<aside> <img src="data:image/svg+xml,%3csvg stroke-width='1' xmlns='http://www.w3.org/2000/svg' viewBox='0 0 24 24' stroke='%23337EA9' fill='none' stroke-linecap='round' stroke-linejoin='round'%3e%3cpath stroke='none' d='M0 0h24v24H0z' fill='none'/%3e%3ccircle cx='12' cy='11' r='3'/%3e%3cpath d='M17.657 16.657 13.414 20.9a2 2 0 0 1-2.827 0l-4.244-4.243a8 8 0 1 1 11.314 0z'/%3e%3c/svg%3e" alt="data:image/svg+xml,%3csvg stroke-width='1' xmlns='http://www.w3.org/2000/svg' viewBox='0 0 24 24' stroke='%23337EA9' fill='none' stroke-linecap='round' stroke-linejoin='round'%3e%3cpath stroke='none' d='M0 0h24v24H0z' fill='none'/%3e%3ccircle cx='12' cy='11' r='3'/%3e%3cpath d='M17.657 16.657 13.414 20.9a2 2 0 0 1-2.827 0l-4.244-4.243a8 8 0 1 1 11.314 0z'/%3e%3c/svg%3e" width="40px" /> Navigation bar

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<aside> <img src="/icons/light-bulb_blue.svg" alt="/icons/light-bulb_blue.svg" width="40px" /> Summary

Goal

This project aims to create a dynamic performance report using Power BI that allows users to analyze a company's financial data, including sales, gross profit, and other key metrics.

Process

  1. Importing the data into Power BI and cleaning it within Power Query.
  2. Building core DAX measures.
  3. Designing the report layout.
  4. Applying conditional formatting to highlight important insights and trends.
  5. Implementing dynamic chart titles and report titles to provide context.
  6. Creating the report and preparing it for publication.

Insights

  1. Canada is the worst country in all three categories (Sales, Quantity, and Gross Profit).
  2. Outdoor product types are exceeding both indoor and landscape sales.
  3. March and April of 2024 were the worst months so far in terms of sales.

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<aside> <img src="/icons/checkmark_blue.svg" alt="/icons/checkmark_blue.svg" width="40px" /> How are the "product types" category performing in Sales compared with 2023?

The sales performance of the "product types" are significantly contrasted. Sales of indoor and Landscape products are down more than $100K, while Outdoor products are enjoying a boost of more than $127K.

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<aside> <img src="/icons/checkmark_blue.svg" alt="/icons/checkmark_blue.svg" width="40px" /> Which are the countries with the worst sales numbers?

Canada, Colombia, Croatia, Germany, and Hungary combined have experienced more than $250K in Sales losses during 2024.

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<aside> <img src="/icons/checkmark_blue.svg" alt="/icons/checkmark_blue.svg" width="40px" /> What are the top customer accounts by sales revenue?

The accounts with the most sales are Kunze, Will, and Wiegand, with more than $52K and 50% Gross Profit, followed by Medhurst, Bogan, and Goodwin, with $43K and 42% Gross Profit.

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<aside> <img src="/icons/checkmark_blue.svg" alt="/icons/checkmark_blue.svg" width="40px" /> Are there any noticeable seasonal trends in sales?

The are some major declines in March and April of 2024.

Drilling down to April, we can see that Canada contributed more than $76K in sales loss and that most of this comes from Landscape products.

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<aside> <img src="/icons/checkmark_blue.svg" alt="/icons/checkmark_blue.svg" width="40px" /> How is the relationship between sales and Gross Profit?

In countries where the Gross Profit % is higher than the average Gross Profit %, sales don’t go above $17K.

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Detailed Report — For More Information