Project Goals:
- Customer Performance Report: Created a detailed report to assess customer performance.
- Market Performance Comparison: Conducted a thorough analysis comparing market performance against sales targets.
Sales Analytics Purpose: Empowering businesses to monitor, evaluate, and enhance their sales activities and outcomes.
Importance of Sales Data Analysis: Unveiling sales patterns, tracking essential performance indicators, and driving informed decisions.
Reports' Role: Determining effective customer discounts, facilitating negotiations, and identifying expansion opportunities in potential markets.
Project Goals:
- Profit and Loss (P&L) Reports: Created P&L reports by fiscal years. and P&L reports by fiscal months
- P&L Reports by Markets: Generated P&L reports categorized by markets.
Finance Analytics Purpose: Evaluating financial performance, aiding decision-making, and fostering stakeholder communication.
Importance of Finance Data Analysis: Benchmarking against industry peers, historical periods, and establishing the foundation for budgeting and forecasting.
Reports' Role: Aligning financial planning with strategic objectives and instilling confidence in the organization's financial outlook.
- Proficient in ETL methodology (Extract, Transform, Load).
- Skillful in creating date tables using Power Query.
- Capable of deriving fiscal months and quarters.
- Establishing data model relationships with Power Pivot.
- Adept at integrating supplementary data into existing data models.
- Skilled in using DAX to create calculated columns.
- Comprehensive understanding of Sales & Finance Reports.
- Designing user-centric reports with empathy.
- Optimizing report generation through meticulous fine-tuning.
- Developing a systematic approach to creating report-building plans.
Find the detailed project reports here.
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