Automated Sales Performance & True-Up Reporting
Feb
2025
Ongoing
Problem / Purpose
Sales Team manually created a complex report to track quotas, closed-won deals, true-ups, and non-materialized sales. The process was very labor-intensive.
Solution
Developed a data source in Snowflake using SQL in DBT and Dagster to pull quota, closed-won, and invoice data from Salesforce. Created logic to accurately capture first-invoice annualization for clients with varied pay groups (e.g., weekly, semi-monthly). Leveraged Coefficient to import this data into a dynamic Google Sheet with role-based views (BDM, management). Included an override sheet for manual adjustments where needed.
Key Achievements / Impact
Reduced manual reporting workload by automating data retrieval and calculations. Provided a scalable, multi-year reporting structure with detailed true-ups and flexible first-invoice annualization.
Key Technologies / Tools Used
SQL, Snowflake, DBT, Dagster, Salesforce, Coefficient, Google Sheets, Google Sheets (Advanced Formulas)
Role
Data Scientist (company project)
ProService Hawaii