A business intelligence case study that shows how SMEs can analyze leads, sources, conversion stages, budget ranges, and customer behavior to make better marketing and sales decisions.
Stack
Excel • Google Sheets • SQL • PostgreSQL
A business intelligence case study that shows how SMEs can analyze leads, sources, conversion stages, budget ranges, and customer behavior to make better marketing and sales decisions.
Many businesses collect leads but do not analyze them. They may know people are asking questions, but they do not know which source performs best, which service attracts better budgets, where leads drop off, or what should be improved in their offer.
Create a structured dashboard that turns inquiry and sales data into insights: lead source breakdown, conversion rate, status movement, budget distribution, timeline urgency, service demand, and recommended actions.
SMEs, consultants, agencies, schools, online sellers, service businesses, founders, and business owners who collect leads but do not yet understand what the data is telling them.
Status
planned
Difficulty
intermediate
Repo
request access
This section turns the project from a simple portfolio item into a useful breakdown visitors can understand.
Lead source breakdown by website, referral, WhatsApp, social media, search, and direct contact.
Conversion rate analysis by source, service type, and lead status.
Budget range distribution to understand prospect affordability and offer positioning.
Timeline urgency analysis to identify ready-to-buy leads.
Service demand analysis showing what prospects ask for most.
Pipeline stage movement from New to Contacted, Qualified, Won, Lost, or Closed.
Lost lead identification and reasons for drop-off.
Monthly or weekly inquiry trend reporting.
Recommendation section explaining what the business should do next.
Optional Power BI, Excel, SQL, or web-dashboard implementation depending on the client.
Inquiry and sales data sources ↓ Data cleaning and normalization ↓ SQL queries or spreadsheet transformations ↓ Metrics calculation ↓ Dashboard visualization ↓ Insight summary ↓ Business recommendations ↓ Follow-up actions and improvement plan
Level 1: Spreadsheet dashboard using Excel or Google Sheets. Level 2: SQL reporting using PostgreSQL queries. Level 3: BI dashboard using Power BI or a web dashboard. Level 4: Integrated analytics connected directly to inquiry data. Important metrics include total leads, leads by source, leads by status, conversion rate, average response time, budget distribution, most requested services, timeline urgency, lost lead reasons, and monthly trend.
The business value is better decision-making. Instead of guessing what is working, the owner can see which channels, offers, timelines, and follow-up stages need attention. This can improve marketing spend, sales focus, service packaging, and conversion strategy.
This section turns the project from a simple portfolio item into a useful breakdown visitors can understand.
Many businesses have incomplete or inconsistent lead data.
Sources may be named differently across forms, spreadsheets, and manual notes.
Conversion rate is hard to calculate if the business does not consistently update lead status.
The dashboard must explain insights in plain business language, not just charts.
Data cleaning is often more important than the visual dashboard.
Small datasets still need careful interpretation to avoid overclaiming.
This section turns the project from a simple portfolio item into a useful breakdown visitors can understand.
Data analysis becomes easier to sell when it is tied to business questions.
A beautiful dashboard is not enough; the recommendations matter most.
Lead status discipline improves the quality of future analysis.
Small businesses need simple metrics before advanced analytics.
Data analysis and web systems work well together when the website captures clean data from the beginning.
The best reports show what happened, why it matters, and what to do next.
Sales & Lead Data Analysis Dashboard gallery image
Sales & Lead Data Analysis Dashboard gallery image
Sales & Lead Data Analysis Dashboard gallery image
The strongest work usually creates better clarity, better decision-making, stronger trust, and better operational flow.
Helps business owners understand where leads are coming from.
Shows which services or offers attract stronger prospects.
Identifies where leads are getting stuck in the sales pipeline.
Provides recommendations for marketing focus, follow-up improvement, and offer positioning.
Connects web development and data analysis into one practical business value story.
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