Overview
A full refresh of CRM analytics for a recruitment agency: cleaner data, better KPIs, and faster monthly reporting.
Challenges
- Inconsistent CRM fields β poor KPI accuracy (placements, fill rate, time-to-hire).
- Slow manual exports β reporting lag and errors.
- Limited visibility into drop-offs by stage (sourcing β placement).
What I Delivered
- Data quality framework: mandatory fields, validation rules, audit queries.
- ETL/ELT pipeline (Access + Power Query) β standardized reporting tables.
- Power BI dashboards: placements, client performance, consultant scorecards.
- Scheduled refresh from SharePoint & SQL; versioned datasets.
KPIs & Metrics
- Placement rate, time-to-hire, fill rate, candidate source ROI.
- Funnel drop-off by stage + reasons (disqualifications, no-shows).
- Consultant activity vs outcomes (calls, interviews, starts).
Outcomes
- 3Γ faster month-end reporting (hours β minutes).
- +22% data completeness (quarter-over-quarter).
- Stakeholders self-serve common queries; fewer ad-hoc report requests.
Implementation Details
- Source: CRM export + SQL mirror (where available)
- Transform: Access/Excel (Power Query), data audits, normalization
- Serve: Power BI reports with role-level security
- Governance: Dataset owners, refresh alerts, change log
My Role
- Requirement capture, data modeling, DAX measures, stakeholder training.
- Built βsingle-clickβ monthly pack export for leadership.
Tooling
Dynamics 365 (or CRM export), Access, Excel/Power Pivot, Power Query, Power BI, SharePoint












































