Sales Report:

• Project Objectives:

  1. Customer Performance Report: Generate insights into customer behavior and performance metrics. (customer performance report)

  2. Market Performance vs. Sales Targets: Perform an in-depth comparison to evaluate the alignment between market performance and predetermined sales targets. (market performance and sales targets)

• Purpose: Sales analytics serves to empower businesses in monitoring and evaluating their sales activities and performance.

• Importance: Analyzing sales data helps identify patterns and track key performance indicators (KPIs) crucial for business success.

• Role of Reports: Reports play a pivotal role in determining effective customer discounts, facilitating negotiations, and identifying potential business expansion opportunities in promising markets.

Finance Report:

• Project Objectives:

  1. Profit and Loss (P&L) Reports: Generate P&L reports categorized by fiscal year and months to gain insights into financial performance. (Fiscal Year & _Months)

  2. Market-based P&L Reports: Develop P&L reports segmented by different markets for a granular understanding of financial performance. ( Markets)

• Purpose: Finance analytics aims to evaluate financial performance, support decision-making, and facilitate effective communication with stakeholders.

• Importance: Analyzing financial data aids in benchmarking against industry peers, previous periods, and serves as the foundation for budgeting and forecasting activities.

• Role of Reports: Reports align financial planning with strategic goals and instill confidence in the organization's financial outlook.

Technical and Soft Skills

Technical Skills:

• Proficiency in ETL methodology (Extract, Transform, Load).
• Skills to generate date tables 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 and Finance Reports.
• Designing user-centric reports with empathy.
• Optimization of report generation through meticulous fine-tuning.
• Developing a systematic approach to devising a report-building plan.