Skip to content

nagabharath2003/Sales-and-finance-report

Repository files navigation

Atliq Hardware Business Intelligence Reports

Introduction

Atliq Hardware specializes in selling a wide range of hardware products, including personal computers, mice, printers, and various peripheral devices. Our diverse product lineup caters to a broad range of customers, and we also manufacture our products. To reach our customers, we utilize intermediaries such as retail giants like Croma and Best Buy, as well as popular online marketplaces like Flipkart and Amazon.

These intermediaries play a crucial role in connecting Atliq's products with end consumers, ensuring our offerings are accessible to the general public.

Problem Statement

To develop an interactive business intelligence dashboard, Sales and Finance Analytics Report, aimed at extracting decision-making insights for well-articulated strategies at Atliq Hardware.

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.

About

No description, website, or topics provided.

Resources

Stars

Watchers

Forks

Releases

No releases published

Packages

No packages published