Core Objective & Business Approach

The primary objective is to increase business performance by improving lead quality, conversion efficiency, and sales accountability using a structured system.

💡 Key Business Logic

●     Focus on lead quality and quantity to ensure better conversion and evaluate lead providers

●     Retain only genuine and profitable lead sources to optimize cost

●     Ensure salesperson accountability by tracking distributed leads and performance

●     Real-Time Monitoring (Live Leads)

Live Performing Leads = Total Leads – Failed Leads

This eliminates manual sorting and focuses only on active opportunities

●     Track active leads using lead trend indicators (Increasing / Stable / Decreasing) for quick performance assessment and better decision-making

●     Enable pipeline tracking and monthly projection at salesperson and company level

⚙ System Development Approach

●     Built system from Excel data structure (columns + logic) to Power BI dashboards

●     Standardized data using predefined fields and dropdown logic

●     Develop 3 dashboards covering end-to-end process

🎯 Business Focus

●     Eliminate time and cost wastage.

●     Ensure effective monitoring and lead utilization

●     Enable easy monthly sales projection, Support production planning through sales visibility

●     Focus on tracking active leads with trend indicators to improve sales

📊 Dashboard Preview

Lead classification model

🚀 Expected Impact

Improve Sales And Revenue.

🛠 Tools Used

Power BI, Excel, Google Sheets

📊 Additional Dashboard Coverage

Revenue & Profit Tracking Dashboard

Geographic Sales Analysis (State-wise)

Monthly Sales Trend Analysis

Salesperson Performance Comparison

Financial / Fund Management Dashboard