CRM and Sales Pipeline Analysis

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 project delves into company's CRM data and sales pipeline to unlock valuable insights for optimizing sales strategies.
Key Features:
Humanized Data Visualization: Clip art visuals for sales agents add a touch of personality, making data more engaging and relatable.
Actionable Insights: Users can explore data further using field parameters to gain targeted insights based on specific countries, industries, or agents.
Data-Driven Decision Making: By analyzing conversion rates, pipeline health, lead response times, and deal values, the project aims to identify top performers, optimize lead distribution, and improve overall sales effectiveness.
Benefits:
Enhanced Sales Strategy Development: Data-driven insights guide targeted sales strategies for improved lead conversion and revenue growth.
Improved Sales Agent Performance: Identification of top performers and trends can inform training programs and empower agents to achieve better results.