Sales Power BI Dashboard

To create a set of interactive dashboards in Power BI that will provide insights into the performance of our sales and marketing teams.

Data Sources: HubSpot, Google, and our ERP system.

Data Points:

Spaces Dashboard
o Leads per Salesperson
 Formula: Count of leads associated with a salesperson
o List of Salesperson with number of leads per Lifecycle stage
 Formula: Count of leads associated with a salesperson, grouped by lifecycle stage
o SQL rate to Close rate per AM
 Formula: (Number of SQLs sent / Number of leads closed)
o Leads VS SQL
 Formula: Number of leads vs. Sales Qualified Leads
• Deals per Salesperson
o List of Salesperson with number of deals
 Formula: Count of closed won deals associated with a salesperson
o Avg. Contract Value per salesperson
 Formula: Average deal value associated with a salesperson
o Total Closed Won and Lost per Salesperson
 Formula: Sum of closed won and closed lost deals associated with a salesperson
o Revenue per Salesperson
 Formula: Sum of revenue associated with closed won deals for a salesperson
• Overall
o Monthly total Spaces Team revenue
 Formula: Sum of revenue for all closed won deals for the Spaces team, broken down into monthly revenue
o Monthly Revenue – For the year, including forecasted
 Formula: Sum of forecasted revenue for the Spaces team
o Annual recurring revenue
 Formula: Sum of annual recurring revenue for the Spaces team
o New Business Revenue vs Expansion/Renewal Revenue per Salesperson in PHP
 Formula: (New business revenue / Expansion/renewal revenue) * 100
o Avg. Close rate
 Formula: (Number of leads closed / Number of leads) * 100
o List of spaces services with no. Of deals and revenue
 Formula: Count of deals associated with a service, grouped by service
o Occupancy rate per locate
 Formula: (Number of active leases / Number of available leases) * 100
• Response Time
o List of Salesperson
 Formula: List of all salespeople
o Avg. Lead response time per Salesperson
 Formula: Average time taken to respond to a lead for a salesperson
o Number of leads/contacts
 Formula: Count of leads and contacts associated with a salesperson

Project Mitigation Strategies:
• The data sources will be thoroughly tested before the dashboards are developed.
• The dashboards will be designed to be as user-friendly as possible.

Project Success Metrics:
• The dashboards will be used by the sales and marketing teams to make better decisions.
• The dashboards will provide insights into the performance of the sales and marketing teams.
• The dashboards will be easy to use and understand.