HealthcareSalesPerformanceDashboard

In this project, I developed an interactive Excel dashboard to analyze a healthcare company's sales performance against yearly targets. The dashboard tracks two key metrics—revenue and covered lives (number of people using our services)—providing a comprehensive view of business performance through an intuitive interface.

While there are many advanced data visualization tools available, I chose Excel for several strategic reasons:

• Accessibility: Excel is widely used across organizations, making the dashboard immediately accessible to stakeholders without requiring specialized software.
• Rapid Development: The built-in formulas and visualization capabilities allowed for quick implementation of a functional dashboard within tight timeframes.
• Interactive Capabilities: Using data validation and conditional formatting, I created a responsive dashboard that updates dynamically as users filter the data.
• Familiarity: Most business users are comfortable with Excel, reducing the learning curve and increasing adoption rates.

The sales team needed to quickly assess how actual performance compared to targets across different booking types (new business vs. renewals). Making data-driven decisions required:

• Tracking cumulative performance throughout the year
• Identifying variances between actual results and targets
• Visualizing trends to spot patterns and potential issues
• Creating a user-friendly interface for non-technical stakeholders

When designing the dashboard, I prioritized user experience by:

• Creating a simple filtering system that allows users to view data by total, new bookings, or renewals with a single dropdown
• Using conditional formatting to provide immediate visual cues (red for negative variances, green for positive)
• Implementing rolling totals to show cumulative performance rather than just monthly figures
• Displaying key metrics prominently with large, easy-to-read KPIs
• Maintaining consistent formatting throughout to improve readability

The dashboard revealed several important insights:

• Overall revenue fell short of yearly targets by 5.9%
• New bookings consistently underperformed throughout the year
• Renewal business showed stronger performance relative to targets
• Certain months showed significant variance that warranted further investigation

The project demonstrates my proficiency in:

• Excel formulas: Advanced functions including SUMIFS and nested IF statements
• Data validation: Creating interactive filtering capabilities
• Conditional formatting: Visual indicators for performance metrics
• Dashboard design: Effective layout and visualization principles
• Data analysis: Converting raw data into actionable business insights

This dashboard provided stakeholders with an immediate understanding of sales performance without having to manually analyze complex spreadsheets. By highlighting variances and trends, it enabled:

• Quicker identification of performance gaps
• More informed decision-making
• Easier communication of results to leadership
• A foundation for setting more realistic future targets

This project demonstrates my ability to transform raw business data into an intuitive, interactive tool that drives decision-making. By focusing on company metrics that matter and prioritizing clarity over complexity, I delivered a solution that provides immediate value to stakeholders without overwhelming them with unnecessary information.