BEYOND THE NUMBERS: BOOSTING BOTTOM LINES

Project Objective: Create a compelling sales dashboard to analyze and visualize the performance of our sales team across B2B and B2C segments, focusing on key revenue metrics.

Data: A recent sales dataset covering a defined timeframe.

Scope:

• Channels: Analyze B2B and B2C segments.
• Metrics: Track Achieved, Shipped, and Delivered revenue for each channel.
• Granularity: Provide regional breakdowns for deeper insights.
• Segmentation: Differentiate sales performance based on agent levels (Probation, Silver, Gold).

Criteria:

• B2B Definition:
• Individual SKUs exceeding a defined price threshold (> 499,999) per agent.
• Weekly unique SKU purchases per agent exceeding a defined threshold (> 14).

• Product & Order Data:
• Each product is assigned a unique SKU.
• Orders may contain multiple SKUs based on purchased items.
• Achieved revenue excludes "Invalid" and "Fraud" orders.
• Shipped revenue is based on Bi shipment date.
• Delivered revenue is based on "Delivered" status with "Final Delivered Date".

• Regions: Analyze five regions, with Lagos treated as a separate market.

Deliverables:

• Overall Summary: Channel breakdown of Achieved, Shipped, and Delivered revenue.
• Regional Summary: Channel, Achieved, Shipped, Delivered revenue, and Region for each segment.

Benefits:

• Gain comprehensive insights into sales performance across B2B and B2C segments.
• Identify regional trends and performance variations.
• Track progress towards revenue goals and KPIs.
• Empower data-driven decision-making for sales strategies and resource allocation.