01 / EXECUTIVE SALES & OPERATIONS ANALYTICS
I designed the reporting methodology and self-service experience leadership needed.
Leadership needed a defensible view of sales performance, conversion, active pipeline, territory performance, and revenue realization. CRM stages had not been formally mapped into a consistent win/loss methodology, and estimate values were split across separate systems.
My role
I defined the reporting methodology, partnered with leadership on KPIs and validation criteria, joined and reconciled the source systems, designed the dashboard structure, implemented privacy-aware access controls, and managed testing and deployment.
What I delivered
- Five focused Apache Superset dashboard sections
- Date and sales-representative controls across charts and tables
- Filter-preserving source-row inspection and KPI drill-through
- Cloudflare Access SSO, RBAC, controlled exports, and least-privilege detail access
Measured result
I reconciled 137 qualified deals and 30 metrics across two systems, identified $57,000 in previously untracked pipeline value, and established a 50.8% win rate under the defined methodology.
Interactive Sales Intelligence dashboard
Explore the portfolio version of the dashboard structure: sales snapshot, conversion, pipeline, territory/town analysis, revenue realization, drill-through, responsive layouts, and date controls.
Open interactive dashboardPrivacy note: The live portfolio demo uses synthetic or sufficiently transformed reporting data. It contains no customer, employee, credential, or proprietary company information.