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Project Overview
The sales director of NNR asked for a dashboard in order to be able to track the sales performance with the following criteria:
Revenues by each market.
Quantity sold per market.
Top 5 customers in terms of revenue generated.
Top 5 products in terms of revenue generated.
Profit margin by each market.
Type of customers they are dealing with.
The sales director also asked that the dashboard got automatically updated whenever new data got added to each market file. Hence, I had to access these files in order to add a data validation schema to minimize possible entry mistakes and to make sure that the data that will be added is consistent.
Also, the sales director asked a bunch of questions to be aware of before starting to develop the dashboard these are listed below (data exploration phase)
Success Criteria
The dashboard with the specified criteria.
Ensures that all markets are using the same data entry process and documentation for all activities in order to maintain the consistency of the data across all markets to reduce time spent in cleaning data.
Establish data validation across all the sheets and documents that are in use in each market to minimize the errors that could occur.
Provide training for an employee in each market in order to be responsible for the processes we implement and review them biweekly.
Data Cleaning Phase
The data I received contained missing values as well as incorrect values for sales amounts and markets they operate in, so in order to figure out such missing values I had to refer to each sales manager in these markets, then we decided that we would ignore the sales happened in any market outside India, and they approved that with the incorrect values of sales amounts, they decided to replace these values with at least 1 rupee, also the sales made in USD had to be converted to INR with the exchange rate at each date.
Zeros and invalid sales amounts sample
Markets outside India
USD sales amount errors
Data Exploration Phase
Number of transactions?
Number of customers?
Have only transactions from Chennai?
The number of transactions happened in Chennai?
How many transactions did we make in USD?
What are the transactions we made in 2020?
Total sales made in 2020?
Total sales for each year?
Sales and average sales for each year?
What are the sales and avg sales for Chennai overtime?
Chennai descriptive statistics
Top 5 selling products in 2020 in terms of total sales
Top 5 selling products in 2020 in terms of quantity sold
Top-performing cities in terms of total sales in 2020
Top-performing cities in terms of qty sold in 2020
Top-performing cities in terms of qty sold over time
Top-performing cities in terms of total sales over time
Zones performance over time
Zones performance in 2020
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