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📊 Sales & Financial Dashboard

This project presents a comprehensive Power BI dashboard built using a sales and financial dataset (2003–2005), focused on deriving business insights through key performance indicators, time-based trends, and interactive visualizations.

✅ Project Highlights

  • Data Source: Cleaned and visualized sales data containing information such as order details, product lines, customer info, and financial metrics.
  • Tool Used: Power BI, Google Sheet

📌 Key Metrics & Calculations

  • Total Sales: Summed from all individual transactions.
  • Estimated Profit: Calculated by subtracting an estimated cost (based on quantity and a percentage of MSRP) from each sale.
  • Estimated Profit Margin %: Represents the ratio of estimated profit to total sales.

📈 Dashboard Features

Sheet 1: Executive Summary

  • Overall business performance overview across three years.
  • Medium deal size identified as most profitable.
  • Shipment status dominated by medium and small deals.
  • Classic cars led in product line sales.

Sheet 2: Sales & Profit Trends

  • Peak performance in 2004, steady in 2003, decline in 2005.
  • Seasonal spikes observed in November and October.
  • Balanced monthly contributions indicate consistent sales flow.

Sheet 3: Global & Category Insights

  • USA led in sales across all deal sizes; Ireland had the lowest.
  • Order statuses evenly distributed, suggesting operational balance.
  • Classic cars were the top-selling category, while trains performed the lowest.

🎯 Outcome

This dashboard helps stakeholders make informed business decisions by highlighting profitable segments, identifying sales trends, and revealing operational efficiency through intuitive visuals and KPIs.

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