IntermediatePROBLEM_SOLVING
Can you walk me through a specific example where you used data (reports, KPIs, or simple SQL/Excel analysis) to support a business recommendation? What was the question you were trying to answer, what analysis did you perform, and what decision did it influence?
Business Analyst
General

Sample Answer

At my last company, our VP of Sales felt we needed to double our lead volume by increasing marketing spend. Before supporting that, I wanted to understand whether we had a volume problem or a conversion problem. I pulled 18 months of CRM data into Excel and used SQL to join opportunities, campaigns, and win/loss reasons. When I segmented by lead source and stage, it turned out our overall lead volume was up 22% year-over-year, but conversion from demo to proposal had dropped from 38% to 24%. The biggest drop was in the mid-market segment. I built a simple funnel dashboard and a cohort analysis that showed reps with shorter follow-up times converted 2x better. Based on that, I recommended investing in sales enablement and SLA-based follow-up rather than pure top-of-funnel spend. We rolled out a new playbook and follow-up SLAs, and within one quarter, demo-to-proposal conversion improved to 34%, adding about $1.1M to the pipeline without increasing marketing budget.

Keywords

Started with a clear business question: volume vs. conversion issueUsed SQL and Excel to build funnel and cohort analysesChallenged assumption that more spend was needed; focused on processDemonstrated quantified impact on pipeline and budget efficiency
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