Power BI

Unlock insights into your business

Problem Statement

A business was facing significant challenges in analysing large and complex datasets that was crucial to its operations.
The existing data analysis process was highly manual and time-consuming, relying on spreadsheets and calculators. This bottleneck hindered the ability to extract valuable insights in a timely manner.
The complexity of the data and lack of advanced tools made it difficult to uncover hidden insights. This limited the business’s ability to make informed decisions and adapt to market changes.

Solution

The illustrated solution supported sales pipeline tracking while analysing product-level costs and returns.

The interactive dashboard below provides granular insights into sales, costs, and profitability, enabling data-driven decision-making.

This link lets you access the dashboard and interact with the visuals below.

Headline Metrics Page: Provides a high-level overview of key performance indicators (KPIs) such as Profit, Revenue, Cost, and Returns.

Granular Insights: Visualizations offer detailed breakdowns of attribute values on a yearly, quarterly, and monthly basis, enabling trend identification.

Product and Regional Analysis: Pie charts showcase product category splits, while maps highlight regional performance.

Interactive Exploration: Clickable visualizations allow for deeper dives into specific data points, facilitating comprehensive analysis.

Sales Breakdown Page: Provides detailed insights into individual sales transactions.

Customizable Analysis: Filters allow for tailored analysis based on specific regions, dates, and product categories.

Order-Level Detail: Tables showcase specific orders that contributed to overall sales, enabling in-depth investigation.

Financial Analysis

This page provides a comprehensive breakdown of the business's financial performance to empower data-driven decision-making.

Key metrics such as revenue, cost, profit, and product-level details assist the business to identify trends, opportunities, and areas for improvement.

This breakdown uncovers key financial insights through the following:

Total Revenue by Year, Month, and Category Name: Visualise revenue trends, identify peak sales periods, and analyse product performance over time.

Percentage of Total Cost by Year, Month, and Category Name: Understand cost structure, identify cost-saving opportunities, and optimise product profitability.

Profit Margin: Track profitability trends, assess financial health, and optimise pricing strategies.

Subcategory Name, Product & Profit Margin Table: Analyse product-level profitability, inform pricing and inventory decisions, and optimise product mix.

Revenue by Customer Priority: Prioritise customer segments, optimise marketing efforts, and enhance customer retention strategies.

Interactive Dashboard

This interactive dashboard offers a hands-on experience with data, allowing you to explore and interact effortlessly.

Select any visual element to see other graphs dynamically adjust, revealing granular insights for improved understanding and decision-making.

Outcome

1. Improved Data Connectivity and Automation of Financial Analysis

2. Enhanced Drill Down Functionality into Key Performing Products and Regions

3. Data-Driven Decision Making for Enhanced Organisational Performance

4. Strengthening Organisational Performance through Data-Driven Transparency and Efficiency

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