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

🚀 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