sales dashboard

Here’s a summarized version of the steps to create the dashboard using Excel, Pivot Tables, and Power Query:

Data Preparation with Power Query:

Imported and cleaned raw data, removing duplicates and handling missing values.

Transformed data into a usable format and merged/appended multiple sources if needed.

Data Analysis with Pivot Tables:

Created Pivot Tables to analyze key metrics:

Calculated discount amounts and average discounts by item.

Grouped data by area code to analyze revenue distribution.

Summarized total revenue by sales representative and by item.

Dashboard Creation in Excel:

Designed an interactive dashboard using Excel’s visualization tools:

Added charts (e.g., bar charts, pie charts) for discounts, revenue by area code, and revenue by representative.

Used slicers/filters for interactivity.

Organized the layout to display insights like net profit, taxes, and revenue trends.

Final Touches:

Applied formatting (e.g., conditional formatting, color coding) for readability.

Ensured the dashboard updates dynamically with data changes.