I’ve just been hired by Maven Supplies to design and build an executive-level BI solution.

Situation:

** Our client needs a way to track key KPI’s (sales, profit, units, returns), compare market performance, analyze our best categories based on profitability, and find high-value customers. **

This will require:

• High level KPI cards for general monitory.
• Filterability by Date, Segment, Category, State, Region, and City.
• Have a breakdown for Sales relative to our goals by Region.
• Have a map, that can track Sales & Profit by City.
• Create, a treemap to look at Sales in our categories and their subcategories.
• Have a trended view of Sales & Profit by Month.

Task:

Create a dashboard to help our client. They want to track key KPI’s (sales, profit, returns), compare performance in our markets, analyze the profitability of categories, and help our client id high-value customers.

Action:

1. Create KPI cards: High level big numbers for executive view.
2. Sales v. Goals by Region: Create a visualization to monitor our Sales relative to our company Goals for each region. This chart should have a filter action that filters relevant visualizations (location information).
3. Sales & Profit by City: Create a visualization to see which cities are performing well to identify market opportunities.
4. Sales & Profit by Category: Analyze which Categories drive our Sales & Profits, this should should have a filter action that filters our trended views to see which categories are selling well in which months.
5. Sales & Profit by Month:: Create a trended view to identify trends in profits and sales, or spikes, and any other forms of seasonality relative to our products and hwo they affect our key KPI’s.

Result

The created soulition allows users to:

1. Monitor key KPI’s at an exec level.
2. Identify market opportunities for growth.
3. Hone on specific supply segments.
4. Observe seasonality and the interaction with our supply groups.