Sales Insight Dashboard: Turning Data Into Action

By Sudarshan Awasthi • November 27, 2022

A business-driven Power BI solution to help Sales, Product, and Customer teams make smarter decisions using real-time insights.

Project at a Glance

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Understanding the Business Need

I collaborated with key stakeholders to gather insights into what information would drive impact. This helped define KPIs and visual structure.

StakeholderRequestPurpose
Sales ManagerOverview of salesTrack performance, top products
Customer TeamCustomer-wise breakdownPersonalized targeting
Product ManagerSubcategory trendsOptimize inventory

Data Collection & Preparation

Using SQL Server, I wrote custom queries to pull relevant data, and cleaned it using Power Query. Key dimensions included Customers, Products, and Dates.

Customers SQLProducts SQLDate SQL

Data Model Design

I built a star schema with Sales as the fact table and Date, Customer, Product as dimension tables. Relationships were configured using primary/foreign keys.

Data Model

Final Dashboards & Key Insights

📈 Sales Dashboard

Sales exceeded the target by 126.6%. North America led performance. Insights by category and time helped identify seasonality and key contributors.

Sales Dashboard

👥 Customer Dashboard

Repeat buyers and specific demographics contributed heavily to sales. Gender and marital filters uncovered unique patterns in customer behavior.

Customer Dashboard

📦 Product Dashboard

Only a few subcategories made up most of the sales. Visuals helped identify underperforming items to review for promotion or removal.

Product Dashboard

Interactive Preview

🔗 View Full Dashboard on Power BI
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