1596
CRM & Sales Pipeline Analysis
CRM & Sales Pipeline Analysis
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Report Author: Sweety Antoni David
1596
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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 report for CRM and sales analysis from January to May 2024 reveals significant insights 3,000 leads acquired with 348 closed deals by September 2024. Q2 led with 522K in closed deal value, followed by Q1 (229K) and Q3 (181K). Services and SaaS each contributed 3.1M in deal value, with custom solutions at 1.8M. March had the highest leads at 647. Laura Thompson stands out with 108,913 in total revenue, highlighting her top performance. These insights drive strategic decisions to optimize sales efficiency and maximize revenue growth.
ZoomCharts visuals used
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