POWER BI : SALES PERFORMANCE DASHBOARD

Project Overview

This dashboard was created using simulated regional sales data combined from multiple Excel/CSV files. It’s tailored to support sales managers and leadership in answering critical business questions like:

• Which regions are underperforming this quarter?

• What’s the YoY revenue growth for each product category?

• How do discounts correlate with profitability?

• Can I drill into a specific market or customer segment for deeper insights?

Objective

To build a professional-grade Power BI dashboard that empowers business stakeholders to track sales performance, evaluate product trends, and assess growth across time and geography — all through an intuitive, self-service analytics interface.

Business Value and Real-World Scope

This dashboard not only delivers visibility into current performance but also helps identify key revenue drivers, uncover margin leakages, and support decision-making for promotions, pricing, and regional strategy.

Whether you're a sales analyst, business leader, or data enthusiast — this project showcases how data storytelling and visual analytics can bridge the gap between numbers and action.

• Power BI (Desktop + Service)

• Power Query for ETL (data merge, cleaning, transformation)

• DAX for advanced metrics

• Excel for base dataset simulation

Tools & Technologies Used

Key Features

• KPI Summary Cards:
  Instantly view total revenue, MoM/YoY growth, average order value, and profit margin trends.

• Time-Series Trends:
  Interactive visuals to compare month-over-month and year-over-year performance using custom DAX measures.

• Category-Wise Breakdown:
  Track sales by product segments, sub-categories, and countries with dynamic bar and line charts.

• Geo-Regional Insights:
  Interactive map visuals to highlight top-performing regions and identify low-performing zones.

• Drill-through Navigation:
  Click on a category or country to drill into deeper metrics — enabling micro-analysis from a macro dashboard.

• Smart Filtering:
  Multi-level filters to slice the data by segment, region, date, and product line for customized views.

DAX Measures

• Total Sales: Sum of all transaction values; this is a core revenue KPI.

• Total Profit: Represents total profit generated (typically Sales minus Cost).

• Total Orders: Count of unique order IDs, reflecting overall volume of transactions.

• Profit Margin: Calculated as (Total Profit ÷ Total Sales) × 100; shows profitability percentage.

• Sales Growth %: Percentage increase or decrease in sales over time, often Year-over-Year or Month-over-Month.

• Sales Growth: The actual numeric difference in sales compared to the previous period.

• Sales by Year: Tracks the trend of sales across multiple years for historical comparison.

• Previous Year Sales: Total sales from the previous year, used in growth calculations.

• Sales Achievement %: Indicates how much of the sales target has been achieved — (Sales ÷ Target) × 100.

• Target Sales: The set benchmark for sales performance; visualized using gauges or progress charts.

• Discount Impact: Shows how discounts affected profitability across different product categories.

• Recency: Measures how recently a transaction occurred; useful for customer engagement tracking.

• Measure: A custom or placeholder measure used for internal calculations or testing (can be renamed for clarity).

The dashboard includes several clear and business-focused visualizations:

• KPI Tiles: Display key figures such as Total Sales, Orders, Profit, Growth %, and Margin at a glance.

• Sales by Year: Line chart showing historical sales growth and identifying peak performance years.

• Sales & Profit by Region: Stacked bar chart comparing geographic performance and profitability.

• Sales by Day: Line chart that reveals daily sales fluctuations and buying patterns.

• Profit by Category: Bar chart to evaluate which product categories contribute most to profit.

• Discount Impact Analysis: Scatter plot assessing the effect of discounts on different categories.

• Sales vs Target (Gauge Chart): Visual tracker for how current performance stacks up against predefined targets.

• Geographic Map: Highlights sales distribution by country/region to support regional strategy.

Dashboard Visuals & Explanation

Conclusion

This dashboard is designed not just for analytics, but for decision support. By combining KPIs, trend analysis, profitability breakdowns, and sales target comparisons, it enables business leaders to:

• Identify top-performing regions and categories

• Pinpoint areas where discounts hurt profitability

• Monitor growth trends over time and optimize resource allocation

• Evaluate how close they are to meeting targets and adjust strategies dynamically

The use of DAX adds powerful custom logic, making the dashboard interactive, dynamic, and highly business-relevant — ideal for both executive reporting and hands-on operational planning.

GitHub Repository

Want to dive deeper into how this project actually works?

We’ve made the complete codebase and resources available for you on GitHub

👉 Access the full repository here: