Project Overview
This portfolio piece demonstrates the creation of a dynamic Sales Performance Dashboard, designed to provide Sales Directors, Managers, and Representatives with immediate, actionable visibility into the entire sales cycle, from lead generation to closed revenue. The dashboard serves as a central hub for pipeline management, performance tracking, and accurate forecasting.
Problem Statement
The sales organization previously managed data across disconnected systems (CRM exports, manual spreadsheets), leading to inconsistent metrics and delayed insight into sales pipeline health. Forecasting was subjective and conversion rates were opaque, hindering targeted coaching and resource allocation. The need was for a unified, real-time platform to standardize KPIs and drive predictable revenue growth.
