Sales_Data_.xlsx (129.279 KB)
You have been hired as a marketing analyst by a rapidly growing mid-sized retail company that has accumulated a significant amount of sales data. Despite their growth, the company is struggling to extract actionable insights due to fragmented and disorganized reporting processes. The leadership team is eager to identify the main drivers of profit, recognize top-performing products and customers, and optimize sales strategies across different states and market segments. However, their ability to make informed, data-driven decisions is currently hindered by the absence of a comprehensive, user-friendly dashboard.Your assignment is to develop a comprehensive sales dashboard that consolidates all of the company’s sales data into a single, interactive platform. This dashboard should empower the company’s leadership and sales teams to quickly assess key performance metrics, identify trends, and make informed decisions that will drive more effective and strategic business actions.Objective: The dashboard should visually represent the sales data provided, modeled after the example dashboard shown in the provided video. The key metrics and visualizations should include:
Total Sales
Total Profit
Profit Percentage
Units Sold
Top Selling Product
Sales and Profit by Month
Sales Generated by Customer
Sales by States
Sales Breakup by Segment
You must use Excel to create the dashboard.Ensure that your submitted files include a sheet demonstrating the thoroughness of your analysis.Any dashboard generated using AI will be marked zero.Data provided contains the following columns:
Segment: The market segment where the product was sold (e.g., Franchise, Retail, Wholesale, Online).
Customer_ID: Unique identifier for customers.
Product_ID: Unique identifier for products.
Discount Band: The discount level applied (e.g., Low, Medium).
Units Sold: The number of units sold.
Manufacturing Price: The cost to manufacture the product.
Sale Price: The selling price of the product.
Discounts: Total discounts given.
Date: The date of the sale.
Customer_Name: The name of the customer.
Product_Name: The name of the product.
State: The state where the sale occurred.
Gross Sales: Total sales before deductions.
Sales: Total sales after deductions.
COGS: Cost of Goods Sold.
Profit: Profit generated from the sales.
Profit (‘000): Profit in thousands.
Month: The month of the sale.
Quarter: The quarter of the sale.
Year: The year of the sale.
Steps:
Data Cleaning and Preparation:
Ensure data consistency and accuracy.
Handle missing values and correct any data inconsistencies.
Derive additional columns if needed (e.g., Monthly Sales, Yearly Profit, etc.).
Visualizations:
Total Sales & Profit: Display total sales and total profit.
Profit Percentage: Calculate and display the profit percentage.
Units Sold: Display total units sold.
Top Selling Product: Identify and display the top-selling product.
Sales & Profit by Month: Create a bar chart showing sales and profit for each month.
Sales Generated by Customers: List customers and their corresponding sales.
Sales by States: Visualize sales distribution across different states.
Sales Breakup by Segment: Pie chart showing the percentage of sales by different market segments.
Dashboard Design:
Design a dashboard that is clear, visually appealing, and easy to interpret.
Use appropriate chart types, colors, and labels to enhance readability.
Analysis and Insights:
Analyze the data and provide insights based on the visualizations.
Identify trends, patterns, and any notable observations from the data.
Presentation:
Prepare a brief report or presentation summarizing the findings.
Highlight key metrics and insights from the dashboard.
Include a 20 – 25 minute presentation video where you walk through the workings of the dashboard and a brief summary of the analysis. The presentation should cover:
Overview of the Dashboard: Introduce the key metrics and visualizations included.
Data Sources and Preparation: Explain the data cleaning and preparation steps and highlight key aspects of your analysis.
Detailed Walkthrough: Go through each visualization, explaining what it shows and why it is important.
Key Insights and Observations: Summarize the main findings and insights from the data.
Technical Aspects: Briefly discuss any technical challenges or interesting techniques used in creating the dashboard.
Submit the Excel file containing the final dashboard, along with a sheet demonstrating the thoroughness of your analysis. Include a report or presentation with your analysis and insights. Additionally, submit the recorded presentation video file.
Sheet1
Segment
Customer_ID
Product_ID
Discount Band
Units Sold
Manufacturing Price
Sale Price
Discounts
Date
Customer_Name
Product_Name
State
Gross Sales
Sales
COGS
Profit
Profit (‘000)
Month
Quarter
Year
Retail
CUST_US_002
PROD_US_002
Medium
1575
40.14
168.3
339.21
2021-06-01 00:00:00
Grace
Doodad
New York
265072.5
264733.29
63220.5
201512.79
201.513
Jun
Q2
2021
Retail
CUST_US_003
PROD_US_003
Low
835
40.17
136.17
87.35
2023-04-01 00:00:00
Eve
Widget
New York
113701.95
113614.6
33541.95
80072.65
80.073
Apr
Q2
2023
Wholesale
CUST_US_004
PROD_US_003
Low
1989
18.68
190.42
724
2021-09-01 00:00:00
Ivy
Widget
Texas
378745.38
378021.38
37154.52
340866.86
340.867
Sep
Q3
2021
Online
CUST_US_005
PROD_US_004
Medium
1654
22.7
181.16
351.21
2024-07-01 00:00:00
Frank
Gizmo
Illinois
299638.64
299287.43
37545.8
261741.63
261.742
Jul
Q3
2024
Wholesale
CUST_US_006
PROD_US_001
Low
211
30.84
198.93
73.38
2021-02-01 00:00:00
Charlie
Thingamajig
Florida
41974.23
41900.85
6507.24
35393.61
35.394
Feb
Q1
2021
Franchise
CUST_US_007
PROD_US_001
Low
1007
26.09
166.05
257.98
2024-05-01 00:00:00
David
Thingamajig
Illinois
167212.35
166954.37
26272.63
140681.74
140.682
May
Q2
2024
Franchise
CUST_US_008
PROD_US_003
Low
1932
19.82
170.42
754.51
2023-10-01 00:00:00
Alice
Widget
New York
329251.44
328496.93
38292.24
290204.69
290.205
Oct
Q4
2023
Wholesale
CUST_US_009
PROD_US_002
None
1348
47.6
152.36
221.53
2021-06-01 00:00:00
Grace
Doodad
California
205381.28
205159.75
64164.8
140994.95
140.995
Jun
Q2
2021
Franchise
CUST_US_010
PROD_US_004
Medium
527
33.26
40.36
781.59
2024-06-01 00:00:00
Frank
Gizmo
New York
21269.72
20488.13
17528.02
2960.11
2.96
Jun
Q2
2024
Direct Sales
CUST_US_011
PROD_US_001
Medium
1088
9.7
194.09
308.34
2024-08-01 00:00:00
Charlie
Thingamajig
New York
211169.92
210861.58
10553.6
200307.98
200.308
Aug
Q3
2024
Franchise
CUST_US_012
PROD_US_002
Medium
160
36.5
84.58
638.83
2023-02-01 00:00:00
Hank
Doodad
Illinois
13532.8
12893.97
5840
7053.97
7.054
Feb
Q1
2023
Online
CUST_US_013
PROD_US_001
Low
1419
40.12
168.42
106.07
2024-03-01 00:00:00
Bob
Thingamajig
California
238987.98
238881.91
56930.28
181951.63
181.952
Mar
Q1
2024
Direct Sales
CUST_US_014
PROD_US_004
High
199
30.4
59.48
340.27
2021-07-01 00:00:00
Ivy
Gizmo
New York
11836.52
11496.25
6049.6
5446.65
5.447
Jul
Q3
2021
Retail
CUST_US_015
PROD_US_003
High
324
32.09
64.14
240.14
2023-01-01 00:00:00
Bob
Widget
Illinois
20781.36
20541.22
10397.16
10144.06
10.144
Jan
Q1
2023
Wholesale
CUST_US_016
PROD_US_002
High
1995
7.97
48.85
206.68
2024-06-01 00:00:00
Grace
Doodad
Florida
97455.75
97249.07
15900.15
81348.92
81.349
Jun
Q2
2024
Wholesale
CUST_US_017
PROD_US_002
None
1366
16.46
157.52
967.24
2023-07-01 00:00:00
Charlie
Doodad
Texas
215172.32
214205.08
22484.36
191720.72
191.721
Jul
Q3
2023
Direct Sales
CUST_US_018
PROD_US_004
High
891
11.66
143.22
220.03
2024-11-01 00:00:00
Bob
Gizmo
New York
127609.02
127388.99
10389.06
116999.93
117
Nov
Q4
2024
Retail
CUST_US_019
PROD_US_003
Medium
303
23.52
87.01
276.7
2024-10-01 00:00:00
David
Widget
Texas
26364.03
26087.33
7126.56
18960.77
18.961
Oct
Q4
2024
Direct Sales
CUST_US_020
PROD_US_003
High
1596
20.95
79.06
78.35
2024-06-01 00:00:00
Grace
Widget
Illinois
126179.76
126101.41
33436.2
92665.21
92.665
Jun
Q2
2024
Franchise
CUST_US_021
PROD_US_004
None
1670
10.94
26.05
201.55
2021-03-01 00:00:00
David
Gizmo
New York
43503.5
43301.95
18269.8
25032.15
25.032
Mar
Q1
2021
Wholesale
CUST_US_022
PROD_US_004
Medium
942
15.89
169.63
356.33
2023-03-01 00:00:00
Charlie
Gizmo
Illinois
159791.46
159435.13
14968.38
144466.75
144.467
Mar
Q1
2023
Direct Sales
CUST_US_023
PROD_US_003
Low
1173
10.31
89.38
479.59
2021-08-01 00:00:00
Eve
Widget
California
104842.74
104363.15
12093.63
92269.52
92.27
Aug
Q3
2021
Retail
CUST_US_024
PROD_US_002
Low
1144
47.15
35.5
163.73
2021-05-01 00:00:00
Frank
Doodad
New York
40612
40448.27
53939.6
-13491.33
-13.491
May
Q2
2021
Franchise
CUST_US_025
PROD_US_001
Medium
1199
43.89
34.94
793.77
2021-02-01 00:00:00
Bob
Thingamajig
Texas
41893.06
41099.29
52624.11
-11524.82
-11.525
Feb
Q1
2021
Online
CUST_US_026
PROD_US_001
High
1105
16.17
64.96
753.37
2023-04-01 00:00:00
Alice
Thingamajig
California
71780.8
71027.43
17867.85
53159.58
53.16
Apr
Q2
2023
Online
CUST_US_027
PROD_US_002
Low
986
40.03
34.03
378.53
2024-08-01 00:00:00
Grace
Doodad
Florida
33553.58
33175.05
39469.58
-6294.53
-6.295
Aug
Q3
2024
Wholesale
CUST_US_028
PROD_US_004
None
501
29.66
71.12
155.63
2021-10-01 00:00:00
Hank
Gizmo
Florida
35631.12
35475.49
14859.66
20615.83
20.616
Oct
Q4
2021
Franchise
CUST_US_029
PROD_US_003
Low
743
6.3
89.06
876.21
2021-11-01 00:00:00
Eve
Widget
Florida
66171.58
65295.37
4680.9
60614.47
60.614
Nov
Q4
2021
Franchise
CUST_US_030
PROD_US_002
High
1467
32.52
151.3
937.35
2024-05-01 00:00:00
Ivy
Doodad
Florida
221957.1
221019.75
47706.84
173312.91
173.313
May
Q2
2024
Direct Sales
CUST_US_031
PROD_US_001
Low
1505
29.77
120.56
226.54
2021-01-01 00:00:00
Charlie
Thingamajig
New York
181442.8
181216.26
44803.85
136412.41
136.412
Jan
Q1
2021
Franchise
CUST_US_032
PROD_US_001
Medium
807
35.42
112.44
498.71
2021-03-01 00:00:00
Alice
Thingamajig
Illinois
90739.08
90240.37
28583.94
61656.43
61.656
Mar
Q1
2021
Retail
CUST_US_033
PROD_US_002
None
1632
14.69
47.81
509.66
2021-07-01 00:00:00
Charlie
Doodad
California
78025.92
77516.26
23974.08
53542.18
53.542
Jul
Q3
2021
Franchise
CUST_US_034
PROD_US_004
Low
872
44.67
84.02
380.94
2023-02-01 00:00:00
Hank
Gizmo
Florida
73265.44
72884.5
38952.24
33932.26
33.932
Feb
Q1
2023
Direct Sales
CUST_US_035
PROD_US_004
None
843
36.72
185.38
343.64
2024-05-01 00:00:00
Bob
Gizmo
Illinois
156275.34
155931.7
30954.96
124976.74
124.977
May
Q2
2024
Direct Sales
CUST_US_036
PROD_US_004
Medium
1011
30.54
28.96
232.55
2024-02-01 00:00:00
Ivy
Gizmo
New York
29278.56
29046.01
30875.94
-1829.93
-1.83
Feb
Q1
2024
Direct Sales
CUST_US_037
PROD_US_004
High
781
9.75
48.89
981.75
2024-04-01 00:00:00
Frank
Gizmo
The post You have been hired as a marketing analyst by a rapidly growing mid-sized retail company that has accumulated a significant amount of sales data. Despite their first appeared on College Essays Cafe.
