Sales Performance Dashboard

Overview

A pipeline and quota-attainment dashboard giving sales leadership real-time visibility into rep performance.

Business Challenge

Sales leadership relied on end-of-quarter CRM exports to understand pipeline health, missing early warning signs of reps falling behind quota.

Solution

Built a live Power BI dashboard connected directly to the CRM, tracking pipeline coverage, win rates, and quota attainment by rep, team, and region, with automated weekly alerts.

Technology Stack

Dashboard Screenshots

Lessons Learned

Sales teams adopted the dashboard fastest once it was tied directly to compensation visibility — relevance drove adoption more than polish.