FurniturePro Sales & Customer Insight Analysis

Job ID: 38745451

Budget: ₹100 – ₹400 INR

Your case study with **FurniturePro & Co.** focuses on analyzing sales performance and customer insights. Here’s a summary of the key requirements and steps for completing it:

### Case Study Objectives:
1. **Sales Performance Analysis**:
- **Monthly and Quarterly Trends**: Analyze sales growth on a monthly and quarterly basis, including year-over-year comparison.
- **Regional, Segment, and Category Insights**: Identify regions, segments, and categories with high or low sales compared to previous years.
- **Product Returns**: Determine which products are most returned, with their category and region.
- **What-If Analysis**: Allow users to input discount percentages to forecast profit.
- **Pareto Analysis**: Enable functionality to show the percentage of total sales contributed by a selected percentage of top customers.

2. **Customer Analysis**:
- **RFM Segmentation**: Perform RFM (Recency, Frequency, and Monetary) analysis to classify customers into segments such as low, medium, and high value.
- **Customer Segmentation and New Customer Insights**: Analyze new customers from 2021, including their sales, quantity purchased, and discounts.
- **Top Salespersons by Segment**: Identify the top-performing salespersons by state and city, showing their sales and average discount percentage.

### Key KPIs and Views:
- **Total Sales**: (Sales - Returns)
- **% Target Achieved**: Sales target completion status for each region/state.
- **% Margin**: Profit/Sales Amount

### Instructions:
- **Data Preparation**: Use **Power Query** for data transformation, cleaning, and joining. Avoid creating new columns outside of Power Query.
- **Visualization**: Include visuals for sales trends, target analysis, customer segments, and Pareto analysis, ensuring interactivity and clear insights.
- **Bonus**: A scoring metric for potential customer targeting and retention.

### Evaluation Parameters:
Your submission will be assessed based on:
- **Data Visualization**: Clarity, impact, and design of visuals.
- **Data Modeling**: Proper data relationships and structure.
- **DAX Functions**: Usage and efficiency of DAX for calculations.
- **Interactivity**: Interactive features, like What-If analysis and filtering.
- **Business Insights**: Quality of insights, especially the top 5 insights for the year-end client meeting.
- **Completeness**: Ensuring all tasks and insights are covered comprehensively.

Let me know if you need any specific help with Power BI features, DAX functions, or visualization ideas.