Sales BI Dashboard Structure & KPI Evaluation
Short BI case focused on sales, dashboard structure, and commercial KPI hierarchy.
Type
Individual academic work / dashboard
Area
Business Intelligence · Sales Analytics · KPI Reporting
Tools
BI dashboard · Excel/Power BI-style logic
Techniques
Dashboarding · KPI hierarchy · Sales analysis · Period filters · Department ranking
Output
Sales dashboard structure
Value
Individual academic work where I evaluated the structure of a sales dashboard with period filters, department billing, ranking, and salesperson performance to support sales reporting.
dashboard modules identified
analysis axes: period, department, and salesperson
01 / Fast scan
Case in 60 seconds
A quick scan of the case: what was happening, what needed to be solved, what I did, and what value is demonstrated.
Situation
SA sales dashboard should quickly answer management questions: which period to analyse, which departments bill more, which salespeople contribute more, and where data is missing.
Task
TIndividual academic work where I evaluated the structure of a sales dashboard with period filters, department billing, ranking, and salesperson performance to support sales reporting.
Action
A- 01Review visible dashboard modules.
- 02Map business questions to KPIs.
- 03Document export limitation due to credentials.
Result
R- The dashboard was structured for executive reading by period, department, and salesperson.
- The presence of null fields should become a data-quality alert.
- Useful for junior BI: shows how to organise sales reporting around management questions.
- 5 · dashboard modules identified
- 3 · analysis axes: period, department, and salesperson
02 / Context
Problem
This section explains the business or analytical challenge before going into technical detail.
02.1
Executive summary
Minor portfolio case included for completeness. It is useful to show BI-structure judgement, but it is not presented as an impact project because the PDF does not preserve final data.
02.2
My role
Individual academic work. I reviewed structure, analysis modules, and KPI usefulness.
03 / Method
Approach
Methods, tools, and workflow. This shows how I structured the analysis.
03.1
Data & methods
- Period selector to filter time analysis.
- Billing by department and by salesperson.
- Sales distribution, department ranking, and top salesperson by department.
- Identification of null fields as sales without known associated salesperson.
03.2
Process
- 01Review visible dashboard modules.
- 02Map business questions to KPIs.
- 03Document export limitation due to credentials.
04 / Decision
Evidence and impact
Outputs, findings, and implications translated into decisions or professional value.
04.1
Key findings
- The dashboard was structured for executive reading by period, department, and salesperson.
- The presence of null fields should become a data-quality alert.
04.2
Business implications
- Useful for junior BI: shows how to organise sales reporting around management questions.
05 / Close
Professional close
Limitations, next steps, and available assets. This keeps the case honest and actionable.
05.1
Limitations
- PDF exported with credential issue; final figures are not shown.
- Presented as dashboard structure, not impact analysis.
05.2
What I would do next
- Rebuild dashboard with accessible data and documented measures.
- Add data-quality alerts and salesperson drill-down.
Keep reading
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