topic Re: CRM and Sales Pipelines Dashboard in Data Stories Gallery

CRM and Sales Pipelines Dashboard

Trang1908 — Sun, 04 Aug 2024 11:13:21 GMT

This is the "CRM and Sales Pipelines" dashboard, for which I achieved 1st runner-up in Challenge 17 from FP20 Analytics.

In this challenge, we analysed the CRM and sales pipeline of a B2B company for leads registered over the past five months. The dashboard provides insights into lead distribution across countries, industries, and organisation sizes.

🌟 🌟🌟Key Insights:

- Overall Performance: The company has a healthy pipeline with a substantial number of leads, but only 12% are converted to deals, indicating room for improvement. The low loss rate (2%) is positive.

- Product Performance: SaaS leads in popularity, while Services leads in deal value. Conversion rates are balanced across products.

- Monthly Trends: Closed deal values increased early in the year, likely due to effective sales efforts or favourable market conditions, but later decreased, potentially due to seasonal factors. Moreover, the lost rate is consistently lower than the conversion rate, showing strong sales processes.

- Geographical Performance: The Netherlands has the highest conversion rate, suggesting effective localised strategies. Germany’s lower rate indicates potential for enhancement.

- Sales Agent Performance: Laura Thompson excels with the highest total and closed deal values, highlighting her effectiveness. Other agents show a gap between total and closed values, indicating potential lead loss.

- Deal Values by Month: Fluctuations in potential deal values suggest market volatility. Consistent tracking and adaptive strategies are necessary to capitalise on opportunities and minimise losses.

eyJrIjoiYmJkYWIyZDUtZTRjZC00MmEwLWI1NjAtNjUxZWY3NDdlZjdkIiwidCI6IjAzODExNjNlLWMyNjEtNGNkYS1hMjZjLWE1NzliZTU3NWExYiIsImMiOjEwfQ%3D%3D

Re: CRM and Sales Pipelines Dashboard

Ahmed_Gomaa — Mon, 05 Aug 2024 09:00:05 GMT

Trang1908 Many thanks for your effort but can you plz provide us with the source file in order to spread the knowledge and make it more useful 🙂

Re: CRM and Sales Pipelines Dashboard

futurelaw — Tue, 06 Aug 2024 08:29:30 GMT

Nice. I will like to connect you via linkedin. Please share!

Re: CRM and Sales Pipelines Dashboard

Trang1908 — Sat, 10 Aug 2024 07:50:19 GMT

My LinkedIn is: https://www.linkedin.com/in/trang1908/

Feel free to connect with me!

Re: CRM and Sales Pipelines Dashboard

Anonymous — Wed, 04 Sep 2024 17:08:33 GMT

Hello ! Would it be able to have the pbix and the source file?

Kudos !

Re: CRM and Sales Pipelines Dashboard

Rempof — Wed, 04 Sep 2024 16:42:39 GMT

Hello ! Would it be able to have the pbix and the source file please ?

thank you for your kind help !

Re: CRM and Sales Pipelines Dashboard

Anonymous — Mon, 29 Sep 2025 20:00:28 GMT

Hey Trang,

Good work!

I'm learning PBI and I was wondering if you could share the .pbix file with me.

Thank you!

Re: CRM and Sales Pipelines Dashboard

Arsephoenix — Mon, 29 Sep 2025 20:00:05 GMT

Hi Trang1908 this very cool dashboard and looks very informative. Could you please share pbix file.

Thanks.

Re: CRM and Sales Pipelines Dashboard

Dleroux — Mon, 29 Sep 2025 19:59:42 GMT

Hi,

This is an awesome dashboard, please could you share the pbix file

Thanks

Re: CRM and Sales Pipelines Dashboard

JaiCaste — Mon, 29 Sep 2025 19:59:16 GMT

This is by far the most awesome CRM dashboard in Power BI! Could you share it to me? I would be sooo thankful to you! My CRM is different but its perfect to take a comprehensive analysis of the insights

Anyway, Thanks you for posting this 🙂

Re: CRM and Sales Pipelines Dashboard

SK_1226 — Mon, 29 Sep 2025 19:58:55 GMT

bro, wonderful dashboard,
unique colour and interactive method super
Kindly share the PBIX file it's so helpful for me