Olasubomi Soyebo

Salesforce Dashboard Design for Executive Decision-Making Project Overview Client: Optical Growth | Role: Salesforce Administrator | Duration: 10 days Situation The Managing Director at Optical Growth needed quick access to sales performance metrics, pipeline health, and forecast data but was spending 30+ minutes manually generating reports each time. The Problem: ●​ No centralized view of sales pipeline ●​ Manual report generation taking 30+ minutes ●​ Multiple reports needed to understand full pipeline picture ●​ No real-time visibility into leads, opportunities, and accounts performance ●​ Delayed decision-making due to time-consuming data compilation Business Impact: ●​ Time wasted on manual reporting ●​ Lack of instant visibility into pipeline health ●​ Inability to quickly identify issues or opportunities ●​ Executive team unable to make rapid data-driven decisions Task Design and implement a comprehensive Salesforce dashboard that provides real-time visibility into Leads, Opportunities, and Accounts performance for executive decision-making. Specific Objectives: 1.​ Create Leads Pipeline Report showing lead sources and status 2.​ Build Opportunities Pipeline Report displaying pipeline value and stages 3.​ Develop Accounts Overview Report presenting revenue distribution 4.​ Integrate all reports into unified MD Sales Dashboard 5.​ Apply visual design elements for quick comprehension 6.​ Reduce reporting time from 30+ minutes to under 5 minutes Success Criteria: ●​ 80% reduction in reporting time ●​ Intuitive executive dashboard enabling decisions in seconds ●​ Instant visibility into pipeline health, lead quality, and opportunity progression ●​ Improved executive team confidence in CRM data Action Report Development Leads Pipeline Report Created: Designed report to answer key questions: ●​ Where most leads are coming from (company breakdown) ●​ Status of each lead (Open - Not Contacted, Working - Contacted, Closed - Converted) ●​ Lead quality indicators Report Configuration: ●​ Total Records: 5 leads tracked ●​ Grouping: By Lead Status and Company/Account ●​ Fields Displayed: First Name, Last Name, Company/Account, Email, Phone Status Distribution: ●​ Open - Not Contacted: 2 leads ●​ Working - Contacted: 2 leads ●​ Closed - Converted: 1 lead Lead Pipeline Report showing lead status distribution and grouped by company] Opportunities Pipeline Report Created: Designed report to track revenue and deal progression: ●​ Total revenue in pipeline (total deal value) ●​ Which stage opportunities are at ●​ Probability breakdown ●​ Expected close dates Report Configuration: ●​ Total Records: 11 opportunities ●​ Total Amount: $595,000.00 ●​ Total Probability: 320% ●​ Grouping: By Opportunity Name, then by Stage Stage Distribution: ●​ Prospecting (10% probability) ●​ Qualification (10% probability) ●​ Need Analysis (20% probability) ●​ Value Proposition (50% probability) ●​ Negotiation/Review (80% probability) ●​ Unknown (0% probability) Key Opportunities Tracked: ●​ Big Deal (5 instances at different stages): $50,000 each ●​ Urgent Contract (3 instances): $75,000 each ●​ Pipeline Expansion (1 instance): $120,000 ●​ Last-Minute Renewal (2 instances): No amount values Opportunities Pipeline Report table view showing all 11 opportunities with amounts, stages, probabilities, and close dates Accounts Overview Report Created: Designed report to show revenue distribution and account health: ●​ Which industries bring in most revenue ●​ Revenue by key accounts ●​ Missing or incomplete records identification Report Configuration: ●​ Total Records: 5 accounts ●​ Total Annual Revenue: $6,250,000 ●​ Grouping: By Industry Revenue Distribution by Industry: ●​ Finance: $1,000,000 (Big Bucks Enterprises) ●​ Software: $3,500,000 (Salesforce Wizards Inc. $2M + Pipeline Powerhouse LLC $1.5M) ●​ Marketing: $0 (Lead Magnets Ltd. - missing revenue data) ●​ Sales: $1,750,000 (Quota Crushers Corp.) Data Quality Flags: ●​ 1 account with missing annual revenue (Lead Magnets Ltd.) Accounts Overview Report showing revenue by industry, Previous Image 1 - Bar chart visualization of accounts by revenue Dashboard Integration MD's Sales Pipeline Dashboard Design: Integrated all three reports into a unified dashboard providing: Lead Pipeline Component: ●​ Donut chart showing 5 total leads ●​ Status distribution visualization ●​ Record count in center of donut ●​ Color-coded by status Opportunity Pipeline Component: ●​ Display showing $595K total pipeline value ●​ Donut chart showing opportunities by stage ●​ Record count: 11 opportunities ●​ Bar chart showing amount by stage Accounts Overview Component: ●​ Display showing $6.3M total annual revenue ●​ Bar chart showing revenue by account ●​ Industry segmentation visualization Dashboard Layout: ●​ All three reports accessible in single view ●​ Visual charts for quick comprehension ●​ Organized by importance (leads, opportunities, accounts) Complete MD Sales Pipeline Dashboard showing all three components integrated Result Quantitative Impact Time Savings: ●​ 80% reduction in reporting time ●​ From 30+ minutes to under 5 minutes for complete pipeline review ●​ Instant access to critical sales metrics Dashboard Metrics: ●​ 5 leads tracked with full status visibility ●​ $595,000 total pipeline value displayed ●​ 11 opportunities with stage progression tracking ●​ $6,250,000 annual revenue across 5 accounts ●​ 4 industries monitored for revenue distribution Qualitative Impact For the Managing Director: ●​ Intuitive executive dashboard enabling rapid decisions ●​ Instant visibility into pipeline health ●​ Clear view of lead quality and opportunity progression ●​ Improved confidence in CRM data for strategic planning ●​ Single source of truth for sales performance For the Executive Team: ●​ No more waiting for compiled reports ●​ Data-driven decisions made in real-time ●​ Consistent metrics across leadership discussions ●​ Visual charts enable quick pattern recognition Dashboard Benefits: ●​ Quick comprehension through visual design ●​ Color-coding enables immediate status identification ●​ Organized layout supports logical analysis flow ●​ All critical metrics in one view Key Success Factors What Made This Work: ●​ Focus on executive needs (quick insights, not detailed analysis) ●​ Integration of three critical views into one dashboard ●​ Visual design enabling instant comprehension ●​ Organized layout reducing cognitive load ●​ Clear data presentation without complexity Design Principles Applied: ●​ Most important information prominently displayed ●​ Visual hierarchy from summary to detail ●​ Charts supporting quick scanning ●​ Minimal training required due to intuitive design Project Deliverables ✓ Three Foundation Reports ●​ Lead Pipeline Report with 5 leads and status breakdown ●​ Opportunity Pipeline Report with $595K pipeline and stage distribution ●​ Accounts Overview Report with $6.3M revenue analysis ✓ Unified Executive Dashboard ●​ Integrated view of all three reports ●​ Visual charts (donut charts, bar charts) ●​ Color-coded design elements ●​ Single-page layout for instant access ✓ Report Components ●​ Lead status donut chart ●​ Opportunity stage distribution chart ●​ Account revenue bar chart ●​ Summary metrics display Skills Demonstrated ●​ ●​ ●​ ●​ ●​ ●​ Salesforce Reports & Dashboards Data Visualization & Design Report Configuration & Grouping Dashboard Layout & Organization Executive Requirements Translation Visual Design Principles View Dashboard Live Dashboard Demo → | User Guide → | Contact Me → This dashboard continues to serve as the primary decision-making tool for Optical Growth' leadership team.