Charter / Spectrum Sales Growth Analysis Dashboard
A quick sales investigation using a Tableau Dashboard focusing on the significant growth we've seen from 2022 to 2023, with total sales reaching about $130,000, marking a 13.8% increase. In the video linked below, I walk through our dashboard, highlighting key metrics and trends, including the performance of various product categories like office supplies and binders. I built this dashboard using Tableau’s Superstore Sample Database.
Sales and RevOps Dashboard - NewBusinesses.AI
An additional Tableau Dashboard view of my Tableau Sales Investigation, this time built for NewBusinesses.AI. This dashboard is dual purpose - a two-page dashboard serving both Sales and RevOps. It highlights profitability over time, including Monthly Recurring Revenue (MRR), as well as sales increase, and includes a high-level overview page for fast leadership decision-making.
CT BI Team Roadmap Dashboard
A dashboard for Affirma’s consulting team productivity metrics and project tracking. This dashboard was used across our team for team members and leads to track team capacity and efficiency KPIs. I developed this dashboard and ETL pipeline in partnership with our lead project manager at Meta.
Executive OKR MBR Dashboard
An OKR tracking tool/dashboard serving Meta’s leadership team. This Product Development Plan document (linked) discusses a framework for product development and details dashboard features. I wrote this as part of the requirements gathering phase for the dashboard build out and we used it as a template for tracking product development over the course of the project. It was distributed to all team members and stakeholders (engineers, project managers, data analysts, customers).
Executive OKR MBR Dashboard Query Snippet
This query was a CTE for a portion of the Executive OKR Dashboard. It aggregates tags for objectives pulled from disparate data sources. The goal was to align data sources by data type for use in the Tableau dashboard build. It uses a series of joins and array aggregation functions.
The Mod Report - NHL
A short document (linked) discussing campaign performance metrics for Respondology’s client, the NHL. I wrote this copy and worked with our CEO to refine it and publish. Well received by the client! With this report’s success, we produced many more of these for our other clients over the years.
Detroit Pistons Case Study
I created The Detroit Pistons Case Study (linked) in coordination with our sales team at Respondology as sales material for approaching the Detroit Pistons as a client. It includes some metrics that could be attained with use of our product. This report helped us land the Detroit Pistons as a client. You’ll notice the design of these reports improved over time. I used InDesign, Google Slides and Figma to draft up reports and wireframes. I like graphic design and do a fair bit of it for clients when developing reports and sales materials.
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