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I cleaned a 28-client revenue dataset in Excel, flagged missing values, and compared revenue, profit and margin across clients, departments and locations to show which accounts are most profitable.
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Thinking about moving from Excel or Google Sheets to a CRM? Don’t migrate the problems with the data.
Before choosing or configuring a CRM, I usually check five things:
• Does every active lead have a clear owner?
• Is there always a defined next action?
• Are follow-up dates consistently tracked?
• Are lead statuses clear and used consistently?
• Could another team member understand the spreadsheet without asking for help?
If several answers are “no”, the problem may not be the CRM yet — it may be the workflow behind it.
A CRM works much better when the sales process is clear before migration starts. I created a free CRM Readiness Self-Check for small teams that want to identify these gaps before investing more time or money in a CRM.
If you’re currently working from spreadsheets and considering a CRM, comment “CHECK” or send me a message and I’ll send it to you.
#CRM #CRMReadiness #SalesOperations #RevOps #WorkflowOptimization #GoogleSheets #Excel #BusinessProcess
XYZ Corp. Sales Performance Dashboard
Created an interactive Excel dashboard to analyze FY 2025–2026 sales data and present key performance insights through KPIs and visual summaries.
Excel features used: Pivot Tables, Pivot Charts, Slicers, Formulas, Data Cleaning, and Dashboard Design.
The dashboard transforms raw sales data into a clear, interactive view, making it easier to track and understand overall sales performance.
🚀 BrightMart Retail Sales & Performance Dashboard
I recently designed and developed this interactive Power BI dashboard as part of a job assignment. The goal was to analyze retail sales, customer trends, and product performance for BrightMart.
📊 Key Features:
• KPI Summary: Tracking Total Sales ($2.03M), Total Orders, Quantity, and Customers.
• CY vs. PY Revenue: Monthly sales trend comparison between the current and previous year.
• Top/Bottom Performers: Dynamic toggle to instantly view top 10 and bottom 10 products.
• Interactive Slicers: Custom collapsible panel to filter by Region, Category, and Brand.
• Data Modeling: Built on a Star Schema model with custom DAX measures for optimal performance.
This project was created as a job assessment task to demonstrate end-to-end data transformation, modeling, and dashboard visualization.
Feedback and suggestions are welcome! 👇
#PowerBI #DataAnalytics #BusinessIntelligence #DataVisualization #RetailAnalytics #PowerBIDashboard #DAX #DataAnalysis #JobAssignment #Portfolio #Analytics
Data AnalysisMicrosoft Power BImicrosoftfabricGoogle GeminiBusiness StrategyData EngineeringMicrosoft Excel
