Business Problem: Analyzed 2,000+ CRM opportunities to identify sales performance patterns, optimize pipeline management, and provide data-driven insights for revenue growth and strategic decision-making.
| Question | Key Result |
|---|---|
| 📊 Pipeline Optimization What does my current sales pipeline look like and how can it be optimized? | 🏆 867 active opportunities identified across the sales pipeline 28.9% of all records are in "Opportunity" stage—providing clear visibility into conversion potential and resource allocation needs Top markets: Italy (173), Germany (124) |
| 📈 Revenue Forecasting What is the sales forecast accuracy for strategic planning? | 💰 $2.3M total opportunity value in current pipeline Progressive quarterly growth pattern from Q1 to Q4 based on expected close dates Transparent gross pipeline approach enables data-driven revenue planning without probability weighting |
| 🎯 Performance Benchmarking What are the actual win rate benchmarks for competitive positioning? | 📊 9.6% overall win rate with significant performance variance between markets Belgium leads at 16.9%, followed by Germany (10.5%) and Italy (10.4%) 83 total wins across all opportunities—enabling targeted improvement strategies |
| 🧩 Product-Market Optimization Which product-market combinations offer the highest revenue potential? | 🚀 SAAS: $961K identified as top revenue opportunity Services: $847K and Custom solution: $488K complete the product portfolio Three active products represent concentrated opportunity focus for sales prioritization |
View the Interactive Tableau Dashboard
 SQL Business Question |
 Win Rates |
|---|---|
 Expected Sales Forecast |
 Number of Opportunities |
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Business Impact Analysis
src/impact_questions.ipynb
Jupyter notebook analyzing pipeline optimization, forecasting, benchmarking, and product-market insights from 867 opportunities. -
Data Cleaning
src/data_cleaning.ipynb
Notebook for deduplication, missing-value handling, type conversion, and standardization of the 3,000-record CRM dataset. -
SQL Queries
src/business_analysis_queries.sql
Queries for pipeline snapshots, sales forecasts, closure-time analysis, win-rate calculations, and regional performance. -
Dashboard Visualizations
src/CRM-and-Sales-Pipelines.twbx
Tableau workbook with interactive dashboards for pipeline health, revenue forecasts, and market/product analysis. -
Clean Dataset
src/CRM-and-Sales-Pipelines_cleaned.csv
The processed CRM dataset—standardized, cleaned, and ready for analytics.