Assessfy Business Functions Lab Advanced 6 milestones 100 marks

Sales Funnel Diagnostic and Lead Scoring Model for B2B SaaS Firms

Function: Sales Industry: IT / SaaS / Technology Function: Sales Type: Business-function applied project Team: up to 4 Assessment: 6 milestones (100 marks)

Real-world project · AICTE-aligned · AI-graded · Audit-ready certificate

6
Milestones
0
Available mentors
0
Enrolled students
12
Core skills
About this project

Objective: To develop a data-driven sales funnel diagnostic and lead-scoring model to improve conversion rates for an Indian B2B SaaS company.

Real problem & context: Many Indian B2B SaaS companies face challenges in identifying high-potential leads and optimizing their sales funnels, leading to low conversion rates and inefficient use of sales resources. The project addresses the need for systematic diagnostics and prioritization of sales opportunities using data-driven methods.

Approach/methodology: The student team will analyze CRM and sales data to diagnose funnel leakages, map customer journeys, and build a lead scoring algorithm using statistical and machine learning techniques. The methodology includes stakeholder interviews, benchmarking, and application of frameworks such as AIDA and BANT.

Deliverables & analysis: Key outputs include a funnel diagnostic report, a lead scoring model (Excel/Python), actionable recommendations for process improvements, and a dashboard prototype (Tableau/Power BI) for ongoing monitoring. The analysis will be reviewed with industry mentors and validated through historical sales data.

Business impact & decision it informs: The project enables data-driven prioritization of leads, streamlines sales processes, and informs management decisions for resource allocation and improved sales performance, ultimately boosting revenue and operational efficiency in a competitive SaaS market.

Milestones
1. Problem Definition & Business Case
8 marks 21d
Define business goal, stakeholder needs, and scope. Submit a written brief and present to faculty and industry mentor for approval.
2. Domain Research & Data Gathering
12 marks 28d
Conduct market/industry research, gather CRM and sales funnel data, and interview sales staff. Submit research summary and data audit for review.
3. Solution Design / Methodology
15 marks 21d
Design diagnostic approach, select scoring variables, and finalize analytical framework. Submit methodology document and receive feedback from faculty.
4. Build / Analysis & Implementation
32 marks 35d
Develop funnel diagnostic, build lead scoring model, and visualize results. Submit model files, dashboard prototype, and interim report for technical review.
5. Validation & Results
23 marks 28d
Test model with historical data, validate findings with stakeholders, and refine recommendations. Present validation results and obtain mentor feedback.
6. Final Report & Presentation
10 marks 21d
Compile final report, executive summary, and recommendations. Deliver PPT presentation to faculty and industry panel for evaluation.
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Upcoming sessions
SessionWindowEnrolled
Sales Funnel Diagnostic and Lead Scoring Model for B2B Sa... 11 Jun 2026 to 10 Jun 2028 0
Skills you'll learn
IT / SaaS / TechnologySalesSales process mapping and diagnosticsData analysis and visualizationLead scoring model developmentCRM data extraction and managementStakeholder communication and presentationUse of ExcelPythonTableau/Power BIApplication of business frameworks (AIDABANT)
Tools used
Microsoft ExcelPython (PandasScikit-learn)Power BI or TableauHubSpot or Zoho CRM sample dataSQL for data extractionAIDA and BANT sales frameworksGoogle Analytics (optional)
Prerequisites
Sales & Marketing FundamentalsBusiness Analytics (ExcelSQL)Basic Python programmingIntroduction to CRM Systems
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You'll earn — Certificate (PDF)

AICTE-aligned Project Completion Certificate

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Sales Funnel Diagnostic and Lead Scoring Model for B2B SaaS…

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