CRM Insights: What’s Driving Success?

About the Story

Which agents drive the most sales? What products perform best? And what trends shape the industry? This data story uncovers the answers by analyzing CRM data, mapping out top-performing sales representatives, high-demand products, and shifting market patterns. By visualizing these insights, the story helps businesses understand what fuels success and where to focus efforts for maximum impact.

Transcript:

1. Global Company with 3 Regional Offices
2 Central & West: Head-to-Head in Deals
3. Central Tops in Deal Wins
4. Darcel: Central’s Top Agent
5. Darcel: Most Productive Overall
6. Darcel Excels in Closing Value
7. Darcel Doubles Other Agents' Revenue
8. Agents Sell 7 Product Types
9. GTX Basics: Most Deals
10. GTX Pro: Highest Revenue
11. Darcel Dominates GTX Pro Sales
12. 10 Sectors Buying Our Products
13. Retail Leads Buyer Interest
14. Retail Paid the Most Overall
15. Entertainment Won on Average
16. Top 5 Highest Paying Accounts
17. Top Accounts: None Are Retail

Data source: Demo data created by the Vizzu Team.

Why Vizzu?

CRM data holds a wealth of insights, but static charts often make it difficult to connect the dots. Vizzu makes it easier to spot top performers, track sales trends, and compare key metrics through smooth transitions and interactive exploration. This dynamic approach helps businesses turn raw CRM data into actionable strategies.