Business Scenario: A British company has been growing its business since its infancy stage. Their sales have been good as they deal with office infrastructure. However, the VP Sales is not very happy with the refunds that the company has been providing to its customers. The VP wanted a decision-driven method to be employed rather than a traditional approach to deriving a strategy.

Objective: As a first step the VP planned to evaluate all the BI tools available in the market. Tableau was selected as it met his requirements. Using Tableau, he wanted his team members to give him the forecast of Sales for the next year as well as the probability of refunds category-wise for a year. This will help him plan his next steps to avoid the refunds. He wanted a dashboard that would contain the following:

•A list of orders returned by customers from the Top 10 Countries (in terms of refund)

•Top 10 Countries mapped on the World Map that had most of the refunds

•Predict the refund for the next 1 year category-wise