💼 CRM(Customer Relationship Manager) Data Analysis Project

📋 Objective

The goal of this project is to analyze a Sales Pipeline CRM dataset using SQL and Python (via SQLAlchemy) to extract actionable business insights.
The project helps understand sales performance, agent efficiency, product profitability, and deal success rates.

Dashboards

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🧩 Dataset Details

• Source: kaggel-(CRM Sales)
• Tools Used: SQL, Python (SQLAlchemy, Pandas), Power BI
• Environment: VS Code & Jupyter Notebook
• Tables Used:
  • accounts → account,sector,year_established,revenue,employees,office_location,subsidiary_of
  • data_dictionary → table, field, description
  • products → product, series, sales_price
  • sales_teams → sales_agent, manager, regional_office
  • sales_pipeline → opportunity_id,sales_agent,product,account,deal_stage,engage_date,close_date,close_value

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⚙️ Tools & Technologies

• Programming Language: Python,sql
• Libraries: SQLAlchemy, Pandas
• Database: CRM Dataset
• Visualization Tool: Power BI
• IDE: VS Code, Jupyter Notebook

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📊 Power BI Dashboard

The dashboard will include visuals for:

• 💰 Total Revenue by Product
• 👨‍💼 Top Performing Sales Agents
• 📈 Top Comapnies and Manager
• ⏳ Average Deal Cycle Duration etc..

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🚀 Business Insights

• Darcel Schlecht is the highest-earning agent by total Won deal value.
• Reed Clapper and Garret Kinder have Higher success rate
• Cecily Lampkin and Rosie Papadopoulos are the most Fastest deal closers.
• GTKXPro Product is the Give Highest profitable Deal, and GTX Series drives major volume.
• Software sector dominates total revenue.
• West region leads regional performance.
• Summer Sewald is the top-performing manager by Highest Revenue.
• Melvin Marxen is the top-performing manager by Highest Close value deals.
• Kan-code is the top Comapany, winning the most deals.
• June is the peak sales month — ideal for campaign launches.

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👨‍💻 Author

Gaurav Singh
📍 Jaipur, India
🎓 Data Analyst | SQL | Python | Power BI

⭐ If you find this project helpful, don’t forget to star the repo! 🌟