{"id":15204381,"url":"https://github.com/tasnimxpress/sales-customeranalysis","last_synced_at":"2026-01-28T11:09:31.006Z","repository":{"id":252228322,"uuid":"839815301","full_name":"tasnimxpress/sales-customeranalysis","owner":"tasnimxpress","description":"The organization is facing challenges in understanding and visualizing critical sales and customer data across multiple dimensions, including customer segmentation, geographical distribution, product categories, and time-based trends. 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The existing data was difficult to analyze cohesively, leading to inefficiencies in decision-making processes. The company required a comprehensive solution that could provide clear, actionable insights into customer behavior, sales performance, and profitability trends, with the ability to drill down into specific segments and time periods.\n\n## **Tools**\n\n- **Power BI:** For creating the interactive report dashboard.\n- **DAX (Data Analysis Expressions):** To build dynamic calculations and advanced analytics.\n- **Power Query:** For data cleaning and transformation.\n- **Figma**: For designing the cover and layout of the dashboard.\n\n## **Steps**\n\n1. **Data Cleaning and Preparing:**\n    - I gathered data related to customer demographics, sales figures, product categories, and geographic regions.\n    - The data was then cleaned, ensuring consistency and accuracy, using Power Query.\n2. **Data Modeling:**\n    - Relationships between different datasets were established to create a comprehensive data model.\n    - Calculated columns and measures were added using DAX to enable detailed analysis.\n3. **Dashboard Design:**\n    - The dashboard was divided into two main pages: **Customer Analysis** and **Sales Analysis**. This separation made it easier to focus on specific insights.\n    - A user-friendly layout with a consistent color scheme and design was implemented to enhance the user experience.\n4. **Visualization and Interactivity:**\n    - I created various visualizations (bar charts, line charts, maps, and pie charts) to represent key metrics and trends.\n    - Interactive elements like slicers, filters, bookmarks, and a page navigator were added to allow users to explore the data in depth.\n5. **Analysis and Testing:**\n    - DAX was used to calculate complex metrics like rolling sales, profit margins, and segment-wise contributions.\n    - The dashboard was thoroughly tested to ensure all features and calculations worked as intended, and feedback was incorporated to refine the design.\n\n## The Dashboard\n\n![Sales Page.png](https://github.com/tasnimxpress/sales-customeranalysis/blob/main/Dashboard%20images/Sales%20Page.png)\n\n![Customer Page.png](https://github.com/tasnimxpress/sales-customeranalysis/blob/main/Dashboard%20images/Customer%20Page.png)\n\n## **Key Findings**\n\n- **Customer Segmentation:** The \"Loyal\" customer segment accounted for the largest portion of sales (44.54%), with top contributors like Horst Kloss driving significant revenue.\n- **Geographical Insights:** The USA and Germany emerged as the top-performing markets, highlighting where the company should focus its efforts.\n- **Product Performance:** Drinks and Cheese were the highest-grossing categories, but there’s potential for growth in categories like Fish and Deserts.\n- **Sales Trends:** 2021 was a peak year in terms of sales and profitability, with slight declines in 2022, indicating the need for strategic adjustments.\n\n## **Suggestions**\n\n- **Retention Focus:** Strengthen customer retention efforts, particularly for the \"Loyal\" segment, through loyalty programs and personalized offers. And plan to\n- **Market Expansion:** Expand marketing and product offerings in high-performing regions like the USA and Germany.\n- **Marketing to Average Customers:** Develop targeted marketing campaigns aimed at converting \"Average\" customers into \"Loyal\" ones. This could include personalized discounts, exclusive deals, and enhanced customer engagement strategies.\n- **Product Strategy:** Improve sales in lower-performing categories by exploring new marketing strategies or product enhancements.\n- **Profit Margin Monitoring:** Keep a close eye on profit margins and explore cost optimization strategies to maintain profitability.\n- **New Market Opportunities:** Consider expanding into underrepresented regions like Asia and South America for future growth.\n\n# Snippet of Code\n\nHere are some of the DAX formulas I developed for creating this dashboard and performing the analysis.\n\n- DAX for Customer Classification\n\n```DAX\nClassifiedCustomer = \n CALCULATE([TotalSales],\n FILTER(\n    VALUES('Order'[CustomerName]),\n    COUNTROWS(\n    FILTER(\n        CustomerClassificationtbl,\n        RANKX(ALL('Order'[CustomerName]),[TotalSales],,DESC)\u003e= CustomerClassificationtbl[Min] \u0026\u0026 \n        RANKX(ALL('Order'[CustomerName]),[TotalSales],,DESC)\u003c= CustomerClassificationtbl[Max])) \u003e 0\n        )\n        )\n```\n\n- Profit percentage\n\n```DAX\nProfitPercentage = DIVIDE([Profit],[TotalCost])\n```\n\n- Profit margin\n\n```DAX\nProfitMargin = DIVIDE([Profit], [TotalSales])\n```\n\n- Sales for last month corresponding to current month\n\n```DAX\nSalesLM = CALCULATE([TotalSales],DATEADD(Dates[Date],-1,MONTH))\n```\n\n- Top sales by ranking category\n\n```DAX\nTopXSales = IF([Ranking]\u003c=RankingParameter[RankingParameter Value],[TotalSales],BLANK())\n```\n\n- Top sales by ranking category\n\n```DAX\nTopXSales = IF([Ranking]\u003c=RankingParameter[RankingParameter Value],[TotalSales],BLANK())\n```\n\n## **Scope**\n\n- **Real-Time Data Integration:** Incorporating real-time data could provide even more timely insights and allow for more dynamic decision-making.\n- **Deeper Customer Insights:** Additional analysis on customer lifetime value and behavior patterns could further enhance strategic decisions.\n- **Advanced Predictive Analytics:** Implementing predictive models could help forecast future trends and guide proactive strategies.\n\nThis dashboard is a robust tool for executives, providing a clear, interactive view of the company’s sales and customer landscape, and equipping them with the insights needed to drive growth and success.\n","project_url":"https://awesome.ecosyste.ms/api/v1/projects/github.com%2Ftasnimxpress%2Fsales-customeranalysis","html_url":"https://awesome.ecosyste.ms/projects/github.com%2Ftasnimxpress%2Fsales-customeranalysis","lists_url":"https://awesome.ecosyste.ms/api/v1/projects/github.com%2Ftasnimxpress%2Fsales-customeranalysis/lists"}