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Sales and Customer Analytics Dashboards

Objective:

Developed interactive dashboards to help sales managers and executives analyze sales performance and understand customer trends and behaviors, thereby driving data-informed decision-making.

Context:

This project was created as part of a requirement to build a user story for stakeholders using Tableau, focusing on sales performance and customer analysis.

Tools and Techniques:

  1. Tools: Tableau Desktop
  2. Techniques: Calculated Fields, Data visualization, KPI tracking, Trend analysis, Comparative analysis, Dynamic and interactive dashboard design

Sales Dashboard

Dashboard Purpose: Presented an overview of key sales metrics and trends, enabling stakeholders to analyze year-over-year sales performance and identify sales trends.

Key Features:

1. KPI Overview:

  • Displayed a summary of total sales, profits, and quantities for the current and previous year.
  • Offered a clear comparison to highlight annual performance changes.

2. Sales Trends:

  • Provided a monthly breakdown of KPIs (total sales, profits, quantities) for both the current and previous year.
  • Highlighted months with the highest and lowest sales for quick recognition.

3. Product Subcategory Comparison:

  • Conducted a comparative analysis of sales performance by product subcategories for the current and previous year.
  • Included a comparison of sales with profit to assess profitability by subcategory.

4. Weekly Trends for Sales & Profit:

  • Visualized weekly sales and profit data for the current year.
  • Displayed average weekly values and highlighted weeks performing above and below the average to emphasize performance deviations.

Customer Dashboard

Dashboard Purpose: Provided an overview of customer data, trends, and behaviors, aiding marketing teams and management in understanding customer segments and improving customer satisfaction.

Key Features:

1. KPI Overview:

  • Summarized the total number of customers, total sales per customer, and total number of orders for the current and previous year.
  • Facilitated a year-over-year comparison to track customer engagement and sales effectiveness.

2. Customer Trends:

  • Presented monthly data for each KPI (number of customers, sales per customer, number of orders) for both the current and previous year.
  • Highlighted months with the highest and lowest sales to identify significant trends.

3. Customer Distribution by Number of Orders:

  • Visualized customer distribution based on the number of orders placed, providing insights into customer behavior, loyalty, and engagement.

4. Top 10 Customers By Profit:

  • Displayed the top 10 customers generating the highest profits.
  • Included additional details such as rank, number of orders, current sales, current profit, and last order date for a comprehensive view of top customers.

Design & Interactivity Requirements:

Dashboard Dynamics:

  • Enabled users to check historical data by selecting any desired year.
  • Facilitated easy navigation between the sales and customer dashboards.
  • Made charts and graphs interactive, allowing users to filter data directly using the visualizations.
  • Provided data filtering options by product information (category, subcategory) and location information (region, state, city).

Results and Insights:

  • Delivered actionable insights into sales and customer behavior.
  • Identified peak and off-peak sales periods, aiding in inventory and resource planning.
  • Highlighted top-performing products and customer segments, informing targeted marketing strategies.

Business Relevance:

  • Empowered stakeholders with data-driven insights for strategic planning.
  • Enhanced understanding of sales performance and customer dynamics, leading to informed business decisions and improved customer satisfaction.