Case Study
Global Sales & Profit Analysis Dashboard
A multi-page Power BI dashboard built to answer executive, product, and customer questions in seconds. This walkthrough highlights the insights surfaced across the three core pages.
Introduction
This Power BI report provides a comprehensive analysis of global sales and profitability across multiple dimensions, including year, product category, region, and customer segment. The dashboard highlights overall business performance, revealing $12.64M in total sales, $1.47M in profit, and an 11.61% profit ratio, based on data spanning 2011 to 2014.
The report enables decision-makers to quickly identify:
- year-over-year revenue trends
- top-performing product categories and sub-categories
- regional contribution and market concentration
- customer segment behavior and high-value customers
By combining interactive visuals, filtering, and drill-down capabilities, the dashboard transforms raw sales data into actionable insights that support strategic planning, performance monitoring, and opportunity identification.
Methods Used · Data Preparation & Modeling
- Cleaned and structured the dataset before visualization
- Built a star-schema model, connecting:
- fact tables (sales, profit, customers)
- dimension attributes (year, category, region, product, segment)
- Ensured accurate aggregation for KPIs like Total Sales and Profit
KPI Calculation
The main performance metrics displayed include:
- Total Sales: $12.64M
- Total Profit: $1.47M
- Profit Ratio: 11.61%
- Customer Count: 2K
These are shown on the dashboard’s summary panel and calculated using Power BI measures (DAX).
3. Visual Analytics
Multiple visuals were used to explore performance from different angles:
a) Time-Series Analysis
Total Sales by Year shows growth from $2.26M (2011) to $4.30M (2014)
Supports trend identification and forecasting
b) Category & Product Profitability
Comparison charts display revenue and profit across:
Technology, Furniture, Office Supplies
Sub-category profit bars highlight Copiers and Phones as top contributors
c) Geographic Analysis
Total Sales by Country identifies the United States as the leading market
Regional drill-downs (e.g., 2012 → Bookcases) reveal localized performance patterns
d) Customer & Segment Insights
A segment breakdown shows:
Consumer: 51.48% of sales
Corporate: 30.25%
Home Office: 18.27%
Customer tables list high-value buyers, including individuals with $20K–$35K in total sales
Interactive Exploration
Page filters for Year, Sub-Category, Region allow drill-down analysis
Users can isolate patterns and compare performance across dimensions
Enhances decision-making through dynamic insights rather than static reporting
Page 1 · Executive Sales & Profit Overview
Top-line health at a glance
Total Sales: $12.64M · Total Profit: $1.47M · Profit Ratio: 11.61% · Total Customers: 2K.
How has revenue changed over time?
Sales grew consistently year-over-year from 2011 to 2014, rising from $2.26M to $4.30M—nearly doubling in four years.
Which product category is driving the business?
Technology leads revenue, with Furniture and Office Supplies following behind—making Tech the strategic priority.
Which countries generate the most sales?
The United States is the dominant market, followed by Australia, France, and China—prime targets for campaigns.
Page 2 · Product & Sub-Category Profitability
Where profit concentrates
Deep dive into product performance: Apple and Cisco smart devices, Motorola and Nokia phones, and Canon imaging equipment lead total sales.
Which sub-categories generate the most profit?
Copiers and Phones lead with over $0.2M profit, followed by Bookcases, Chairs, Storage, and Appliances—high-value equipment carries the margin.
What happens when filtering by year and sub-category?
In 2012 → Bookcases, regions show Central: $75,204; South: $46,446; North: $33,258; with Oceania and Asia following—revealing region-specific demand.
Are profits evenly distributed across categories?
No—profits drop sharply after the top products, highlighting dependency risk and opportunity to improve weaker lines.
Page 3 · Customer & Segment Insights
Who drives revenue
Focus on customer behavior and value: segment mix, top customers, and average order value.
Which customer segment contributes the most?
Consumer drives 51.48% of revenue (€6.51M), followed by Corporate (30.25%) and Home Office (18.27%)—Consumer should be prioritized for retention.
Who are the highest-value customers?
Top customers include Raymond Buch ($29,602 sales / $8,453 profit) and Sanjit Chand ($26,521 / $8,205), plus multiple others above $20K—candidates for VIP programs.
Next step
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