Excel Sales Analysis Dashboard

Overview:

This Excel-based sales dashboard provides insights into sales performance, profit trends, and other key metrics. Built with dynamic visualizations and detailed data analysis, it enables users to make informed business decisions.

Components:

• WireFrame:
  • A layout plan for the dashboard design.
  • Provides a blueprint of visual elements and their arrangement.
• RawData:
  • Contains detailed transactional sales data.
  • Includes information like Order ID, Customer Details, Product, Category, Sales, Profit, and more.
  • This serves as the base dataset for all calculations and visualizations.
• Source:
  • (Explain content here if required, depending on its usage.)
• Working:
  • Features summary calculations and trend analysis.
  • Key metrics include:
    • Yearly Sales and Profit Summaries.
    • Comparisons with previous years (e.g., Sales Vs PY and Profit Vs PY).
• Dashboard:
  • A visually interactive interface presenting:
    • Total Sales and Profit.
    • Year-over-Year growth trends.
    • Top-performing categories, regions, or products.
    • Dynamic filtering options for granular insights.

How to Use:

• Data Refresh:
  • Update the RawData sheet with new transactions to refresh the dashboard.
• Interactive Features:
  • Utilize slicers and filters for customized views.
  • Analyze KPIs like growth percentages and category-wise performance.
• Customization:
  • Modify the Working sheet for additional calculations or KPIs.
  • Adjust visualizations in the Dashboard sheet as per business requirements.

Key Features:

• Comprehensive Visualization: Sales and profit metrics displayed through charts and tables.
• Trend Analysis: Year-over-year comparisons to track growth.
• Ease of Use: Update data and refresh insights with minimal effort.
• Customizable: Easily adaptable to include additional metrics or filters.