Salesforce CRM - Sales Analytics Platform
Designed a Sales Analytics Platform within Salesforce CRM to provide sales teams with actionable insights, real-time performance metrics, and intuitive dashboards. The platform empowers decision-makers to track, analyze, and optimize sales performance efficiently, helping organizations achieve sustainable profit growth.
PROJECT
FREELANCE
Year
2024
Category
Branding
Sales teams often struggle to interpret complex datasets, track performance trends, and make data-driven decisions in a timely manner. Existing tools can be overwhelming or too slow, limiting the ability to respond to market changes and optimize sales strategies effectively.
The main objectives were to:
Provide comprehensive sales performance metrics for full visibility into team and individual performance.
Enable real-time analytics to support rapid decision-making.
Simplify tracking of key sales metrics over time.
Highlight profit growth opportunities with clear financial insights.
Deliver an intuitive interface that reduces learning curves and enhances usability.
To achieve these goals, I implemented:
Comprehensive Metrics Dashboard: Aggregates KPIs including average sale value, gross/net profit, and sales conversion rates.
Real-Time Analytics Widgets: Live updates on sales figures, pipeline changes, and team performance.
Performance Tracking Tools: Easy-to-read trend charts and visual summaries for ongoing monitoring.
Profit Growth Insights: Analytics-driven recommendations to improve revenue, optimize deals, and identify top-performing segments.
Intuitive UI: Simplified navigation with clear hierarchies, interactive charts, and color-coded indicators to enhance usability and speed of insights.
Wireframes and interactive prototypes were developed in Figma, followed by iterative testing with sales managers and end users. Feedback highlighted the need for faster data visualization loading times, clearer trend indicators, and customizable dashboard panels. Updates included enhanced chart interactions, filter options, and streamlined navigation. The final platform delivered a powerful, user-friendly sales analytics tool that enables teams to make informed, data-driven decisions and drive measurable profit growth.
