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Sales-insights-dashboard-using-MS-Excel

This is a MS Excel dashboard project based on a historical sales dataset of a company which sells products throughout the globe.

Problem Statement

An analysis of the historical data of a company which sells products and ships them to its customers' destinations was conducted in order to determine the future cost effective shipping methods and approaches.

Dataset Used

A historical dataset with 1000,000 rows and 13 columns spanning 8 years. Data is stored in a single table.

Analysis from the dataset

  • Insights of orders shipped within seven days, within one month, and after 30 days of placing the order.
  • Linked transaction, order, COGS, revenue, and net profit options buttons to the charts. If an option is selected on a chart, the selected option is displayed on all charts except those with shipping intervals.
  • Easy-to-read cards visualize important KPIs for rapid decision-making.

Active filters needed to interact with the data and the dashboard

  • Country, years, and quarters.

Tools Used to perform analysis on the dataset

Microsoft Excel

  • Utilized Power Query to extract and transform the data, then transferred the data to Power Pivot for further analysis.
  • Power Pivot is used to store the data for further exploration in the future, if the number of rows increases into the millions.
  • Implemented OFFSET and COUNTA functions to prepare reports that interpret transaction, order, COGS, revenue, and net profit on a monthly and quarterly basis, by sales channel, by sales regions and by item types sold over time.

Project Overview