Tableau Dashboards project | Customers and Sales team performance

Sales Dashboard | Requirements

Dashboard Purpose

The purpose of Sales dashboard is to present an overview of the sales metrics, best(sales and units) products and trends in order to analyze month-over-month sales performance.

Key Requirements

KPI Overview

Display a summary of total sales, conversion rate, average dealing time for the current month and the previous month, the most valuable product and most popular product.

Sales Trends

– Present sales on a monthly basis

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

Sales per regional office and product

– Present sales per regional office

– Present sales per product

Customer and sales teams Dashboard | Requirements

Dashboard Purpose

The customer dashboard aims to provide an overview of customer data, and trends. It also aims to understand how sales team performed moth over month. The goal is to help marketing teams to understand customer behaviours and improve customer satisfaction in one hand and help management to understand how sales team impact business revenue in other hand.

Key Requirements

KPI Overview

Display a summary of total number of customers, total won deals* for the current and previous month, monthly customer(customer with highest sales in the month) and monthly sales agent(sales agent with highest sales in the month).

*Won deals are the opportunities with potential customers that lead to reel sale.

Customer Trends

– Present some KPI(total customers and won deals) on a monthly basis for both the current month and the previous month.

Customer Distribution by Number of Won deals

Represent the distribution of customers based on the number of deals they have concluded to provide insights on behaviour and engagement.

Top 10 Customers by Sales

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

– Show additional information like rank, number of won deals, current and previous sales(monthly basis).

Top 10 Sales agents by Sales

– Present the top 10 sales agent who have generated the highest sales for the company.

– Show additional information like rank, number of won deals, current and previous sales(monthly basis).

Sales manager performance by Sales

– Present sales manager with their current and previous sales(monthly basis).

– Show additional information by focusing on managers whose sales have fallen compared with the previous month

Design & Interactivity Requirements

Dashboard Dynamic

– The Dashboard should allow users to check historical data by offering them the flexibility to select any desired month.

– Provide users with the ability to navigate between the dashboards easily.

– Make the charts and graphs interactive.

Data Filters

Allow users to filter data by month, regional office, product, customer, sales agent

Methodology:

1- Define dashboards requirements (done previously)

2- Understand, explore and clean data with MySQL Datasets are made by four table:

Accounts: customers data like name, industry, office location..

Products: products data like name, series, sales price..

Sales_pipeline: sales data like opportunity_id, sales agents, product, customer, close date....

Sales_teams: Sales teams data like name, manager, office..

Basic clean data by checking about removing errors, duplicate values or outliers, fill missing values

3- Prepare data by building file with all data needed to fill all dashboards requirements

This was alson done with MySQL with following query: SELECT

sp.*,

st.manager,

st.regional_office,

a.sector,

a.office_location,

p.sales_price

FROM sales_pipeline sp

JOIN sales_teams st on st.sales_agent=sp.sales_agent

JOIN accounts a on a.account= sp.account

JOIN products p on p.product=sp.product

4- Export the file from MySQL server and transfer it into Tableau app to build and present dasboards