This user story outlines the specifications for building two dashboards using Tableau to help stakeholders, including sales managers and executives, analyze sales performance and customers.
The purpose of the sales dashboard is to present an overview of the sales metrics and trends in order to analyze year-over-year sales performance and understand sales trends.
While the purpose of the customer dashboard is to provide an overview of customer data, trends, and behaviors, It will help marketing teams and management understand customer segments and improve customer satisfaction.
The project contains two Dashboards which the client/user can easily switch between by using the two buttons provided on the top right of the dashboards.
1.Sales Performance Dashboard:
It showcases The KPI's: Total Sales, Total Profit, Total Quantity, the difference in Sales, Profit and Quantity of 2022 and 2023, and the 2022 customers and 2023 Customers by Order Date(Month).
It also showcases Sales the Profit by Subcategories which help identify the Subcategory with highest and lowest Sales as well as whether a Subcategory incurred Profit or Loss using the Bar-in- Bar Chart. And the Trends of Sales and Profit over time using the Step Line Charts.
2. Customer Dashboard:
It showcases The KPI's: Total Customers, Total Sales per Customer, Total Orders, the difference in Customers, Sales per Customer and Orders of 2022 and 2023 and the Sales and Profit for the year using the Dual Line Chart.
It also showcases Customer Distribution by Number of Orders which help identify the Number of Customers that have Ordered for a Number of time using the Bar Chart (eg: 200 Customers have ordered 1 time). And the Top 10 Customers by profit using the table.
The Dashboards also includes filters to help the users modify/manipulate the data as per their requirements.