sales dashboard (Excel & SQL)

I made a Sales Project, where I used data analysis to find key information that helps improve our operations.

-The Journey Begins with Data Exploration:

I focused on finding important Key Performance Indicators (KPIs), such as:

• Revenue

• Profit

• Cost

• GM%

• AOV

• Number of Orders

• Number of Customers

• Revenue per Customer

• Purchase Frequency

-Creating a Dashboard Mockup:

Next, I created a simple and attractive dashboard mockup using Sketch to show these insights.

-Next Steps: Data Transformation & Analysis:

I used SQL to create views and then loaded them into Power Query then build a data model. I defined relationships in our data model and did some DAX calculations.

-Dynamic Dashboard Integration:

I successfully combined everything to make a dynamic, interactive dashboard that reveals important trends.

-Some Key Insights & Observations:

• The best quarter for revenue is Q3, especially in December.

• Revenue has remained steady over the years.

• Medline has the highest total profit, with a strong increase in 2020 compared to previous years, but saw drops in May, October, and November.

• We have a good GM% for all products.

• Pendants are the most popular, with the shortest time between orders.

• Medline is our top customer by purchase frequency and revenue.