Lead Intelligence & Scoring Dashboard
Interactive dashboard for KPI scorecards, lead quality, engagement, contact completeness, and outreach readiness.
Business question
Which of more than 2,500 healthcare-industry leads should the outreach team contact first, and which records need cleanup before they can be used?
What it measures
- Total leads, lead source, and lead owner, with filters for each
- Contact completeness: which records have a usable phone number, email, and decision-maker
- Engagement and research status for each lead
- Geographic distribution of leads across regions
Result
The dashboard turned a raw lead list into a ranked prioritization workflow. It surfaced 27 ready-to-contact leads, flagged more than 700 missing fields affecting 28% of records for cleanup, and cut weekly planning time from about 4 hours to under 30 minutes.
Built with: Tableau, SQL, Python (Pandas), Excel
Lessons Learned
A dashboard becomes valuable when it gives stakeholders a next action, not just a collection of charts. This work made lead readiness, quality, and outreach priority easier to discuss.
