Regional Sales Summary Dashboard Using Power BI

Broadly speaking, sales analytics is the practice of generating insights from sales data. The techniques and tools associated with sales analytics may vary—it can include everything from advanced predictive modeling techniques to simple Data Visualization—but the outcome is always a clearer understanding of the data, which should be used to set goals, metrics, and a larger strategy for the sales team. 

Sales analytics seeks to answer questions like, “What are the trends we’re seeing in our sales data?” or “What is leading to upselling/cross-selling opportunities?” or “How are our sales reps performing in each region?” At any given moment, sales teams might perform different sales analytics that relate to different goals. For example, meeting the current quarter’s target may require a sales pipeline analysis to determine which customers are most likely to close. Or, in order to set targets for the upcoming year, sales teams might conduct a bigger-picture revenue analysis at year’s end.

Successful sales analytics is an orchestration between sales analysts, sales reps, customers, business stakeholders, and many different systems and analytic tools. But at the heart of it is data. And without data that has been successfully cleansed and prepared for analytics, any analytic outcome won’t be trustworthy. Data preparation for sales data analysis used to take hours, if not days, under traditional spreadsheet tools. But now, sales analysts are seeking out more modern options to prepare data for analytics: data preparation platforms, which can accelerate the overall data preparation process by up to 90%.

1. Prepare & Explore: Understand all variables. Ensure clean, homogenous data.
2. Understanding of Data: This Data set contains sales data on the basis of different-different Channels, Regions, Currency types, Warehouse code, Populations and Latitude and Longitude.
3. Data Cleaning: By using PowerBI I have performed a join on Dataset for making Data clear and added some sheets like US Region and added some columns on existing sheets.

Things you will learn:

• Business Problem We are Trying to Solve
• Constraints
• Scope
• Objectives
• Data Preparation
• Dashboard Creation