Project: Sales Performance Dashboard
Objective:
To monitor and visualize the execution of sales targets at various organizational levels—sales executives, branches, and territorial units—in a clear and actionable format.
Context:
This project was developed for a financial institution in Peru with a wide network of regional offices and sales executives. Each level of the organization—including individual salespeople, branch offices, and broader territorial units—was assigned specific sales targets across various financial products. The objective was to create a system that could effectively track the progress toward these goals, provide insights at different organizational levels, and support data-driven decision-making.
Tools Used: Microsoft Excel
Process Overview:
Data Analysis: Collected and reviewed data on sales targets and actual sales performance.
Data Cleaning: Corrected errors, removed duplicates, and ensured consistency in data formatting.
Data Relationship Analysis: Identified key relationships between different variables (executive, product, office, region, etc.).
Dashboard Design: Built an intuitive dashboard in Excel with dynamic charts and filters.
Results Presentation: Delivered visual summaries and detailed reports to provide both high-level overviews and record-level insights.
Key Insights & Recommendations:
Clear comparison of target vs. actual performance using interactive visuals.
The dashboard can be easily scaled by uploading new data, which updates all visuals automatically.
Recommended expanding data collection to include additional variables for more advanced analytics.
Potential to integrate predictive and prescriptive analytics in future iterations.
Visualizations Included:
Dynamic bar and line charts showing sales performance against targets.
Filterable views by executive, branch, product, and region.
Summary tables for in-depth analysis.