Sales Report
Dashboard
By Cristina Canela
Project Executive Summary
Done with miro.com
The sales team and management require a
clear, data-driven way to track and analyze
sales performance, deal efficiency, and Key Business Needs
revenue trends. Until now, sales data has
been fragmented across multiple reports,
making it difficult to assess agent 01 Performance Tracking
performance, understand product success
rates, and optimize strategies. 02 Deal Efficiency Analysis
Decision-making is slow without a centralized 03 Product Performance
and interactive dashboard and identifying key
trends requires manual data extraction and
analysis. There is also a need to align sales
04 Revenue Trends
strategies with performance insights to
improve conversion rates, shorten deal cycles, 05 Market & Buyer Analysis
and maximize revenue.
Purpose of the Dashboard
Monitor Sales Enhance Strategic Optimize Revenue
Operations Insights Performance
Evaluate agent performance, Identify trends in buyer Track revenue growth, product
sales efficiency, and deal behavior, industry success success, and overall deal
closure timelines. rates, and lost deals. values.
By leveraging this dashboard, decision-makers can make data-driven
improvements to sales strategies, enhance efficiency, and boost
revenue growth.
Objectives of the Dashboard
Refine Market Strategy Boost Sales Performance
Leverage sector and geographic Track individual performance to
insights for better targeting. identify top performers and
areas for improvement.
Monitor Revenue Growth Optimize Product Sales
Track sales trends and deal Analyze top-selling products
values over time. and adjust sales strategies
accordingly.
Enable Data-Driven Decisions Improve Deal Success Rates
Provide leadership with clear, Identify win/loss patterns to
actionable insights. enhance sales tactics.
Benefits of the Dashboard
Benefit Purpose KPI
Enhance sales efficiency and % increase in closed deals
Improved Sales Agent Performance
recognize top performers. per agent.
Identify best-selling products and Revenue generated per
Better Product Sales Optimization
refine strategies. product.
Improve win/loss ratio through % of deals won vs. total
Higher Deal Success Rate
pattern analysis. deals.
Leverage industry and geographic Sales volume by
Stronger Market Positioning
insights for targeting. sector/location.
Increased Revenue Tracking Monitor trends and forecast sales
Monthly closed deal value.
Accuracy growth.
Reduce time spent on manual Time saved on sales
Faster Decision-Making
reporting and analysis. performance reviews.
Value Drivers
Enhance Visibility Optimize Decision-Making Increase Efficiency
Provides real-time insights into Helps management allocate Reduces manual reporting efforts
sales performance, product and enables quick identification of
resources effectively and refine
trends, and revenue growth. performance gaps.
sales strategies.
Boosting Rev Growth Improve Sales Efficiency
Identifies high-performing agents, Supports data-driven sales
products, and sectors to coaching and strategic
maximize opportunities. adjustments.
ROI Calculation
Estimated Cost
Category Benefit Estimated Impact Annual Savings/Gain
(Annual)
Development (IT/Data Time savings (Efficiency 10-20% productivity
$50,000 – $100,000 $50,000 – $100,000
Engineers) boost) gain across teams
Software & Tools (BI, Better decision-making
$20,000 – $50,000 5-10% revenue
Hosting, Licenses) (Optimized sales/finance $100,000 – $500,000
increase
Maintenance & Updates $10,000 – $30,000 strategies)
Reduced errors & Fewer manual
Training & Support $5,000 – $15,000 $20,000 – $50,000
redundancies reporting errors
Total Estimated Cost $85,000 – $195,000 Total Estimated Return $170,000 – $650,000
Lower estimate ROI : (170k – 85k)/85k * 100 = 100%
As a Data Visualization Project Manager, my role is to transform sales data
into strategic insights that drive business decisions. This dashboard
enhances performance tracking, revenue growth, and market analysis,
enabling sales teams to optimize efforts. By aligning business goals with
data-driven solutions, it ensures better decision-making, efficiency, and
profitability. Continuous improvement and stakeholder collaboration make it
a powerful tool, not just a report, for achieving sales success.
Dashboard
Implementation
Before Dashboard After Dashboard
Solution
Diagram Centralized data,
automated
How does the
reporting, and real-
dashboard Data scattered, time insights. Faster decisions,
contribute to manual reports, better analysis,
the problem? slow decision- improved
making, and errors. 02 efficiency.
01 03
RoadMap & Planning
Backlog RoadMap
March &AbrilPlanning
May June July
Define dashboard objectives
Identify key KPIs
Gather and clean data
Design dashboard layout
Develop data visualizations
Integrate dashboard with data
Validate accuracy of data
Test dashboard usability
Implement and deploy
Provide user training
Monitor and optimize performance
Roles Involved in the Project
Data Viz PM
IT/Data Engineers
Sales Director
Business Analyst
Sales Team
Senior Management
Finance Team
RACI Matrix : Responsibilities
Task Data Viz Sales Sales Finance IT/Data Business Senior
PM Director Team Team Engineers Analysts Management
Define dashboard objectives R A C C C C I
Identify key KPIs R A C C C I
Gather and clean data R A C I
Design dashboard layout R A C C C I
Develop data visualizations R C A C
Integrate dashboard with data R A C
Validate accuracy of data R C C A C I
Test dashboard usability R C C C
Implement and deploy R A A C I
Provide user training R A C
Monitor and performance R A C C C I
Dashboard Deployment (part 1)
Dashboard Deployment (part 2)
Dashboard Deployment (part 3)
