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Sales Report :

  • Project objective:

    1. Create a _sales report

  • Purpose of sales analytics: Empower businesses to monitor and evaluate their sales activities and performance.

  • Importance of analyzing sales data: Identify sales patterns and track key performance indicators (KPIs).

  • Role of reports: Determine effective customer discounts, facilitate negotiations with consumers, and identify potential business expansion opportunities in promising countries.

Finance Report :

  • Project objective:

    1. Create Profit and Loss (P&L) reports by _Finance Report

  • Purpose of sales analytics: Evaluation of financial performance, support decision-making, and facilitate communication with stakeholders.

  • Importance of analyzing Finance data: Aid in benchmarking against industry peers and previous periods Foundation for budgeting and forecasting.

  • Role of reports: Align financial planning with strategic goals Instill confidence in the organization's financial outlook.

Technical & Soft Skills:

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

Soft Skills:

  • Refined understanding of Sales & Finance Reports
  • Designing user-centric reports with empathy in mind.
  • Optimization of report generation through meticulous fine-tuning.
  • Developing a systematic approach to devising a report-building plan.

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Created reports for the sales team which will help them to evaluate customer performance and understand their market performance with respect to their target.

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