Sales Financial Dashboard

Use Cases Study Sales Financial Dashboard: –

Summary :-

One of our customers requested us to design dashboard report of their sales team with developing ETL from
their data source that is their in-house CRM and update the data hourly our tool 1ViewAnalytics which elaborate
the sales and revenue generation in graphical form to top level management. So we designed the dashboard from
them as per their requirements which review their total revenue generated by different SDR through various
geographical regions.

Challenges for Clients:

1. Don’t Have Dashboard reporting to track commission.

2. Performance Management of Sales Team

3. Geographic Sales report

4. Product Demand Report

5. Track market share.

Solution Introduction:

We developed a connector with their CRM and billing tool to extract data using ETL transform the data into the
readable form to develop the tableau report for their top-level management which help them in quick decision
making and enhance their efficiency by 30%.

Assessment and Planning:

The IT and Data Analytics teams conducted a comprehensive assessment of the data requirements, data sources,
and visualization needs. They identified the key sales metrics, such as revenue, sales pipeline, geographic sales
record, market share and sales rate of particular individual, that needed to be visualized in Tableau dashboards.

Selecting the CRM Connector:

After evaluating available options, they decided to go for development of connector with the help of our
software development team connector designed specifically for Tableau. This connector offered native
integration with their in-house CRM and optimized queries to extract data efficiently.

Configuring the Connector:

The IT team configure the connector with the necessary credentials and permissions to access the CRM.

Data Extraction and Transformation:

With the connector in place, we set the extraction process as per client requirements. The connector allowed
1ViewAnalytics to fetch data as per their standard, including Leads, market share, revenue generated, employee
performance etc.The team performed data transformations using Tableau Prep, where they cleaned and
standardized data, resolved duplicates, and converted data types where required.

Creating Data Sources in Tableau:

Using the connector, we created data sources in Tableau for various sales-related tables as per client requirement
and automated the report as per their requirements.

Building Dashboards:

Our Data Analytics team designed a set of interactive dashboards using Tableau Desktop. They included key
performance indicators (KPIs), visualizations, charts, and graphs to represent the sales data effectively.
Dashboards were designed to allow users to drill down into specific sales regions, sales representatives, or
product sales for deeper analysis.

Testing and Feedback:

The dashboards were tested with real data to ensure accuracy and performance. Feedback was collected from
sales teams and executives to fine-tune the dashboards according to their needs.

Data Refresh and Automation:

The team configured automatic data refresh schedules to keep the Tableau dashboards up to date in our 1View
Analytics.

Deployment and Training:

Once the dashboards were finalized, they were published to our Server. Appropriate access controls were set up
to restrict data access based on user roles and responsibilities. Training sessions were conducted for users and
executives to familiarize them with the 1View Analytics and demonstrate how to leverage the insights for
decision-making.

Conclusion:

1. Top management gained real-time visibility into performance metrics of sales, market share and product
demand in different geography .

2. Member of Boards had access to comprehensive and visually appealing dashboards to monitor overall sales
performance and identify trends and opportunities.

3. Sales representatives could drill down into specific data points, enabling targeted sales strategies and
improved customer engagement.

4. The integration led to data-driven decision-making, resulting in increased sales efficiency and better customer
satisfaction.

5. The automation of data refresh reduced manual efforts and ensured that stakeholders had access to the latest
data at all times.