Experience
Sales pipeline tracking dashboard
Sector: Consulting
Function: Sales and Marketing
What’s the ask?
Standardise and formalise approach to sales pipeline development linked to main accounts. Creating a process, data set and dashboard to track sales opportunities.
What did Warn do?
Established a standard process for tracking sales opportunities in line with a standard funnel. Built data capture tool across designated accounts to track opportunities. Created visual dashboards by account and across accounts using Tableau with ability to view resource utilisation, probabised revenue and to view by service line.
What was the outcome?
The team has been more aligned and efficient in business development activities. In addition, this ha helped with more strategically aligned prioritisation and decision-making.
