Ahead-Salesforce-Data-Exploration

Goal: Derive valuable business insights from internal AHEAD salesforce data

Deliverables

Powerpoint presentation

Power BI Report

12/20/2023 Salesforce Analysis w/ Snowflake Presentation Recording

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Research, Queries, and Views that support the PowerBI dashboard

• Note: supporting research and additional queries documented will be found in "queries" and "supporting docs". If a view was minimally changed from its original base query, that query is not included in "queries."
• Note: some SQL files are named after the main tables they query, .md files are best viewed in Obsidian, and .sql are best viewed in VS Code

Opportunities

Found here

Includes

1. Queries: exploratory and supplemental .sql files
2. Views: select queries modified for use in PowerBI dashboard

Resources

Found here

Includes

1. Queries: exploratory and supplemental .sql files
2. Views: select queries for use in PowerBI dashboard
3. Supporting Docs: exploratory and supplemental material, includes some queries in .md

Notebooks

Early Project Notes

Found here

Initial considerations about what should be derived from the data.

Includes

1. Questions to be answered
2. Notes/considerations
3. Salesforce Dashboard
4. Early Meeting Notes

Early Data Exploration: Tables and Columns

Found here

Includes

1. Light table cataloging
2. Jillian exploratory code
3. Held resources data exploration