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The Customer Behavior Dashboard is an interactive Power BI dashboard designed to analyze customer purchasing patterns, revenue, sales performance, and customer demographics. It helps businesses understand customer behavior, identify high-performing product categories, and make data-driven decisions through dynamic visualizations and filters.
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A growing sales company struggled with managing customer information, tracking deals, and generating performance reports. Their existing workflow relied on spreadsheets and manual follow-ups, leading to missed opportunities and inefficient team collaboration.
The objective was to build a centralized CRM web application that streamlined customer management, automated repetitive tasks, and provided real-time business insights.
The Challenge
The client encountered several operational issues:
Customer records were scattered across multiple spreadsheets.
Sales representatives had no centralized dashboard to monitor leads.
Managers struggled to track team performance.
Follow-up reminders were handled manually.
Reporting required hours of manual data entry.
No integration existed between emails, customer data, and sales activities.
Limited visibility into sales pipeline progress.
My Solution
I designed and developed a scalable web-based CRM platform tailored to the client's workflow.
The solution included:
Customer Management
Centralized customer database
Customer profiles
Contact history
Company information
Sales Pipeline
Visual Kanban pipeline
Lead stages
Opportunity tracking
Deal progress
Dashboard & Analytics
Revenue overview
Active opportunities
Sales performance
Conversion rates
Monthly reports
Interactive charts
Automation
Automatic follow-up reminders
Email notifications
Lead assignment
Task scheduling
Activity logs
Security
Secure authentication
Role-based permissions
Data encryption
Session management
Responsive Design
Desktop
Tablet
Mobile
Technologies Used
Frontend
React
Next.js
TypeScript
Tailwind CSS
Backend
Node.js
NestJS
Database
PostgreSQL
Supabase
Authentication
Clerk Authentication
Cloud
Vercel
Integrations
REST API
Stripe
SendGrid
Key Features
✔ Customer Management
✔ Sales Pipeline
✔ Dashboard Analytics
✔ Role Management
✔ Email Automation
✔ Task Management
✔ Notifications
✔ Secure Login
✔ Mobile Responsive
✔ API Integration
Results
After deployment, the business experienced:
Faster customer onboarding
Improved team collaboration
Reduced manual administrative work
Better visibility into the sales pipeline
Real-time reporting and analytics
Increased productivity through workflow automation
Scalable architecture ready for future growth
Keywords
Use these for SEO and portfolio visibility:
Custom CRM Development
Web Application Development
Dashboard Design
React Developer
Next.js Developer
CRM Software
Business Automation
Sales Dashboard
SaaS Development
PostgreSQL
Node.js
TypeScript
API Integration
Workflow Automation
Supabase
Responsive Web Application
Why This Solution Worked
Instead of relying on disconnected spreadsheets and manual processes, the business gained a unified platform where customer data, sales activities, reporting, and automation worked together. This reduced administrative overhead, improved decision-making through real-time analytics, and created a scalable foundation that can support future business growth without disrupting existing workflows.
cool work😍
A self-initiated Excel workbook project created for Nomika Studio.
The goal was to organise income and expense records in one structured system and make monthly performance easier to review.
The workbook includes:
• An organised transaction-entry table
• Income and expense categories
• Transaction statuses and payment methods
• Dashboard summaries
• Monthly and category reports
• Formula-only Excel calculations
Designed for Microsoft Excel Desktop using a clear, beginner-friendly layout.
Skills demonstrated: Excel workbook design, formulas, dashboard design, data validation, reporting and spreadsheet organisation.
Blinkit-Sales-Dashboard
This project is an interactive Power BI dashboard developed to analyse Blinkit's sales performance, outlet operations, product distribution, and customer-related metrics. The dashboard converts raw retail sales data into meaningful business insights through visualisation and KPI tracking. The objective of this project is to monitor business performance, identify sales trends, evaluate outlet efficiency, and support data-driven decision-making.
Key KPIs
Total Sales: $1.20M
Average Sales: $140.99
Number of Items: 8,523
Average Rating: 3.9
Dashboard Features
Sales Analysis
Tracked total revenue and average sales performance to understand overall business growth.
Outlet Performance
Analysed outlet sales based on the following:
Outlet Size
Outlet Location Type
Outlet Establishment Year
Outlet Type
Product Category Analysis
Identified top-performing product categories contributing the highest revenue.
Customer & Product Insights
Compared low-fat and regular products to understand purchasing trends and monitored customer ratings for performance evaluation.
Interactive Filters
Added slicers for:
Outlet Location Type
Outlet Size
Item Type
Outlet Type
Outlet Identifier
These filters allow users to dynamically explore data and generate business insights.
Project Outcome
This project demonstrates practical skills in business intelligence, KPI reporting, analytical thinking, and dashboard development using Power BI. It highlights the ability to transform raw business data into business insights for decision-making.
Developed By
Sunny Mehta
