Power BI dashboard for the manager
Task
Create a single sales management center to control revenue and the funnel in real-time, replacing manual reports from various sources.
Solution
An architecture was developed in Power BI with automatic data updates.
The sales funnel (Conversion Funnel) was visualized from lead to successful deal.
Detailed filtering by suppliers, managers, and advertising campaigns was set up.
Result
Automation: The time for preparing reports has been reduced to zero.
Control: Instant monitoring of actual revenue against forecasted has been implemented.
Efficiency: Weak stages in the funnel were identified, allowing for the optimization of managers' work.
Create a single sales management center to control revenue and the funnel in real-time, replacing manual reports from various sources.
Solution
An architecture was developed in Power BI with automatic data updates.
The sales funnel (Conversion Funnel) was visualized from lead to successful deal.
Detailed filtering by suppliers, managers, and advertising campaigns was set up.
Result
Automation: The time for preparing reports has been reduced to zero.
Control: Instant monitoring of actual revenue against forecasted has been implemented.
Efficiency: Weak stages in the funnel were identified, allowing for the optimization of managers' work.