Transforming sales operations with real-time Power BI analytics for a leading UK professional body
Total Leads
Opportunities
Wins
Revenue
Revenue Tracked
Win Rate
Leads Analyzed
Lead Conversion
The client is a leading UK professional body that sets standards and supports recruitment businesses operating across the country. Representing an industry that contributes £43 billion to the UK economy, they provide legal advice, business support, and training to help recruiters operate professionally and sustainably.
Their members are recognised for quality and compliance, with their logo serving as a trusted mark of
professionalism. Backed by a team of legal, compliance, policy, qualification, and account management experts, the client works closely with recruiters and employers to help their businesses thrive.
UK Professional Body
Leading industry standards organization
£43 Billion
Industry contribution to UK economy
Member Network
Recruiters recognized for quality
UK Professional Body
Leading industry standards organization
The client faced challenges in gaining a unified and real-time view of their sales operations, making it difficult for leadership to identify performance trends and measure business impact.
Limited Visibility
No clear view of lead-to- opportunity and opportunity-to-win conversion rates
Funnel Drop-offs
Difficulty tracking where leads were being lost in the sales pipeline
Scattered Reporting
Lack of consolidated reporting on revenue by products and managers
Manual Processes
Time-consuming manual reporting that delayed critical insights
Poor Filtering
Inability to easily filter and analyze data by time, status, or owner
Strategy Gaps
Difficult to identify trends and optimize sales strategies
We designed and developed an interactive Sales Lead & Payment Analytics Dashboard using Power BI to centralized sales data and transform it into actionable insights.
Automated Reporting
Sales funnel and payment reporting fully automated
End-to-End Visibility
Complete visibility from leads to
revenue
Dynamic Filtering
Enabling deeper analysis with interactive controls
Executive Dashboard
KPIs and trends in clear, executive- friendly format
High-level overview of the sales pipeline and conversion efficiency
59% Lead-to-Opportunity, 65% Opportunity-to-Win
Volume tracking at each stage: 475 → 282 → 183
Compare individual contributions with pie charts
Month, Year, Week, Lead Status, Opportunity Status, Account Manager
Focus on revenue outcomes and monetization insights
£2.30M total revenue with detailed breakdown
Donut chart identifying top-performing offerings
Assess individual revenue contribution
Account Manager, Weekly View, Membership Product
The Power BI solution delivered measurable value, empowering the sales and leadership teams to move from reactive reporting to proactive, data-driven strategy execution.
Faster Reporting
Revenue Tracked
Dev Time Saved
UX
Architecture
Calculations
Visualization
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