Sales & Budget Dashboard
Scenario
Hi Hasan!
I hope you’re doing well. We need to improve our internet sales reports and want to move from static reports to dynamic reports for better visualisation.
Essentially, we want to focus on how much we have sold on which products and how it has been over time.
Seeing as each salesperson works on different products and customers, it would be beneficial to be able to filter them also.
We measure our numbers against the budget, so I added that to a spreadsheet to compare our values against performance.
The budget is for 2021. We usually look two years back in time when we analyse sales,
Let me know if you need anything else!
Best regards,
Sales Manager
Business Demand Overview
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Reporter: Steven – Sales Manager
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Value of Change: Visual dashboards and improved Sales reporting or follow up or sales force
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Necessary Systems: Power BI, CRM System
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Other Relevant Info: Budgets have been delivered in Excel for 2021
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.
As a (role) | I want (request / demand) | So that I (user value) |
|---|---|---|
Sales Manager | A dashboard overview of internet sales | Follow sales over time against budget |
Sales Representative | A detailed overview of Internet Sales per Products | Can follow up my Products that sells the most |
Sales Representative | A detailed overview of Internet Sales per Customers | Can follow up my customers that buys the most and who we can sell more to |
Sales Manager | To get a dashboard overview of internet sales | Can follow better which customers and products sells the best |
Tools Used
Microsoft Excel (preprocessing)
SQL Server 2019 (data transformation & manipulation)
Power BI (Visualisation)
Dataset
Data Cleaning & Transformation (SQL)
DIM_Calendar
DIM_Customers
DIM_Products
FACT_InternetSales
Data Model
Import the required data for further analysis
Such as DIM tables and Facts Tables
Below is a screenshot of the data model after cleansed and prepared tables were read into Power BI.
This data model also shows how FACT_Budget has been connected to FACT_InternetSales and other necessary DIM tables.
Sales Management Dashboard
Click the picture to open the dashboard and try it out!
