Client Background
Client: A leading solar panel firm in the USA
Industry Type: Energy
Services: Solar Panel
Organization Size: 500+
The Problem
Solar Panel organization from America wants to keep track of sales data. They want to see the leadership dashboard of their organization in terms of sales. They also want to keep track of their campaigns and leads generated from sources of those campaigns. They want to keep track of sales data from different sources.
Our Solution
First, we fetch the data from CRM to PowerBI. Clean the data of CRM using DAX and then perform calculations on the data. Using cleaned data, we build KPI on PowerBI.
Solution Architecture
To complete the project, we follow the following data flow pipeline:
Data from CRM 🡪 Zapier 🡪 Google Sheet (Dynamic) 🡪PowerBI
Language/techniques used
PowerBI, DAX Language
Skills used
CRM, Zapier , PowerBI, Google Sheet
What are the technical Challenges Faced during Project Execution
Challenges Faced during the Project Execution :
- Fetching the data from CRM
- Unclean Data
- Merging the Data
How the Technical Challenges were Solved
Solution:
- To Fetch the data from CRM. We used Zapier. It is connector between two applications so that whenever a particular incident happen it will populate into another application. We use Zapier to connect CRM and Google sheets so that whenever a new lead will change or modified data will be stored into google sheets.
- Data in google sheets was uncleaned. First, we connect the Google sheet with PowerbI then perform EDA to clean the data using DAX language.
- Using merging of two tables by ONE-ON-ONE schema we solve duplicate entries of a particular lead in PowerBI.
Business Impact
Using this Dashboard client can make important decisions like from which campaign they are getting a greater number of leads and out of those leads how many are actually a Sale. They can keep track of their sales leadership of employee of the month in term of sales.
Project Snapshots
CRM 
Zapier
Dashboard
Project Video
Contact Details
Here are my contact details:
Email: ajay@blackcoffer.com
Skype: asbidyarthy
WhatsApp: +91 9717367468
Telegram: @asbidyarthy
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