Project Details

This data engineering project outlines a comprehensive blueprint for evaluating a salesperson’s performance by leveraging CRM data. It addresses a critical business need: enabling sales managers to assess whether their team members are achieving sales targets based on the leads they’ve been assigned. By analyzing historical data and incorporating lead forecasts, this blueprint helps identify trends, improve decision-making, and optimize long-term sales operations.

The project delivers actionable insights by allowing sales managers to monitor key metrics such as conversion rates, lead handling efficiency, and performance against quotas. Over time, these insights empower organizations to fine-tune crucial operations like lead distribution, contact strategy, and capacity planning. The ability to visualize data over time not only ensures timely course corrections but also enhances sales strategy alignment with organizational goals.

Key Process Stages:

Data Collection: The pipeline collects CRM data, including both historical sales performance and current lead information, to ensure a comprehensive view of salesperson activities.

Forecasting & Reporting: Lead forecasts are integrated into the reporting pipeline, allowing for predictions on future sales performance and helping sales managers plan resources and strategies effectively.

Performance Optimization: The system continually refines operational efficiency by identifying bottlenecks, helping to adjust lead distribution strategies, and optimizing team capacity for improved sales outcomes.

Technology Stack:

Azure Blob Storage: Securely stores historical CRM files and data, providing scalable storage and easy access to past performance records.

Stitch ELT: Orchestrates the seamless ingestion and integration of data from multiple CRM sources, ensuring up-to-date data is available for analysis.

Google BigQuery: Serves as the central data warehouse, offering scalable, high-performance storage and querying capabilities to handle large datasets and complex analyses efficiently.

Power BI: Provides a user-friendly interface for building interactive dashboards and reports. With drill-down capabilities, it enables sales managers to explore detailed performance metrics and predictions, enhancing data-driven decision-making.