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Custom Business Intelligence Dashboard Development for Sales Performance Optimization
  1. case
  2. Custom Business Intelligence Dashboard Development for Sales Performance Optimization

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Custom Business Intelligence Dashboard Development for Sales Performance Optimization

instinctools.com
Manufacturing

Challenge

Rapid business expansion has led to fragmented and inefficient sales reporting processes. Existing monthly/quarterly reports are inadequate for timely decision-making. The company lacks a centralized view of sales data across various business units, hindering performance visibility, sales strategy execution, and effective customer relationship management. Data silos across CRM, ERP, and billing systems impede comprehensive analysis.

About the Client

A multinational manufacturing corporation with a rapidly expanding global presence across multiple product lines and geographic regions. They require a centralized and real-time view of their sales performance to support strategic decision-making.

Objectives

  • Develop a centralized business intelligence solution for sales performance management.
  • Provide real-time access to sales data and analytics.
  • Improve sales forecasting accuracy.
  • Enhance visibility into the sales pipeline and sales process.
  • Optimize sales team performance.
  • Improve customer retention.
  • Enable data-driven decision-making across the sales organization.

Functional Requirements

  • Customer Overview Dashboard
  • Sales Pipeline Management Dashboard
  • Sales Process Optimization Dashboard
  • Salesperson Performance Dashboard
  • Account Coverage Dashboard
  • Sales Forecasting Dashboard
  • Data visualization and reporting
  • Self-service data exploration
  • Data security and access control

Preferred Technologies

Tableau
AWS
NodeJS
Python

Required Integrations

  • CRM system (e.g., Salesforce)
  • ERP system (e.g., SAP)
  • Billing System

Non-Functional Requirements

  • Scalability to accommodate future data growth
  • High performance and responsiveness
  • Data security and compliance
  • Cloud-based deployment

Estimated Business Impact

Implementation is expected to increase the number of won deals by 54% and upselling deals by 16%, significantly improving revenue and profitability. Real-time data access will empower faster and more informed decision-making, leading to improved sales performance, enhanced customer relationships, and greater efficiency across the sales organization. It will contribute to the company's digital transformation efforts.

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