SalesInsight Project

Project Overview

SalesInsight is an interactive data visualization project built using SQL and Tableau to analyze business performance metrics. This project leverages a star-schema database imported from MySQL into Tableau to provide comprehensive insights into revenue, sales, customer behavior, product performance, market trends, and cost analysis. The dashboards are designed to answer critical business questions through intuitive visualizations and filters.

Data Schema

The database consists of five tables:

1. Customers: Contains information about customer codes, names, and types.

   • Example rows:

     • Cus001, Surge Stores, Brick & Mortar

     • Cus002, Nomad Stores, Brick & Mortar

2. Markets: Details market codes, names, and zones (e.g., North, South, Central).

   • Full table includes markets from Chennai, Mumbai, Delhi NCR, and international markets like New York and Paris.

3. Products: Includes product codes and product types (e.g., "Own Brand").

   • Example rows:

     • Prod001, Own Brand

     • Prod002, Own Brand

4. Transactions: Fact table that records product codes, customer codes, market codes, order dates, sales quantities, sales amounts, profit margins, and cost prices.

   • Example rows:

     • Prod279, Cus020, Mark011, 2017-10-11, 1, 102, INR, 0.39, 39.78, 62.22

5. Date: Provides temporal data, including year, month, and formatted date fields.

   • Example rows:

     • 2017-06-01, 2017, June, 17-Jun

Data Model

The database follows a star schema with the Transactions table as the central fact table connected to four dimension tables:

• Date: Temporal analysis

• Customers: Customer behavior analysis

• Markets: Market and regional insights

• Products: Product performance evaluation

Dashboards

The project includes seven interactive dashboards, each addressing specific business questions:

1. Revenue and Sales Trends

• Key Visualizations:

  • Total revenue over time

  • Revenue by market

  • Total sales quantity

  • Sales quantity by market

  • Revenue trends by year

• Key Features:

  • Identified the top 5 customers and top 5 products based on revenue.

  • Integrated global year and month selectors for detailed temporal analysis.

2. Customer Insights

• Key Questions Answered:

  • Which customer types (e.g., Brick & Mortar) generate the highest revenue?

  • How has revenue evolved year-over-year for each customer?

  • What are the profit margins for top customers?

• Visualizations:

  • Revenue by customer type

  • Market-wise revenue breakdown

  • Average profit margins for key customers

3. Product Performance

• Key Questions Answered:

  • Which products have the highest profit margins?

  • What are the top 15 products by revenue?

  • What is the sales trend for "Own Brand" products?

  • Which products consistently generate negative profit margins?

4. Market & Regional Analysis

• Key Insights:

  • Profit margin variations across zones (North, South, Central)

  • Zones with the highest sales quantities

  • Market-wise revenue comparison

  • Highest profit margins in each zone

5. Temporal Analysis

• Key Insights:

  • Peak sales months for revenue and profit

  • Monthly fluctuations in profit margins

  • Year-over-year revenue trends

• Visualizations:

  • Seasonal revenue and profit heatmaps

  • Monthly trends using line graphs

6. Combined Insights

• Key Findings:

  • Combinations of customer types, markets, and products generating the most revenue or profit

  • Identification of products, markets, or customer types consistently generating losses

7. Cost Analysis

• Key Metrics Analyzed:

  • Customer-specific profit margins

  • Products with the highest cost prices and their corresponding profit margins

Interactive Features

• Global Filters:

  • Year and month selectors enable dynamic filtering, allowing users to view data for specific timeframes.

• Drill-Down Capabilities:

  • Users can explore data at granular levels, such as individual customers or products.

• Intuitive Visuals:

  • Charts, graphs, and heatmaps provide a clear understanding of trends and insights.

Outcomes

• Delivered actionable insights into revenue optimization, product profitability, and market performance.

• Helped identify key drivers of profit and loss, enabling data-driven decision-making for business strategies.

• Provided a robust foundation for understanding temporal trends, customer behavior, and market dynamics.

Future Scope

• Enhance the dashboards by incorporating predictive analytics for future sales and revenue trends.

• Add geographic mapping for better visualization of market performance.

• Implement real-time data updates for more timely insights.