What this dashboard delivers

Sales Overview

Problem: The company’s leadership had no unified view of overall sales performance across products, regions, and customer segments.
What it shows: Key sales KPIs such as total profit, profit growth, and average profit per order, with visual breakdowns of sales by region and product.
Impact: Provided a real-time understanding of top-performing markets and products, enabling data-driven decisions on pricing, promotions, and regional strategies.

Customer & Product Insights

Problem: It was difficult to identify which customer types and product lines were contributing most to profitability and repeat sales.
What it shows: A detailed analysis of profit by customer type (new vs. returning) and customer segment, alongside regional and product-level insights.
Impact: Helped sales and marketing teams tailor retention efforts toward high-value customers and focus product development on the most profitable offerings.

Sales Trend & Forecasting

Problem: Sales reports lacked a predictive element, making it hard to anticipate future performance and seasonality trends.
What it shows: Monthly profit trends with moving averages, allowing for clear visualization of sales patterns and growth rates.
Impact: Improved forecasting accuracy and enabled proactive decision-making around inventory, marketing spend, and sales targets.

Profitability & Operational Insights

Problem: Profit margins were unclear across different products, masking inefficiencies in pricing and cost management.
What it shows: Waterfall and time-series visualizations showing profit margin movement, cost of goods sold, and operational expenses over time.
Impact: Gave leadership transparency into margin drivers, leading to improved pricing strategies and better cost control across operations.

Order Details

Problem: Raw sales data was difficult to analyze quickly due to inconsistent manual tracking across systems.
What it shows: A fully interactive order-level table combining all sales transactions with filters for product, region, and customer type.
Impact: Replaced static spreadsheets with a dynamic, filterable view that improved reporting efficiency and data accuracy.