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A comprehensive Tableau dashboard built for a Business to optimize operational efficiency and marketing strategy by analyzing high waste ratios, advertising ROI, and product profitability.
The Business Problem & Goal
The Business Problem: The client, a prominent business entity, required a clear, interactive solution to address profit erosion (Total Profit: -$38.52K) caused by exceptionally high waste rates (16.40%) and a lack of granular visibility into marketing ROI. Despite generating over $509.80K in revenue, the business was struggling to maintain profitability due to operational inefficiencies and high advertising spend ($548.33K).
The Goal: The goal was to consolidate sales, marketing, and operational data into a single Tableau dashboard to provide management with actionable insights. This enables the optimization of production efficiency, reduction of waste ratios, and improvement of marketing spend profitability across different customer segments and time periods.
Analytical Process & Data Modeling
Analytical Process & Data Modeling
To achieve accurate profitability analysis, a robust data model was engineered by joining disparate datasets (Sales, Marketing, and Operations) to ensure a single source of truth.
Data Cleaning & ETL Process :
Tableau’s Data Interpreter and Join functions were utilized to perform critical ETL (Extract, Transform, Load) operations:
Data Integration: Merged the Production and Waste tables with Sales data using unique identifiers to calculate accurate net profit and identify waste impact.
Standardization: Data types were standardized, and quality issues (such as null values or inconsistent naming) were resolved across all source tables to ensure dashboard accuracy.
Advanced Calculated Fields
Tableau Calculated Fields were used to build advanced, reliable Key Performance Indicators (KPIs) that drive business decisions:
Waste Ratio %: Created a custom calculation to measure the percentage of units produced that did not result in a sale, highlighting a critical 16.40% loss.
Marketing ROI: Built measures to compare Total Ad Spend ($548.33K) against Total Revenue ($509.80K), visualizing the efficiency of each campaign source.
Time Intelligence: Implemented filters to facilitate precise analysis across different shifts (Morning, Evening, Night), proving that the loss was persistent throughout the day.
The Interactive Solution (Full Dashboard Demo)
The Interactive Solution (Full Dashboard Demo)
Key Insights & Findings
Key Insights & Findings
Operational Loss Drivers:
The analysis identified a critical Waste Ratio of 16.40%, which serves as the primary driver for profit erosion. This high waste level is consistent across all time shifts (Morning, Evening, Night), indicating a structural production issue rather than a shift-specific human error.
Profitability Gap:
Despite a strong Total Revenue of $509.80K, the business incurred a Net Loss of -$38.52K. This loss is exacerbated by high Total Ad Spend ($548.33K), which currently exceeds the total revenue generated, signaling an unsustainable burn rate.
Marketing ROI & Channel Performance:
The breakdown of marketing sources (Facebook, Google Ads, TikTok, etc.) shows that while revenue is distributed across channels, the ROI is negative because the cost to acquire customers is not being offset by lean production.
Customer Segmentation:
Loyal and Returning customers contribute the highest percentage of revenue (over 69% combined), suggesting that while the product has market fit, profitability can only be achieved by optimizing internal operations rather than increasing sales volume.
Product Waste Concentration:
The "Top 15 Wasted Products" chart highlights specific products with waste rates as high as 100%, providing a clear starting point for inventory and quality control interventions.
Business Impact & Conclusion
This comprehensive Tableau solution transformed fragmented sales, marketing, and production data into a strategic asset. The actionable insights regarding high waste ratios (16.40%) enabled the management to immediately investigate production inefficiencies and material quality issues.
Business Impact & Conclusion
This comprehensive Tableau solution transformed fragmented sales, marketing, and production data into a strategic asset. The actionable insights regarding high waste ratios (16.40%) enabled the management to immediately investigate production inefficiencies and material quality issues.
The visibility into profit erosion (-$38.52K) empowered the team to re-evaluate their Marketing ROI and advertising spend, ensuring that high sales volumes translate directly into sustainable profit growth. By identifying the "Top 15 Wasted Products," the business can now implement targeted quality control measures to eliminate resource drain and restore profitability.
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