Business intelligence project
Certificate Sales Management
This page presents the Sales Intelligence project case study, including an overview, tools used and key findings.
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A company specializing in the sale of digital certificates faced challenges in managing its data, as it did not have structured reports or a consolidated view of the business. The lack of efficient monitoring made it difficult to analyze commercial performance, identify trends and make strategic decisions.
Overview
Challenges
- Lack of structured reports and indicators, making it difficult to analyze sales volume, revenue and customer behavior.
- Lack of a consolidated view of the business, preventing clear monitoring of the company’s growth and the impact of its strategies.
- Difficulty in analyzing the performance of sales channels, making it impossible to identify which strategies and partners generated the best results.
- Reactive decision-making based on perceptions, instead of concrete analysis based on reliable dat
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To solve the company’s challenges, a Power BI dashboard was developed, consolidating the main sales, revenue, conversion and customer retention metrics. In addition, data collection was automated via API integrated into the OMIE platform, eliminating manual processes and ensuring greater accuracy in the information. To strengthen strategic analysis, the data structure was standardized, allowing reliable comparisons between periods and providing a clearer view of business evolution, improving predictability and decision-making.
Implemented Solutions
Results Obtained
The implementation of the BI project transformed the way the company managed its digital certificates. With access to a clear and structured view of commercial performance, the team began to identify purchasing patterns, evaluate the performance of sales channels and make strategic decisions based on concrete data. In addition, the automation of information collection reduced manual errors and allowed for more agile and accurate monitoring of business developments. As a result, the company was able to optimize its processes, increase operational efficiency and improve its planning and growth capabilities.
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Overview
The home screen provides a strategic view of the company’s performance, consolidating the main KPIs for quick and accurate monitoring. It allows you to view essential metrics such as the number of active customers, sales volume, total revenue and conversion rate. In addition, it highlights the partners and products with the greatest impact, allowing you to identify which channels and services are driving results. This macro view enables faster decision-making based on concrete data.
Detailed Analysis – Sales Performance
The second screen deepens the commercial analysis, segmenting sales by different criteria, such as type of service, product category and performance by sales channel. This level of detail allows you to identify which services have the greatest market traction, evaluate the efficiency of partners and understand customer behavior patterns. With this segmentation, the team can adjust pricing strategies, strengthen strategic partnerships and optimize the product portfolio according to real demand.
Sales Simulator – Strategic Projections
Dynamic sales simulator, allowing the projection of different revenue scenarios based on strategic adjustments. With this tool, it is possible to simulate the impact of changes in the unit price of products and services, checking how a percentage increase or reduction would affect revenue and the achievement of financial goals. This functionality empowers the sales team, helping to define more profitable and sustainable strategies for business growth.