Sales Lead Dashboard

A. Planning

  • Define The DataThe data provided was regarding the sales leads for an automotive dealer based in Kerala. The dataset has over 2084 rows and 11 columns, with data regarding Date, Sales Consultant, Customer Name, District, Sub-Location, Vehicle Owner, Model Details, Status of lead, Remarks and Reason.

B. Target Audience

  • Sales Agents:
    • Key Objectives:
      • To identify potential buyers
      • To identify potential market geography
      • To shape an potential buyer persona
      • To prioritize lead follow ups
      • To identify top reasons for not interested to purchase
    • KPIs:
      • Customer Count Vs Location & Sub-Location
      • Vehicle Owner Vs Status
      • Customer Name Vs Remarks Vs STATUS
  • HR Team
    • Key Objectives:
      • To identify the performance of Sales Agents in converting potential leads to customers
      • To identify gaps in the staffing based on location details
    • KPIs:
      • SC Vs District & Sub-Location
      • SC Vs Customer Count
      • SC Vs Status