SALES PERFORMANCE DASHBOARD
SALES PERFORMANCE DASHBOARD
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Business Problem & Context:
Business Problem & Context:
Companies struggle to track revenue, sales trends, and product performance in real time.
Decision-makers need clear KPIs to optimize pricing, inventory, and sales strategies.
Project Objective: Build a real-time sales performance dashboard to track key KPIs, optimize pricing, and improve inventory management for data-driven decision-making.
Data & Tools: Adventure Works Cycles
Data & Tools: Adventure Works Cycles
Adventure Works Sales Sample
Source: Microsoft Power BI Desktop Samples
Data Cleaning & Prep: Removing duplicates, handling missing values, and standardizing data formats.
Exploratory Data Analysis (EDA):
Total Revenue & Profit Breakdown (Overall vs. by category)
Units Sold by Category & Product (Which products are driving the most sales?)
Profit Margins Across Product Categories (Which are the most profitable?)
Tools Used:
Excel (Pivot Tables, Advanced Formulas, Data Visualization, and Dashboard Creation)
Data & Tools: Kevin Cookie Company
Data & Tools: Kevin Cookie Company
Kevin Cookie Company Sales Dataset (Excel Interactive Dashboard Tutorial by Kevin Stratvert)
Source: Kevin Stratvert – How to Build Excel Interactive Dashboards
Data Cleaning & Prep: Removing duplicates, handling missing values, and standardizing data formats.
Exploratory Data Analysis (EDA):
Total Revenue & Profit Breakdown (Overall vs. by category)
Units Sold by Country & Product (Which products perform best in each country?)
Cost & Profit Margins Analysis (Understanding profitability by product and region).
Tools Used:
Excel (Pivot Tables, Advanced Formulas, Data Visualization, and Dashboard Creation)
Key Findings & Business Insights
Key Findings & Business Insights
Adventure Works Sales Sample
Adventure Works Sales Sample
Insight 1: High Revenue from Bikes, But Profit Margins Lag
Problem: Bikes contribute 83% of total revenue but only have a 60% profit margin.
Recommendation: Evaluate pricing adjustments or focus on higher-margin accessories.
Insight 2: Seasonal Trends Affect Sales Performance
Problem: Sales spike in Q3 but dip in Q1, indicating seasonal demand fluctuations.
Recommendation: Adjust marketing efforts & inventory planning before peak seasons.
Insight 3: Accessories Have the Highest Profit Margins
Problem: Accessories only contribute 5% of total revenue but have 74% profit margins.
Recommendation: Upsell high-margin accessories during bike purchases.
Key Findings & Business Insights
Key Findings & Business Insights
Kevin Cookie Company Sales Data
Kevin Cookie Company Sales Data
Insight 1: Regional Sales Performance Varies Significantly
Problem: Some regions outperform others due to customer preferences and local demand.
Recommendation: Tailor promotions and product offerings to regional trends.
Insight 2: High Volume, Low Margin Products Drive Sales
Problem: Some best-selling cookies contribute high revenue but low profitability.
Recommendation: Adjust pricing strategies or bundle low-margin cookies with premium items.
Insight 3: Seasonal Sales Trends Impact Revenue
Problem: Sales peak during holiday seasons, leading to inventory challenges.
Recommendation: Plan inventory & marketing efforts ahead of seasonal demand surges.
Impact & Next Steps
Impact & Next Steps
What I Learned
What I Learned
Revenue & Profit Analysis: Evaluated how revenue and profit margins vary across product categories (e.g., bikes vs. accessories for Adventure Works, cookies vs. bundles for Kevin Cookie Company).
Seasonal Trends & Inventory Planning: Identified how seasonal fluctuations impact sales performance and the importance of inventory adjustments before peak seasons.
Data Visualization & Stakeholder Communication: Created interactive dashboards to present key findings and support decision-making.
Next Steps
Next Steps
Customer Behavior Analysis: Use SQL to analyze purchasing behavior, identifying trends across customer segments for both companies.
Advanced Dashboarding: Build interactive Power BI dashboards that provide real-time sales and inventory insights.
Predictive Analytics: Implement forecasting models to anticipate future sales trends and improve business planning.
Take a look at the presentation below!
Click the link to view it on Google Slides for more details and a better viewing experience. 👇
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