Sales Funnel & Performance Reporting with Enhanced Metrics
Feb
2018
Problem / Purpose
The Sales Team lacked clear visibility into pipeline health and conversion performance. Salesforce reporting limitations restricted analytical depth and metric innovation.
Solution
Created a comprehensive reporting suite to track and analyze sales performance. Initially developed in Salesforce but transitioned to Tableau for flexibility. Delivered dashboards showing win rates, pipeline stage conversion, leakage, velocity, inflow/outflow, sales funnel progression, loss reasons, market segmentation performance, and sales cycle time. Developed documentation to introduce and contextualize new sales metrics.
Key Achievements / Impact
Enabled the Sales Team to make data-driven decisions based on newly introduced and more actionable metrics. Improved transparency across the sales funnel and supported better targeting, coaching, and strategic adjustments.
Key Technologies / Tools Used
Tableau, Salesforce, SQL, Sales Metrics Design, Sales Enablement, Dashboard Design
Role
Manager, Insurance and Profitability (self-initiated)
ProService Hawaii