National Sales Performance Dashboard
This project analyzes the sales funnel performance across all B2B teams, including Field Sales, National Inside Sales, and Channel Partners. It draws from Oracle-based sales data to monitor pipeline health and identify potential bottlenecks in opportunity conversion.
📊 Objective
To provide executive and regional sales leadership with a real-time view of:
- Total pipeline volume by stage
- Opportunity velocity and aging
- Conversion funnel trends across all teams
This dashboard enabled data-driven forecasting and territory optimization.
🛠️ Tools & Technologies
| Tool | Purpose |
|---|---|
| Oracle SQL | Data extraction from ERP-backed sales systems |
| Excel | Funnel dashboard for executive stakeholders |
🧾 SQL Logic Overview
- Pulled opportunity and deal data directly from Oracle-based tables
- Filtered by team type (Field, NIS, Partner, etc.)
- Grouped by stage and sales region
- Included metrics for stage aging, drop-off rates, and conversion timing
📂 View the full SQL scripts on my GitHub repository
📈 Sample Output
🧠 Key Insights
- Some regions had significant pipeline aging in early stages (e.g., prospecting, discovery)
- Funnel drop-off was most common between proposal and negotiation stages
- Teams with consistent stage conversion velocity correlated with higher closed-won rates
- Executives used this dashboard to assess quarterly revenue pipeline health
🔒 Disclaimer
Data shown here is anonymized and synthetic for demonstration purposes. No confidential business information is shared.