Project Title 02
Sales Automation & Data Visualization with Google Apps Script
BRIEF
This project aimed to streamline the sales process and improve data management for a company. Previously, managing sales leads in Google Sheets proved cumbersome due to manual data entry, filtering, and distribution. This inefficiency slowed down sales associates and limited access to valuable insights.
CHALLENGE
Sales associates struggled to efficiently manage and utilize lead data stored in Google Sheets. Manual data entry, filtering, and distribution were time-consuming and prone to errors. This resulted in:
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Inaccurate data due to manual entry mistakes.
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Wasted time spent on repetitive tasks.
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Difficulty in understanding overall sales performance.
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Uneven distribution of leads across sales associates.
WHAT WE DID
Developed a Google Apps Script solution that automates lead distribution, filtering, and data visualization. This script:
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Automated Lead Distribution: Transfers leads to designated sales associates with a single click, ensuring efficient allocation and quicker follow-up.
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Data Cleaning & Filtering: Eliminates duplicates and filters out fake entries, improving data accuracy and saving time spent on manual cleaning.
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Visual Dashboard Creation: Built a comprehensive dashboard for real-time sales performance insights. This dashboard provides at-a-glance information on key metrics, allowing sales associates to make data-driven decisions and prioritize their efforts.
RESULT
This automation significantly reduced manual work, improved data accuracy, and provided valuable sales insights through a centralized dashboard. It empowers sales associates to focus on closing deals with better-managed leads and data. Increased efficiency and access to real-time performance data ultimately led to improved sales results for the company.
Want to learn more? Check out the project code and details on Automation-Dashboard.