Someone spends days every month consolidating spreadsheets into a sales review
BusinessOS · Sales Dashboards and BI
Turn sales data into decisions with practical dashboards
Give leaders and sales teams one trusted view of performance. PathWeave designs sales dashboards, KPI logic and reporting routines that turn fragmented CRM, finance and spreadsheet data into clear action — and builds them on Power BI or Tableau so the numbers hold up in the review meeting.
Sales planning and analytics leadership at Info Edge (Naukri.com) and Kohler India
Power BI
Tableau
WHY REPORTING FAILS
More reports do not always create better visibility
Most businesses do not lack reports. They lack one version of the numbers that everyone trusts and acts on.
You may recognise the signs:
“Revenue”, “pipeline” and “conversion” mean different things in different reports
Reports arrive after the decision they were meant to inform
Dashboards track activity counts that nobody acts on
Leaders see a problem in the numbers, but no one owns the follow-up
A BI tool was licensed, but the team still asks for the Excel version
We start with the decisions leaders need to make and the questions they ask every week — and only then decide what to measure and build.
WHAT WE DO
Sales dashboard and BI consulting services
01
Decision and KPI design
Start from the decisions and questions each leader faces. Define every metric once — its formula, owner, target, data source and review frequency — so that a number means the same thing in every meeting.
02
Data-source and quality assessment
Review CRM, ERP, finance and spreadsheet sources for gaps, duplicates, conflicting definitions and unclear ownership, and agree what has to be fixed before anything is built.
03
Dashboard information design
Design executive, manager and team views with the right level of detail for each role: drill-downs, filters, exceptions and the few numbers that should be visible at a glance.
04
Data model and dashboard development
Transformation logic, data model, dashboard build, testing and an agreed refresh process — delivered on Power BI or Tableau, whichever fits your data environment and existing licences.
05
Reporting governance
A metric dictionary, data ownership, refresh responsibilities and change control, so the dashboard stays accurate after launch rather than drifting within a quarter.
06
Decision rhythms and adoption
Weekly sales reviews, monthly business reviews and action tracking built around the dashboard, so it becomes how the business is run rather than another link in an email.
DASHBOARD VIEWS
Common sales dashboard views
PipelineValue, stage mix and ageing by owner and segment.
Funnel conversionStage-to-stage conversion and where deals drop out.
Sales velocityCycle time, deal size and win rate over time.
Pipeline coveragePipeline against target by period and team.
ForecastCommitted, best-case and forecast accuracy against actuals.
Salesperson performanceActivity quality, conversion and attainment.
Product and categoryRevenue, margin and mix.
Geography and channelRegion, branch, partner or channel performance.
CustomerRetention, repeat business, concentration and at-risk accounts.
EXPERIENCE
Experience behind the approach
PathWeave's dashboard and BI work is led by co-founder Srrinivas Sharrma, who has built sales planning, analytics and performance systems from inside large sales organisations.
Info Edge (Naukri.com) — Sales Planning and Excellence
As Senior Vice President, led national sales planning, analytics, incentive systems and sales-process improvement.
Kohler India — Business Process Excellence, Commercial
Led commercial process excellence covering sales processes, sales technology and CRM, coordinating across Sales, Marketing, Technical Services, Supply Chain and Logistics.
DELIVERABLES
What the engagement delivers
Define
Decision-question and KPI framework; metric dictionary
Assess
Data-source assessment; data-quality and ownership issues list
Design
Dashboard wireframes by role; data model and transformation logic
Build
Built and tested dashboards; refresh and governance process
Launch
Leadership review pack; user enablement by role
Improve
Adoption tracking; metric and dashboard change backlog
PLATFORMS
Technology and platform approach
The platform follows the data environment, not the other way round. We start with where your data lives today — CRM, ERP, accounting software or spreadsheets — and recommend the simplest setup that gives leaders reliable, timely numbers.
Our dashboard delivery experience is on Power BI and Tableau. Where you already use one of them, we build on it. Where you don't, we recommend the one that fits your data sources, users and budget.
You already have a BI tool
We fix definitions, data and design before rebuilding anything.
You are choosing a BI tool
We define reporting requirements first, then assess fit and cost.
Your data is mostly in spreadsheets
We structure the data and the reporting routine before recommending new software.
PROCESS
How the engagement works
- 1. DefineAgree the decisions, questions and KPIs that matter for each leadership role.
- 2. AssessReview data sources, quality and ownership, and agree what has to be fixed first.
- 3. DesignWireframe the dashboard views and design the data model with the people who will use them.
- 4. BuildDevelop, test and document the dashboards and refresh process.
- 5. LaunchEnable users by role and run the first review cycles on the new dashboards.
- 6. ImproveTrack usage and decisions, and refine metrics and views as the business changes.
BEYOND THE DASHBOARD
Create one view of sales performance
A dashboard is only as reliable as the sales process behind it. When pipeline stages, ownership or CRM data are the real problem, our CRM and revenue operations services fix the source — so the numbers in the CRM and the numbers in the dashboard always match.
Start with the decisions, not the dashboard
Tell us which numbers your leadership team argues about, and where reporting takes too long. We'll show you what a trusted sales view should include.