Overview

A full refresh of CRM analytics for a recruitment agency: cleaner data, better KPIs, and faster monthly reporting.

Challenges

  • Inconsistent CRM fields → poor KPI accuracy (placements, fill rate, time-to-hire).
  • Slow manual exports → reporting lag and errors.
  • Limited visibility into drop-offs by stage (sourcing → placement).

What I Delivered

  • Data quality framework: mandatory fields, validation rules, audit queries.
  • ETL/ELT pipeline (Access + Power Query) → 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

  • 3× faster month-end reporting (hours → 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 “single-click” monthly pack export for leadership.

Tooling

Dynamics 365 (or CRM export), Access, Excel/Power Pivot, Power Query, Power BI, SharePoint