Dashboards

This report provided a comprehensive overview of the daily data extraction process from Salesforce to Excel, offering valuable insights into the volume of Sales leads for a Digital Out-of-Home (DOOH) setup. The extraction procedure was automated to ensure timely and accurate data retrieval, enhancing efficiency and reliability.

The Revenue Equation Dashboard served as a powerful tool, enabling stakeholders to gain valuable insights into the revenue generation dynamics across the four websites. Its intuitive design, coupled with the robust automation process, ensured that decision-makers have instant access to pertinent information and can effectively track key performance indicators. It encapsulated the essence of streamlined data analysis and reporting, empowering stakeholders to make informed decisions in a timely manner.

These reports played a pivotal role in daily operations by highlighting customer drop-off points within the conversion funnel. Leveraging Excel’s capabilities, the reports seamlessly integrated CRM Point of Sale data for In-Store purchases and Google Analytics for Ecommerce data, offering a comprehensive view of customer behavior.

To expedite the reporting process, macros were implemented to facilitate swift updates through simple copy and paste actions. This automation feature enhanced efficiency and minimized the time required to generate actionable reports. Each morning, after updating the reports, a recap email accompanied the data, ensuring timely dissemination of crucial information to Vice Presidents and C-level executives. 

Through these reports, the identification of drop-off points in the conversion funnel empowered executives to focus on critical areas, devise targeted strategies, and drive customer engagement, ultimately leading to improved conversions and revenue growth.