Excel-Projects-Sales-Analytics

Project Overview:

Welcome to the Sales Analytics project!This initiative is part of a structured exercise facilitated by Codebasics as an integral component of their comprehensive bootcamp.
The primary objective is to develop a sophisticated sales report and finance report that will significantly augment the annual sales agreement negotiation process with clients.
These reports are meticulously designed to facilitate a thorough comparison between actual sales and target figures. By leveraging this data, businesses can make informed decisions on optimal customer discounts and strategically identify avenues for potential business expansion, particularly in international markets.
This project serves as a pivotal tool in enhancing the overall negotiation dynamics and fostering a more data- driven approach to business decisions within the hardware industry

Sales Report :

• Project objective:

  1. Create a customer performance report

  2. Conduct a comprehensive comparison between market performance and sales targets

• Purpose of Sales Analytics: Incorporating sales analytics serves a multifaceted role within the project, aiming to elevate financial performance assessment, provide essential support for decision-making processes, and enhance communication with stakeholders.

• Importance of Analyzing Sales Data: The analysis of financial data carries substantial importance as it serves as a cornerstone for benchmarking against industry peers and past periods. Additionally, it establishes a robust foundation for effective budgeting and forecasting initiatives.

• Role of Reports: Reports play a pivotal role in the business ecosystem as they help determine effective customer discounts, facilitate negotiations with consumers, and pinpoint potential opportunities for business expansion in promising countries.

Finance Report :

• Project objective:

  1. Create Profit and Loss (P&L) reports by Fiscal Year & Months

  2. Create Profit and Loss (P&L) reports by Markets

• Purpose of financial analytics: The primary objective of incorporating financial analytics is to conduct a comprehensive evaluation of the organization's financial performance. This not only supports informed decision-making but also serves as a facilitator for effective communication with stakeholders.

• Importance of analyzing Finance data: Analyzing financial data holds paramount importance as it provides crucial assistance in benchmarking against industry peers and comparing performance across different periods. Furthermore, it lays the foundation for robust budgeting and forecasting initiatives, contributing to a more proactive financial strategy.

• Role of reports: The reports generated through financial analytics play a pivotal role in aligning financial planning with strategic goals. Beyond that, these reports serve as a key instrument in instilling confidence in the organization's financial outlook, fostering transparency and trust among stakeholders.

Technical & Soft Skills:

• Proficiency in ETL methodology (Extract, Transform, Load).
• Skills to generate a date table using Power Query.
• Ability to derive fiscal months and quarters.
• Establishing data model relationships with Power Pivot.
• Proficiency in incorporating supplementary data into an existing data model.
• Utilizing DAX to create calculated columns.

Soft Skills:

• Refined understanding of Sales & Finance Reports
• Designing user-centric reports with empathy in mind.
• Optimization of report generation through meticulous fine-tuning.
• Developing a systematic approach to devising a report building plan.