Sales Insight Dashboard

PROJECT OVERVIEW

An internal sales analytics dashboard built for a steel manufacturing company to track customer performance, rank products by volume and win rate, and project annual revenue. The platform gives sales leads and reps a live view of where deals stand, which customers are hitting their goals, and how the business is trending across the year.

PROBLEM

Sales data was spread across quote records, customer files, and rep notes with no unified view. Leadership had no way to quickly see which customers were on track, which products were winning, or where projected revenue was heading. This dashboard centralizes all of that into a single interface scoped by rep, date range, and role.

CORE FEATURES

• Customer sales rankings with animated progress bars showing real sales, profit, and goal attainment per customer
• Product performance tables ranking by volume sold and win/loss ratio across all quotes
• Projected annual revenue calculated from closed deals and open quote pipeline
• Role-scoped views — sales leads see all reps, individual reps see only their own data
• Filterable by sales rep and date range across all metrics

DATA & QUERY DESIGN

• Multi-statement SQL queries aggregate quote line items, customer sales goals, and rep assignments in a single round trip
• Projected sales formula combines confirmed sold totals with weighted open quote pipeline values
• Win rate calculated per product/component pair across all closed quotes scoped to the authenticated user
• Customer rankings sorted server-side by profit contribution with goal fallback logic for customers without set targets

ACCESS CONTROL

• Every API route enforces role-based authentication before returning any data
• Customer data scoped to account ownership — reps only see their assigned customers unless granted elevated access
• Sales lead and admin roles unlock cross-rep views and full customer lists

TECHNICAL ARCHITECTURE