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Sales Analysis Project

This repository contains the materials and documentation for a data analysis project focused on sales analysis using the AdventureWorks demo dataset. The project aims to leverage SQL, database management, business analysis techniques, and Power BI to analyze and visualize sales data.

Table of Contents

Project Overview

This project is centered around comprehensive analysis of sales data obtained from the AdventureWorks dataset. The primary objective is to transform conventional static sales reports into dynamic visual dashboards using various data analytics tools and techniques. The focus areas include understanding product sales patterns, customer engagement dynamics, and observing sales trends over time.

Business Demand Overview

  • Value of Change: The project aims to introduce visual dashboards and enhance sales reporting or follow-up mechanisms within the sales force.
  • Necessary Systems: Utilization of Power BI for dynamic dashboard creation and integration with the CRM system.
  • Other Relevant Info: Budgets for the year 2022 have been provided in Excel format to facilitate performance comparison and analysis.

User Stories

US001

  • As a Sales Manager
  • I want to access a dashboard providing an overview of internet sales
  • So that I can better track the top-performing customers and products in sales
  • Acceptance Criteria: A Power BI dashboard displaying updated data once a day, highlighting the best-selling customers and products.

US002

  • As a Sales Manager
  • I want a detailed overview of internet sales per customers
  • So that I can effectively follow up with our highest-buying customers and identify potential areas for increased sales
  • Acceptance Criteria: A Power BI dashboard offering data filtering for each customer, enabling detailed analysis of customer-specific sales data.

US003

  • As a Sales Manager
  • I want a detailed overview of internet sales per products
  • So that I can monitor and track the best-selling products for targeted sales strategies
  • Acceptance Criteria: A Power BI dashboard facilitating data filtering for each product, allowing in-depth analysis of product-specific sales data.

US004

  • As a Sales Manager
  • I want a dashboard overview of internet sales with comparisons against the budget
  • So that I can monitor sales performance over time in relation to the allocated budget
  • Acceptance Criteria: A Power BI dashboard featuring graphs and Key Performance Indicators (KPIs) comparing sales against the provided budget.

Methods Used

Data Cleaning

  • Collected, sorted, and organized data.
  • Removed irrelevant values.
  • Updated dates.
  • Validated dataset.

Data Visualization

  • Excel
  • Power BI (For the final visualization)

Technologies

  • Excel formulas
  • PostgreSQL
  • Tableau
  • etc.