GLOBAL SALES & REVENUE INTELLIGENCE
✦ Built by Mobin Mathew ● 10-Category Schema Engine Dataset: Built-In Cloud Sales Demo (160 Rows) Category: 1. Sales & Revenue CRM
Step 1: Upload Excel / CSV Built-in Demo Active
📂 Drag & Drop .xlsx or .csv file
Or click to browse from your computer
Step 2: Dashboard Category 10 Industry Schemas
See live category description & supported columns below ↓
Step 3: Select Data Sheet 1 Sheet Available
Pick the sheet tab containing your data table
💼 1. Sales & Revenue CRM — Supported Datasets & Expected Columns
Supports B2B/B2C CRM Pipelines, Regional Sales Ledgers, Account Executive Quota Trackers, and Quarterly Revenue Books.
⚙ Mapped Dataset Columns (Auto-Detected by Prefix — Click any dropdown to override):
🔍 Category Schema Prefix Detection & Unidentified Column Highlighter 9 / 9 Schema Slots Identified
🟢 Green = Prefix Matched in Sheet • 🔵 Blue = Auto-Derived from Date/Month • 🟠 Amber = Not Identified in Sheet (Fallback Active)
🎛 Interactive Multi-Select Slicers (Year, Quarter, Month & Category Dimensions) (Click any combination of Year, Quarter, Month, or Category pills to filter all KPIs, KRIs, PivotCharts & Formula Insights)
Year
Quarter
Month
Primary Group
Sub-Group / Item
Segment / Tier
📈 Multi-Year Comparison: Selected Year vs. Prior Year (YoY) Auto-Synced with Year Slicer
Compare Selected Year: vs. Prior / Baseline Year: (Respects active Quarter, Month & Category slicers)
KPI 1: Primary Metric 100.0% of Total
$0
Unfiltered Global: $0
KPI 2: Target Attainment ON TRACK
0.0%
Benchmark comparison
KPI 3: Secondary / Efficiency Ratio
$0
Secondary insight
KRI: Key Risk Indicator KRI Monitor
0.0%
Risk exposure & concentration
⚡ Dynamic Formula-Based KPI & KRI Executive Commentary
=SCHEMA_SYNTHESIS(Year, Month, KPIs, KRIs, Unidentified_Fallback)
🎯 Executive Spotlight: Top vs. Lowest Performers, 80/20 Pareto & Statistical Outliers
🖱 Click any leader, laggard, or period pill below to cross-filter the dashboard
Primary Group Breakdown
Sorted descending by active contribution
🖱 Click bar to filter
Monthly / Period Trajectory
Velocity & benchmark comparison across selected Year & Month
🖱 Click point to filter
Sub-Group / Item Pareto Ranking
Horizontal Pareto ranking with cumulative share %
🖱 Click bar
Portfolio Share by Segment
Proportional mix with on-slice data labels
🖱 Click slice
Quarterly Progression & QoQ Velocity
Q1–Q4 volume bars with data labels & benchmark/KRI overlay
🖱 Click Qtr
🔥 2D Cross-Tab Intensity Heatmap Matrix
Color-shaded concentration grid — click any cell or row header to cross-filter
🎛 Interactive What-If Scenario & Goal Simulator
Drag sliders or click a preset to project KPI lift, benchmark attainment & KRI risk recovery
1. Volume / Demand Lift (%) 0%
2. Price / Yield / Efficiency Boost (%) 0%
3. KRI Risk / Return / Leakage Mitigation (%) 0%
Live Cross-Tab Pivot Table
Automatically aggregates filtered records with visual distribution bars
Category KPI / KRI Reference & Benchmark Table
Computes live domain ratios, KRI risk flags & prescribed action guidance