customer loss rate was one of the lowest. Some good data, the status category helped provide context to the records with blank stage fields. This is not your traditionally designed report that seems to win but I hope there is enough information to provide a good view of the report’s goals. I have included a clear all filter and some instructions / description!!! 😊