Revenue Pipeline Control
> Engineering a high-fidelity pipeline monitor to optimize conversion cycles and agent performance.
Peak Revenue
$3.09M
Q2 Generation
Cycle Time
48 Days
Avg Deal Duration
Win Rate
51%
Closing Effectiveness
Star Asset
GTX Pro
Category Performance Leader
Interactive Dashboard
Building Operational Clarity
Funnel Bottleneck Analysis
Visualized the transition from prospecting to engaging. Identified a significant drop-off (49%) in the late funnel, pinpointing the exact phase where sales force training should be prioritized.
Agent Benchmarking
Engineered dynamic agent/region filters to isolate top performer Darcel Schlecht, who outperformed the company baseline by 60%. Used these insights to define the "Ideal Closing Script."
Pricing Elasticity Tracking
Developed calculated fields to compare actual close prices against targets. Revealed value positioning gaps in product lines that were frequently discounted in Q4.
Sales Optimization
- • Replicate high-performer behaviors across laggard regions.
- • Investigate Q4 discount triggers to protect quarterly margins.
Product Strategy
- • Focus inventory on GTX Pro line due to superior price integrity.
- • Re-evaluate "MG Special" positioning in underperforming sectors.
Technical Toolkit
Impact Summary
"By visualizing the pipeline as a live flow rather than a static snapshot, we transformed CRM reporting from a post-mortem tool into a forward-looking operational radar."
Github RepositoryVisual Evidence
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Funnel Analysis
Prospecting to Won Conversion Flow
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Performance Benchmarking
Regional & Individual Sales Rankings