(PowerBI): A Customer Deep Dive Dashboard

Customer Insights Dashboard

Business Problem:

• Limited visibility into sales performance, profitability, and growth over time
• Difficulty in identifying areas for improvement in the sales process
• Need to increase revenue and optimize sales and marketing strategies

Solution:

• Created a Customer Insights Dashboard using Power BI to provide actionable insights into customer behaviour and sales performance
• Utilized various measures, including Cumulative Sales, Lifetime Profit Margin, Total Costs, Total Profits, and Sales Growth, to analyze sales performance and profitability over time
• Analyzed customer data to identify trends, patterns, and areas for improvement in sales and profitability
• Provided valuable insights to optimize sales and marketing strategies, increase revenue, and drive business success

Key Skills Demonstrated:

• Data Analysis: Utilized measures and data analysis techniques to analyze sales performance, profitability, and growth
• Trend Identification: Identified periods of high and low sales growth, and trends in customer behaviour
• Profitability Analysis: Calculated profit margins and analyzed cost structures to identify areas for improvement
• Data Visualization: Created an interactive and visually appealing dashboard to present insights effectively
• Communication: Clearly communicated insights and recommendations to stakeholders

Impact and Results:

• Improved visibility into sales performance, profitability, and growth over time
• Identified actionable insights to optimize sales and marketing strategies and increase revenue
• Enabled data-driven decision-making and enhanced business performance

Conclusion:

The Customer Insights Dashboard project successfully addressed the company's business needs by providing valuable insights into customer behaviour, sales performance, and profitability. By utilizing data analysis and visualization skills, this project enabled informed decision-making, and optimization of sales and marketing strategies and ultimately drove business success. The dashboard created as part of this project is a powerful tool to increase revenue, improve profitability, and gain a competitive edge in the market.