Sales Performance Analytics Overhaul
Budget: $15 – $25 USD
I want to unlock faster revenue growth by tightening how we measure, analyse and act on the sales team’s numbers. The first mandate is to overhaul our performance-tracking and analytics environment so every rep, manager and executive can see exactly where we stand against target—and what to do next—without hunting through spreadsheets.
Here’s where we are today: data lives in our CRM and a handful of ad-hoc reports; insight is slow and coaching is reactive. Your mission is to audit that landscape, design a best-practice KPI framework and deliver a dashboard-driven system that refreshes automatically and turns raw data into coaching moments. Think Salesforce (or HubSpot/Pipedrive) feeding clean data into Looker Studio, Power BI or Tableau—choose whichever suits the job, just make it friction-free for the team.
What you’ll hand over
• A concise diagnostic highlighting current blind spots and data hygiene issues
• A KPI architecture that makes leading and lagging indicators crystal-clear, complete with definitions, formulas and revenue targets
• A live, automated dashboard plugged into our CRM and any marketing-automation data we agree is relevant
• A roll-out playbook: training session (recorded), usage guide and a 30-day adoption checklist
Acceptance criteria
• Dashboards update at least daily with no manual exports
• Managers can identify pipeline risk and coaching priorities in under 30 seconds
• Reps immediately see personal progress to quota and activity goals
If you’ve built similar analytics engines for retail or B2B sales teams and can move fast while keeping data integrity high, I’d love to see how you’d tackle this.
Here’s where we are today: data lives in our CRM and a handful of ad-hoc reports; insight is slow and coaching is reactive. Your mission is to audit that landscape, design a best-practice KPI framework and deliver a dashboard-driven system that refreshes automatically and turns raw data into coaching moments. Think Salesforce (or HubSpot/Pipedrive) feeding clean data into Looker Studio, Power BI or Tableau—choose whichever suits the job, just make it friction-free for the team.
What you’ll hand over
• A concise diagnostic highlighting current blind spots and data hygiene issues
• A KPI architecture that makes leading and lagging indicators crystal-clear, complete with definitions, formulas and revenue targets
• A live, automated dashboard plugged into our CRM and any marketing-automation data we agree is relevant
• A roll-out playbook: training session (recorded), usage guide and a 30-day adoption checklist
Acceptance criteria
• Dashboards update at least daily with no manual exports
• Managers can identify pipeline risk and coaching priorities in under 30 seconds
• Reps immediately see personal progress to quota and activity goals
If you’ve built similar analytics engines for retail or B2B sales teams and can move fast while keeping data integrity high, I’d love to see how you’d tackle this.