Overview:
A SaaS company needed an internal tool for its sales team to better understand performance metrics, team KPIs, and client insights. We created a tailored Sales Intelligence Dashboard.
Our Approach:
Visualized sales pipelines and conversion tracking
Integrated CRM data and leaderboard for gamification
Enabled exportable reports for investors and stakeholders
Results:
Improved sales forecasting accuracy
Increased rep engagement via gamified stats
Helped leadership identify and resolve bottlenecks
Tools Used: React, Node.js, PostgreSQL, PowerBI Integration