Sales Dashboard | Tableau

<< The Requirements >>

<< Sales Dashboard | Requirements >>

•Purpose : The purpose of sales dashboard is to present an overview of the sales metrics and trends in order to analyze year-over-year sales performance and understand sales trends.

*• Key Requirements | KPI Overview --->

Display a summary of total sales, profits and quantity for the current year and the previous year

• Sales Trends --->

– Present the data for each KPI on a monthly basis for both the current year and the previous year.

– Identify months with highest and lowest sales and make them easy to recognize.

• Product Subcategory Comparison --->

– Compare sales performance by different product subcategories for the current year and the previous year.

– Include a comparison of sales with profit.

• Weekly Trends for Sales & Profit --->

– Present weekly sales and profit data for the current year.

– Display the average weekly values.

– Highlight weeks that are above and below the average to draw attention to sales & profit performance.

<< Customer Dashboard | Requirements >>

• Purpose : The customer dashboard aims to provide an overview of customer data, trends and behaviors. It will help marketing teams and management to understand customer segments and improve customer satisfaction.

• Key Requirements | KPI Overview --->

Display a summary of total number of customers , total sales per customer and total number of orders for the current year and the previous year.

• Customer Trends --->

– Present the data for each KPI on a monthly basis for both the current year and the previous year.

– Identify months with highest and lowest sales and make them easy to recognize.

• Customer Distribution by Number of Orders --->

Represent the distribution of customers based on the number of orders they have placed to provide insights into customer behavior, loyalty and engagement.

• Top 10 Customers By Profit --->

– Present the top 10 customers who have generated the highest profits for the company.

– Show additional information like rank, number of orders, current sales, current profit and the last order date.

<< Design & Interactivity Requirements & Dashboard Dynamic >>

• The Dashboard should allow users to check historical data by offering them the flexibility to select any desired year.
• Provide users with the ability to navigate between the dashboards easily.
• Make the charts and graphs interactive, enabling users to filter data using the charts.

<< Data Filters >>

Allow users to filter data by product information like category and subcategory and by location information like region, state and city.

• Mockup Dashboard --->