CRM Sales Dashboard

Built an interactive dashboard using sales data from Kaggle, powered by pivot tables and visualizations in Google Sheets (Excel compatible).

The dashboard aggregates and displays key sales metrics, making it easy for managers to gain actionable insights at a glance.

Key Features:

1. Overview of Performance: The dashboard presents total opportunities won per quarter, breaking down year-over-year and quarterly trends.

2. Deal Stage Analysis: Managers can track the number of deals won vs. lost, alongside win percentages, allowing instant assessment of team effectiveness.

3. Sales Agent Breakdown: Performance is visualized at the individual sales agent level, enabling managers to identify top performers and those needing support.

4. Dynamic Filtering: Interactive controls allow managers to filter results by region or by individual manager, making it easy to drill down into specific segments.

Business Impact:

1. This live dashboard streamlines quarterly performance reviews and empowers managers with real-time, data-driven insights.

2. Team leaders can analyze patterns, celebrate success, and identify areas for improvement - ultimately boosting motivation and overall sales results.

Technical Approach:

1. Data imported from Kaggle and cleaned as necessary.

2. Pivot tables summarize and aggregate data by quarter, deal stage, and sales agent.

3. Charts and key metrics update automatically as new sales data is entered.

4. The dashboard is designed for ease of use, requiring no technical expertise from business users.

Summary:

This project bridges the gap between raw sales data and actionable business insights, equipping managers with a clear, intuitive view of quarterly sales performance—all built using familiar spreadsheet tools and pivot tables.