Sales Performance Data Analysis
Budget: ₹12,500 – ₹37,500 INR
I have several months of raw transactional data from Silvan Lights & Gallery’s point-of-sale and CRM systems, and I need that information transformed into clear insights that will sharpen our sales process. The files are ready in CSV/Excel format; once the noise is cleaned out, I want to know exactly what products, time periods, and customer segments are driving—or dragging—our revenue.
Here’s how the work should flow:
• Import and clean the datasets in Excel or Power BI, ensuring fields line up and missing values are handled sensibly.
• Build an interactive Power BI dashboard (or an equivalent Excel model with pivot charts) that highlights key sales-performance metrics: revenue by product line, average order value, conversion rates, and trend lines over time.
• Flag correlations or outliers that point to process bottlenecks or upsell opportunities.
• Deliver a concise written summary that turns the numbers into plain-language recommendations I can pass straight to the sales team.
Acceptance criteria
• Dashboard must refresh automatically when new data is dropped into the source folder.
• All calculations and filters are transparent and documented within the workbook/report pane.
• Insights section pinpoints at least three actionable steps to refine our sales process.
I’ll provide the historical sales files, relevant lookup tables, and context on recent promotions as soon as we get started.
Here’s how the work should flow:
• Import and clean the datasets in Excel or Power BI, ensuring fields line up and missing values are handled sensibly.
• Build an interactive Power BI dashboard (or an equivalent Excel model with pivot charts) that highlights key sales-performance metrics: revenue by product line, average order value, conversion rates, and trend lines over time.
• Flag correlations or outliers that point to process bottlenecks or upsell opportunities.
• Deliver a concise written summary that turns the numbers into plain-language recommendations I can pass straight to the sales team.
Acceptance criteria
• Dashboard must refresh automatically when new data is dropped into the source folder.
• All calculations and filters are transparent and documented within the workbook/report pane.
• Insights section pinpoints at least three actionable steps to refine our sales process.
I’ll provide the historical sales files, relevant lookup tables, and context on recent promotions as soon as we get started.