📊 Sales Pipeline Analysis Dashboard Portfolio Project | Anannya Anesweta Rout | Business Analyst A end-to-end Business Analyst project analysing 500 CRM sales records to uncover pipeline bottlenecks, lead source performance, and revenue trends — using SQL for data analysis and Power BI for interactive dashboards.

🎯 Business Problem Sales teams often struggle to identify where deals are lost and which lead sources drive real revenue. This project answers:

Which lead source has the highest conversion rate? Where in the pipeline do most deals drop off? Which products and regions generate the most revenue? How does pipeline performance vary across quarters?

📁 Project Structure sales-pipeline-analysis/ │ ├── sales_pipeline_data.csv # 500-row CRM dataset ├── sales_pipeline_queries.sql # 8 SQL analysis queries ├── Sales_Pipeline_Analysis.xlsx # Analysis summary + SQL reference ├── Sales_Pipeline_Dashboard.pbix # Power BI dashboard file └── README.md

🛠️ Tools Used ToolPurposeMySQLData modelling, cleaning, analysisPower BIInteractive dashboardExcelAnalysis summary & documentation

📊 Dashboard Overview The Power BI dashboard includes:

KPI Cards — Total Revenue (Closed Won), Average Deal Size, Total Deals Won Funnel Chart — Stage-by-stage drop-off analysis (Lead → Closed Won) Bar Chart — Revenue by Lead Source (filtered to Closed Won) Line Chart — Monthly revenue trend Slicers — Interactive filters by Region, Product, and Quarter

🔍 SQL Analysis Performed

Conversion Rate by Lead Source — Which source closes best? Average Deal Size by Product & Region — Where is the highest value? Pipeline Velocity — How long does each rep take to close? Funnel Drop-off Analysis — Where are the bottlenecks? Win/Loss Rate by Quarter & Product — Seasonal and product trends Monthly Pipeline Trend — Revenue momentum over time

💡 Key Findings InsightFindingBest Lead SourceEmployee Referral — highest conversion rateBiggest BottleneckLead → Qualified stage (largest drop-off)Top Revenue ProductData Pipeline & CRM SuiteBest QuarterQ4 drives highest revenueLinkedIn PerformanceLowest conversion despite high volume

📌 Business Recommendations

Expand Employee Referral programme — highest ROI lead source, worth incentivising Improve lead qualification criteria — biggest drop-off happens at this stage Allocate more budget to Data Pipeline & CRM Suite — highest revenue products Run Q3 campaigns to build Q4 pipeline — revenue peaks in Q4 Reduce LinkedIn spend — lowest conversion rate, reallocate to referrals/events

📂 Dataset Description Synthetic CRM dataset with 500 records and 12 fields: ColumnDescriptiondeal_idUnique deal identifierlead_sourceOrigin of the leadproductProduct being soldregionGeographic regionsales_repAssigned sales representativestageCurrent pipeline stagedeal_valueDeal value in INRcreated_dateDate lead was createdclose_dateDate deal was closeddays_in_pipelineDays from creation to closemonthMonth of creationquarterQuarter of creation