Sales Performance Analysis using Tableau

DESCRIPTION: Mike Goodman, the head of Product Management of a retail products company, is responsible for determining which products his company should continue to offer for sale and which products should be discontinued from the company’s product catalog.

Objective:To build a dashboard that will present monthly sales performance by product segment and product category to help clients identifying the segments and categories that have met or exceeded their sales targets, as well as those that have not met their sales targets.

Domain: Ecommerce:

* Sample -Superstore which covers Orders data from 2014–2017;

Within this file you will find the following fields:

Field DescriptionRow IDObservation IndexOrder IDUnique Order ID of a productOrder DateOrder Placement DateShip DateShipment Date of the placed orderShip modeShipment mode of the placed orderCustomer IDUnique Customer IDCustomer NameName of the CustomerSegmentProduct Segment (i.e.HomeOffice/Corporate/Consumer etc.)CountryUnique Country NameCityUnique City NameStateUnique State NamePostal CodeArea wise Postal codeRegionEspecially the part of a countryProduct IDUnique Id respective to ProductCategoryProduct categorySub-CategoryProduct SubcategoryProduct NameUnique Product NameSalesSales AmountQuantityThe amount or number of a materialDiscountA deduction from the usual cost of somethingProfitObtain a financial advantage or benefit

Sales-Target will cover the target data;

Within this file you will find the following fields:

Field DescriptionCategoryProduct categoryNo. of RecordsUnique RecordOrder DateOrder Placement DateSales TargetTargeted Sales to be achieved SegmentProduct Segment (i.e.HomeOffice/Corporate/Consumer etc.)

Analysis Tasks

1. Use the Saved Sample — Superstore dataset.
2. Create a bullet chart with Category and Segment dimensions and Sales measures.
3. Blend the data with the Saved Sample — Sales Target data set to bring in the Sales Target measure.
4. Color code the chart to identify Categories and Segments that are above or below target.
5. Add the year of sales to the view to identify trends and outliers.
6. Add a filter so that the user can select one, more than once, or all years.
7. Create a dashboard with this view.