https://github.com/nhoiyee/finance-and-sales-analytics-in-excel

This project tackles the analysis of a vast dataset of unorganized sales data to unearth strategic insights that will empower AtliQ Hardwares to make informed decisions and effectively track key performance indicators (KPIs).
https://github.com/nhoiyee/finance-and-sales-analytics-in-excel

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This project tackles the analysis of a vast dataset of unorganized sales data to unearth strategic insights that will empower AtliQ Hardwares to make informed decisions and effectively track key performance indicators (KPIs).

• Host: GitHub
• URL: https://github.com/nhoiyee/finance-and-sales-analytics-in-excel
• Owner: nhoiyee
• Created: 2024-04-23T13:35:33.000Z (7 months ago)
• Default Branch: main
• Last Pushed: 2024-04-23T14:09:14.000Z (7 months ago)
• Last Synced: 2024-04-23T15:32:23.879Z (7 months ago)
• Homepage:
• Size: 3.87 MB
• Stars: 0
• Watchers: 1
• Forks: 0
• Open Issues: 0
• Metadata Files:
  • Readme: README.md

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README

        
# Finance-and-Sales-Analytics-in-Excel

## Problem Statement:

AtliQ Hardwares, a leading hardware company specializing in PCs, printers, mice, and computers with a global reach, faces the challenge of optimizing sales and improving net gross margins.

## Objective:

This project tackles the analysis of unorganized sales data, through extensive ETL efforts. Objective is to unearth strategic insights that will empower AtliQ Hardwares to make informed decisions and effectively track key performance indicators (KPIs). 

The ultimate aim is to drive substantial improvements in the company's net sales and net gross margin, improving performance.

## Sales Analytics

Developed a comprehensive customer performance report. Conducted an in-depth comparison of market performance and sales targets.

Analyzed sales data to assess Customer performance, Market performance against targets, Top 10 products, Division-level reports, Top and Bottom 5 products by Quantity, as well as New products and the Top 5 Markets.

## Finance Analytics

Analyzed financial metrics such as Net Sales, COGS (Cost of Goods Sold), Gross Margin, and GM% (Gross Margin Percentage) on a monthly, quarterly, and annual basis for the fiscal year

## 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.