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Excel Sales Analytics

Atliq_Sales_Report :

  • Project objective:

    1. Create a Customer Performance Report

    2. Conduct a comprehensive comparison between Market Performance VS 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: financial performance evaluation, support decision-making, and facilitate stakeholder communication.

  • 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 economic outlook.

Additional Sales Insights

  • Project Objective:
    The following reports provide deeper insights into sales trends, product performance, and market distribution, helping businesses make data-driven decisions.

Additional Sales Insights

These reports provide detailed insights into sales performance, helping businesses make informed decisions about regional growth, product performance, and market trends.

1. Division-Level Sales Performance

  • 📄 Report: Division Level Report
  • 🔍 Purpose: Evaluate sales performance across different divisions to assess regional strengths and weaknesses.
  • 📊 Key Insights: Identifies high-performing divisions and areas requiring improvement.

2. Gross Margin Analysis by Quarter

  • 📄 Report: GM% by Quarters (sub_zone)
  • 🔍 Purpose: Analyzes gross margin trends across quarters and sub-zones.
  • 📊 Key Insights: Helps assess seasonal profitability and optimize cost management strategies.

3. New Product Sales Performance (2021)

  • 📄 Report: New Products Sold in 2021 by Net Sales
  • 🔍 Purpose: Tracks the net sales performance of newly launched products in 2021.
  • 📊 Key Insights: Highlights successful product launches and areas needing improvement.

4. Fastest Growing Products

  • 📄 Report: Top 10 Products By % Increase NS
  • 🔍 Purpose: Identifies the top 10 products with the highest percentage increase in net sales.
  • 📊 Key Insights: Helps recognize rapidly growing products and potential future bestsellers.

5. Market-Level Sales Analysis

  • 📄 Report: Top 5 Countries in 2021 by Net Sales
  • 🔍 Purpose: Compares net sales performance across the top five countries in 2021.
  • 📊 Key Insights: Identifies key international markets and expansion opportunities.

6. Best & Worst Performing Products by Sales Volume

  • 📄 Report: Top and Bottom Products By Quantity Sold
  • 🔍 Purpose: Evaluate the best-selling and lowest-selling products based on quantity sold.
  • 📊 Key Insights: Supports inventory planning, production optimization, and promotional strategies.

📂 Access All Reports in One File

  • If you want to access all the reports in one file, download the ATLIQ Sales Report:

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.