Project: Sales Dashboard
Build a comprehensive sales dashboard that provides actionable insights for sales leadership.
Project Overview
| Aspect | Details |
|---|---|
| Objective | Monitor sales performance, identify trends, and track targets |
| Audience | Sales managers, regional heads, executives |
| Data Sources | Sales transactions, product catalog, customer data, targets |
| Key Metrics | Revenue, units sold, target achievement, growth rate |
| Refresh | Daily |
Dashboard Pages
Page 1: Executive Summary • KPI Cards: Total Revenue, Total Orders, Avg Order Value, YoY Growth • Revenue trend line chart (monthly, with previous year comparison) • Revenue by Region (bar chart) • Top 5 Products by Revenue (horizontal bar) • Target Achievement gauge
Page 2: Regional Analysis • Map visual: Revenue by geography • Stacked column: Revenue by Region and Category • Table: Regional breakdown with conditional formatting • Drill-through enabled to Page 3
Page 3: Product Detail (Drill-Through) • Product-level KPIs: Revenue, Units, Margin % • Monthly trend for the selected product • Customer segments for the selected product • Comparison with category average
Page 4: Sales Rep Performance • Matrix: Sales rep vs monthly revenue • RANKX measure for leaderboard • Target achievement by rep (bullet chart or bar) • Dynamic title showing selected period
Key DAX Measures
Total Revenue = SUM(Sales[Amount])
YoY Growth =
VAR CurrentYear = [Total Revenue]
VAR LastYear = CALCULATE([Total Revenue], SAMEPERIODLASTYEAR(Dates[Date]))
RETURN DIVIDE(CurrentYear - LastYear, LastYear)
Target Achievement = DIVIDE([Total Revenue], [Sales Target])
Avg Order Value = DIVIDE([Total Revenue], COUNTROWS(Sales))
Revenue Rank = RANKX(ALL(SalesRep), [Total Revenue],, DESC, DENSE)Data Model
Dates (Date Table) ─── Sales (Fact Table) ─── Products (Dimension)
─── Customers (Dimension)
─── SalesReps (Dimension)
Targets (Fact Table)Features to Implement
• ✅ Date slicer with relative date option • ✅ Region and Category slicers (synced across pages) • ✅ Drill-through from Region → Product Detail • ✅ Dynamic titles using DAX • ✅ Conditional formatting on target achievement • ✅ Tooltip page with sales rep details • ✅ Bookmark for "This Month" vs "This Year" toggle • ✅ Export-ready PDF layout
Skills Applied
Data modeling, DAX measures, time intelligence, drill-through, slicers, conditional formatting, bookmarks, dynamic titles