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Report submitted for FP20 Analytics ZoomCharts Challenge 17 (July 2024). The report was built with the CRM & Sales Pipeline Analysis dataset and includes ZoomCharts custom Drill Down PRO visuals for Power BI.
Author's description:
A question that is commonly asked by the team lead of a sales team is, who's making money, and who is losing us money. In this dataset, we can answer the questions in various forms: Who is making us money? By - highest total sales and weighted sales projections so far in the year? Laura By - who has lost us the least amount of customers (lowest churn rate)? Sarah By - who has the shortest sales close time? David Who is losing us money? By - who hasn't made a sale this quarter? David By - who has the highest customer churn rate and takes longest to close a deal? Jessica
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