<aside> 💡
Project Objective:
Built a CRM analytics dashboard in Excel to analyze sales opportunities, revenue trends, conversion rates, and sales performance using real-world CRM data.
</aside>
<aside> 🛠
Tools Used:
<aside> 👉
KPIs:
| KPI | Value |
|---|---|
| Total Opportunities | 8,800 |
| Total Revenue Won | 1,00,05,534$ |
| Won Deals | 4238 |
| Lost Deals | 2473 |
| Win Rate | 48.16 % |
| Average Deal Size | 2360.90$ |
| Average Sales Cylce | 47.98 days |
| </aside> |
<aside> 🔑
Key Insights:
Sales Agent Sarah generated the highest won revenue.
Most opportunities are lost during the Proposal stage.
Product GTX Pro had the highest average deal size.
Q4 generated the strongest sales performance.
</aside>
<aside> ⚠️
Challenges & Solutions:
| Challenge | Solution |
|---|---|
| Negative sales cycle values | Added data validation formulas |
| Missing close dates | Excluded open deals from KPIs |
| Inconsistent dates | Standardized date formatting |
| </aside> |