https://github.com/jaini-bhavsar/tableau
This repository contains tableau dashboards.
https://github.com/jaini-bhavsar/tableau
calculated-fields kpis tableau tableau-dashboards tableau-public
Last synced: 6 months ago
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This repository contains tableau dashboards.
- Host: GitHub
- URL: https://github.com/jaini-bhavsar/tableau
- Owner: Jaini-Bhavsar
- Created: 2024-05-30T21:07:35.000Z (about 2 years ago)
- Default Branch: main
- Last Pushed: 2024-05-30T21:29:12.000Z (about 2 years ago)
- Last Synced: 2025-01-26T14:54:16.200Z (over 1 year ago)
- Topics: calculated-fields, kpis, tableau, tableau-dashboards, tableau-public
- Homepage:
- Size: 1.12 MB
- Stars: 0
- Watchers: 1
- Forks: 0
- Open Issues: 0
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Metadata Files:
- Readme: README.md
Awesome Lists containing this project
README
# Sales and Customer Analytics Dashboards
## Objective:
Developed interactive dashboards to help sales managers and executives analyze sales performance and understand customer trends and behaviors, thereby driving data-informed decision-making.
## Context:
This project was created as part of a requirement to build a user story for stakeholders using Tableau, focusing on sales performance and customer analysis.
## Tools and Techniques:
1. Tools: Tableau Desktop
2. Techniques: Calculated Fields, Data visualization, KPI tracking, Trend analysis, Comparative analysis, Dynamic and interactive dashboard design
## Sales Dashboard
Dashboard Purpose:
Presented an overview of key sales metrics and trends, enabling stakeholders to analyze year-over-year sales performance and identify sales trends.
## Key Features:
### 1. KPI Overview:
* Displayed a summary of total sales, profits, and quantities for the current and previous year.
* Offered a clear comparison to highlight annual performance changes.
### 2. Sales Trends:
* Provided a monthly breakdown of KPIs (total sales, profits, quantities) for both the current and previous year.
* Highlighted months with the highest and lowest sales for quick recognition.
### 3. Product Subcategory Comparison:
* Conducted a comparative analysis of sales performance by product subcategories for the current and previous year.
* Included a comparison of sales with profit to assess profitability by subcategory.
### 4. Weekly Trends for Sales & Profit:
* Visualized weekly sales and profit data for the current year.
* Displayed average weekly values and highlighted weeks performing above and below the average to emphasize performance deviations.
## Customer Dashboard
Dashboard Purpose:
Provided an overview of customer data, trends, and behaviors, aiding marketing teams and management in understanding customer segments and improving customer satisfaction.
## Key Features:
### 1. KPI Overview:
* Summarized the total number of customers, total sales per customer, and total number of orders for the current and previous year.
* Facilitated a year-over-year comparison to track customer engagement and sales effectiveness.
### 2. Customer Trends:
* Presented monthly data for each KPI (number of customers, sales per customer, number of orders) for both the current and previous year.
* Highlighted months with the highest and lowest sales to identify significant trends.
### 3. Customer Distribution by Number of Orders:
* Visualized customer distribution based on the number of orders placed, providing insights into customer behavior, loyalty, and engagement.
### 4. Top 10 Customers By Profit:
* Displayed the top 10 customers generating the highest profits.
* Included additional details such as rank, number of orders, current sales, current profit, and last order date for a comprehensive view of top customers.
## Design & Interactivity Requirements:
Dashboard Dynamics:
* Enabled users to check historical data by selecting any desired year.
* Facilitated easy navigation between the sales and customer dashboards.
* Made charts and graphs interactive, allowing users to filter data directly using the visualizations.
* Provided data filtering options by product information (category, subcategory) and location information (region, state, city).
## Results and Insights:
* Delivered actionable insights into sales and customer behavior.
* Identified peak and off-peak sales periods, aiding in inventory and resource planning.
* Highlighted top-performing products and customer segments, informing targeted marketing strategies.
## Business Relevance:
* Empowered stakeholders with data-driven insights for strategic planning.
* Enhanced understanding of sales performance and customer dynamics, leading to informed business decisions and improved customer satisfaction.