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An interactive Excel Sales Dashboard analyzing performance from 2014–2017. Features dynamic charts, slicers, and visuals to track sales, profits, customers, and regions. Designed to showcase Excel-based data analysis and visualization skills for business insights.

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Sales-Analysis-Excel-Report

Sales Dashboard provides a comprehensive visualization of company sales performance across multiple dimensions including product categories, customer segments, time periods, and geographical distribution.

📊 Sales Dashboard (Excel Project)

Sales Dashboard

This interactive Sales Dashboard provides a comprehensive overview of the company’s sales performance from 2014 to 2017, helping stakeholders visualize key business metrics — including sales by category, profit trends, customer insights, and regional performance.

It is designed for quick decision-making and actionable business insights.


🏷️ 1. Sales by Category

  • Top Performing Categories:

    • 📱 Phones: $330,007.10
    • 💺 Chairs: $328,167.76
  • Moderate Performance:

    • Storage, Tables, and Binders — between $200K to $220K
  • Low Performing Categories:

    • Labels and Fasteners show minimal sales, suggesting low demand or poor visibility.

💰 2. Profit Gained Over Time

  • Furniture and Technology profits grew steadily year over year.
  • Office Supplies remained relatively stable.
  • Both Furniture and Technology peaked in 2017, showing strong product diversification and improved margins.

🗺️ 3. Sales by State

  • The U.S. sales map reveals California as the highest revenue-generating state (≈ $457,687.68).
  • Other regions contribute moderately.

👥 4. Customer Count by Year

Year Customer Count (Approx.)
2014 600
2015 650
2016 700
2017 800

🏆 5. Top 5 Customers Making Profits

Rank Customer Name
1️⃣ Tamara Chand
2️⃣ Raymond Buch
3️⃣ Sanjit Chand
4️⃣ Hunter Lopez
5️⃣ Adrian Barton

📈 6. Monthly Sales Trend

  • Noticeable spikes in months 9 and 11 (September & November).
  • Likely linked to seasonal promotions or year-end corporate purchasing.

💡 7. Strategic Observations

  • 📈 Steady Sales Growth — consistent improvement from 2014–2017.
  • 💰 Profit Leaders — Furniture & Technology drive most profits.
  • 🧭 Regional Focus — Western U.S. outperforms others.
  • 👥 Customer Growth — steady expansion each year.
  • 🧾 Low-performing Items — opportunity to improve sales for stationery and small accessories.

Key Insights

  • Phones and Chairs dominate sales, reflecting strong B2B demand. Consider targeted marketing for underperforming product lines.
  • Profitability growth highlights success in scaling technology products while maintaining leadership in the furniture segment.
  • Sales are geographically concentrated. Expanding to central and eastern U.S. markets could boost overall revenue.
  • Customer base steadily increased over four years, indicating higher brand awareness and retention rates.
  • A few key clients contribute a major share of profits — a “Key Account Management” approach can sustain and grow these relationships.
  • Forecast demand surges to optimize stock levels and campaign timing.

🧠 Conclusion

The Sales Dashboard serves as a complete business intelligence tool, revealing strong product performance, key regional markets, and loyal customer growth.
It empowers management with data-driven insights for future planning, marketing, and strategic investment. Sales are geographically concentrated. Expanding to central and eastern U.S. markets could boost overall revenue.

For further insights download Sales Dashboard.xlsx and apply filters for more insights.


⚙️ Technical Details

  • Tool Used: Microsoft Excel
  • Features: Interactive Slicers for Category & Year
  • Visuals: Funnel Chart, Line Chart, Pie Chart, Map Chart, and Area Chart
  • Data Source: Sample Sales Dataset (2014–2017)
  • Purpose: Sales trend analysis and business performance reporting

🏁 Author

Created by: Paramesh Mandapaka
📧 [email protected]


If you find this project helpful, give it a star on GitHub!

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An interactive Excel Sales Dashboard analyzing performance from 2014–2017. Features dynamic charts, slicers, and visuals to track sales, profits, customers, and regions. Designed to showcase Excel-based data analysis and visualization skills for business insights.

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