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https://github.com/aravindnathan02/sales-and-customer-analytics

This is a repository for sales and customer performance Tableau dashboard.
https://github.com/aravindnathan02/sales-and-customer-analytics

customer-dashboard dashboard data-analysis data-visualization sales-analysis sales-dashboard tableau

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This is a repository for sales and customer performance Tableau dashboard.

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README 

        
# **Sales Performance**



**Introduction:** \

This user story outlines the specifications for building two dashboards using tableau to help stakeholders, including sales managers and executives to analyze sales performance and customers. 



## **Sales Dashboard** | Requirements 



Dashboard Purpose: \

The purpose of sales dashboard is to present an overview of the sales metrics and trends in order to analyze year-over-year sales performance and understand sales trends.



**Key Requirements** 

KPI Overview: \

Display a summary of total sales, profits and quantity for the current year and the previous year.



Sales Trends: \

 – Present the data for each KPI on a monthly basis for both the current year and the previous year. \

 – Identify months with highest and lowest sales and make them easy to recognize. 



Product Subcategory Comparison: \

 – Compare sales performance by different product subcategories for the current year and the previous year. \

 – Include a comparison of sales with profit. 



Weekly Trends for Sales & Profit: \

 – Present weekly sales and profit data for the current year. \

 – Display the average weekly values. \

 – Highlight weeks that are above and below the average to draw attention to sales & profit performance. 



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## **Customer Dashboard** | Requirements



Dashboard Purpose: \

The customer dashboard aims to provide an overview of customer data, trends and behaviors. It will help marketing teams and management to understand customer segments and improve customer satisfaction. 



**Key Requirements** 



KPI Overview: \

Display a summary of total number of customers , total sales per customer and total number of orders for the current year and the previous year. 



Customer Trends: \

 – Present the data for each KPI on a monthly basis for both the current year and the previous year. \

 – Identify months with highest and lowest sales and make them easy to recognize. 



Customer Distribution by Number of Orders: \

Represent the distribution of customers based on the number of orders they have placed to provide insights into customer behavior, loyalty and engagement. 

 

Top 10 Customers By Profit: \

 – Present the top 10 customers who have generated the highest profits for the company. \

 – Show additional information like rank, number of orders, current sales, current profit and the last order date. 



**Design & Interactivity Requirements** 



Dashboard Dynamic: \

 – The Dashboard should allow users to check historical data by offering them the flexibility to select any desired year. \

 – Provide users with the ability to navigate between the dashboards easily. \

 – Make the charts and graphs interactive, enabling users to filter data using the charts. 



Data Filters: \

Allow users to filter data by product information like category and subcategory and by location information like region, state and city.