Sales representatives faced challenges in client meetings due to inadequate preparation and a lack of insight into their own sales performance. Their sole resource was a basic weekly Excel sheet, offering a limited perspective on sales patterns and trends.

We created a Power BI dashboard for each sales representative. This advanced tool now grants them instant access to current sales metrics, allowing them to delve into customer purchase patterns, product popularity, sales quota progression, outstanding sales order statuses, and even their expenditure on client-oriented incentives like meals and gifts.