CRM Performance Tracker

Report Author: Harshvardhan Patil

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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 Sales Pulse Dashboard offers a detailed analysis of the CRM and sales pipeline performance. This report provides insights into top-performing sales agents, conversion rates, sales performance variations across industries and countries, and the health of the sales pipeline month-over-month. Additional insights include response times, deal value trends, sales forecasts, and the impact of organization size on the sales cycle.

ZoomCharts visuals used

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