Customer Buying Habits

Sell Smarter, Close Faster — With Behavioral Buying Insights This Power BI App delivers a dynamic, interactive dashboard to understand how your customers buy—revealing trends in deal sizes, quote activity, sales cycle duration, and purchase frequency. Designed for sales and strategy teams, it empowers smarter segmentation, timely engagement, and stronger conversion strategies. With rich visuals and behavior-driven filters, the app enables better targeting, uncovers upsell opportunities, and helps you build long-term customer relationships rooted in data. Key Highlights: Customer Segments: Categorize by deal size and purchase cadence to tailor your sales outreach. Sales Cycle Insight: Measure and benchmark average days to close for improved timing. Open Quote Tracking: Analyze quote value pipelines by customer to identify active opportunities. Repeat Purchase Signals: Track order history and churn risks to guide retention strategies. Smart Filters: Drill down by deal category and frequency for custom segmentation and analysis. Technical Framework: Data Source: Structured Excel table capturing customer-level quotes and purchase history. Power Query Data Prep: Cleans data, calculates sales cycles, classifies deal sizes, and segments frequency. Data Model: Customer Habits Table: Customer ID, Deal Size Category, Purchase Frequency, Last Purchase Date, Average Sales Cycle Days, Open Quote Value, Average Deal Size, Previous Orders. Ideal For: Sales Teams looking to shorten sales cycles and prioritize high-value accounts. Business Development Teams aiming to personalize outreach using behavioral patterns. Strategy & CRM Leaders driving segmentation, engagement, and retention initiatives.