Sales_Operations_Reporting_Data_Quality_Project_EXCEL_COMPATIBLE_FINAL 2.xlsx

	A	B
1	Sales Operations Reporting & Data Quality Project
2
3	Section	Completed Project Evidence
4	Project type	Applied self-learning project using fully synthetic CRM and sales-operations data
5	CV-ready bullet 1	Analysed 240 synthetic CRM opportunity records and reconciled 128 CRM export rows using INDEX/MATCH, SUMIFS, COUNTIFS, formula-backed pivot-style summaries and data-cleaning functions.
6	CV-ready bullet 2	Identified 8 duplicate records and produced KPI reports, target-versus-actual variance analyses, pipeline-aging views and an operational dashboard.
7	CV-ready bullet 3	Completed 38 quality checks covering data completeness, calculation accuracy, stage consistency and classification logic.
8	Business objective	Support pipeline visibility, performance reporting, CRM data quality, forecasting and operational follow-up.
9	Primary dataset	CRM Master contains exactly 240 clean synthetic opportunity records.
10	Reconciliation scope	CRM Raw Export contains exactly 128 rows: 120 unique Opportunity IDs plus 8 excess duplicate records.
11	Intentional raw-data issues	Missing Account IDs, missing owners, invalid stages, whitespace, amount variances and duplicate rows are intentional inputs for the cleaning and reconciliation work.
12	Important distinction	Intentional raw-data exceptions are not workbook errors. The final CRM Master is complete; QA Audit must show 38/38 PASS and the formula-error scan must return zero.
13	CRM & data management	Account enrichment, stage validation, duplicate identification, field matching, amount reconciliation, completeness controls and data-quality reporting.
14	Sales reporting	Open and weighted pipeline, closed-won revenue, win rate, target attainment, forecast coverage, representative performance and lead-source analysis.
15	Operational reporting	Target-versus-actual variance, pipeline aging, stale-opportunity prioritisation and dashboard follow-up indicators.
16	Excel methods	INDEX/MATCH, SUMIFS, COUNTIFS, IF/IFERROR, TRIM, VALUE, SUBSTITUTE, Excel Tables, date logic, conditional formatting, cross-tabs and charts.
17	Synthetic-data notice	All names, accounts, opportunities, amounts and results are fictional and created only for self-learning and portfolio evidence.
18	Recommended review order	START_HERE → CRM Raw Export → CRM Reconciliation → CRM Master → Data Quality → KPI / Variance / Aging / Rep reports → Operational Dashboard → QA Audit
19	Workbook status	Completed, formula-driven and audited
20	Reporting date	2026-08-09
21	Separate future project	Not included in this workbook.
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100