Context Overview
Learning records, field behaviours and commercial results sit in separate systems, making it difficult to see whether capability development is translating into execution. The L&D Data System connects these sources in shared dashboards so L&D and business leaders can review deployment, skills application and performance together.
CRM activity and opportunities, LMS and assessment records, business results and coaching-app observations provide a traceable view of learning and on-the-job follow-up.
The dashboards increased visibility of deployment and supported monitoring of execution and market adoption. This entry covers the data infrastructure; Learning Impact Measurement covers the measurement logic used in each initiative.
Stakeholders
Sales Leadership; Commercial Excellence Leadership; HR stakeholders; CRM and Systems teams; line managers; mentors.
Deployment
- Bring CRM activity and commercial execution measures—call rate, demos, presentations, customer meetings, win rate, adoption, conversion, revenue per meeting and per unit sold—into a shared view of customer and team behaviour.
- Connect LMS records with the employee population to track coverage, completion and deployment from Train-the-Trainer through implementation in individual markets.
- Build a skills evidence layer combining knowledge-retention checks, application assessments, historical results and sales effectiveness indicators.
- Integrate coaching-app observations by mentors or direct managers to capture how skills are applied in the field and linked to learning evidence.
- Develop dashboards to examine correlations among business results, execution efficiency, learning history, assessment, participation and field coaching.
- Create a Power BI dashboard structured around Kirkpatrick’s four levels, showing plan, completion, satisfaction, retention, assessment, coaching and comparisons with commercial performance.
Metrics & Results
- Recurring dashboards gave commercial stakeholders greater visibility of correlations between L&D initiatives and business performance.
- Reporting preparation time was reduced by 75%, and data refreshes moved from quarterly to daily.
- Deployment plans and dashboards improved visibility of execution, market adoption and follow-up discipline.
- Completion across initiatives rose from 60% to 95% alongside stronger visibility, governance and execution monitoring.
- On-the-job follow-up became measurable: at least 30% of co-travel activities were linked to tracked coaching sessions, with 80% field follow-up coverage across the trained population.
Competencies, Frameworks and Tools
Learning analytics and L&D data strategy; data modelling, integration, and governance across CRM, LMS, assessment platforms, and coaching apps; data analysis and visualisation with the Microsoft Power Platform; sales effectiveness and performance analytics; learning impact measurement and ROI reporting; stakeholder management and data storytelling.
The 6Ds of Breakthrough Learning; Kirkpatrick Model; Sales effectiveness KPI model; Coaching for Performance; Power BI; Power Apps; Excel; Salesforce.com CRM; LMS and assessment platforms.