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Overview
Developed a dynamic, automated sales pipeline tracking system designed to eliminate "visibility leaks" and prevent stalled accounts from slipping through the cracks.
The Problem
The client was utilizing static spreadsheet trackers where outdated deals blended into the background. Management had no immediate visibility into which accounts were neglected, leading to preventable revenue losses and manual auditing overhead.
The Solution & Features
Real-Time Timeline Automation: Implemented dynamic tracking formulas (=TODAY() - D2) that instantly calculate exact days since the last contact without requiring manual data upkeep.
Proactive Visual Triggers: Engineered conditional formatting rules that automatically flag critical accounts in red the moment contact lapses past 14 days.
Instant Management Visibility: Turned a chaotic, flat dataset into a high-signal dashboard, allowing leadership to instantly prioritize at-risk deals at a single glance.
Tools Used
Google Sheets / Excel
Conditional Formatting Logic
Workflow Automation Formula Engineering
The network for creativity
Join 1.25M professional creatives like you
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Creatives on Contra have earned over $150M and we are just getting started
Challenges
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Your business is generating data every day.
But can you quickly answer:
📦 Which products are at risk of stockouts?
🚚 Where are delivery and fulfillment problems happening?
💰 Which products or processes are affecting revenue?
📊 Which numbers actually need your attention?
That’s where I come in.
I help e-commerce and operations businesses clean, analyze, and visualize their data using Excel, Power Query, SQL, and Power BI.
The goal isn't just another dashboard.
It’s clearer answers, better visibility, and insights you can act on.
If your business has data but you're struggling to turn it into decisions, let's talk.
#Ecommerce #Operations #DataAnalytics #PowerBI #SQL #Excel #BusinessIntelligence
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