Customer Insights
Overview
Aims Grid
Purpose
To create a customer insights dashboard
To uncover customer conversion rate
Time to onboarding of customers
Programs providing the best ROI
Top effective sales team
Stakeholders
- Sales Team
- Marketing Team
- Data & Analytics Team
- HR
End Result
An automated dashboard providing quick & latest sales insights in order to support data driven decision making
Success Criteria
- Dashboard enabling the Sales team to make better decisions & improve budget spend
Dashboards
The finished customers’ insights dashboard with three pages works as a dashboard and overview, focused on combining tables for necessary details and visualizations to show sales over time, per customer, and per program.
1. Customer Growth Timeline
2. Program Insights
3. ROI Insights
