Sales Management Dashboard
An executive Power BI dashboard built to monitor internet sales performance, compare actual sales against budget, and provide customer and product-level insights for better sales decision-making. The solution combined SQL-based data preparation, star schema modeling, and interactive reporting in Power BI.
SQL + Power BI
End-to-end reporting workflow from SQL transformation to dashboard delivery.
Sales vs Budget
Tracks actual internet sales performance against the 2024 budget.
Customer & Product Insights
Detailed reporting by customer and by product to support follow-up and performance monitoring.
Interactive Filtering
Dashboard supports filtering and ongoing analysis with updated data.
Project Overview
This project was built in response to a sales reporting request for a more interactive and decision-focused dashboard experience. The goal was to replace static reporting with a Power BI solution that gives Sales Managers and Sales Representatives clear visibility into sales performance, top customers, top products, and progress against budget.
- Built for Sales Managers and Sales Representatives based on defined business needs and user stories.
- Focused on internet sales performance, customer insights, product performance, and budget comparison.
- Designed to support KPI tracking, time-based analysis, and interactive exploration.
Business Request
The Sales Department needed an improved reporting solution to enhance visibility into internet sales and support more effective data-driven decision-making. The requested dashboard needed to show total sales performance, identify which products were selling and to which customers, track sales trends over time, and compare actual results against budget.
Sales Manager
Dashboard overview of internet sales to track which customers and products generate the most revenue.
Sales Representative
Detailed view of internet sales by customer to identify top accounts and upsell opportunities.
Sales Representative
Detailed product-level view to monitor best-selling products and focus on top performers.
Sales Manager
Sales-over-time and budget comparison view to evaluate performance against targets.
Data Preparation with SQL
SQL was used to extract, clean, and reshape the source tables required for the reporting model. The final dataset included a calendar dimension, customer dimension, product dimension, and internet sales fact table, while budget data was brought in separately from Excel.
DIM_Calendar
date fields, month labels, quarter, and year fields for time-based reporting
DIM_Customers
customer names, gender, first purchase date, and customer city
DIM_Products
product name, subcategory, category, color, size, line, model, description, and status
FACT_Internet_Sales
sales transactions filtered to the most recent reporting period
Star Schema Data Model
The Power BI model was structured as a star schema with FACT_Internet_Sales at the center, connected to DIM_Calendar, DIM_Customers, and DIM_Products, along with a separate Budget table. This structure supports clear filtering, strong performance, and reliable KPI calculations.
Model Components
- FACT_Internet_Sales
- DIM_Calendar
- DIM_Customers
- DIM_Products
- Budget
Dashboard Pages
Executive Overview
High-level view of total sales, sales vs budget, variance, top customers, top products, sales by category, and geographic sales distribution.
Customer Analysis
Detailed customer-level view for identifying high-value customers and reviewing sales by month and overall contribution.
Product Analysis
Detailed product-level reporting focused on top-performing products, category mix, and monthly product sales trends.
Key Metrics & Visuals
Total Sales
Goal / Budget
Variance
Top 10 Customers
Top 10 Products
Sales by Product Category
Sales by Month
Sales by Customer City
What This Project Demonstrates
The Sales Department needed an improved reporting solution to enhance visibility into internet sales and support more effective data-driven decision-making. The requested dashboard needed to show total sales performance, identify which products were selling and to which customers, track sales trends over time, and compare actual results against budget.
Business Requirement Translation
Turned stakeholder needs into a structured dashboard solution.
SQL Data Preparation
Prepared clean, analysis-ready tables for reporting.
Star Schema Modeling
Built a scalable model for filters, measures, and reporting performance.
Executive Dashboard Design
Created a dashboard that supports both summary-level and detailed business analysis.