Looker Studio Project Report (Sales Performance Analytics)

This report provides an overview of the "Sales Performance Analytics" project, showcasing the use of Looker Studio to transform raw sales live-data into actionable insights for a client.

Based on the provided instructions and information, the project was focused on creating a live-interactive-all-time dashboard; that updates itself whenever data is added into the google sheet, for a sales agency specializing in the sale of various products, primarily online courses. The dashboard serves as a vital tool for visualizing and analyzing key performance metrics, tracking the sales process, and providing valuable insights to stakeholders.

Objectives

The primary objectives of the project are as follows

1. Sales Process Tracking:

Track the sales process, including application, qualification, booking, and call outcomes.

Monitor metrics such as no-show rates and enrollment rates.

2. Sales Team and Marketing Analysis:

Analyze the performance of sales teams and marketing personnel.

Understand their impact on sales.

3. Dashboard Creation:

Develop an interactive data dashboard that offers an overview of the sales agency's performance.

Enable data filtering by clients.

3. Data Points and Metrics:

Identify and visualize key data points and metrics related to the sales process, client performance, and sales team activities.

4. Client-Specific:

Emphasize the creation of a client-specific dashboard for each clients to provide tailored insights into the sales agency's performance.

Data Source

The data source was available in google sheet. It had 2 sheets, 90 columns and constantly updated rows. Data was constantly added into the data source. This made my client ask for a live dashboard.

The sheets were added into looker studio individually.

Fig 0: a screenshot of the looker dashboard showing the sheets added individually into Looker.

Project Timeline

Week 1: Data Preparation and Analysis (Project Kickoff)

• I clarified project goals and expectations.

• Reviewed provided documentation and data sources.

• Retrieved data from the provided Dummy Google Sheet (the dummy google sheet was used to test the dashboard creation)

• Began assessing data quality and structure.

• Cleaned and preprocessed the data (e.g., handled missing values, formatted dates).

• Loaded cleaned data as a "data source" into Looker Studio.

• Started exploring the data to understand its key features.

• Identified initial insights and potential metrics to track.

• Collaborated with stakeholders to define key metrics and KPIs.

• Documented the selected metrics for the dashboard.

• Planned the layout and design of the dashboard.

I met with stakeholders every evening for five days a week to keep everyone up to date on how the project was going, to ask questions, and to get feedback.

Week 2: Dashboard Creation and Testing

• The dashboard was completed at the end of the first week and was ready to use the correct "live" data source.

• The dummy data source was removed and the new data source was added.

• Began designing the dashboard with the company colors and layout.

• Continued building and refining the dashboard.

• Tested interactive features and filters.

• Shared a draft of the dashboard with stakeholders.

• Gathered feedback and made every necessary adjustments.

• Implemented feedback and finalized the dashboard design.

• Ensured data sources were connected and up-to-date.

Fig 1: a screenshot of the looker dashboard showing the data the visual analytics dashboard. The charts are filtered by days, days of the week, months and year.

Fig 2: a screenshot of the looker dashboard showing the Application process.

Revenue and enrollment coaches dashboard will not be displayed to protect the privacy of the agency.

Week 3: End of Project

• Trained the end-users (sales agency team) on how to use the dashboard.

• Provided documentation (Loom) for dashboard usage.

• Duplicated the main dashboard for every client (5 Clients), adding their specific KPIs and Customizing the client's dashboard with their data.

• Tested both the main dashboard and the client-specific dashboard for functionality.

• Addressed any issues or bugs that arose during testing.

• Conducted a final project review with stakeholders.

• Launched the dashboard for the sales agency.

Fig 3: a screenshot of the a feedback and a forwarded message from my client.

Fig 4: other feedback

Key Metrics

The project focused on various key metrics, including

• Applied vs Disqualified Applications

• Applied vs Qualified Applications

• Qualified vs Disqualified Applications

• Confirmed call vs Qualified Applications

• Confirmed call vs Disqualified Applications

• Scheduled Call

• Total Applications etc.

Conclusion

The successful completion of this paid project resulted in the creation of a valuable sales dashboard that empowers the sales consulting agency and its 6 clients, with the ability to track and understand their sales process, analyze team performance, and derive actionable insights from the data. The project showcased the application of technical and analytical skills in real-world business scenarios.