Objective:
To track sales and marketing tactics by account that is regional specific that is linked to a larger regional strategy.
Process:
Determined the objective.
Determined what is most important to showcase for the audience.
Sorted sales plans - tactics, KPIs, timing.
Pulled raw data from internal and/or external sources to track current progress.
Developed data visualizations and filters in a dynamic report.
Outcome:
A comprehensive visual representation of progress tracker for sales and marketing tactics. Easily digestible across junior and senior team members.
Disclaimer: All showcased data in this portfolio has been anonymized as much as possible to protect company identities, while keep the integrity of the story telling. Some data has been construed to further ensure confidentiality.
