Case study 01 · Sales performance analytics
Sales Performance Dashboard (Excel)
Problem
A company's sales data sat in a flat, 12-column table — no clear view of which months, products, segments, factories, regions or suppliers were actually driving revenue, profit and cost.
Approach
- Cleaned and structured the 12-column dataset ready for analysis.
- Built PivotTables around the core business metrics — revenue, profit, unit economics and cost.
- Designed a single-screen Excel dashboard with charts (and a separate table to drive the regional area chart, which PivotTables couldn't produce directly).
Result
A dashboard that turns a raw export into a clear read on where revenue and profit come from — and where the company is leaking margin.
Insights & recommendations
Revenue trend & segments
Monthly revenue is trending down overall, with February the strongest month — a signal to act before it erodes further. Enterprise drives the most revenue and medium firms the least, so the growth lever is targeted marketing to medium and small businesses.
Product & unit economics
GreenTech leads on both revenue and profit (32%) while SolarMax trails (17%) — push GreenTech but keep the portfolio balanced. SolarMax and RenewTab have the highest profit per unit; lowering SolarMax's price could lift volume. EcoWidget has the weakest unit economics — improve its efficiency and marketing, or consider discontinuing it.
Factories & regions
Factory C is the costliest at >$60/unit vs Factory B at $50 — worth investigating C's day-to-day operations for discrepancies. South Australia leads regional revenue at $23,700 while ACT lags at $2,500, pointing to marketing upside in under-served territories.
Suppliers
Supplier X sold the most with a favourable unit cost; Supplier Y sold least but had the lowest production cost; Supplier Z was most expensive at >$1,200/unit on average. Recommendation: shift purchasing toward Supplier X and reduce reliance on Supplier Z.
Reflection
I built the PivotTables and visuals around profitability, revenue and cost so each one maps to a clear business metric. My biggest challenge was the revenue-by-area chart — it couldn't be produced from a PivotTable, so I created a separate table from the same dataset to feed it. The visual still isn't as clear as I'd like, but the project taught me a lot about structuring data for reporting and translating it into recommendations.















