Regional Revenue Dashboard

Description :

Maven Toys is a fictional small toy store chain in the United States. The Regional Sales Managers have a monthly performance call with their COO, but they each present their data in different ways and it's impossible to follow. Need to build a dashboard that can use to filter by region, track monthly revenue trends, and see performance year over year? Also it compare performance across stores, and identify which specific products drove the biggest gains and losses.

Tool Used : Microsoft Excel

Key Objective of Dashboard :

1. Define the purpose for the Dashboard.
2. Choose the key metrics & interactivity.
3. Plan ahead for growing source data. (Monthly Input)
4. Prepare the data for visualization.
5. Create Primary and Supporting visuals.
6. Design the Final Dashboard layout.

Observation:

1. Revenue generated by Region in current month and comparison of same with previous periods like vs. Last Month and vs. Last Year.
2. Month Wise Revenue Trend of Current Year and Last Year. Are there any seasonal trends worth noting?
3. Best and Worst performing Stores in current month.
4. Top and Bottom performing Products lists of current month. It helps to identify which specific products drove the biggest gains and losses.

Data Source : Monthly Sales figures from Jan'2017 to Sep'2019.

Dimensions & Measures :

1. Dimensions : Year, Month, Store Name/Region/Type, Product Name/Category.
2. Measures : Unit Sold, Revenue, Profit.

Concept Covered :

1. Top N Formulas.
2. Previous Period Calculation (Last Month/Last Year).
3. Automatic Sorting
4. Conditional Formatting
5. Auto update of Dashboard with new month data. (Dynamic Charts/Table).