Career consulting company
Tracking sales funnel conversions
In this company, the monitoring of monthly progression, as well as the achievement of goals by salesperson, were carried out manually, through spreadsheets. It was difficult to consult partial numbers and adopt more dynamic corrective plans. A simple change in perspective, such as changing month by quarter, required a new report. Every month, management relied on data handling to generate their insights.
With our assistance, the metrics related to the company's sales funnel were revised and which ones made the most sense in the current challenge were identified. In addition, a first version of what would be the new sales dashboard was made: the state of each stage of the process and the main bottlenecks were identified.
From there, it was possible to implement the funnel's stage-by-stage conversion rates and a performance view by salesperson, in addition to detailed views by channel, source and qualification data.
In conjunction with our consultancy, an entirely new and useful analysis was implemented: the ``cropped`` view, or the current status of contacts by month of sale.
- Visualization of advances in each phase of the funnel and earnings by period
- Tracking Goals by Salesperson
- Monitoring conversion rates and yields
- Simple update, performed daily