CRM Sales

CRM Sales Dashboard – Project Summary

This dashboard provides an overview of sales pipeline performance for a B2B company, tracking opportunities from prospecting to closed/won or lost. The data spans multiple sales agents, products, accounts, and regions, and was cleaned and modeled in Excel before visualization.

Key metrics displayed:

Total opportunities won vs. lost (Win rate: 78%)

Top performer: Darcel Schlecht (94 wins, 72% win rate)

Needs improvement: Moses Frase (36 wins, 41% win rate)

Quarterly comparison: ↓61 vs. previous quarter

Visuals include:

Opportunities won by sales agent (bar chart)

Win/loss percentage (pie chart)

Filterable by manager, close date, and region

Insights:

A small group of top agents drives the majority of closed revenue.

Win rate is strong overall, but performance varies significantly by agent.

The decline vs. previous quarter suggests a need to review pipeline health and agent support.