Optimize Sales & Inventory with Automated Forecasting Engine

Optimize Sales & Inventory with Automated Forecasting EngineOptimize Sales & Inventory with Automated Forecasting Engine

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Grace Lester

• Mar 3

Automated Sales Prioritization & Inventory Forecasting Engine This executive-level dashboard transforms raw account data into an action-driven reporting framework.

Designed for sales leadership, this dashboard combines:

~Average annual revenue ~Open opportunity value ~Days since last contact ~Strategic action ranking

Each account is automatically categorized into a priority tier:

~Critical – Executive Outreach Required ~Action Required – Potential Bottleneck ~Warning – Schedule QBR ~Healthy – Active Cycle

The visual breakdown highlights pipeline distribution by action category and compares open opportunity value against historical revenue, allowing leadership to quickly assess risk exposure and growth potential.

Data Visualization Data Analysis Microsoft Excel

a link to the video instead.

Automated Sales Prioritization & Inventory Forecasting Engine

Microsoft Excel

Data Analysis

Data Visualization

Sales Management

Jessica Harris

• Mar 2

Building and Organization-Wide Reporting Infrastructure for Legal Services Nonprofit

A nonprofit legal services organization managed all case and client data across multiple program areas through a case management system (CMS). Reports on program performance, case trends and grant/funder compliance were being produced manually, upon request.

Developing a suite of Power BI dashboards, connected to the CMS through an API, around the distinct data needs of each of the programs focus areas allowed leadership access to consistent, real-time and reliable performance data for the first time — supporting operational and long-term strategic planning decision making, while reducing manual reporting time by approximately 40% through automation of recurring reports.

Data Visualization Data Analysis Data Engineering Microsoft Excel Microsoft Power BI

Jessica Harris

• Mar 2

Non-profit Program Leadership Dashboards

These dashboards were built for a non-profit legal services organization to give program directors and organizational leadership on-demand visibility into the metrics that matter most to each of their programs. Rather than building a one-size-fits-all reporting tool, each dashboard was designed around the specific KPIs, contractual obligations, and operational questions unique to that program.

Across all three, the through-line is intentional design: each dashboard speaks the language of its program, surfacing the data points that directors actually reach for — not just the numbers that are easy to count.

Data Visualization Data Analysis Data Engineering Microsoft Excel Microsoft Power BI

Syed Jawad

• Mar 2

Customer Growth & Revenue Dashboard – a clean overview for SaaS teams to track what truly matters. This concept brings KPIs like MRR, current and active customers, yearly growth, and customer analytics into one focused view, plus a recent activity feed that highlights new customers and revenue in real time. I am ready for #figmamakeathon Excited to be part of this challenge. Lets do our best.