Salesforce Commercial Analytics

Commercial Analytics & Sales Performance Platform

CRM & ERP Integrated Commercial Intelligence Platform

Led the development of a fully integrated commercial analytics platform using Power BI, combining Salesforce CRM and SAP Business One into a single reporting solution that provided complete visibility across the entire sales lifecycle—from pipeline to financial results.

Key achievements:

• Integrated Salesforce CRM and SAP Business One into a unified commercial reporting platform
• Automated end-to-end commercial reporting and sales performance analytics
• Built executive dashboards for revenue, profitability, pipeline performance, and commercial KPIs
• Developed Opportunity Pipeline Analytics with stage tracking, conversion rates, and bottleneck analysis
• Implemented probability-weighted revenue forecasting based on CRM pipeline data
• Delivered plan vs. forecast vs. actual revenue analysis in a single reporting environment
• Created comprehensive customer, product, regional, and sales representative analytics
• Built transparent sales performance dashboards supporting bonus and incentive management
• Automated KPI-driven bonus calculations with fully traceable and auditable business logic
• Implemented a centralized Power BI semantic model with standardized commercial KPIs
• Applied Row-Level Security (RLS) and scheduled refreshes to ensure secure, up-to-date reporting
• Delivered interactive dashboards for executives, sales managers, controllers, and sales representatives

The project significantly improved forecasting accuracy, reporting consistency, and commercial transparency while replacing manual spreadsheet-based reporting with a scalable, data-driven decision support platform that connected CRM activities with actual financial performance.