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

 

  

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

 

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:

•       Consolidate headcount, attrition, and transfer data into a single interactive view

•       Track headcount growth trends from 2020–2025 to spot turning points

•       Break down workforce composition by department, job level, employment type, and gender

•       Surface tenure and stability patterns to flag retention risk

•       Enable filtering by department and reporting manager for drill-down analysis

Skills Applied

•      Data Cleaning & Transformation (Power Query)

•      Pivot Table and Pivot Chart Analysis

•      DAX measures (attrition %, HC growth, stability %)

•      Reporting Manager Filtering

•      Custom Dashboard Layout & Design

•      KPI card design and interactive filtering (slicers)

Tools Used:

•       Microsoft Excel — core dashboard build

•       Power Query — data shaping

•       DAX — calculated metrics

•       Excel — source data staging

 

 

Metric	Value
Overall Headcount	171
Active Headcount	118
Attrition (count)	47
Attrition %	27%
Transfers	6
Male / Female Split	62% / 38%
Permanent / Contract Split	89% / 11%

Key Metrics Summary

•       Headcount growth: steady climb from 2020 to a peak of 118 active employees by 2025, despite ongoing attrition each year

•       Department mix: Sales (23%) and Legal (21%) are the largest departments; Finance and HR are smallest (8% each)

•       Job levels: Professionals (36%) and Trainees (35%) dominate; Management is a thin 18%, Contract 11%

•       Tenure: nearly two-thirds of staff (69) have 2+ years tenure, but 9 employees are under 1 year — an early-attrition watch zone

•       Manager span: Ryan Simmons oversees the largest reporting line (42 employees), more than triple the next-largest (Janelle Wiley, 26)

Headcount by Reporting Manager

Reporting Manager	Headcount
Ryan Simmons	42
Janelle Wiley	26
Roberta Moyer	18
Alejandra Mack	12
Darryl Leon	9
Jefferson Perry	7
Geneva Hardy	4

Key Insights

•   27% attrition is high relative to a workforce this size roughly 1 in 4 employees left, which warrants root-cause investigation

•   Attrition has consistently outpaced transfers every year, meaning internal mobility isn't absorbing turnover

•    Sales and Legal, the two largest departments, are likely the biggest contributors to raw attrition volume simply by headcount share

•   The 18% management ratio against 35% trainees suggests a wide span of control and potential leadership bandwidth strain

•   Ryan Simmons' 42 person span is unusually large next to peers, which may itself be a retention risk factor

Strategic Recommendations

•     Conduct exit-interview analysis focused on Sales and Legal to identify department-specific drivers

•     Rebalance Ryan Simmons' reporting line consider promoting a senior professional into a management role to reduce span of control

•     Build a structured onboarding/mentorship program targeting the <1year cohort to reduce early attrition

•     Increase internal transfer visibility as a retention lever, since transfers are currently underused relative to attrition

•     Set a target attrition ceiling (e.g., 15–18%) and track monthly against it going forward

To download the Report CLICK HERE

To download the Raw file CLICK HERE

To download the Readme File CLICK HERE