- Project objective:
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Create a customer performance report
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Conduct a comprehensive comparison between market performance and sales targets
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Purpose of sales analytics: Empower businesses to monitor and evaluate their sales activities and performance.
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Importance of analyzing sales data: Identify sales patterns and track key performance indicators (KPIs).
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Role of reports: Determine effective customer discounts, facilitate negotiations with consumers, and identify potential business expansion opportunities in promising countries.
- Project objective:
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Create Profit and Loss (P&L) reports by _Fiscal Year & _Months
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Create Profit and Loss (P&L) reports by _Markets
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Purpose of sales analytics: Evaluation of financial performance, support decision-making, and facilitate communication with stakeholders.
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Importance of analyzing Finance data: Aid in benchmarking against industry peers and previous periods Foundation for budgeting and forecasting.
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Role of reports: Align financial planning with strategic goals Instill confidence in the organization's financial outlook.
- Expertise in ETL processes (Extract, Transform, Load).
- Competence in creating date tables with Power Query.
- Capability to calculate fiscal months and quarters.
- Building and managing data model relationships using Power Pivot.
- Skilled in integrating additional data into existing data models.
- Applying DAX to develop calculated columns.
- In-depth knowledge of Sales & Finance Reports.
- Creating user-friendly reports with a focus on user experience.
- Enhancing report generation through careful optimization.
- Formulating a structured plan for efficient report development.