SaaS Revenue Operations Analytics
A decision-support dashboard framing that identifies funnel bottlenecks, pipeline risk, and opportunities to improve sales prioritization using synthetic CRM data.
Tools: SQL · Power BI · Excel · DAX · Power Query
Overview
Independent RevOps analytics project on a clearly labeled synthetic CRM and subscription model. Focuses on pipeline conversion, stage aging, coverage, and forecast comparison—not claimed revenue growth from unimplemented recommendations.
Business problem
Where are qualified prospects being lost, which channels create valuable opportunities, and is the current pipeline sufficient to meet revenue goals?
Analysis and approach
- Model CRM entities into an analysis-ready schema
- Define funnel and revenue KPIs
- Analyze stage conversion and aging
- Compare pipeline coverage to targets and draft prioritization recommendations
Skills: Pipeline analysis · Funnel analysis · Forecast comparison · KPI reporting
Evidence and visuals
Evidence placeholder — synthetic CRM dashboard export pending.
Findings and outcome
- Stage aging reveals risk that conversion rates alone can hide.
- Channel quality should be judged by downstream opportunity value, not lead volume alone.
- Pipeline coverage must be interpreted with stage mix and historical win rates.
Outcome: A decision-support dashboard framing that identifies funnel bottlenecks, pipeline risk, and opportunities to improve sales prioritization using synthetic CRM data.
Recommendations
- 1
Review aging opportunities in late stages weekly.
- 2
Reallocate attention toward channels with stronger opportunity quality.
- 3
Track forecast error separately from pipeline value.
Project details
- Dataset / source
- Synthetic CRM and subscription dataset
- Data classification
- Synthetic
- Limitations
- Synthetic data cannot prove real company revenue impact.
- Recommendations are decision support, not measured interventions.