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Interactive Excel Dashboard for Sales Performance Analytics Using Pivot Tables

Project type

Excel Dashboarding

Date

2024

Role

Data Analyst

This project showcases a fully interactive Excel-based dashboard for analyzing sales data across products, stores, and sales representatives. Using raw transaction records, pivot tables, and dashboard visualization tools, the project enables stakeholders to monitor sales volume, revenue, and rep-level performance across time.

Key Features:
Data Source: Sales transactions with fields like Date, Store, Salesperson, Product, Quantity, Price, and Total Sales

Pivot Table Automation:

Total sales by product

Performance comparison by store

Rep-wise breakdowns for target monitoring

Dashboard Views:

Monthly performance summaries

Top-performing stores and reps

Dynamic product trends

Technical Tools Used:

Excel Pivot Tables

Slicers and filters

Conditional formatting

Charting tools (e.g., column, bar, and pie charts)

Impact:
Delivers quick insights for decision-makers with no coding required

Provides a lightweight alternative to BI tools like Power BI or Tableau

Serves as a template for scalable sales dashboards in small to mid-sized retail settings

Skills Demonstrated:
Data cleaning and modeling in Excel

Dashboard layout design for end-user consumption

Interactive visualization techniques using native Excel tools

Understanding of business KPIs and performance metrics

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