/Tableau-Project-sales_permance

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Tableu-Project-sales_permance

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Introduction

This user story outlines the specifications for building two dashboards using Tableau. These dashboards will assist stakeholders, including sales managers and executives, in analyzing sales performance and customer data.

Sales Dashboard | Requirements

Dashboard Purpose

The sales dashboard is designed to provide an overview of sales metrics and trends, enabling the analysis of year-over-year sales performance and the identification of sales trends.

Key Requirements

KPI Overview

  • Summarize total sales, profits, and quantity for the current and previous year.

Sales Trends

  • Display monthly data for each KPI for the current and previous year.
  • Highlight months with the highest and lowest sales for easy identification.

Product Subcategory Comparison

  • Compare sales performance by product subcategories for the current and previous year.
  • Include a comparison of sales and profit.

Weekly Trends for Sales & Profit

  • Show weekly sales and profit data for the current year.
  • Display average weekly values.
  • Highlight weeks that perform above and below the average to draw attention to sales and profit performance.

Customer Dashboard | Requirements

Dashboard Purpose

The customer dashboard aims to provide insights into customer data, trends, and behaviors. It will help marketing teams and management understand customer segments and improve customer satisfaction.

Key Requirements

KPI Overview

  • Summarize the total number of customers, total sales per customer, and the total number of orders for the current and previous year.

Customer Trends

  • Display monthly data for each KPI for the current and previous year.
  • Highlight months with the highest and lowest sales for easy identification.

Customer Distribution by Number of Orders

  • Represent the distribution of customers based on the number of orders they have placed to provide insights into customer behavior, loyalty, and engagement.

Top 10 Customers By Profit

  • Display the top 10 customers generating the highest profits.
  • Include additional details such as rank, number of orders, current sales, current profit, and last order date.

Design & Interactivity Requirements

Dashboard Dynamics

  • Allow users to view historical data by selecting any desired year.
  • Enable easy navigation between dashboards.
  • Ensure charts and graphs are interactive, allowing users to filter data through the visualizations.

Data Filters

  • Allow users to filter data by product information (category and subcategory) and location information (region, state, and city).