Sales Analysis Dashboard

Project Overview

As part of my PGDM coursework and building on my experience at Assis Tech Foundation, I designed a comprehensive Sales Analysis Dashboard to help businesses track revenue trends, product performance, and key performance indicators (KPIs). The dashboard consolidates data from multiple sources into a single interactive view, replacing static Excel reports with dynamic Power BI visualisations.

This project demonstrates my ability to clean and structure raw data, design meaningful KPIs, build interactive dashboards, and deliver actionable business insights — skills I developed during my internship at ATF where I built 5+ operational dashboards.

Key Results

                    5+
                    KPI Cards
                
                    5
                    Interactive Charts
                
                    4
                    Regional Views
                
                    30%
                    Faster Reporting

Problem Statement

Sales data was scattered across multiple Excel sheets with no unified view
Manual reporting was time-consuming and error-prone
Management lacked real-time visibility into revenue trends and product performance
No ability to filter and drill down by region, category, or time period
Decision-making was based on gut feeling rather than data-driven insights

My Approach

Phase 1: Data Collection & Cleaning

Collected raw sales data including order details, product info, regional data, and sales rep records
Cleaned and validated data using Advanced Excel — removed duplicates, fixed formatting, standardised categories
Applied techniques from my ATF internship where I cleaned 1,000+ records improving accuracy by 25%

Phase 2: Data Structuring & SQL Queries

Structured data into a relational format with orders, products, regions, and sales rep tables
Wrote SQL queries for aggregations — revenue by region, category-wise sales, monthly trends
Used SQL joins to combine product, region, and sales data for dashboard consumption

Phase 3: Dashboard Design in Power BI

Designed KPI cards for: Total Revenue, Gross Profit, Total Orders, Average Order Value, Profit Margin
Built interactive charts: Revenue trend line, Regional doughnut, Category bar chart, Quarterly YoY comparison
Added filter slicers for Region, Year, Quarter, and Category
Created data tables for Top Products and Sales Rep Performance tracking

Phase 4: Insights & Presentation

Identified that the North region outperformed others with 22% YoY growth
Discovered Electronics category contributes ~39% of total revenue
Found month-to-month growth dipped in July-August (seasonal pattern)
Presented findings with actionable recommendations to faculty/reviewers

Tech Stack

Power BI Advanced Excel SQL (Joins, Aggregations) Pivot Tables VLOOKUPs Data Cleaning KPI Tracking Data Visualisation

Sample SQL Queries Used

                -- Revenue by region with profit margin

                SELECT

                    region,

                    SUM(revenue) AS total_revenue,

                    COUNT(DISTINCT product) AS products_sold,

                    SUM(profit) AS total_profit,

                    ROUND(SUM(profit) * 100.0 / SUM(revenue), 1) AS margin_pct

                FROM sales

                GROUP BY region

                ORDER BY total_revenue DESC;

                -- Monthly revenue trend

                SELECT

                    FORMAT(order_date, 'yyyy-MM') AS month,

                    SUM(revenue) AS monthly_revenue,

                    SUM(profit) AS monthly_profit

                FROM sales

                GROUP BY FORMAT(order_date, 'yyyy-MM')

                ORDER BY month;

Dashboard Components

Component	Purpose	Visual Type
KPI Cards (5)	High-level metrics at a glance	Revenue, Profit, Orders, AOV, Margin
Revenue Trend	Track monthly revenue & profit	Line Chart with area fill
Regional Breakdown	Revenue distribution by region	Doughnut Chart
Category Analysis	Compare product categories	Horizontal Bar Chart
Top Products Table	Best sellers with margin & trend	Sortable Data Table
Sales Rep Tracker	Target vs actual achievement	Table with Progress Bars

Key Learnings

Clean, validated data is the foundation of every good dashboard — learned this at ATF
Power BI filters and slicers make dashboards truly self-service for stakeholders
Combining SQL for data prep with Power BI for visualisation is a powerful workflow
KPIs should always tell a story — numbers without context are meaningless
Interactive dashboards reduce manual reporting effort by 20-30% (validated at ATF)

Related Certifications

Advanced Excel — Pivot Tables, VLOOKUPs, Dashboard Development
SQL Certification — Joins, Data Extraction, Aggregations
Bloomberg Market Concepts (BMC) — Financial Data Analysis

Interested in this project?

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