Juan Francisco Martinez Garcia

Sales Performance
Created a dashboard for the sales team to monitor agency performance in volume and profit, as well as averages and trends by region. This real-time data enabled the team to make informed decisions regarding pricing, commissions, and exchange rates, reducing daily work time by 3 hours.
Agreement Cost Calculator
Developed a dashboard for the sales team to calculate the cost of granting agreements to agencies, integrating multiple variables and database tables. The tool provided accurate, up-to-date information, reducing response time by 4 hours.
Commission Request and Monitoring
Built a real-time dashboard for the commissions team to visualize sales requests and monitor agency auto-renewals. Included a KPI for tracking commission performance, saving the team 5 hours of daily work.
Project Documentation and Data Governance
Managed complete documentation for each dashboard, including project scoping, identifying data owners, assigning data champions, conducting weekly stakeholder meetings, creating test matrices, and applying data quality rules. Ensured each dashboard was optimized and fully operational for production.

Pricing and Margin Analysis
Built a comprehensive Power BI dashboard that analyzed product purchase and sale prices using a 3-year historical dataset. This tool enabled the company to track product profitability and optimize margins, leading to more strategic pricing decisions.
Automated Sales Calculator in Excel
Developed an automated Excel tool where sales representatives could input product prices and quantities sold, with the current date automatically registered. The tool performed automatic calculations for total price and payment amounts, streamlining the sales process and ensuring accurate, efficient pricing.
Inventory Management Dashboard
Developed a dashboard to monitor inventory inflows and outflows, using Python for data cleaning and transformation of Excel inputs. Presented how inventory movements interacted with financial transactions, providing real-time insights for better resource management.