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https://github.com/data-edd/sales_performance_analysis

Sales performance analysis from 2018-2021
https://github.com/data-edd/sales_performance_analysis

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Sales performance analysis from 2018-2021

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# Sales Performance Analysis - Power BI

## Description

This project analyzes sales performance over the years 2018-2021 using Power BI. The dashboard provides insights into customer purchasing behavior, regional sales distribution, and trends over time to help businesses make data-driven decisions.

## Dataset Information

**Source:** Sales transaction and customer database
**Format:** Excel / CSV

### Tables Used:

#### Customer Table
- City
- Customer Category
- Customer ID
- Province/State

#### Invoice Table
- Customer Code
- Date
- Description
- Invoice ID
- Quantity
- Sales
- Transaction ID

## Installation & Requirements

To set up and explore the Power BI analysis, ensure you have the following tools installed:

### Required Tools:
- Power BI Desktop
- Data source connections (Excel, CSV)

## Usage

To analyze the data and explore insights:

1. Clone the repository:
```sh
git clone https://github.com/data-edd/sales-performance-dashboard.git
```
2. Open the `SALES-PERFORMANCE-DASHBOARD.pbix` file in Power BI Desktop.
3. Refresh the dataset to load the latest data.
4. Explore the interactive dashboards and reports.

## Key Metrics & Insights

This Power BI dashboard focuses on the following key performance indicators:

- **Sales by Customer Category:** Understanding revenue contributions from different customer segments.
- **Quantity by Customer Category:** Analyzing product demand among customer categories.
- **Sales by Province/State:** Geographical distribution of sales.
- **Quantity and Sales by Year:** Trends in sales and product movement over time.
- **Year-to-Date (YTD) Sales:** Tracking cumulative sales for the current year.
- **Year-on-Year (YoY) Sales:** Comparing annual sales performance to identify growth trends.

## Methodology

The analysis follows a structured approach:

1. **Data Import & Transformation:** Data cleaning and preparation using Power Query.
2. **Exploratory Data Analysis (EDA):** Identifying trends, patterns, and relationships.
3. **Data Modeling:** Establishing relationships between tables and creating DAX measures.
4. **Visualization:** Presenting insights through Power BI dashboards.

## Results & Insights

### Key findings from the analysis include:

- **High Sales in Specific Customer Categories:** Certain customer segments contribute significantly to revenue, suggesting potential for targeted marketing efforts.
- **Regional Sales Disparities:** Some provinces/states consistently outperform others in sales, indicating opportunities for expansion or targeted sales strategies.
- **Seasonal Trends in Sales:** Notable fluctuations in sales figures throughout the year suggest seasonal demand patterns.
- **Customer Buying Behavior:** Analysis shows that repeat customers generate a significant portion of sales, emphasizing the importance of customer retention strategies.
- **YoY Growth Trends:** While sales have grown year-over-year, certain periods show stagnation or decline, highlighting areas for improvement.

## Contributions

Contributions are welcome! If you’d like to contribute:

1. Fork the repository.
2. Create a new branch (`feature-branch-name`).
3. Commit your changes and push to the branch.
4. Submit a pull request.

## Contact

For any inquiries or support, feel free to open an issue or contact [mr.armstrongedward@gmail.com](mailto:mr.armstrongedward@gmail.com).