Data Alchemy: Turning static sales reports into visual dashboard gold
A report that uncovers a data analyst journey into creating an excellent Power BI sales dashboard.
Introduction
Globally, a sales report is a vital tool for sales managers to monitor, evaluate and optimize the sales process. It empowers them to make data-driven decisions, foster a motivated and high performing sales team, and align sales effort with the organization’s broader business goals.
A visual dashboard for sales reporting elevates the efficiency,clarity and impact of the sales data.
Overall, visual dashboards offer a more dynamic, interactive and user-centric approach to data analysis, enabling organizations to leverage data effectively and make informed decisions in a timely manner.
Business Request & User stories
The business request for this data analyst project was an executive sales report for sales managers. Based on the request that was made from the business we following user stories were defined to fulfill delivery and ensure that acceptance criteria were maintained throughout the project.
Data Cleansing & Transformation (SQL): To create the necessary data model for doing analysis and fulfilling the business needs defined in the user stories the following tables were extracted using SQL.
A data source (sales budgets) was provided in Excel format and were connected in the data model in a later step of the process.
Below are the SQL statements for cleansing and transforming necessary data
Dim_Calendar:
Dim_customer:
Dim_product:
Fact_internetSales:
Data Model
Below is a screenshot of the data model after cleansed and prepared table were read into Power BI.
This data model also shows how the budget which is also a fact table has been connected to other necessary dimension table
Sales Management Dashboard
The finished sales management dashboard with one page is focused on combining tables for necessary details and visualizations to show sales over time,per customers and per product. click the link below to download the Power BI file and test the dashboard
