Problem

The NATx sales partners were struggling to enhance their leads due to a lack of visibility into customer behavior and product trends. The leadership team needed critical business performance dashboards to make informed decisions, but the existing data was not easily accessible or understandable.

Additionally, there was no way to visualize customer data in a hierarchical manner, which made it difficult for leadership to identify productivity trends and areas for improvement.

Recognizing the opportunity to contribute and intrigued by the project, I proactively took over and initiated a meeting with the Director to gather requirements. I broke down the high-level requirements into smaller, manageable tasks in order to tackle the project effectively.

Key Approach

Gathered requirements and broke down high-level requirements into smaller, manageable tasks
Explored Enterprise Data Warehouse (EDP) databases and schemas to understand data and gather necessary information for the project
Created a prototype PowerBi dashboard delivering the minimal viable product (MVP)
Leveraged ArcGIS map visual which uses Bing maps to visualize spatial data for geographic visualization of SKU product searches and purchases.
Implement drill-through functionality to allow users to navigate from high-level visuals to more detailed information.
Set up automated data refresh schedules to ensure that the dashboard remains up to date with the latest information

Solution

In order to understand the data and gather necessary information, I explored into the EDW (relational data warehouse) and imported transactional order tables and product details tables as well as web traffic data. By researching the data, I realized that I could map out customer location where browsing activity is happening for the product by adding bubble charts. I also created level hierarchy visualizations for products viewed vs products sold.

By gathering requirements, exploring EDW databases and schemas, I created a prototype PowerBi dashboard delivering the minimal viable product (MVP), leveraging ArcGIS map visual which uses Bing maps to visualize spatial data. The report provided a geographic visualization of SKU product searches and purchases allowing her to identify areas with higher population and target her presentations more effectively.

Impact

31% increase in leads generated through enhanced reporting
10% more effective targeting of higher stakeholders through geographic visualization

This project has a incredible impact on showcasing my problem-Solving skills, now I directly get to work with higher Stakeholders to make help them make business decisions.

NATx Sales Enhances Leads with SKU Geospatial Visualization