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Project objective:
1. Create a customer performance report.
2. Conduct a comprehensive comparison between market performance and sales targets.
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Purpose of sales analytics: Empower businesses to monitor and evaluate their sales activities and performance.
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Importance of analyzing sales data: Identify sales patterns and track key performance indicators (KPIs).
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Role of reports: Determine effective customer discounts, facilitate negotiations with consumers, and identify potential business expansion opportunities in promising countries.
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Project objective:
1. Create Profit and Loss (P&L) reports by Fiscal Year & Months.
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Purpose of sales analytics: Evaluation of financial performance, support decision-making, and facilitate communication with stakeholders.
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Importance of analyzing Finance data: Aid in benchmarking against industry peers and previous periods Foundation for budgeting and forecasting.
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Role of reports: Align financial planning with strategic goals Instill confidence in the organization's financial outlook.
- 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.
- 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.