Project 02

Comprehensive Sales, Sales Representative Performance & Returns Analytics

An interactive Power BI solution designed to analyze overall sales performance, evaluate sales representative productivity, assess product and customer trends, and monitor returns to identify key business drivers and operational opportunities.

Power BI Power Query DAX Data Modeling Microsoft Excel

Overview

Project Overview

Goal

To analyze overall sales performance, evaluate sales representative productivity, assess product and customer trends, and monitor returns to identify key business drivers and operational opportunities.

Dashboards

3 interactive Power BI dashboards covering executive, operational, and detailed performance analysis.

Process

What I Did

01

Data Discovery

Examined the Excel dataset to understand its structure, relationships, and key business metrics.

02

Data Transformation

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

03

Data Modeling

Built a data model connecting sales transactions, customers, products, sales representatives, and regions.

04

DAX & Calculations

Developed DAX measures for revenue, orders, return rates, average order value, and sales representative performance.

05

Dashboard Architecture

Designed three interactive dashboards covering executive, operational, and detailed performance analysis.

Dashboards

Power BI Dashboards

Sales Performance Overview Dashboard
Dashboard 01

Sales Performance Overview

Provides an executive overview of sales performance through key revenue, order, customer, quantity, and return metrics, along with major sales trends and business dimensions.

Sales Representatives and Returns Dashboard
Dashboard 02

Sales Representatives & Returns

Analyzes sales representative performance, return rates, returned versus non-returned orders, shipping modes, and revenue by order and ship date.

Product and Customer Analysis Dashboard
Dashboard 03

Product & Customer Analysis

Provides detailed analysis of top products, sub-categories, customers, customer segments, and quantity sold across product categories.

Analysis

Key Analysis & Insights

Sales Performance Overview

  • Total Revenue
  • Total Orders
  • Total Quantity Sold
  • Total Customers
  • Returned Quantity
  • Average Order Value
  • Monthly Revenue Trend
  • Revenue by Product Category
  • Revenue by Region
  • Revenue by Customer Segment

Sales Representatives & Returns

  • Returned Quantity
  • Return Rate
  • Returned vs. Non-Returned Orders
  • Sales Representative Revenue Rankings
  • Revenue, Orders, and Quantity by Sales Representative
  • Revenue by Order vs. Ship Date
  • Orders by Shipping Mode

Product & Customer Analysis

  • Top Products and Sub-Categories by Revenue
  • Top 10 Customers by Revenue and Orders
  • Customer Analysis by Segment
  • Quantity Sold by Product Category
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