Automating Sales Dashboards for Performance Tracking

Automating Sales Dashboards for Performance Tracking

2024-06-10

Where:beauty & fragrance company
Tools:Google BigQueryGoogle App ScriptGoogle SheetsSQL

Developed automated dashboards that turned complex sales data into accessible performance insights for regional managers and independent sales teams.

Approach

  • Built dashboards integrating Google BigQuery and App Script to pull real-time data from multiple sources into clear, actionable views.
  • Designed tailored interfaces for different user levels — from regional managers to field representatives — focusing on relevance and simplicity.
  • Implemented automated updates, version control, and access permissions to reduce manual reporting work across departments.

Impact

  • Cut reporting time from days to minutes, freeing sales teams to focus on performance rather than data handling.
  • Improved visibility of target progress, enabling faster decision-making and mid-cycle adjustments.
  • Created a scalable reporting structure reused in subsequent sales and incentive campaigns.

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