Sales Analytics Dashboard

Built a dashboard that the sales team actually used daily. Replaced weekly email reports with real-time metrics, customizable views, and drill-down capabilities.


Overview

The sales team was struggling with outdated weekly reports that didn't provide the real-time insights they needed. They needed a solution that would give them immediate access to sales metrics, allow for custom views, and enable deeper analysis without waiting for scheduled reports.

Solution

I developed an interactive dashboard using Tableau that connected directly to their sales data sources. The dashboard featured:

  • Real-time data updates throughout the day
  • Customizable views for different sales roles and territories
  • Drill-down capabilities to explore data at multiple levels
  • Interactive filters for time periods, products, and regions
  • Export functionality for further analysis

Results

The dashboard became the primary tool for the sales team's daily operations. Time spent on data-related questions decreased by 60%, and decision-making speed improved significantly. The team could now answer questions immediately and spot trends as they developed.

Technologies Used

Tableau SQL Data Modeling