Where did the enquiries go?

Where do enquiries come from, where do they stall, and which are won? One reporting tool answers all three. I set the rules, built it with AI assistance and kept it in use.

My contribution

Measurement rules, report design and AI-assisted implementation

Context

In-role work · Separate projects and datasets

CRM dashboard with a lead funnel and a chart comparing each source’s share of enquiries and wins.
Demonstration with synthetic data. The dashboard compares lead stages and shows how each source contributes to enquiries and wins.Select the image for a closer look

The rules

I counted won records as conversions, kept missing information separate and hid rates from small samples. The reporting model groups records still at New as not yet reached. Checking whether anyone attempted contact takes a separate review.

How I used it

I specified fourteen reports covering the funnel, sources, contactability, stage progression and monthly trends. I ran the tool on CRM exports and continued using and updating it after the initial build. Exporting records and deciding what to do with the findings were manual steps.

A table of conversion rates by source and salesperson, followed by a chart of monthly rates.
Demonstration with synthetic data. The report groups conversion rates by channel and salesperson and leaves small samples blank.Select the image for a closer look
Next, systems

Odoo KPI dashboard

A closer look

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