CRM Sales Dashboard

This project involved analyzing a sales pipeline dataset from a fictional company selling computer

hardware. The goal was to support sales managers in tracking quarterly team performance through

a dynamic dashboard.

Key Steps:

• Cleaned and joined two datasets: sales_pipeline.csv and sales_teams.csv

• Created pivot tables to:

o Track opportunities won by quarter

o Analyze win/loss rates over time

o Evaluate individual performance by sales agent

• Designed a dashboard including:

o Scorecard comparing Q4 vs Q3 performance

o Pie chart of deal outcomes

o Bar chart for agent performance

o Slicers by Manager and Regional Offic

Insights:

• Identified top-performing agents

• Highlighted underperforming regions

• Enabled dynamic filtering for more focused analysis

Skills Demonstrated:

• Data Cleaning & Transformation

• Lookup Functions (VLOOKUP / INDEX-MATCH)

• Pivot Table Analysis

• Interactive Dashboard Design

• Business Storytelling