Sep 13 • General Discussion
📊 Financial Sales & Profitability Dashboard (Power BI)
🔹 Business Problem Addressed
Organizations struggle with tracking the financial impact of discounts, understanding profitability across segments, and identifying growth trends. This project focused on creating a finance-ready dashboard to provide actionable insights into sales performance, cost management, and profit margins.
🔹 Key Metrics & Insights
Total Sales, Net Sales, Gross Sales – revenue tracking
Profit & Profit Margin % – profitability evaluation
Discounts Impact – revenue leakages due to discounting
Units Sold – demand measurement
Trend Analysis (Year-Month) – seasonality and growth
Segment, Product, and Country breakdowns – performance analysis across business dimensions
🔹 Visualizations & Reasoning
Cards (KPIs): Quick overview of Sales, Profit, Units, Profit Margin.
Waterfall Chart: Shows flow Gross Sales → Discounts → Net Sales, highlighting discount impact.
Clustered Column Chart: Compare Sales & Profit by Product/Segment.
Scatter Plot: Correlation between Discounts vs Profitability.
Line Chart (Trend): Detect growth or seasonality in Sales & Profit over time.
Treemap/Matrix: Identify top-performing products by sales/profit.
Map: Geographic performance by country.
🔹 Design Enhancements
Consistent colors: Blue for Sales, Green for Profit, Red for Discounts.
Data labels for readability.
Segmented layout: KPIs (top row), Product/Segment (middle), Trends & Geo (bottom).
Clear narrative: from overall performance → drivers of profit → actionable insights.
🔹 Narrative / Business Story
The dashboard revealed that discounts significantly reduce net revenue, with certain products/segments contributing more profit than others. Profitability varied across geographies, and trend analysis exposed seasonal fluctuations in sales.
👉 Business Action: Optimize discounting strategies, focus on high-margin products, and leverage seasonal demand patterns for better financial outcomes.
🔹 Impact
📈 Delivered a clear financial picture linking sales, discounts, and profit.
💡 Supported strategic decision-making in pricing and product mix.
📊 Improved financial visibility for executives, enabling proactive planning.
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📊 Financial Sales & Profitability Dashboard (Power BI)
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