Excel_Sales-Analytics

Sales Report:

• Project Goals:

  1. Develop a customer performance report

  2. Provide a detailed comparison between market performance and sales targets

• Purpose of Sales Analytics: Enable businesses to track and assess their sales performance and activities.

• Significance of Analyzing Sales Data: Recognize sales trends and monitor key performance indicators (KPIs).

• Report Functions: Identify effective customer discounts, support consumer negotiations, and explore growth opportunities in promising markets.

Finance Report:

• Project Goals:

  1. Generate Profit and Loss (P&L) reports by Fiscal Year and by Months in FY 2019

  2. Create P&L reports by Markets in FY 2021

• Purpose of Financial Analytics: Assess financial performance, aid decision-making, and facilitate stakeholder communication.

• Significance of Analyzing Financial Data: Benchmark against industry standards and previous periods, and provide a basis for budgeting and forecasting.

• Report Functions: Align financial planning with strategic objectives and build confidence in the organization's financial future.

Technical & Analytical Skills:

• Proficiency in ETL (Extract, Transform, Load) processes.
• Capability to generate a date table using Power Query.
• Ability to derive fiscal months and quarters.
• Establishing data model relationships with Power Pivot.
• Expertise in integrating supplementary data into an existing data model.
• Utilizing DAX to create calculated columns.

Soft Skills:

• Deep understanding of Sales & Finance Reports.
• Designing user-friendly reports with a focus on user needs.
• Optimizing report generation through careful fine-tuning.
• Developing a systematic approach to planning and building reports.