Sales & Profitability Analytics Dashboard

Financial Performance Tracking

An interactive Power BI solution designed to evaluate financial performance, analyze revenue and profitability trends, and support data-driven decision-making.

Power BI Power Query DAX Data Modeling Microsoft Excel

Project Overview

Goal

To evaluate financial performance, analyze revenue and profitability trends, and develop a condensed income statement to support data-driven decision-making.

Dashboards

2 interactive Power BI dashboards covering financial performance, profitability, and sales analysis.

What I Did

01

Data Understanding

Analyzed the Excel dataset to understand its structure, key attributes, and business requirements.

02

Data Transformation

Used Power Query to clean, transform, and prepare the data for analysis.

03

Data Modeling

Built relationships between tables to create an efficient data model.

04

DAX & Calculations

Developed DAX measures to calculate key financial KPIs and profitability metrics.

05

Dashboard Development

Designed two interactive Power BI dashboards for financial and sales performance monitoring.

Power BI Dashboards

Sales and Profitability Analytics Dashboard
Dashboard 01

Financial Performance & Profitability

Provides a financial overview of the business through key profitability indicators and performance trends.

Financial Performance Tracking Dashboard
Dashboard 02

Sales Performance & Revenue Analysis

Presents revenue trends, category performance, salesperson performance, and supplier analysis.

Key Analysis & Insights

Financial Performance

  • Revenue
  • Cost of Revenues / COGS
  • Gross Profit
  • Gross Profit Margin
  • Condensed Income Statement

Profitability Analysis

  • Top 5 Products by Gross Profit
  • Gross Profit by Supervisor
  • Monthly Gross Profit Trend

Sales Performance

  • Monthly Revenue Trend
  • Revenue by Category
  • Top 5 Salespersons by Revenue
  • Revenue by Supplier

Interactive Analysis

  • Filtering by Category
  • Filtering by Quarter
  • Filtering by Group
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