Customer Sales Performance MIS Report

Sales Report :

• Project objective:

  1. Create a customer performance report

  2. Conduct a comprehensive comparison between market performance and sales targets

• 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 Fiscal Year & Months

  2. Create Profit and Loss (P&L) reports by Markets

• 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.