Situation: You work as a Sales Manager for Maven Tech, a company that specializes in selling computer hardware to large businesses.
Assignment: They’ve just started using a new CRM system to track their sales opportunities but have no visibility of the data outside of the platform. To combat this, you’ve set out to build an interactive dashboard that enables sales managers like yourself to track their team’s quarterly performance.
Objectives:
Prepare the data for analysis
Explore the data with pivot tables
Build a dynamic dashboard
Skills Used/Learned:
Excel
Merged sales_pipeline.csv and sales_teams.csv
Created pivot table showing opportunities won by quarter
Created pivot table showing percentage of opportunities won/lost by quarter
Created pivot table showing opportunities won by quarter for each sales agent. Sorted sales agents in descending order by opportunities won
Reconstructed the first two tables so they have the quarters as columns. Sorted them so the most recent quarter always comes first
Visualized percentage of deals won/lost in most recent quarter by using a pie chart
Added bar chart to visualize opportunities won by sales agent for most recent quarter
Added slicers for regional office and manager fields