Objectives

The dashboard indicates that the business is focused on multi-regional expansion and product portfolio management across two fiscal years (2021–2022). The goal appears to be maintaining a healthy profit margin while scaling sales across diverse market segments (Government, Small Business, Enterprise) and international territories.

 

Skills Applied:

•      Data Cleaning & Transformation (Power Query)

•      Pivot Table and Pivot Chart Analysis

•      Dynamic Title Creation

•      Custom Dashboard Layout & Design

 

Tools Used:

•      Ms Excel - Visualisation, Pivot table, and Data Report.

•      Power Query – Data Cleaning and Transformation.

 

Key Metrics Overview:

✅ Highlight total sales, units sold, Profit margin and total profit for quick performance snapshots. 

✅ Sales Trend Monthly Chart: Visualize monthly trend to identify peak sales month.

✅ Sunburst chart: For products yearly sales.

✅Top selling Product: Identify Top Selling Product with Sales.

✅ Custom combination chart: Generate the amount of sales generated by each customer.

✅ Sales by Country: A pie chart of sales by each countries.

✅ Units Sold: A dynamic pie chart of units of product sold.

✅Profit Generated: Visualize monthly trend of Profit generated over the month.

✅Sales Break-up: A clustered bar chart of Sales breakup % Segment.

 

Key Insights

✅Year-over-Year (YoY) Performance: The line chart Profit generated over months reveals a critical insight, Profitability is stagnant. While there is a slight seasonal peak in June and December, the baseline for 2022 is almost identical to 2021.

✅The Volume Trap: The business is moving over 1.1 million units, but the flat profit line suggests that as sales increase, operational costs or discounts are increasing at the exact same rate.

✅Product Performance: PROD_ID_002 is the powerhouse of the company, generating ₦33,011,144 (approx. 28% of total revenue). In terms of volume, the Paseo bike model leads the "Units Sold Split" at 30%.

✅Segment Dominance: The Government (44%) and Small Business (36%) segments make up the vast majority (80%) of the sales breakup. The Enterprise and Midmarket segments are significantly under-penetrated.

✅Geographic Distribution: Sales are well-distributed internationally. France (15%) and Germany (14%) are the leading markets, while Canada (9%) is currently the smallest.

✅Seasonality & Profit Stability: The Profit generated over months trend line shows a very stable, flat trajectory from 2021 through 2022. While stability is good, it indicates a lack of growth momentum in profit despite the high volume of units sold.

✅Customer Concentration: A few key customers (notably CUST_ID_004) generate significantly revenue more than others, indicating a reliance on a small number of high-value accounts.

✅Regional Growth Strategy: The sales by country donut chart shows a very "flat" global distribution (most countries are between 11% and 15%).

 

Strategic Recommendations

✅For Year-over-Year (YoY) Performance increase: we need to Implement a price optimization strategy for 2023. Even a 2% increase in price across the Paseo and Velo lines which account for 44% of volume could significantly shift that flat profit line upward without necessarily hurting volume.

✅A. Diversify Customer Segments: With 80% of sales tied to Government and Small Business, the company is vulnerable to shifts in public spending or small business economic cycles.

Action to be taken: Is to launch a targeted Enterprise campaign to increase its current 17% share, focusing on corporate fleet sales.

✅Optimize Product Profitability: The Paseo model represents 30% of the unit volume, but the overall profit margin is 14.23%.

Action to be taken: Is to conduct a cost-of-goods-sold (COGS) analysis on the Paseo model. If it is a low-margin volume driver, attempt to bundle it with higher-margin accessories or service contracts to lift the average profit percentage.

✅Regional growth: Focus on Germany and France. Since they are our leading markets they occupy 29%, even small optimizations in their supply chains or localized marketing could yield higher returns than trying to fix the underperforming Canadian market (9%) from scratch.

✅Upsell Top Customers Customer CUST_ID_004 is a major outlier in revenue.

We need to dedicated Account Manager to this client to ensure retention and explore Level 2 product offerings or long-term exclusivity contracts.

To download the Report CLICK HERE

To download the Raw file CLICK HERE

To download the Readme CLICK HERE

 

Objective

The primary objective of this tracker is to monitor the lifecycle of 15 operational tasks across four departments (Finance, Strategy, HR, and Marketing). It aims to ensure timely delivery by tracking ownership, departmental workload, and overdue status.

 

Tools Used:

Ms Excel

 

Status

✅Total Tasks 15 Total volume of work currently logged.

✅Completion Rate 47% 7 out of 15 tasks are finished.

✅Overdue Rate 47% 7 tasks have missed their deadlines (marked TRUE).

✅In Progress 6 High volume of active work (40% of total).

✅Top Owner Sarah Johnson Managing 6 tasks (40% of the entire workload).

✅Lead Department Strategy Responsible for six tasks.

To downlod the Report CLICK HERE

To download the Readme file CLICK HERE

 

SALES STORE

Objective

The dashboard is designed to monitor Sales Performance and Profitability across different dimensions (time, product, category and payment method). The core goals is to Maximizing total revenue and profit margins, Understanding customer purchasing behavior (payment and sales channels) and Identifying top-performing products and categories to optimize inventory or marketing.

 

Skills Applied:

•      Data Cleaning & Transformation (Power Query)

•      Dynamic Title Creation

•      Custom Dashboard Layout & Design

 

Tools Used:

•      Power BI - Visualisation, Dax calculations, and Data Report.

•      Power Query – Data Cleaning and Transformation.

Metrics

✅ Highlight total sales and total profit for quick performance snapshots. 

✅Sales Type {Pie chart): Direct sales, Online and Wholesaler.

✅ Payment Mode (Pie chart): Online and Cash.

✅Top selling Product: Identify Top Selling Product with Sales.

✅ Identify Top Category

✅ Daily Sales: Visualize daily sales by using area chart.

✅ Monthly Sales and Profit: a visual display of monthly sales and profit using stacked column chart.

✅ A clustered bar chart: list of Products sales.

✅Using Treemap to visualize Categories sales.

        Key Performance Indicator

		2021	2022	Variance (%)
	Total Sales	$187K	$214K	14.4
	Total Profit	$30.32K	$38.59K	27.3
	Profit margin	16.2%	18.0%	1.8
	Top Cat..volume	44K	56K	27.2
	Top Prod..Value	$12.8K	$13.89K	8.5

 

 

 

Insight

✅Payment & Sales Channels: There is a perfect split between Online and Cash payments 200K vs 202K. However, the Sales Type donut chart suggests that while Online is significant, Direct Sales or Wholesale are represented by the smaller segments which are secondary contributors to the volume.

✅Efficiency Gains: Profit grew at nearly double the rate of Sales 27% vs 14%. This suggests better cost management in 2022.

✅Payment Trends: In 2021, Online was the leading payment mode by 52%. In 2022, Online maintained its lead but shifted slightly to 53%, showing a stable, digital-first customer base.

✅Seasonality: Both years show a significant performance dip in December. However, 2022 showed much stronger mid-year performance (August–October) compared to 2021.

✅Seasonality (Monthly Trend): There is a massive spike in sales during January, followed by a significant drop in February. Sales remain relatively stagnant/flat from March through December.

✅Product Performance: While the volume of the top category increased significantly from 44K to 56K, the Top Product unit count actually dropped from 79 to 69, even though its total value rose. This indicates a price appreciation.

✅Daily Volatility: The line chart shows high frequency. This suggests sales are driven by frequent, smaller transactions rather than steady, large-scale contracts.

✅Product Concentration: The Treemap (bottom right) shows that Category 04 and Category 02 dominate the business, while Category 01 is significantly smaller.

 

Strategy Recommendation

✅Analyzes on the December Drop: Both years show a sharp decline in sales during December.

Action: Investigate if this is due to inventory stockouts, seasonal closures, or a lack of holiday marketing.

Goal: Implement a  Year End Clearance promo  to bridge the revenue gap. 

✅High-Margin Categories: Since profit percentage improved in 2022, the specific "Category" that drove this growth is Category 04 expanded in the treemap.

Action: Reallocate marketing budget from lower-performing categories (like Category 05) toward the high-growth categories identified in the 2022 treemap.

✅Optimize Top Product Pricing: The 2022 data shows we are selling fewer units of our Top Product but we are making more money from it.

Action: Test a bundle offer (Top Product + a slow-moving accessory) to see if you can drive volume back up to 2021 levels of 79 units without sacrificing the new, higher profit margin.

✅Strengthen Online Payment Incentives: With online payments consistently making up over 50% of revenue: Action: Integrate "Buy Now, Pay Later" (BNPL) options or loyalty points specifically for online transactions to further reduce the friction of Cash handling costs.

To download the Report CLICK HERE

To download the Raw file CLICK HERE

To download the Readme CLICK HERE

 

  

SALES DASHBOARD (bike factory)

Objectives

The dashboard indicates that the business is focused on multi-regional expansion and product portfolio management across two fiscal years (2021–2022). The goal appears to be maintaining a healthy profit margin while scaling sales across diverse market segments (Government, Small Business, Enterprise) and international territories.

 

Skills Applied:

•      Data Cleaning & Transformation (Power Query)

•      Pivot Table and Pivot Chart Analysis

•      Dynamic Title Creation

•      Custom Dashboard Layout & Design

Tools Used:

•      Ms Excel - Visualisation, Pivot table, and Data Report.

•      Power Query – Data Cleaning and Transformation.

 

Key Metrics Overview:

✅ Highlight total sales, units sold, Profit margin and total profit for quick performance snapshots. 

✅ Sales Trend Monthly Chart: Visualize monthly trend to identify peak sales month.

✅ Sunburst chart: For products yearly sales.

✅Top selling Product: Identify Top Selling Product with Sales.

✅ Custom combination chart: Generate the amount of sales generated by each customer.

✅ Sales by Country: A pie chart of sales by each countries.

✅ Units Sold: A dynamic pie chart of units of product sold.

✅Profit Generated: Visualize monthly trend of Profit generated over the month.

✅Sales Break-up: A clustered bar chart of Sales breakup % Segment.

 

Key Insights

✅Year-over-Year (YoY) Performance: The line chart Profit generated over months reveals a critical insight, Profitability is stagnant. While there is a slight seasonal peak in June and December, the baseline for 2022 is almost identical to 2021.

✅The Volume Trap: The business is moving over 1.1 million units, but the flat profit line suggests that as sales increase, operational costs or discounts are increasing at the exact same rate.

✅Product Performance: PROD_ID_002 is the powerhouse of the company, generating ₦33,011,144 (approx. 28% of total revenue). In terms of volume, the Paseo bike model leads the "Units Sold Split" at 30%.

✅Segment Dominance: The Government (44%) and Small Business (36%) segments make up the vast majority (80%) of the sales breakup. The Enterprise and Midmarket segments are significantly under-penetrated.

✅Geographic Distribution: Sales are well-distributed internationally. France (15%) and Germany (14%) are the leading markets, while Canada (9%) is currently the smallest.

✅Seasonality & Profit Stability: The Profit generated over months trend line shows a very stable, flat trajectory from 2021 through 2022. While stability is good, it indicates a lack of growth momentum in profit despite the high volume of units sold.

✅Customer Concentration: A few key customers (notably CUST_ID_004) generate significantly revenue more than others, indicating a reliance on a small number of high-value accounts.

✅Regional Growth Strategy: The sales by country donut chart shows a very "flat" global distribution (most countries are between 11% and 15%).

 

Strategic Recommendations

✅For Year-over-Year (YoY) Performance increase: we need to Implement a price optimization strategy for 2023. Even a 2% increase in price across the Paseo and Velo lines which account for 44% of volume could significantly shift that flat profit line upward without necessarily hurting volume.

✅A. Diversify Customer Segments: With 80% of sales tied to Government and Small Business, the company is vulnerable to shifts in public spending or small business economic cycles.

Action to be taken: Is to launch a targeted Enterprise campaign to increase its current 17% share, focusing on corporate fleet sales.

✅Optimize Product Profitability: The Paseo model represents 30% of the unit volume, but the overall profit margin is 14.23%.

Action to be taken: Is to conduct a cost-of-goods-sold (COGS) analysis on the Paseo model. If it is a low-margin volume driver, attempt to bundle it with higher-margin accessories or service contracts to lift the average profit percentage.

✅Regional growth: Focus on Germany and France. Since they are our leading markets they occupy 29%, even small optimizations in their supply chains or localized marketing could yield higher returns than trying to fix the underperforming Canadian market (9%) from scratch.

✅Upsell Top Customers Customer CUST_ID_004 is a major outlier in revenue.We need to dedicated Account Manager to this client to ensure retention and explore Level 2 product offerings or long-term exclusivity contracts.

To download the Report CLICK HERE

To download the Raw file CLICK HERE

To download the Readme file CLICK HERE

 

HR ANALTICS TEAM DASHBOARD

Objectives

The primary goal of this dashboard is to provide a comprehensive overview of workforce dynamics to help HR leadership manage headcount, monitor retention, and track diversity. Specifically, it aims to:

• Monitor organizational growth and stability over the years.
•  Analyze the distribution of employees across departments and job levels.
•  Track attrition and internal transfers. 

Skills Applied:

•      Data Cleaning & Transformation (Power Query)

•      Pivot Table and Pivot Chart Analysis

•      Dynamic Title Creation

•      Reporting Manager Filtering

•      Custom Dashboard Layout & Design

Tools Used:

•      Ms Excel - Visualisation, Pivot table, and Data Report.

•      Power Query – Data Cleaning and Transformation.

 

 

Dashboard Overview

The dashboard provides visual insights into the following

Key Metrics Overview:

✅Highlight of Overrall Human Capital, Active Human Capital and Attrition.

✅Custom Combination of clustered and line chart to measure Human Capital Growth.

✅Pie Chart to highlight Gender Diversity.

✅Visualize Job level using 3D-Stacked Column.

✅Doughnut Chart to highlight Department by HC%

✅ Human Capital Report to Manager using funnel chart to analyse.

✅ Clustered Column Chart: Types of employee(contract & pamanent Staff).

✅ Stability: Duration of staff in the company.

✅ Reporting Manager and Department Filtering.

               

Insights

✅High Attrition Rate: An attrition rate of 27% is notably high (industry averages typically hover around 12 to 15%). This suggests a significant portion of the workforce is leaving.

✅Gender Imbalance: There is a clear 24 point gap between Male and Female representation, indicating room for improvement in gender diversity initiatives.

✅Stability Trends: The Stability chart shows a spike at the 1+ year mark (35%),but a sharp drop off for employees staying 2 years or more. This suggests that while you are good at initial retention, you may be losing people after their first year.

✅Reporting Load: Under HC Reporting, Ryan Simmons manages 42 people nearly double the next highest manager. This is a very high span of control and could lead to burnout or decreased management quality.

 

Strategy Recommendation 

✅Conduct a Retention Exit Interviews specifically for the 1-2 year cohort to understand why retention drops after the first year. Addressing the high rate of attrition immediately.

✅Management Review Ryan Simmons reporting line. A manager with 42 direct reports is likely overextended. Consider promoting a team lead from within his group to balance the load.

✅Diversity Implement targeted recruitment and mentorship programs for female talent to bridge the 38% to 50% gap, especially at the Professional and Management levels.

✅Growth Plan With HC Growth trending upwards since 2020, To ensure that the Trainee level (35%) has a clear career path into Professional roles to prevent them from becoming part of the attrition statistics.

To download the Report CLICK HERE

To download the Raw file CLICK HERE

To download the Readme File CLICK HERE