/Excel_Sales_Analytics

This Sales and Finance Analytics repository contains a comprehensive set of reports and analytics aimed at enhancing sales and financial understanding within an organization

Sales Report:

  • Project Objectives:

    1. Customer Performance Report: Generate insights into customer behavior and performance metrics. (customer performance report)

    2. Market Performance vs. Sales Targets: Perform an in-depth comparison to evaluate the alignment between market performance and predetermined sales targets. (market performance and sales targets)

  • Purpose: Sales analytics serves to empower businesses in monitoring and evaluating their sales activities and performance.

  • Importance: Analyzing sales data helps identify patterns and track key performance indicators (KPIs) crucial for business success.

  • Role of Reports: Reports play a pivotal role in determining effective customer discounts, facilitating negotiations, and identifying potential business expansion opportunities in promising markets.

Finance Report:

  • Project Objectives:

    1. Profit and Loss (P&L) Reports: Generate P&L reports categorized by fiscal year and months to gain insights into financial performance. (Fiscal Year & _Months)

    2. Market-based P&L Reports: Develop P&L reports segmented by different markets for a granular understanding of financial performance. ( Markets)

  • Purpose: Finance analytics aims to evaluate financial performance, support decision-making, and facilitate effective communication with stakeholders.

  • Importance: Analyzing financial data aids in benchmarking against industry peers, previous periods, and serves as the foundation for budgeting and forecasting activities.

  • Role of Reports: Reports align financial planning with strategic goals and instill confidence in the organization's financial outlook.

Technical and Soft Skills

Technical Skills:

  • Proficiency in ETL methodology (Extract, Transform, Load).
  • Skills to generate date tables using Power Query.
  • Ability to derive fiscal months and quarters.
  • Establishing data model relationships with Power Pivot.
  • Proficiency in incorporating supplementary data into an existing data model.
  • Utilizing DAX to create calculated columns.

Soft Skills:

  • Refined understanding of Sales and Finance Reports.
  • Designing user-centric reports with empathy.
  • Optimization of report generation through meticulous fine-tuning.
  • Developing a systematic approach to devising a report-building plan.