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Sales Data Visualization

Sales Strategy Dashboard – Tableau Insights for Sales Growth Trends

In today’s competitive sales landscape, businesses need real-time visibility into sales and profitability to adapt quickly and drive growth. To meet this need, we developed an interactive Tableau dashboard that tracks sales performance across regions, product categories, and customer segments. By integrating and cleaning data from ERP systems and sales platforms through SQL, the solution transformed raw sales data into actionable insights that highlight profitability trends, regional performance, and sales efficiency.

Dashboard Features

  • Topline Metrics Overview: Summarizes core KPIs such as sales, profit, order volumes, and profit ratio, with trend indicators to monitor performance shifts over time.
  • Profit Ratio Growth by Category: Visualizes profitability trends across product categories and sub-categories, identifying areas of strong growth and potential decline.
  • Sales by Region & Segment: Breaks down sales performance across regions and customer segments, helping to compare target achievements and contribution levels.
  • Performance Benchmarking: Uses heatmaps and comparative visuals to highlight top-performing regions and underperforming product lines.
  • Trend vs. Topline Toggle: Allows users to switch views for either high-level summaries or detailed trend analysis, enabling flexible decision-making.

Project Highlights

  • Data Integration: Integrated ERP and sales data using SQL, ensuring clean, consistent inputs for analysis.
  • Regional & Segment Insights: Designed visuals to compare performance across geographies and customer types.
  • Profitability Tracking: Identified high-growth categories and sub-categories and underperforming product lines to guide sales strategies.
  • Automated Reporting: Eliminated manual monthly reporting by building self-updating Tableau visuals that can be downloaded as a PDF file.

Business Impact

  • Improved Sales Strategy: Enabled the client to align resources with profitable regions, products, and customer segments.
  • Faster Decision-Making: Provided real-time performance monitoring, reducing delays in strategy adjustments.
  • Profit Optimization: Helped client increase profitability by identifying growth opportunities and addressing declining categories.

Tools & Technologies

  • SQL: For data integration and preparation
  • Tableau: For interactive visualization and business storytelling

Project Information

  • Client: BizGrow Corp
  • Portfolio: Dashboards
  • Service: Web App Development
  • Category: Sales & Marketing
  • Date: 2 Apr 2024