Overview

Automated reports with row-level security delivered daily via email to track company sales by consultant and team. Built in SSRS, these reports track a a sales consultant’s performance each month alongside their overall team performance. In addition to an SSRS report, I built a custom SSIS package to generate each report daily and email it to the correct consultant and their manager. This secure delivery method ensured that consultants could not access other team members reports, but were able to track their individual performance and monitor their monthly commissions. These reports were also used in quarterly performance reviews for the sales teams.

Analytical Concepts

• Actual vs Target Monthly Progress
• Conversion Rate
• Segmentation by Lead Source
• Lead Time
• Sale vs Profit
• Individual vs Team vs Company

Data Stack

• MySQL
• Pentaho
• SSRS
• SSIS