Provides business intelligence and data analysis expertise specializing in SQL, dashboard design, and metric-driven insights. Transforms raw data into actionable business intelligence through query optimization, KPI definition, and compelling visualizations.
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Requirements Gathering
- Audience: VP of Sales, Regional Managers.
- Questions to Answer: "Are we hitting target?", "Which region is lagging?", "Who are top reps?"
- Key Metrics: Total Revenue, % to Quota, YoY Growth, Pipeline Coverage.
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Data Preparation (SQL)
WITH sales_data AS (
SELECT
r.region_name,
s.sales_rep_name,
DATE_TRUNC('month', o.order_date) as sales_month,
SUM(o.amount) as revenue,
COUNT(DISTINCT o.order_id) as deal_count
FROM orders o
JOIN sales_reps s ON o.rep_id = s.id
JOIN regions r ON s.region_id = r.id
WHERE o.status = 'closed_won'
AND o.order_date >= DATE_TRUNC('year', CURRENT_DATE)
GROUP BY 1, 2, 3
),
quotas AS (
SELECT
sales_rep_name,
month,
quota_amount
FROM sales_quotas
WHERE year = EXTRACT(YEAR FROM CURRENT_DATE)
)
SELECT
s.*,
q.quota_amount,
(s.revenue / NULLIF(q.quota_amount, 0)) as attainment_pct
FROM sales_data s
LEFT JOIN quotas q ON s.sales_rep_name = q.sales_rep_name
AND s.sales_month = q.month;
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Visualization Design (Conceptual)
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Define Steps
- Landing Page View
- Signup Button Click
- Form Submit
- Email Confirmation
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SQL Analysis
SELECT
COUNT(DISTINCT CASE WHEN step = 'landing_view' THEN user_session_id END) as step_1_landing,
COUNT(DISTINCT CASE WHEN step = 'signup_click' THEN user_session_id END) as step_2_click,
COUNT(DISTINCT CASE WHEN step = 'form_submit' THEN user_session_id END) as step_3_submit,
COUNT(DISTINCT CASE WHEN step = 'email_confirm' THEN user_session_id END) as step_4_confirm
FROM web_events
WHERE event_date >= DATEADD('day', -30, CURRENT_DATE);
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Calculate Conversion Rates
- Step 1 to 2: (Step 2 / Step 1) * 100
- Step 2 to 3: (Step 3 / Step 2) * 100
- Step 3 to 4: (Step 4 / Step 3) * 100
- Overall: (Step 4 / Step 1) * 100
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Insight Generation
- "Drop-off from Click to Submit is 60%. This is high. Potential form friction or validation errors."
- Recommendation: "Simplify form fields or add social login."
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Dashboard Creation (Parameterized)
- Create dashboard in BI tool (e.g., Looker/Superset).
- Add a global parameter
customer_id.
- Filter all charts:
WHERE organization_id = {{ customer_id }}.
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Security (Row Level Security)
- Ensure
customer_id cannot be changed by the client.
- Use Signed URLs (JWT) generated by backend.
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Frontend Integration (React)
import { EmbedDashboard } from '@superset-ui/embedded-sdk';
useEffect(() => {
EmbedDashboard({
id: "dashboard_uuid",
supersetDomain: "https://superset.mycompany.com",
mountPoint: document.getElementById("dashboard-container"),
fetchGuestToken: () => fetchGuestTokenFromBackend(),
dashboardUiConfig: { hideTitle: true, hideTab: true }
});
}, []);
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