Project Details

⓵ Home Page:

Objective:

1. Designed a Home Page that allows users to navigate seamlessly to different sections within the Dashboard.
2. Each image serves as a navigation link, directing users to its corresponding section.

• Last Refreshed Date: Displays the most recent database refresh date.
• Values in Millions ($): All monetary values in the Dashboard are represented in millions of dollars.
• Sales Data Updated Until (MMM/YY): Indicates the latest available sales data in the database.

⓶ Finance View:

Objective:

1. Developed a Finance Dashboard to track key financial metrics.

• KPI Visuals: Displays Net Sales, Gross Margin %, and Net Profit % in comparison with last year’s performance or set targets.
• Profit & Loss Statement: Provides an overview of the company’s revenue, expenses, and profit/loss over a defined period.
• Top/Bottom Customers by Net Sales: Highlights key insights into the highest and lowest contributing customers and products based on Net Sales.

⓷ Sales View:

Objective:

1. Designed a Sales Dashboard to analyze customer and product performance.

• Customer Performance: Assesses customer contribution based on Net Sales, Gross Margin, and Gross Margin %.
• Product Performance: Evaluates product contribution using Net Sales, Gross Margin, and Gross Margin %.
• Performance Matrix: A scatter plot categorizing customers based on Gross Margin % and Net Sales, with the top-right quadrant representing high-performing customers.
• Key Metrics by Products: Donut charts illustrating key financial metrics such as Net Sales, Post-Invoice and Pre-Invoice Deductions, COGS, and Gross Margin for a fiscal year.

⓸ Marketing View:

Objective:

1. Developed a Marketing Dashboard to analyze product and market performance.

• Product Performance: Evaluates Net Sales, Gross Margin, Gross Margin %, Net Profit, and Net Profit %.
• Region/Market/Customer Performance: Displays customer performance segmented by key metrics, with filters for market and region.
• Performance Matrix with Dual Filters: A scatter plot showcasing customers based on Gross Margin % or Net Profit % and Net Sales, where customers in the top-right quadrant indicate high profitability.
• Unit Economics: Insights into individual customer metrics, including COGS and Gross Margin (Donut Chart), as well as Net Profit after operational expenses (Waterfall Chart).

⓹ Supply Chain View:

Objective:

1. Created a Supply Chain Dashboard to monitor key supply chain metrics.

• KPI Visuals: Showcases Forecast Accuracy, Net Error, and ABS Error, benchmarked against last year’s performance.
• Accuracy/Net Error Trend: Monthly trend analysis of Net Error and Forecast Accuracy (current vs. last year) using a Line and Clustered Column Chart.
• Key Metrics by Products: Displays product-based key metrics relevant to the Supply Chain team.

⓺ Executive View:

Objective:

1. Developed an Executive Dashboard to provide high-level business insights.

• KPI Visuals: Presents Forecast Accuracy, Net Sales, Gross Margin %, and Net Profit %, compared to targets or last year’s data.
• Revenue Distribution: Displays revenue allocation across divisions and channels using Donut Charts.
• Key Insights by Subzone: Highlights critical regional insights.
• Yearly Trends: Line and Clustered Column Chart showing Net Sales, Gross Margin %, Net Profit %, and PC Market Share % trends over time.

⓻ Product View:

Objective:

1. Designed a Product Dashboard to analyze customer and product performance.

• Customer Performance by GM % Target: Uses conditional formatting to identify customers meeting or missing their Gross Margin % target.
• Top 5 & Bottom 5 Products by Market: Displays the highest and lowest performing products based on Gross Margin %, Gross Margin % LY, and Growth in Gross Margin %.

⓼ Technical Skills:

• Expertise in ETL (Extract, Transform, Load) processes.
• Ability to create date tables using Power Query.
• Experience in deriving fiscal months and quarters.
• Data modeling and relationship management in Model View.
• Incorporating additional datasets into existing data models.
• Proficiency in DAX for calculated columns and tables.
• Utilizing various visualization techniques to present key insights.
• MySQL database integration for data loading and retrieval.
• Optimized dashboard performance using DAX Studio.
• Implemented Tooltips to display trends effectively.

⓽ Soft Skills:

• In-depth understanding of Finance, Sales, Marketing, Supply Chain, and Executive functions.
• User-focused dashboard design, prioritizing ease of use and clarity.
• Enhanced dashboard performance by fine-tuning processes and leveraging cloud storage (SharePoint).
• Strong stakeholder management and requirement gathering skills.