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Sales Insights

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Sales Insights

Date

Jul 06, 2021

Categories

Sales

Project Link

Click Here

Introduction

Atliq Hardware is a company which supplies the hardware peripherals to different clients such as nomad stores, excel stores. These are all the clients and this is a hardware company which will supply computers other peripheral networking equipment to them and they have a head office in let’s say Delhi, India and they have regional offices in different states of India and The sales are declining for this company and a sales director is having a lot of struggle tracking where the business is failing and the sales director doesn’t have any idea on what is actually happen at a ground level.

Problem Statement

To unlock Sales Insights that are not visible before for sales team for decision support & automate them to reduced time spend in data gathering

Solution

The dataset is available in Google Sheets online

And I have connected to Google Sheets with the tableau connector as to keep updated the dashboards.

I have made two Dashboards named - Revenue Analysis and Profit Analysis for tracking profit and revenue of the company.

The Insights contains -

  • Revenue by Markets
  • Sales Quantity by Markets
  • Profit Margin by Markets
  • Profit trend by Year
  • Revenue by Year
  • Top 5 Customers by Profit and Revenue
  • Top 5 Products by Profit and Revenue

Visualization

Tableau Dashboard

Recommendations

Based on the dashbaords insights, I have made some recommendation that Sales Marketing team should/can -

  1. consider making a sales strategy for especially lucknow since its showing lowest revenue and negative profit margin and if possible so as for Surat and Bhubhaneshwar also.
  2. try to increase its sales quantity in Patna, Surat and Kanpur since they have lowest sales quantity.
  3. start their target campagin for Prod047 and Prod061 since they two are the most profitable and most selling products.
  4. try to give special benefits to Electronics and Excel store_s as they are their most profitable customers.
  5. make their campgain strategy for mid year as they are showing high sales among other months.