Plant Co. Sales Performance Dashboard
PowerBI | Power Query | DAX
Context
Plant Co. is a vibrant and forward-thinking company dedicated to transforming the way people interact with nature in urban environments. Founded on the principles of sustainability, innovation, and community, Plant Co. brings greenery into the heart of cities through an extensive range of indoor and outdoor plant solutions.
The Dashboard
Plant Co.'s Sales Performance Dashboard for 2023 and 2024, is designed to provide real-time insights into the company’s sales strategies and growth trajectory. This dynamic dashboard offers a comprehensive view of key performance metrics including:
Gross Profit
Quantity
Sales
The Dataset
The dataset for the Sales Performance Dashboard is made up of the Fact Table, which records detailed sales invoices, the Account Table, which has the information about customer accounts and the Plant Hierarchy table, which organizes products into categories, subcategories, and species for streamlined reporting and trend identification.
Building Measures and Core Visuals
To build the dashboard, DAX (Data Analysis Expressions) are used to calculate key metrics such as total sales, year-over-year growth, average order value, and product performance, enabling dynamic and accurate analysis. By leveraging DAX, the dashboard can generate core visuals like sales trend charts, heat maps, and top-performing product lists, which update in real-time as users interact with the dashboard.
Setting up the visuals
The visuals in Plant Co.'s Sales Performance Dashboard are thoughtfully designed to offer a clear and intuitive user experience. Each visual is strategically positioned to highlight key performance indicators at a glance, with top-level metrics such as total revenue and sales growth prominently displayed. Interactive charts, like stacked column chart, scatter chart and waterfall chart are used to track sales trends over time, while the heat map breaks down performance by region and year. Users can drill down into specifics with slicers and filters, which dynamically update the visuals to reflect selected criteria. This layout ensures that critical insights are easily accessible, allowing for quick analysis and decision-making.
Conditional Formatting and Dynamic Titles
Conditional formatting and dynamic titles are key features that enhance the clarity and impact of Plant Co.'s Sales Performance Dashboard. The positive growth is shown in green, while areas needing attention appear in red. Dynamic titles are used to automatically update based on user selections and filters, ensuring that the context of the displayed data is always clear. This functionality helps users quickly understand the focus of their analysis, making the dashboard more intuitive and responsive to their needs.
My Learnings
Through this project, I deepened my expertise in data visualization and dashboard design, gaining valuable hands-on experience with several new visualizations.
For the first time, I worked with:
waterfall charts
combo charts
scatter chart with a zoom slider, each of which added unique dimensions to the analysis, allowing for more nuanced data interpretation.
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This approach introduced a higher level of clarity and customization that enriched the overall dashboard, enhancing both its functionality and user experience. These learnings have broadened my skill set, making me more adept at creating insightful and user-friendly dashboards.
PowerBI File
I invite you to view the dashboard in PowerBI by downloading the file on your machine. You should have PowerBI installed to view the dashboard.