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PowerBi Sales Analytics Dashboard

Project Type

Photography

Date

April 2023

The project involved the development of a comprehensive Sales and Finance Analytics dashboard using Power BI. This dashboard, designed for the CEO, Sales, and Finance teams, provided in-depth insights into sales and revenue activity by leveraging data exclusively from Salesforce.

Key features and functionalities:

Visualizations: The dashboard featured a variety of charts and graphs, including:

Open and closed opportunities
Projected vs. actual revenue from Salesforce opportunities
Total annual recurring revenue (ARR) broken down by quarter and month

Interactive Drill-Downs: The dashboard offered interactive drill-down capabilities, allowing users to:
View detailed information for each account, including total revenue
Analyze the composition of revenue for each account, including revenue from closed opportunities and recurring revenue from active contracts
Access sales owner-specific dashboards showcasing opportunity activity, pipeline totals, and breakdowns by region, territory, and country

Sales Performance Tracking: The dashboard enabled tracking of closed-lost opportunities and provided insights into the total pipeline for each sales owner, including breakdowns by opportunity stage.

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