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Data Infrastructure
Team Lead Performance Dashboard
Built a consolidated Salesforce dashboard giving team leads a single source of truth on rep pipeline activity and quota attainment each quarter, rolling up demos held, lost demos, and upcoming pipeline against quota for every rep on the team.
Problem
No consolidated view of rep performance
Demos held, no-shows, and reschedules tracked manually or piecemeal
No consistent way to measure progress against quota
Solution
Consolidated Salesforce dashboard per rep
Held / Upcoming / Projected demo counts against quota
Lost demos tracked (no-shows and reschedules)
Rolled up across the department for every team lead
Outcome
Single source of truth for rep performance
Replaced manual or inconsistent tracking
Consistent quarterly reporting across the department
How It Works
Rep Performance Rollup
- Demos Held Tracked Per Rep
- Lost Demos Logged (No-Shows and Reschedules)
- Upcoming and Projected Pipeline Measured Against Quota
- Rolled Up Into Team Lead Dashboard View
Tools & Skills
Salesforce Reports & Dashboards
Google Sheets
Data Visualization
Performance Tracking
Cross-Team Reporting